ADVISOR BIO

James Ray Zick is a financial advisor with LPL Financial LLC in Winter Park, Florida. James has been in the financial services industry for over 10 years. James has a Series 7 and Series 66 license and is also a Certified Financial Planner. James has experience working with high-net-worth individuals, corporations, and other businesses. James provides financial planning, portfolio management, and other advisory services.

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ADVISOR BIO

James Lisko is a financial advisor registered with Mesirow Financial Investment Management, Inc. James has been in the industry since 2010 and is licensed in California, Florida, and Illinois. James specializes in Financial Planning, Pension Consulting, Selection of Other Advisers, Portfolio Management for Businesses, Portfolio Management for Individuals, Portfolio Management for Investment Companies, and Portfolio Management for Pooled Investment Vehicles.

SPECIALIZATIONS

ADVISOR BIO

James Mathew Pfleger is a registered representative with M Holdings Securities, Inc. based in Coral Gables, FL. James began his career in the financial services industry in April 1995. James holds a Series 6 license, Series 63 license and the SIE exam. James is licensed in 10 states including California, Colorado, Delaware, District of Columbia, Florida, Maryland, New Jersey, New York, Texas, and Utah. James focuses on helping individuals and businesses in meeting their financial goals.

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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 Darrell Zack is a financial advisor with over 38 years of experience in the industry. James Zack is currently registered with LPL Financial LLC. Before LPL Financial LLC, James Zack was registered with Morgan Stanley and UBS Financial Services Inc., among other firms. James Zack is a licensed investment advisor in 33 states and offers financial planning, portfolio management, and consulting services to clients. James Darrell Zack specializes in working with individuals, high-net-worth individuals, corporations, businesses, pension and profit-sharing plans, and charitable organizations.

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ADVISOR BIO

James Withrow is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. James has been in the industry since November 22, 2016. James has passed the Series 66, SIE, and Series 7 exams. James has a total of 11 active state registrations. In addition to the registrations listed, James also holds registrations for various other states including Colorado, Kansas, Missouri, Nebraska, Nevada, New Mexico, Oklahoma, Texas, Utah and Wyoming. James specializes in working with individuals, corporations, high-net-worth individuals, insurance companies, pension and profit sharing plans, charitable organizations, and state or municipal government entities.

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ADVISOR BIO

James D Rogers is a registered investment advisor representative associated with Merrill Lynch, Pierce, Fenner & Smith Inc. James has been in the industry since 2007 and has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2008. James also holds a Series 66 license and a Series 7, 9, and 10 license. Previously James was registered with Fidelity Brokerage Services LLC.

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ADVISOR BIO

James Brent Ostrander is an Investment Advisor Representative at Savant Wealth Management. James Brent Ostrander is licensed to provide advisory services in Florida. James Brent Ostrander has over 20 years of experience in the financial services industry. Prior to joining Savant Wealth Management, James Brent Ostrander worked at Invest Financial Corporation, Investcorp, Inc., UVEST Financial Services Group, Inc., BANC OF AMERICA INVESTMENT SERVICES, INC., SENTRA SECURITIES CORPORATION, and EDWARD JONES. James Brent Ostrander holds a Series 63, Series 65, Series 7, and SIE license. James Brent Ostrander specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services.

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ADVISOR BIO

James Walker Crites is a financial advisor registered with Edward Jones. James has been in the financial services industry since June 2015 and is registered in both Florida and Texas. James's professional experience includes prior work with several other organizations, including Palm Beach Quote Insurance and Northwestern Mutual. James specializes in providing investment advice and financial planning services for individuals, businesses and families.

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ADVISOR BIO

James Merchant is a financial advisor with over 10 years of experience in the industry. James holds a Series 6, Series 7, Series 63, and Series 65 license and is a CERTIFIED FINANCIAL PLANNER™ and CHARTERED FINANCIAL CONSULTANT™. James is currently registered with Koss-Olinger Consulting, LLC in Gainesville, Florida. James has prior experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Nationwide Investment Services Corporation. James specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, corporations, and charitable organizations. James has a strong commitment to providing personalized and comprehensive financial advice to help clients achieve their financial goals.

SPECIALIZATIONS