ADVISOR BIO

Jose J. Hernandez is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc., where he has been employed since October 2010. Jose has been in the securities industry since February 4, 2007. He holds a Series 3, 7, 9, 10, 63 and 66 license and is registered with 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.

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ADVISOR BIO

Jose Alfredo Menendez perez is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. based in Atlanta, Georgia. Jose has been in the financial services industry since October 2014. Jose is licensed to provide investment advice in Georgia and Texas.

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ADVISOR BIO

Jose Tamez is a financial advisor at Florida Financial Advisors, LLC in Atlanta, GA. Jose has been working in the financial services industry since August 2024. Jose is licensed to provide investment advice in Florida and is also registered as an investment advisor representative. Jose's firm manages approximately $199,000,000 in assets for clients, with a focus on providing financial planning, pension consulting, and portfolio management for individuals and businesses. Jose specializes in providing financial advice to high-net-worth individuals, individuals other than high-net-worth, and insurance companies.

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ADVISOR BIO

Joseph Edward Kenna is a registered representative and investment advisor representative with Wells Fargo Clearing Services, LLC in Atlanta, Georgia. Joseph has been in the securities industry since 1988. Joseph previously worked at Citigroup Global Markets Inc. and Wachovia Securities, Inc. in various locations. Joseph's registrations include Series 7, Series 63, and Series 65 licenses. He holds designations in retirement, investment management, fixed income, and equity. Joseph offers a variety of advisory services including financial planning, portfolio management for individuals and businesses, and pension consulting.

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ADVISOR BIO

Joseph Taft Benson is an investment advisor representative with Wells Fargo Clearing Services, LLC. Joseph has been in the securities industry since August 19, 2008. Joseph is registered with the state of Georgia as an investment advisor representative and in Texas as an investment advisor representative. Joseph is also registered as a registered representative with FINRA. Joseph holds the Series 7, Series 63, and Series 66 securities licenses. Joseph is also a Registered Investment Advisor in the state of Georgia. Joseph has experience in a wide range of investment products and services, including securities, mutual funds, variable annuities, and life insurance. Joseph also offers investment consulting services to institutional clients.

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ADVISOR BIO

Joseph Hosi is a financial advisor with Rockefeller Financial LLC. Joseph is registered in 32 states and has over 10 years of experience in the industry. Joseph is a Series 66 and Series 7TO qualified advisor. Joseph specializes in working with high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans. Joseph and his firm provide financial planning, portfolio management, and pension consulting services.

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ADVISOR BIO

Joseph Sroka is a financial advisor with over 20 years of experience in the financial services industry. He is a Chartered Financial Analyst and currently works at Novapoint Capital LLC in Atlanta, Georgia. Joseph has a deep understanding of investment strategies and financial planning and has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. He is committed to providing personalized financial advice and helping clients achieve their financial goals.

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ADVISOR BIO

Joseph Carrington is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc.. Joseph has been in the industry since 1988 and has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2017. Joseph has a broad range of experience in the financial services industry, having previously worked for BB&T INVESTMENT SERVICES, INC., TRIAD ADVISORS, INC., FIRST LEGACY SECURITIES, LLC, BANC OF AMERICA INVESTMENT SERVICES, INC., BARNETT INVESTMENTS, INC., FIDELITY BROKERAGE SERVICES, INC., and H.J. STODGHILL & CO. INVESTMENT CORP. Joseph holds a number of licenses and certifications, including Series 7, Series 10, Series 9, Series 52, Series 53, Series 79, Series 63, Series 65, and Series 4. Joseph is also a registered investment advisor in Georgia and Texas. Joseph's specialties include portfolio management for individuals and businesses, pension consulting, and educational seminars. Joseph is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.

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ADVISOR BIO

Joseph Feste is an investment advisor representative at KM Capital Management, Ltd., a firm based in Austin, Texas. Joseph has been in the industry since 1987 and has a Series 7 and a Series 63 license. Joseph has been registered with KM Capital Management, Ltd. since 2004. The firm provides financial planning, portfolio management for individuals and pooled investment vehicles, and bookkeeping services. Joseph has a strong track record of helping clients reach their financial goals.

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ADVISOR BIO

Joseph Omalley is an investment advisor representative with Invesco Advisers, Inc. Joseph has been in the industry since 2002 and has experience in a variety of financial services areas. Joseph has passed the Series 66, 79TO, SIE and Series 7 exams. Joseph holds current registrations in Illinois and other states. In addition to Invesco Advisers, Inc., Joseph has previously worked for INVESCO CAPITAL MARKETS, INC., INVESCO DISTRIBUTORS, INC. and FINANCIAL NETWORK INVESTMENT CORPORATION. Joseph is experienced in Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Investment Companies and Portfolio Management for Pooled Investment Vehicles.

SPECIALIZATIONS