ADVISOR BIO

Jacob White is an investment advisor representative with GWN Securities Inc. and has been in the industry since September 8, 2022. Jacob is registered in Arkansas and Oklahoma and holds the Series 66, Series 7TO and SIE licenses. Jacob also works as a tax preparer for Focus Financial Tax, which is not investment related. Jacob is also registered as an investment advisor in Oklahoma.

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ADVISOR BIO

Jacqueline Lorkowski is a financial advisor who has been in the industry since April 1985. Jacqueline is currently registered with Morgan Stanley and has been with the firm since June 2009. Prior to joining Morgan Stanley, Jacqueline was a registered representative with CITIGROUP GLOBAL MARKETS INC. and Lehman Brothers Inc. Jacqueline holds the Series 7, Series 63, and Series 66 licenses. Jacqueline specializes in asset allocation advice, financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and investment companies.

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ADVISOR BIO

Jacqueline Marie Vertucci-alfonso is a financial advisor at Stifel, Nicolaus & Company, Inc. Jacqueline has been in the industry since 2024 and holds Series 66, 7TO, and SIE licenses. Jacqueline is registered to provide financial services in all 50 states, Puerto Rico, and the Virgin Islands. Jacqueline specializes in financial planning, pension consulting, and portfolio management for individuals, businesses, and pooled investment vehicles.

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ADVISOR BIO

Jamar Gopie is an Investment Advisor Representative at Ballentine Partners. Jamar Gopie is a licensed professional with over 10 years of experience in the financial services industry. Jamar Gopie's experience includes working with clients in financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. Jamar Gopie has a Series 65 license and is registered with the state of Florida.

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ADVISOR BIO

James Stanton is an Investment Advisor Representative with UBS Financial Services Inc. James is a registered representative of FINRA and licensed in Florida and Texas. James has been active in the securities industry since 1985. James has worked for UBS Financial Services Inc. since February 2005. Prior to this, James worked for Morgan Stanley DW Inc. for 19 years. James has a range of specializations including retirement planning, insurance, mutual funds, fixed income, equity, and options. UBS Financial Services Inc. manages over $702 billion in assets.

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ADVISOR BIO

James Michael Murphy is a financial advisor with Ameriprise Financial Services, LLC. James has been in the financial services industry since 1992. James is registered with FINRA and holds Series 63 and 65 licenses, as well as Series 7, 8, 9 and 10 licenses. James has held previous positions with Ameriprise Advisor Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Olde Discount Corporation, and F.N. Wolf & Co., Inc. James currently serves clients from the Palm Beach Gardens, FL office of Ameriprise Financial Services, LLC.

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ADVISOR BIO

James Russell Barrett is a financial advisor with Robert W. Baird & Co. Inc. James has been in the financial services industry since 2006. James holds Series 63, Series 7 and SIE licenses. James has experience with a variety of financial services including, portfolio management for individuals, portfolio management for businesses, and financial planning.

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ADVISOR BIO

James Frank Caparelli is a financial advisor registered with GWN Securities Inc. with over 29 years of experience in the financial industry. James has earned the Certified Financial Planner designation and has a background in providing financial advice to individuals and corporations. James is also a registered investment advisor in the state of Georgia. He has held licenses with multiple firms in his career including Great American Advisors, Inc., Stuart Securities Corp. and WMA Securities, Inc. James Caparelli is a well-established financial advisor with a strong reputation for providing quality financial advice.

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ADVISOR BIO

James Harold Mahoney is a financial advisor with UBS Financial Services Inc. He has been in the financial industry since July 22, 2012. Mahoney is registered with the Securities and Exchange Commission (SEC) and is a registered representative of FINRA. James Mahoney has passed several industry exams including the General Securities Representative Examination (Series 7), the Uniform Combined State Law Examination (Series 66), and the Securities Industry Essentials Examination (SIE). James Mahoney has specialized in portfolio management for individuals, businesses and charitable organizations, in addition to providing financial planning, educational seminars, publication of periodicals and selection of other advisors.

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ADVISOR BIO

James Russell Scott is a financial advisor with Simplicity Wealth, a firm that provides investment advice and financial planning to a wide range of clients, including individuals, high-net-worth individuals, and institutions. James Russell Scott has over 13 years of experience in the financial services industry. James Russell Scott is registered with the state of Florida as an Investment Advisor Representative. James Russell Scott has a Series 6, 7, 63, and 65 licenses. James Russell Scott also holds the Certified Financial Planner designation. James Russell Scott offers a variety of services, including financial planning, portfolio management, and educational seminars. James Russell Scott has worked for several firms, including ING Financial Partners, Inc., Wachovia Securities, LLC and Concierge Financial, Inc. James Russell Scott currently has a branch office location in Palm Beach, FL. James Russell Scott is also a licensed insurance agent and offers fixed annuity and life insurance products.

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