ADVISOR BIO

James William Ryan is a financial advisor with over 30 years of experience in the industry. James has been with Morgan Stanley since 2009, and previously held positions at Citigroup Global Markets Inc. and Legg Mason Wood Walker, Incorporated. James has a broad range of experience, including working with high net worth individuals, corporations, and institutions. James is a Series 7, 63, and 65 licensed professional. James is a highly experienced and knowledgeable advisor who is dedicated to helping clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

James Louis Mugele is a financial advisor at Robert W. Baird & Co. Inc. James has over 24 years of experience in the financial services industry and has been registered with FINRA since 1999. James is a Series 66, Series 7, Series 31 and SIE licensed professional. James is registered in 15 states and has been with Robert W. Baird & Co. Inc. since 2009. James specializes in portfolio management for individuals, businesses, investment companies and pooled investment vehicles. James also provides financial planning, pension consulting and educational seminars.

SPECIALIZATIONS

ADVISOR BIO

James Larry Henson is a financial advisor with over 20 years of experience in the industry. James Henson is currently registered with Morgan Stanley and is licensed in 51 states and the District of Columbia. James Henson has previously been registered with CITIGROUP GLOBAL MARKETS INC., TUCKER ANTHONY INCORPORATED, and MOSAIC FUNDS DISTRIBUTOR, LLC. James Henson offers a variety of financial services including asset allocation advice, financial planning, pension consulting, educational seminars, and selection of other advisors. James Henson specializes in portfolio management for businesses, individuals, and investment companies. James Henson manages assets for high-net-worth individuals, individuals other than high-net-worth, charitable organizations, corporations or other businesses, insurance companies, investment companies, banking or thrift institutions, pension and profit-sharing plans, and state or municipal government entities.

SPECIALIZATIONS

ADVISOR BIO

James Guidera is an investment advisor representative at Robert W. Baird & Co. Inc. James has been in the financial services industry since 2005. James has a wide range of experience in the financial industry, including previous roles at Franklin Distributors, LLC, Lord Abbett Distributor LLC, and Cerity Partners LLC. James has a comprehensive understanding of investment strategies, including portfolio management for businesses and individuals, and can help you build a customized investment plan that meets your individual needs.

SPECIALIZATIONS

ADVISOR BIO

James Wildesen is a financial advisor with Morgan Stanley. James has been in the industry since February 18, 2010. James holds a Series 7, Series 10, Series 24, Series 63, and Series 65 license and is registered with the Financial Industry Regulatory Authority (FINRA) and registered in 53 states. Prior to joining Morgan Stanley, James worked at Goldman Sachs Custody Solutions and FolioFN Investments, Inc.

SPECIALIZATIONS

ADVISOR BIO

James Edward Zurad is a registered investment advisor representative with T. Rowe Price Associates, Inc. in Baltimore, MD. James has been in the industry since 1997 and has a broad range of experience in securities, investment company products, and commodity futures. James holds the Series 3, 6, 7, 24, 63, 65, and 66 licenses.

SPECIALIZATIONS

ADVISOR BIO

James Brown is a financial professional with over 24 years of experience in the financial services industry. James is currently registered as an investment advisor representative with State Farm Investment Management Corp. and has Series 6, 26, and 63 securities licenses. James specializes in providing portfolio management for individuals and investment companies.

SPECIALIZATIONS

ADVISOR BIO

James B Harris is a registered representative with Morgan Stanley. James has a Series 99TO and a SIE license. James has been in the industry since April 16, 2024. James has a branch office location in Baltimore, MD. Morgan Stanley is a large investment firm headquartered in Purchase, NY with $10 Billion - $50 Billion in assets under management.

SPECIALIZATIONS

ADVISOR BIO

James Christopher Roumell is a financial advisor with over 20 years of experience in the industry. James is currently registered with Roumell Asset Management, LLC in Maryland. James has also previously worked with Raymond James Financial Services, Inc., Robert Thomas Securities, Inc, IFG Network Securities, Inc., and Derand/Pennington/Bass, Inc. James is a Series 65, Series 63, Series 24 and Series 7 licensed professional. James specializes in managing portfolios for individuals and investment companies.

SPECIALIZATIONS

ADVISOR BIO

James Brown is a financial advisor with over 24 years of experience in the financial services industry. James is currently registered with State Farm Investment Management Corp. in Florida, Georgia, Maryland, and Virginia. James holds a Series 6, Series 63, Series 65 and SIE licenses. James has been active in the financial services industry since 1998 and has extensive experience in providing financial planning and investment management services. James offers a variety of financial services to individuals and businesses, including investment management, retirement planning, and estate planning.

SPECIALIZATIONS