ADVISOR BIO

Steven Alch is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Steven has been in the securities industry for over 20 years, and holds the Series 3, 7, 9, 10 and 66 licenses. Steven is registered with the state of Florida as an investment advisor representative and is registered in many other states. Steven is a member of the Orlando Economic Development Commission. Steven's firm, Merrill Lynch, Pierce, Fenner & Smith Inc., is a large firm with over $1 trillion in assets under management and over 20,000 employees.

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ADVISOR BIO

Steven Olson is a financial advisor with J.P. Morgan Securities LLC. Steven has been in the financial services industry since 2020. Steven is licensed to provide investment advice in the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Steven is also licensed to provide investment advice in the state of Texas.

SPECIALIZATIONS

ADVISOR BIO

Steven Morrison is a financial advisor with over 15 years of experience in the financial services industry. Steven currently works with LPL Financial LLC in TAMPA, FL. Steven is registered with both FINRA and the state of Florida. Steven is a Series 7TO, Series 6, Series 24, and Series 26 licensed advisor. Steven has a proven track record of helping individuals and families reach their financial goals. Steven is committed to providing his clients with personalized financial advice and guidance.

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ADVISOR BIO

Steven Michael Tiner is a financial advisor with Ameriprise Financial Services, LLC, located in Haines City, Florida. Steven Michael Tiner has been in the financial services industry since October 29, 2001. Steven Michael Tiner has passed the Series 7 and SIE exams and has been registered with the state of Florida since October 31, 2001. Steven Michael Tiner has also been registered with FINRA and the Securities and Exchange Commission (SEC). Prior to Ameriprise Financial Services, LLC, Steven Michael Tiner was employed by IDS LIFE INSURANCE COMPANY in Minneapolis, Minnesota. Steven Michael Tiner offers a variety of financial services, including financial planning, portfolio management, and asset allocation.

SPECIALIZATIONS

ADVISOR BIO

Steven Kowalski is a financial advisor with over 26 years of experience in the financial services industry. Steven has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since December 2008. Previously, Steven was employed by Wachovia Securities, LLC, Morgan Stanley DW Inc. and Bank of America Investment Services, Inc. Steven holds FINRA Series 3, 7, 9, 10, 63 and 65 licenses, and is registered in 53 states and the District of Columbia. Steven has a strong track record of providing personalized financial advice to a diverse clientele, including individuals, families, corporations and institutions.

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ADVISOR BIO

Steven Wong is a registered investment advisor with Citigroup Global Markets Inc. Steven has over 20 years of experience in the financial services industry. Steven specializes in providing investment advice to high-net-worth individuals, corporations, and institutions. Steven's areas of expertise include asset allocation, portfolio management, and financial planning. Steven is registered to provide investment advice in all 50 states.

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ADVISOR BIO

Steven Coert Van voorhees is a registered representative of LPL Financial LLC with more than 17 years of experience in the financial services industry. Steven has been associated with Ameriprise Financial Services, LLC and LPL Financial LLC. Steven holds licenses for Series 66, Series 7 and SIE. Steven's firm, LPL Financial LLC has more than $50 billion in assets under management. LPL Financial LLC is a large financial advisory firm that provides financial planning, portfolio management, and other advisory services to individuals, businesses, and institutions.

SPECIALIZATIONS

ADVISOR BIO

Steven Johnson is a registered representative with J.P. Morgan Securities LLC. Steven is licensed in 17 states and has been in the securities industry since January 2, 2014. Steven has passed the Series 6, Series 7TO and Series 66 exams and holds a current approved registration with FINRA. Steven is also a registered investment advisor representative in Florida and Texas.

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ADVISOR BIO

Steven Resler is a financial advisor with Sequoia Financial Group, LLC, an investment advisor headquartered in Akron, OH. Steven Resler is a Certified Financial Planner and has been in the industry since 2006. Steven Resler specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations.

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ADVISOR BIO

Steven Thomas Wolters is a registered investment advisor representative with Raymond James Financial Services Advisors, Inc. Steven has been in the financial services industry since 2012. Steven has Series 7, 9, 10, 24, 66 and SIE licenses. Steven is registered with the state of Florida and Texas. Prior to joining Raymond James Financial Services Advisors, Inc., Steven worked at Edward Jones and Raymond James & Associates, Inc.

SPECIALIZATIONS