ADVISOR BIO

Angela Hamady Bateman is a registered representative with Thrivent Investment Management Inc. Angela has been in the financial industry for over 20 years and has a strong understanding of investment management and financial planning. Angela holds both Series 7 and Series 66 licenses, which allow her to provide investment advice and securities transactions.

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ADVISOR BIO

Aubrey Caldwell is a registered representative with J.P. Morgan Securities LLC. Aubrey is licensed to provide investment advice and sell securities in Ohio. Aubrey is a Series 63, Series 6TO, and SIE licensed professional. Aubrey is registered with FINRA and the state of Ohio. Aubrey has been in the securities industry for over 3 months. The firm is an SEC-registered investment advisor. J.P. Morgan Securities LLC has been providing investment advice and financial planning to individuals, corporations, and other entities for over 100 years. The firm specializes in investment management, financial planning, and retirement planning. Aubrey specializes in providing investment advice and financial planning services to individuals, corporations, and other entities.

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ADVISOR BIO

Brittany Laurio is a registered representative with J.P. Morgan Securities LLC in STOW, Ohio. Brittany has been in the financial industry since 2024 and holds the Series 63, Series 6TO, and SIE licenses. Brittany specializes in providing financial planning, pension consulting, selection of other advisors, portfolio management for businesses and individuals, and investment advisory services for clients in the STOW, Ohio area. Brittany has been licensed in the state of Ohio since 2024.

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ADVISOR BIO

Carrie Lynn Hughes is a registered representative with Osaic Wealth, Inc., located in STOW, OH. Carrie is a seasoned professional with over 23 years of experience in the industry. Carrie has a Series 7, Series 63, and SIE license and is licensed in Ohio. Carrie specializes in a variety of services including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Previously, Carrie was a registered representative with FSC Securities Corporation.

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ADVISOR BIO

Christopher Yappel is a registered investment advisor representative with Citizens Securities, Inc., a firm headquartered in Johnston, RI. Christopher is licensed to provide investment advice in all 50 states and Puerto Rico. Christopher has been in the securities industry since 2016 and is a Series 7, 63, 65, and SIE licensed advisor representative.

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ADVISOR BIO

Colin Bell is a financial advisor at Thrivent Investment Management Inc., with over 10 years of experience in the industry. Colin's professional background includes previous roles at American Express Financial Advisors Inc. and IDS Life Insurance Company. Colin holds the Series 66, Series 7 and SIE licenses, as well as state registrations in California, Georgia, Indiana, New Jersey, Ohio, and Pennsylvania. Colin specializes in financial planning and portfolio management for individuals, offering services to a variety of clients including high net worth individuals and individuals other than high net worth. Colin is dedicated to helping clients reach their financial goals.

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Deborah Anzelc is a financial advisor with Independent Financial Group, LLC. Deborah has been in the financial services industry since July 25, 2007. Deborah has a Series 7 and Series 66 license. Deborah also holds a Certified Financial Planner designation. Deborah has a history with several firms including MetLife Securities Inc., American Portfolios Financial Services, Inc., Hornor, Townsend & Kent, Inc., and 1st Global Capital Corp.

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Isabella Marshall is a registered representative with Edward Jones. Isabella holds a Series 7TO, SIE and Series 66 licenses. Isabella has been in the securities industry since October 29, 2023. Isabella is registered in Florida, Missouri, New York, Ohio and Pennsylvania. Isabella specializes in financial planning, portfolio management for businesses and individuals, and pension consulting.

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ADVISOR BIO

James William Sumser is a financial advisor who has been in the industry since November 2017. James is currently registered with Oneseven. Previously, James was registered with MORGAN STANLEY. James is a CERTIFIED FINANCIAL PLANNER. James has a Series 7, Series 66, Series 31, and SIE licenses. James's current firm has a total of 3680333148 in regulatory assets under management. Oneseven provides financial planning, pension consulting, educational seminars, and selection of other advisors. James's other business interests include Woody's Woodshop LLC.

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Jason Dubois is a financial advisor with Edward Jones. Jason has been in the industry since June 2015. Jason is licensed to provide securities and investment advice in Ohio and Texas. Jason can assist clients with financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisors.

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