ADVISOR BIO

Henry Briscoe Thomas has been working in the financial services industry since 1983. Henry is registered with Equitable Advisors, LLC and has offices in Towson, MD and Vero Beach, FL. Henry has a wide range of experience, having worked with multiple firms in the past, including Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, and The Equitable Life Assurance Society of the United States. Henry is also licensed to offer insurance products through various insurance providers. Henry has a strong commitment to providing financial planning and investment advice to individuals, families, and businesses. Henry is dedicated to helping clients achieve their financial goals and is committed to providing them with the highest level of service.

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ADVISOR BIO

Henry C. Godfrey is a financial advisor with Safe Harbor Retirement Planners. Henry is a registered representative and investment advisor representative with over 15 years of experience in the financial services industry. Henry earned their Series 7 and Series 66 licenses in 2006. Prior to joining Safe Harbor Retirement Planners in 2009, Henry was a financial advisor with Merrill Lynch for over 3 years. Henry is a Maryland licensed insurance agent and holds a specialization in the fields of Retirement Planning, Estate Planning and College Savings. Henry's firm provides advisory services that include financial planning, pension consulting, educational seminars and portfolio management for individuals.

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Henry Charles Filter is a registered investment advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Henry Filter has been in the securities industry since November 1996. Henry Filter is currently registered with the Securities and Exchange Commission (SEC) and holds licenses in Maryland and Texas. Henry Filter specializes in providing investment advice to individuals, businesses, corporations, high-net-worth individuals, pension and profit sharing plans, charitable organizations, and insurance companies.

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Henry Jacob Hasler is a financial advisor with Fidelity Personal and Workplace Advisors, with over 10 years of experience in the financial services industry. Henry is registered to provide investment advice in 53 states and the District of Columbia, as well as Oklahoma and Texas. Henry holds a Series 66, Series 7, and SIE licenses, and is also a Certified Financial Planner. He is based in Bethesda, MD and also works from the Fidelity Personal and Workplace Advisors branch office in Edmond, OK. Henry has experience working with individuals, high-net-worth individuals, corporations, and charitable organizations. Henry has access to Fidelity's wide range of investment products and services, including mutual funds, ETFs, stocks, bonds, and options. Henry offers a variety of financial planning services, including retirement planning, college savings, and estate planning. He also provides portfolio management services for individuals and businesses.

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Herbert Findeisen is a registered investment advisor representative with Osaic Wealth, Inc.. He is a seasoned financial professional with over 27 years of experience in the industry. Herbert has a broad range of experience serving clients including individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. He is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.

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Herbert Lowey Ortega is a financial advisor at Morgan Stanley. Herbert has been working in the securities industry since December 2006. Herbert has a Series 7 and Series 66 securities license and is registered with FINRA. Herbert is also registered with the state of Maryland as an investment advisor representative. Herbert is experienced in providing financial advice to individuals, families, and businesses. Herbert specializes in asset allocation, financial planning, portfolio management, and pension consulting.

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Herbert James Smith is a registered representative with RBC Capital Markets, LLC. Herbert has been in the financial services industry since 1983. He is registered with the Securities and Exchange Commission (SEC) and has a Series 7, Series 63, and Series 65 licenses. Herbert specializes in providing financial planning, portfolio management, and pension consulting services to individuals, corporations, and other institutions. Herbert is licensed to conduct business in Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Illinois, Indiana, Iowa, Kansas, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Montana, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

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Herlin Reyes ramos is a financial advisor who has been working in the industry since August 2022. Herlin Reyes ramos is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has a Series 7, Series 66 and SIE license. Herlin Reyes ramos is also registered in 12 states. Herlin Reyes ramos is an active advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. in the HYATTSVILLE, MD office. Herlin Reyes ramos works with individual clients, high-net-worth individuals, corporations, and charitable organizations. Herlin Reyes ramos's specialties include portfolio management for businesses, investment advisory services, financial planning, and research reports and services.

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ADVISOR BIO

Hermann Ismael Cruz is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. Hermann has been in the industry since October 31, 2019, and has a Series 66, Series 7TO, and SIE license. Hermann holds a director position with Whitman Lacrosse, Inc. Hermann's specialties are Portfolio Management for Individuals, Portfolio Management for Businesses, and Pension Consulting.

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ADVISOR BIO

Hilda Sarai Portillo sandoval is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. based in Towson, MD. Hilda has passed the Series 63, SIE and Series 6TO exams. She has been in the financial services industry since October 26, 2022 and previously worked at J.P. MORGAN SECURITIES LLC. Hilda currently provides investment advisory services in the state of Maryland.

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