ADVISOR BIO

Aaron Romain is a financial advisor who has been in the industry since August 1999. Aaron has a strong background in securities and has held registrations in numerous states since 2000. Aaron currently works for Merrill Lynch, Pierce, Fenner & Smith Inc. and has a strong track record of providing investment advice and financial planning services to individuals, corporations, and charitable organizations. Aaron specializes in a wide range of areas, including investment strategies, retirement planning, and estate planning.

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ADVISOR BIO

Adam Jones is a registered investment advisor representative with UBS Financial Services Inc. Adam has been in the industry since May 18, 2011 and is registered in 34 states. Adam is also licensed to provide investment advisory services. Adam holds several securities licenses including Series 7, Series 31, and Series 66.

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ADVISOR BIO

Adam San juan is a financial advisor with Cambridge Investment Research Advisors, Inc. Adam has been in the financial industry since 1998. Adam has been with Cambridge Investment Research Advisors, Inc. since 2025. Prior to that, Adam worked at Ameritas Investment Company, LLC, Park Avenue Securities LLC and Guardian Investor Services LLC. Adam holds the Series 6 and SIE securities licenses. Adam specializes in financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, portfolio management for businesses and portfolio management for individuals.

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ADVISOR BIO

Albert Karim is a financial advisor with J.p. Morgan Securities LLC. Albert is located in Farmington Hills, MI and has been in the industry since 2013. Albert holds Series 6, Series 63, and SIE licenses. Albert previously worked at CHASE INVESTMENT SERVICES CORP. in Farmington, MI.

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ADVISOR BIO

Alexander Gregory Elkin is a financial advisor with over 19 years of experience in the industry. Alexander is currently registered with LPL Financial LLC, a leading independent broker-dealer, and is licensed in Michigan. Before joining LPL Financial LLC, Alexander was associated with Morgan Stanley Smith Barney and Citigroup Global Markets Inc. Alexander is dedicated to providing comprehensive financial advice, including investment management, retirement planning, and wealth management services.

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ADVISOR BIO

Ali Fayad is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Ali has been in the industry since August 20, 1999, and has a wide range of experience in various financial services. Ali holds several licenses and certifications, including the Series 66, SIE and Series 7 exams. Ali is registered in 18 states, including Arizona, California, Florida, Georgia, Illinois, Maryland, Michigan, Mississippi, New Jersey, New York, North Carolina, Ohio, Oklahoma, South Carolina, Texas, Washington, and others. Ali is an active member of the financial community, and has been recognized for their work in the industry. Ali is committed to providing clients with personalized financial advice and services, and strives to help clients achieve their financial goals.

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ADVISOR BIO

Alison Moffatt is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Alison has been in the securities industry since 1997. She holds Series 3, 7, 7TO, 63, 65, and 66 licenses. Alison has previous experience with UBS Financial Services Inc. and Cadaret, Grant & Co., Inc. Alison's primary office is located in Farmington Hills, MI.

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ADVISOR BIO

Allison Klein is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., and has been in the industry since 2014. Allison is licensed to provide investment advice and securities trading services in 43 states. Allison holds Series 7, Series 66, and SIE licenses. Allison has experience working with individuals, corporations, and charitable organizations.

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ADVISOR BIO

Alp Onder is an active investment advisor representative with Raymond James & Associates, Inc. Alp has been in the industry since 1986. Alp has passed several exams, including Series 63, Series 65, Series 7, Series 9, Series 10, Series 24, Series 31 and the Securities Industry Essentials Examination. Alp is registered as an investment advisor in Michigan and Texas and is a registered representative in over 50 states. Alp has previously worked at Roney & Co., Roney & Co. L.L.C. and Thomson McKinnon Securities Inc.

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ADVISOR BIO

Amanda Pelton is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. with over 6 years of experience in the industry. Amanda holds a Series 66, SIE and Series 7 license and is registered with the states of Alabama, Alaska, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Illinois, Indiana, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, and Wisconsin. Amanda specializes in providing financial advice to high-net-worth individuals, corporations and other businesses, charitable organizations, insurance companies, pension and profit-sharing plans, banking or thrift institutions, and state or municipal government entities.

SPECIALIZATIONS