ADVISOR BIO

Aaron Niec is a financial advisor registered with JMG Financial Group Ltd. Aaron has been in the industry since 2004 and has worked with a variety of firms throughout their career, including Cambridge Investment Research, Inc. and SagePoint Financial, Inc. Aaron holds the Series 7, Series 24, and Series 66 licenses. Aaron also holds the Certified Financial Planner designation and specializes in providing financial planning, pension consulting, and portfolio management for individuals.

SPECIALIZATIONS

ADVISOR BIO

Aaron Chao is an investment advisor representative with Fidelity Personal and Workplace Advisors. Aaron has been in the securities industry since February 4, 2018. Aaron holds Series 7, Series 63, and Series 66 licenses and is registered to provide investment advice in 26 states. Prior to joining Fidelity Personal and Workplace Advisors, Aaron was employed by Charles Schwab & Co., Inc. and Northwestern Mutual Investment Services, LLC.

SPECIALIZATIONS

ADVISOR BIO

Abigail Skipper is an investment advisor representative at Ranch Capital Advisors Inc. Abigail has been in the financial industry for over 20 years, and has experience in various financial institutions. Abigail is registered with the Securities and Exchange Commission and is a member of the Financial Industry Regulatory Authority. Abigail holds Series 6, 7, 63 and 65 licenses. Abigail is dedicated to providing her clients with personalized financial advice and investment management services. Abigail is committed to helping her clients achieve their financial goals. Abigail is also the owner of Grand Central Stables, a horse boarding facility located in Babson Park, Florida.

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ADVISOR BIO

Adam Barclay is a financial advisor with Fidelity Personal And Workplace Advisors. Adam has been in the financial services industry since 2016. Adam is registered with the following states: Florida, Texas, Connecticut, Hawaii, Illinois, Maryland, Massachusetts, Michigan, Missouri, New Jersey, New York, Pennsylvania, South Carolina, Texas, Washington, and West Virginia. Adam holds Series 6, 7, 63, 66, and SIE licenses. Adam has been employed with Fidelity Investments since 2021.

SPECIALIZATIONS

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 Scrimenti is a registered representative at Raymond James & Associates, Inc. Adam has been in the financial services industry since 2013. Adam has passed the Series 7TO and SIE exams. Adam is also a member of the PGA of America, South Florida Section, Southern Chapter.

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ADVISOR BIO

Adam Howard Miller is an investment advisor representative with Founders Financial Securities LLC. Adam has been in the securities industry since November 21, 1993 and has been with Founders Financial Securities since September 2006. Adam holds a Series 6, Series 63, and Series 65 license. Adam is registered to provide investment advisory services in Arizona, Delaware, District of Columbia, Florida, Maryland, Massachusetts, New Jersey, New York, Pennsylvania, South Carolina, Texas, and Virginia. Adam provides financial planning, portfolio management for businesses, portfolio management for individuals, selection of other advisors, and pension consulting services.

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ADVISOR BIO

Adam Kendall is a financial advisor in Sarasota, FL with over 20 years of experience in the financial services industry. Adam is currently registered with Morgan Stanley and holds Series 7, 31, and 66 licenses. In addition to his financial advisory role, Adam is involved with the New College Foundation, serving on the Investment Committee and the Board of Directors.

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ADVISOR BIO

Adam Bruce Carter is an investment advisor representative with LPF Advisors, LLC, based in Sarasota, Florida. Adam has been in the industry since January 2007 and has a broad range of experience in financial planning, retirement planning, investment management, and investment risk evaluation. Adam is dedicated to helping clients achieve their financial goals. Adam has Series 7, 66, and SIE securities licenses.

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ADVISOR BIO

Adam Martin is an Investment Advisor Representative with Advanced Wealth Management, a Registered Investment Advisor. Adam is registered with the state of Florida and is also a Series 65 holder. He is an experienced financial professional with a focus on financial planning, pension consulting, and portfolio management for individuals. He is also a member of the MAZ Group LLC, an e-commerce business.

SPECIALIZATIONS