ADVISOR BIO

Scott Faley is an investment advisor representative registered with Inaltis Capital Management, LLC. Scott has been in the industry since September 2011. Scott has a Series 65 license and is registered in Maryland and Texas. Scott provides financial planning and portfolio management services to individuals, corporations, and pension and profit-sharing plans.

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ADVISOR BIO

Sergio Federico Abarca fuente is a financial advisor with Personal Financial Partners. Sergio is registered as a financial advisor in the District of Columbia, Maryland, Texas and Virginia. Sergio has been in the financial services industry for 5 years. Sergio is a Certified Financial Planner and has earned the Series 7, Series 66 and SIE licenses. Sergio is a well-respected member of the financial community and is committed to providing his clients with the highest level of service and expertise. Sergio's expertise lies in financial planning, portfolio management for individuals and businesses, and selection of other advisors. Sergio is also affiliated with Edward Jones.

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ADVISOR BIO

Sheila Denise Stinson is an active Registered Representative and Investment Advisor Representative. Sheila has been in the financial services industry since July 28, 2002. Sheila is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc., where she is a financial advisor. Sheila specializes in helping individuals, families, and businesses with a variety of financial needs, including retirement planning, investment management, and estate planning. Sheila also has experience working with high-net-worth individuals and families. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc., Sheila worked at BANC OF AMERICA INVESTMENT SERVICES, INC. in Boston, MA. Sheila holds a Series 63, 66, and 7 licenses, as well as the SIE exam.

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ADVISOR BIO

Shimshon Plotkin has over 30 years of experience in the financial services industry. Shimshon is currently a Registered Representative and Investment Adviser Representative of Independent Financial Group, LLC, a SEC and FINRA Registered Investment Advisor/Broker Dealer. Shimshon is also the President of Plotkin Financial Advisors, LLC a SEC registered Investment Advisor. Shimshon has held various positions in the financial services industry including working for Pacific West Securities, Inc., Cambridge Investment Research, Inc., and Royal Alliance Associates, Inc. Shimshon is registered with the following states: Alaska, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Maryland, Massachusetts, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, and Virginia. Shimshon holds the following FINRA licenses: Series 6, 7, 24, 53 and the SIE. Shimshon also holds the Series 65 license. Shimshon is a highly experienced financial advisor who can provide a wide range of services to his clients, including financial planning, retirement planning, and investment management.

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ADVISOR BIO

Sophia Hurrell is a financial advisor registered with RBC Capital Markets, LLC. Sophia has been in the financial services industry since June 2017. Sophia is licensed to provide investment advisory services in 52 states and jurisdictions including District of Columbia, Maryland, Texas, and Virgin Islands. Sophia has passed the Series 66, Series 7, Series 9 and Series 10 exams. Sophia has previous experience with Morgan Stanley and National Securities Corporation.

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ADVISOR BIO

Stefan Nicholas is an active investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc., registered in Maryland. Stefan Nicholas has been in the securities industry for 10 years. Before joining Merrill Lynch, Pierce, Fenner & Smith Inc. Stefan Nicholas worked for Wells Fargo Clearing Services, LLC. Stefan Nicholas holds a Series 66, SIE and Series 7 license and is also registered in 11 states.

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ADVISOR BIO

Stephanie Hernandez is a financial advisor with RBC Capital Markets, LLC. Stephanie has been in the industry since June 2022. She is registered with the Financial Industry Regulatory Authority (FINRA) and the states of Alabama, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Idaho, Illinois, Kentucky, Maine, Maryland, Massachusetts, Michigan, Minnesota, Montana, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, South Carolina, Tennessee, Texas, Vermont, Virgin Islands, Virginia, and West Virginia. Stephanie is a Series 66, Series 7TO, and SIE exam holder.

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ADVISOR BIO

Stephen Knapp is a Financial Advisor at Carderock Capital Management, Inc., a firm based in Chevy Chase, MD. Stephen is registered with the state of Maryland as an Investment Advisor Representative (IAR). Stephen has been in the financial services industry since January 2012. Stephen is a Chartered Financial Analyst (CFA).

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ADVISOR BIO

Steven Scott Ross is a financial advisor with RBC Capital Markets, LLC. Steven is an active advisor, currently registered in 35 states and the District of Columbia. Steven has worked in the industry since 1981, beginning his career at Ferris, Baker Watts, LLC. He has a wide range of experience in the financial services industry. Steven holds a Series 7, Series 63, and Series 65. He is also a Certified Financial Planner (CFP®).

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ADVISOR BIO

Steven Peter Ganan is an active financial advisor registered with RBC Capital Markets, LLC. Steven has been working in the financial industry for over 20 years and is registered in several states including Maryland, Virginia, California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Indiana, Iowa, Maine, Massachusetts, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Vermont, Washington and Wisconsin. Steven has a Series 7, Series 63, Series 65 and SIE license and specializes in providing services to public and private employee benefit plans, endowment funds, foundations, family trusts, and various capital and operating funds.

SPECIALIZATIONS