ADVISOR BIO

Adam Oerther is a Certified Financial Planner and has been in the industry since May 2012. Adam is currently registered as an Investment Advisor Representative with B&C Financial Advisors. Adam has been with B&C Financial Advisors since January 2016. Adam is licensed in Florida. Adam's firm manages assets for high-net-worth individuals, corporations, and other businesses. They also manage assets for pension and profit-sharing plans and charitable organizations. B&C Financial Advisors offers advisory services including financial planning, portfolio management for individuals, and pension consulting.

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ADVISOR BIO

Adam Campbell is a financial advisor who has been working in the industry since 1997. He currently works at Raymond James & Associates, Inc. and is registered in Florida and Texas. Adam Campbell has experience working with a variety of clients, including individuals, corporations, businesses, and high-net-worth individuals.

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ADVISOR BIO

Adam Mischel is a registered representative with J.P. Morgan Securities LLC. Adam has been in the financial industry since August 2018 and is registered in Florida and Texas. Adam has passed the Series 66, Series 7 and SIE exams. Prior to joining J.P. Morgan Securities LLC, Adam worked at Edward Jones. Adam is currently registered in 9 states as an investment advisor representative.

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ADVISOR BIO

Adam Townsend is a registered representative with MML Investors Services, LLC in West Palm Beach, Florida. Adam has been in the financial services industry since May 1998. Adam has passed the Securities Industry Essentials Examination (SIE), the Investment Company Products/Variable Contracts Representative Examination (Series 6) and the Uniform Securities Agent State Law Examination (Series 63). Adam is registered in 14 states, including Florida, Texas, California, Connecticut, Georgia, Massachusetts, Nevada, New Hampshire, New York, North Carolina, South Carolina, and Tennessee. Adam provides financial planning and asset allocation programs for individuals, businesses, corporations, high net worth individuals, trusts, foundations, and endowments.

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ADVISOR BIO

Adam Goldstein is a financial advisor at Ameriprise Financial Services, LLC in Winter Park, Florida. Adam has been working in the financial industry since 1996 and has a wealth of experience in providing investment advice to a variety of clients. Adam has obtained several licenses and certifications, including the Series 7, Series 24, Series 31, Series 4, Series 51, and Series 63 licenses. Adam Goldstein is a Registered Representative of Ameriprise Financial Services, Inc. and a Financial Advisor with Ameriprise Financial Services, LLC.

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ADVISOR BIO

Adam Shapiro is a financial advisor with over 30 years of experience in the industry. He has been registered with the state of Florida since 1987 and also holds a Series 7 and Series 63 license. Currently, Adam is affiliated with Morgan Stanley, having joined in 2009. Previously, Adam was with Raymond James & Associates, Inc. and Grutntal & Co., L.L.C.. Adam specializes in providing asset allocation advice, financial planning, pension consulting, and educational seminars. He is also a registered Investment Advisor in both Florida and Texas.

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ADVISOR BIO

Adam Mastromarino is a financial advisor with Wells Fargo Clearing Services, LLC. Adam is licensed to provide investment advice in California, Colorado, Connecticut, Delaware, Florida, Kentucky, Maryland, New York, Oregon, Pennsylvania, Tennessee, Texas, Virginia, Washington and Wisconsin. Adam is a registered representative with FINRA. Adam is also registered with the states of Delaware, Florida, and Texas as an investment adviser representative. Adam's professional experience began in March 2014 at Wells Fargo Advisors, LLC. Adam joined Wells Fargo Clearing Services, LLC in February 2017. Adam has been a registered representative with the Securities Industry and Financial Markets Association (FINRA) since 2014.

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ADVISOR BIO

Adam Lang Fetterman is a financial advisor with Morgan Stanley. Adam has been in the financial services industry since 1991. Adam has a broad range of experience, having worked with firms such as UBS Financial Services Inc., Wachovia Securities, LLC, Prudential Securities Incorporated, Salomon Smith Barney Inc., PaineWebber Incorporated and First Miami Securities, Inc. Adam has held several licenses, including the Series 7, 6, 52 and SIE. Adam is licensed in 32 states.

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ADVISOR BIO

Adam Senra Palas is a financial advisor with over 20 years of experience in the industry. Adam is registered with Cetera Investment Advisers LLC and is licensed in Florida and Texas. Adam has experience in financial planning, tax, and accounting, as well as portfolio management for individuals and businesses. Adam previously worked for Royal Alliance Associates, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Adam is also a Certified Financial Planner.

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ADVISOR BIO

Adam Levy is a financial advisor with Andersen. Adam has been in the industry since 2005. His practice focuses on individual and business portfolio management. Adam has experience working with charitable organizations, high net worth individuals, and corporations. He has a Series 7, 63, and 65. Adam holds a degree in Finance and is a member of the Financial Planning Association.

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