ADVISOR BIO

Jeff Chanin is a financial advisor with over 20 years of experience in the industry. Jeff is currently registered with Wells Fargo Clearing Services, LLC and has held previous positions with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Morgan Stanley & Co., Incorporated, Morgan Stanley DW Inc., Prudential Securities Incorporated, Preferred Securities Group, Inc., D.L. Cromwell Investments, Inc., and Franklin Ross, Inc. Jeff is licensed to provide investment advice in a number of states, including Florida, California, Connecticut, Delaware, Georgia, Illinois, Maine, Maryland, Massachusetts, Michigan, New Jersey, New Mexico, New York, North Carolina, Pennsylvania, South Carolina, Tennessee, Utah, Vermont and Virginia. Jeff's areas of expertise include providing investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors and portfolio management. Jeff is also a freelance tennis instructor.

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ADVISOR BIO

Jeff Thorsen is a financial advisor with Gateway Wealth Partners, LLC based in Jacksonville, FL. Jeff has been in the financial services industry since 1999, and has experience in various areas of financial planning, including investment management, insurance, and real estate. Jeff is registered with the state of Florida as an investment advisor representative.

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ADVISOR BIO

Jeff Alan Lader is a financial advisor who has been in the industry since August 2017. He is currently registered with Ameriprise Financial Services, LLC in Palm Beach Gardens, Florida and has a Series 7, SIE, and Series 66 license. Jeff has a broad range of experience in the financial industry and is registered in over 20 states. He provides a variety of services including financial planning, portfolio management for individuals and businesses, and asset allocation services. He is also registered with the state of Florida as an investment advisor representative.

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ADVISOR BIO

Jeff David Hackmeier is a financial advisor at Osaic Wealth, Inc. Jeff has over 30 years of experience in the financial services industry. Jeff has a Series 6 license and is registered with FINRA and the state of Florida. Jeff specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses.

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ADVISOR BIO

Jeff Richard Bank is a financial advisor with over 30 years of experience. Jeff is currently registered with Ameriprise Financial Services, LLC. Previously, Jeff was affiliated with Morgan Stanley and Wells Fargo Advisors, LLC. Jeff specializes in providing asset allocation, financial planning, pension consulting, portfolio management for individuals and businesses, and educational seminars. Jeff is also involved in community service and has worked with various charitable organizations.

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ADVISOR BIO

Jeff Sellers is an active Investment Advisor Representative with over 35 years of experience in the financial services industry. Jeff is currently a registered representative with Janney Montgomery Scott LLC in Palm Beach Gardens, Florida. Jeff has held previous registrations with Raymond James & Associates, Inc. and J. B. Hanauer & Co.

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ADVISOR BIO

Jeff Braley is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Jeff has been in the financial services industry since 2013 and is registered with 53 states for securities and 2 states for investment advisory services. Jeff is also a registered principal for Merrill Lynch, Pierce, Fenner & Smith Inc.

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ADVISOR BIO

Jefferey M. Cappelle is a financial advisor with LPL Financial LLC in Tampa, Florida. Jefferey has been in the industry since 2011 and has a Series 7, Series 66, and SIE license. Previously, Jefferey was a registered representative with OSAIC WEALTH, INC. in Tampa, Florida. Jefferey specializes in working with individuals, families, and businesses. Jefferey also provides financial planning services and is a CPA with his own accounting firm, Cappelle Accounting, LLC.

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ADVISOR BIO

Jefferson Dove is a financial advisor with Edward Jones and has been in the industry since 2008. Jefferson is registered to offer investment advice in 24 states and is a Certified Financial Planner. Jefferson specializes in providing financial planning, portfolio management, and pension consulting. Jefferson is also licensed to provide financial advice for businesses and individuals.

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ADVISOR BIO

Jefferson Alan Ledbetter is a registered representative and investment advisor representative with Ameriprise Financial Services, LLC, and has been in the industry since 1985. Jefferson has experience with both individuals and businesses and specializes in various areas. Jefferson holds the Series 7, 9, 10, 24, and 63 licenses. Jefferson is also registered in multiple states, including Arizona, Florida, Georgia, New York, South Carolina, and Texas. Jefferson is a licensed representative of Ameriprise Financial Services, LLC, a firm that has been in the industry since 1894. The firm is headquartered in Minneapolis, Minnesota, and has approximately 140,000 clients and manages over $400 billion in assets. Ameriprise Financial Services, LLC offers a variety of financial services, including financial planning, portfolio management, and insurance.

SPECIALIZATIONS