ADVISOR BIO

Inman Porter is a financial advisor who has been in the industry since 2019. Inman is a registered representative with The Strategic Financial Alliance, Inc. Inman specializes in providing a range of financial planning and investment management services to both individuals and businesses. Inman holds the Series 7, Series 24 and SIE licenses. Inman has a strong track record of success in helping clients achieve their financial goals.

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ADVISOR BIO

Ioana Soran Martin is a registered representative with J.P. Morgan Securities LLC. Ioana has been in the financial services industry since August 2018. Ioana holds Series 63, Series 7 and Series 65 licenses. Ioana specializes in financial planning, pension consulting, and portfolio management for businesses and individuals.

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Ira Kallish is a financial advisor with Ameriprise Financial Services, LLC. Ira has been working in the financial services industry since 2006. Ira has a Series 7 and Series 66 license. Ira specializes in financial planning, portfolio management, and asset allocation services. Ira also has extensive experience with investment companies, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Ira is registered to provide investment advisory services in Alabama, California, Colorado, Florida, Georgia, Hawaii, Indiana, Louisiana, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Virginia and Washington.

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ADVISOR BIO

Irvin Rivera is a financial professional with over 3 years of experience in the industry. Irvin is registered with PFS Investments Inc. and holds the Series 63, Series 6TO and SIE licenses. Irvin is registered in 12 states including Arizona, California, Delaware, Florida, Georgia, Maryland, Nevada, New Jersey, New York, North Carolina, Pennsylvania and Texas.

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Irwin Barry Hyman is a registered investment advisor representative with Level Four Advisory Services. Irwin is a registered representative with FINRA and is licensed in Georgia. Irwin has been in the industry since 1997 and has experience working with individuals, businesses, charitable organizations, and pension plans. Irwin offers financial planning, portfolio management for businesses and individuals, and pension consulting services. Irwin is also a member of the Advisory Board for Fifth Third Bank.

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Isaac Samuel Goldman is a financial advisor at William Blair. Isaac Goldman has been in the industry since July 2024 and holds the Series 63, Series 79TO and SIE licenses. Isaac Goldman is registered with William Blair in Georgia and Illinois. Isaac Goldman has a diverse range of specializations, including but not limited to: Equity, Fixed Income, Mutual Funds, Options, Annuities, and more. William Blair is a well-established firm that offers a variety of financial services to individuals, businesses, and institutions.

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ADVISOR BIO

Isaac James Monell is a financial advisor at Truist Advisory Services, Inc. Isaac has been in the financial industry since October 2013. Isaac holds the Series 7 and Series 66 securities licenses as well as the SIE. Isaac has a strong focus on providing financial planning and portfolio management services for individuals and businesses. Isaac also offers financial profiling services using desktop software. Isaac is a Certified Financial Planner and a Chartered Financial Consultant.

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Isaac Ortiz is a financial advisor with over 20 years of experience in the industry. Isaac is a Certified Financial Planner™ professional. Isaac is currently registered with DAI Wealth, LLC and has previously been registered with SCF Securities, Inc. and FSC Securities Corporation. Isaac specializes in providing financial planning and portfolio management services to individuals, families, and businesses. Isaac is committed to providing clients with personalized advice and guidance to help them achieve their financial goals.

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Isaac Bradley is an investment advisor representative associated with Homrich Berg, based in Atlanta, Georgia. Isaac Bradley holds a Series 7TO and SIE licenses, along with the Series 66, also known as the Uniform Combined State Law Examination. Isaac Bradley has been working in the financial industry since May 2017, and previously held positions with Wells Fargo Bank and Wells Fargo Clearing Services. Prior to working in finance, Isaac Bradley was an attorney for Lynch & Eatman LLP in Raleigh, North Carolina.

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ADVISOR BIO

Isabel Potter is a registered representative at J.P. Morgan Securities LLC. Potter's current employment is with J.P. Morgan Securities LLC. Potter has a Series 7TO, Series 66 and SIE, and is licensed in 53 states.

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