ADVISOR BIO

Jaimie Corcoran is a financial advisor registered with Pruco Securities, LLC, located in Hunt Valley, Maryland. Jaimie has been in the financial industry since August 3, 2011. Jaimie holds Series 7, 31 and 66 securities licenses, and SIE. Jaimie is also a Certified Financial Planner. Jaimie Corcoran's previous experience includes working with Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association.

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ADVISOR BIO

Jairo Lorenzo Villatoro is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Jairo Lorenzo Villatoro is active in the financial industry since 2020. Jairo Lorenzo Villatoro is registered in 12 states and has been actively working with clients in Maryland, Texas, Delaware, District of Columbia, Florida, New Jersey, New York, Pennsylvania, Virginia and West Virginia. Jairo Lorenzo Villatoro offers a range of investment advice, including financial planning, portfolio management, pension consulting, and educational seminars. Jairo Lorenzo Villatoro's firm Merrill Lynch, Pierce, Fenner & Smith Inc. is a large investment firm that provides financial services to a variety of clients, including individuals, corporations, and institutions.

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ADVISOR BIO

Jaison Medina is a registered representative with Morgan Stanley, located in Baltimore, MD. Jaison Medina has been working in the securities industry since May 16, 2014. Jaison Medina holds the Series 99 and SIE licenses. Jaison Medina previously worked at E*TRADE SECURITIES LLC and Morgan Stanley.

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ADVISOR BIO

Jake Joseph Marcoux is a financial advisor with Ameriprise Financial Services, LLC. Jake has been in the financial services industry since July 2003. Jake is registered with the state of Maryland as a Registered Representative (RA). Jake is also a Registered Representative (RA) for the state of Texas. Ameriprise Financial Services, LLC is a firm with a main office located in Minneapolis, Minnesota. The firm has approximately $1 billion to $10 billion in assets under management. Ameriprise Financial Services, LLC offers a wide range of financial services, including financial planning, asset allocation services, portfolio management for businesses, and portfolio management for individuals.

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ADVISOR BIO

Jakob Robert Arneson is an investment advisor representative at LPL Enterprise, LLC. Jakob has been in the industry for over 2 years, holds a Series 66 and Series 7TO registration and is licensed in Maryland. Jakob's experience includes working as a financial advisor at Pruco Securities LLC, as well as holding various positions in the retail and hospitality sectors. Jakob's focus is on providing individual clients and businesses with financial advice and portfolio management services.

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ADVISOR BIO

James Vess is a financial advisor at LPL Financial LLC. James is a registered representative with both FINRA and the state of Maryland, and he holds the Series 7TO and SIE licenses. James previously worked at MML Investors Services, LLC, and Equitable Advisors, LLC. James has been in the financial industry since 2020, and he is committed to helping individuals and families reach their financial goals.

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ADVISOR BIO

James Gibbons is a financial advisor at Thurston Springer Advisors. James has been in the financial services industry since 1998. James holds Series 7, Series 63, and Series 65 licenses. James is registered with the state of Texas and Maryland as an Investment Advisor Representative and with the state of California, Colorado, Delaware, District of Columbia, Florida, Georgia, Maryland, Mississippi, Missouri, New Jersey, New York, Pennsylvania, South Carolina, Texas, Virginia, West Virginia and Wisconsin as a Broker. James's primary focus is on providing financial planning, educational seminars, selection of other advisers, and portfolio management services to corporations, individuals, and charitable organizations. James's previous experience includes working at Wells Fargo Advisors Financial Network, LLC and RBC Capital Markets, LLC. James is also involved in various business ventures including Alpha Pointe Capital JG and G & M Investment Group.

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ADVISOR BIO

James Matthew Hodges is a financial advisor with over 40 years of experience in the industry. James has a broad range of experience, including serving as a registered representative with Robert W. Baird & Co. Inc. James has also worked at Legg Mason Wood Walker, Incorporated, Prudential-Bache Securities Inc., and Bache Halsey Stuart Inc. James is registered with the Securities and Exchange Commission (SEC), Financial Industry Regulatory Authority (FINRA), and the states of Alabama, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Indiana, Louisiana, Maine, Maryland, Massachusetts, Michigan, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Puerto Rico, South Carolina, Tennessee, Texas, Virginia, Washington, West Virginia, and Wisconsin. James holds several industry licenses including Series 4, Series 7, Series 9, Series 10, Series 12, Series 24, Series 53, and Series 63. James has specialized expertise in financial planning, pension consulting, and portfolio management for individuals, businesses, and investment companies. James is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.

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ADVISOR BIO

James Wilson Ulman is a financial advisor at LPL Financial LLC. James has been working in the financial services industry since 1998. James is registered with FINRA and has a Series 6, 7, 24, 63, and 65 licenses. James is also registered as an investment advisor representative in Maryland and Texas. James provides financial planning, portfolio management, and other advisory services to individual and business clients.

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ADVISOR BIO

James Temmink Furnary is an Ameriprise Financial Services, LLC advisor with over 25 years of experience. James has been registered with FINRA since 1998 and is currently licensed in Colorado, Delaware, District of Columbia, Florida, Georgia, Maryland, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas and Virginia. James Temmink Furnary holds multiple licenses including Series 6, 7, 63, 65 and SIE. James also has experience with IDS LIFE INSURANCE COMPANY and WMA SECURITIES, INC.

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