ADVISOR BIO

Stephen Devlin is a financial advisor with over 25 years of experience in the financial industry. He is registered with LPL Financial LLC and has a Series 7, Series 6, Series 24, Series 63, and Series 65 licenses. Stephen is a Certified Financial Planner and has extensive experience in providing financial planning, portfolio management, and investment advisory services to individuals, families, and businesses. Stephen is committed to helping clients achieve their financial goals and is dedicated to providing personalized and professional financial advice.

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ADVISOR BIO

Stephen Bartalo is a financial advisor with Raymond James & Associates, Inc. with over 24 years of experience in the financial services industry. Stephen is registered with FINRA and holds the Series 7, Series 24, Series 63, Series 99TO, and SIE licenses. Stephen specializes in providing a range of financial services including portfolio management, financial planning, and pension consulting. Stephen is dedicated to helping clients achieve their financial goals.

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ADVISOR BIO

Stephen Kuhn is a financial advisor at Ameriprise Financial Services, LLC. Stephen has been in the financial industry for over 6 years and is registered to provide investment advice in 15 states, including Florida, Texas, Alabama, Connecticut, Georgia, Maryland, Massachusetts, Nevada, North Carolina, Pennsylvania, South Carolina, Tennessee, West Virginia and others. Stephen holds the Series 66, Series 7TO, and SIE licenses. Stephen specializes in providing financial planning, pension consulting, asset allocation services, portfolio management for individuals and businesses, and other services. Stephen also owns a single-family real estate property in Jacksonville, Florida.

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ADVISOR BIO

Stephen Owen Pederson is a financial advisor with LPL Financial LLC. Stephen Owen Pederson is registered with the state of Florida, and is also registered as an Investment Advisor Representative with the state of Florida and Texas. Stephen Owen Pederson has been in the industry for approximately 6 years. Stephen Owen Pederson has passed the Uniform Combined State Law Examination, the Securities Industry Essentials Examination, and the General Securities Representative Examination. Stephen Owen Pederson also has experience with Florida State University, Gulf Winds Credit Union and Raymond James Financial Services Inc.

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ADVISOR BIO

Stephen Sanders is a financial advisor with Edward Jones. Stephen has been in the financial services industry since January 2008, providing financial advice to clients in Jacksonville, FL and surrounding areas. Stephen is a registered representative of Edward Jones and is also a registered investment advisor. Stephen holds the Series 7, 9, 10, and 66 licenses as well as the SIE exam. Stephen has extensive experience in financial planning and investment management, and he is committed to providing his clients with personalized service and sound financial advice.

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ADVISOR BIO

Stephen Castano is a financial advisor associated with Morgan Stanley, a large firm, headquartered in Purchase, New York. Stephen has been in the industry since September 2019. He has been registered with Morgan Stanley since June 2022. Prior to that, Stephen worked at WELLS FARGO CLEARING SERVICES, LLC. Stephen has successfully passed the Series 63, Series 66, Series 7TO and SIE exams. Stephen is registered as an investment advisor in Florida and Texas and has a broker-dealer registration in 27 states.

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ADVISOR BIO

Stephen Michael Tucci is a financial advisor at RBC Capital Markets, LLC. Stephen has been in the financial services industry since 2007. Stephen has worked at a number of firms in the past, including Truist Investment Services, Inc., BB&T Securities, LLC, SunTrust Investment Services, Inc., LPL Financial LLC, PNC Investments, NatCity Investments, Inc. and AXA Advisors, LLC. Stephen is a Certified Financial Planner and is registered in 38 states. Stephen specializes in providing financial planning, portfolio management, and other advisory services to individuals, businesses, and institutions.

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ADVISOR BIO

Stephen Duganieri is an investment advisor representative at Transamerica Retirement Advisors, LLC. Stephen has been working in the securities industry since April 2008. Stephen has the following licenses: Series 6, Series 63, Series 65, and SIE. Stephen has been registered with Transamerica Retirement Advisors, LLC since September 2022. Previously, Stephen was registered with Nationwide Investment Services Corporation, MML Distributors, LLC, Hartford Securities Distribution Company, Inc., Mutual of America Life Insurance Company, Mutual of America Securities Corporation, and MetLife Securities Inc. Stephen is a specialist in providing financial and retirement planning services to individuals, businesses, and pension plans.

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ADVISOR BIO

Stephen D. Austin is a financial advisor with over 6 years of experience. He is a registered representative and investment advisor representative with Independent Advisor Alliance, LLC. Stephen also has prior experience with PARK AVENUE SECURITIES LLC, LPL Financial LLC, First Commerce Credit Union and Guardian Life Insurance CO. Stephen has passed the Series 6, 7, 63 and 65 exams. He is a registered investment advisor in Florida, Georgia, Alabama, Louisiana, Michigan, New York and Texas. He provides financial planning, portfolio management and other services to individuals, corporations, trusts, businesses, pension plans and charities.

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ADVISOR BIO

Stephen Schott is a financial advisor with over 30 years of experience in the industry. Stephen is currently registered with Captrust as a Registered Representative and Investment Advisor Representative. Previously, Stephen was registered with Wells Fargo Advisors Financial Network, LLC, Robert W. Baird & Co. Incorporated, Legg Mason Wood Walker, Incorporated, Dean Witter Reynolds Inc., Lehman Brothers Inc., Drexel Burnham Lambert Incorporated, and E. F. Hutton & Company Inc. Stephen holds a Series 63, 65, 7, and 24 license.

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