ADVISOR BIO

Joseph Edward Ward is a financial advisor with over 12 years of experience in the financial services industry. Joseph has a strong track record of helping clients achieve their financial goals. Joseph is currently registered with Redwood Private Wealth and Brookwood Investment Group, both of which are investment advisory firms. He offers a wide range of financial planning services including portfolio management, retirement planning, and college savings. Joseph is dedicated to providing personalized service to his clients and helping them make informed financial decisions. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 6, 7, and 66 licenses.

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ADVISOR BIO

Joseph Robert Weston is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Joseph Weston has been in the industry since 1997 and is registered with the State of Florida, Indiana, Maryland, and Texas. Joseph Weston has also held registrations with Bank of America Investment Services, Inc. and Morgan Stanley DW Inc. Joseph Weston has passed numerous securities exams including the Series 65, Series 63, Series 10, Series 9, Series 31, and Series 7. Joseph Robert Weston is a financial advisor at the Weekee Wachee, FL branch of Merrill Lynch.

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ADVISOR BIO

Joseph Tarantino is a financial advisor with Transamerica Retirement Advisors, LLC. Joseph has been in the financial services industry since April 12, 2013. Joseph holds Series 6, 63, 26, and 65 licenses as well as the SIE exam.

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ADVISOR BIO

Joseph Stonelake is a financial advisor with Independent Financial Partners, serving clients in Florida and other states. Joseph has been working in the financial industry since 1998. His expertise encompasses various areas including financial planning, pension consulting, and investment management for individuals. Joseph has a proven track record of providing personalized and comprehensive financial advice to a wide range of clients, from high-net-worth individuals to those seeking retirement planning support.

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ADVISOR BIO

Joseph Edward Traba is a registered representative with Wells Fargo Clearing Services, LLC. Joseph has been in the industry since June 10, 2015, and has a total of 32 state registrations, including Florida and Texas. Joseph holds Series 66, SIE and Series 7 licenses, and is a registered investment advisor. He specializes in providing financial planning, pension consulting, investment consulting services to institutional clients, and portfolio management services for individuals and businesses.

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ADVISOR BIO

Joseph Fitzsimons is an Investment Advisor Representative at Morgan Stanley. Joseph has over 30 years of experience in the financial industry, holding licenses in numerous states. Joseph has a deep understanding of investment strategies, with experience across various investment vehicles. With a commitment to personalized service, Joseph works closely with clients to develop customized financial plans, tailored to their individual needs and goals.

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ADVISOR BIO

Joseph Anthony Martinez is an Investment Advisor Representative at Bison Wealth, LLC, and has been with the firm since March 2023. Joseph has been in the industry since June 2006 and is registered with the state of Florida. Joseph has passed the Uniform Investment Adviser Law Examination (Series 65) and has experience in various roles, including business development executive and passive real estate investments. The firm is located in Atlanta, Georgia and also has a branch office in Gainesville, Florida. Bison Wealth, LLC specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. The firm has a regulatory AUM of over $1.6 billion.

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ADVISOR BIO

Joseph Nienhaus is an investment advisor representative for Osaic Wealth, Inc. in Naples, FL. Joseph has been working in the financial industry since 1993 and has extensive experience in providing financial planning, portfolio management, and pension consulting services to a wide range of clients, including individuals, businesses, and charitable organizations. Joseph is registered in a variety of states and has a strong reputation for providing personalized and comprehensive financial advice.

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ADVISOR BIO

Joseph Segreto is a financial advisor with over 3 years of experience in the industry. Joseph is registered with Wells Fargo Clearing Services, LLC and has a Series 7, Series 63, and Series 66 license. Joseph holds active licenses in Florida, Texas, and 30 other states. Before joining Wells Fargo Clearing Services, LLC, Joseph worked at Ameriprise Financial Services, LLC in Orlando, Florida and David Lerner Associates, Inc. in Boca Raton, Florida.

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ADVISOR BIO

Joseph Melhado is a registered representative with Equitable Advisors, LLC. Joseph is licensed in Florida and has been in the industry since 2024. Joseph works out of the Jacksonville, Florida office and is active in both the securities and investment advisory business. Joseph is also an owner of Kapital Network LLC. Joseph specializes in providing financial planning and investment advice to individuals, businesses, and retirement plans.

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