ADVISOR BIO

Aaron Michael Stark is a financial advisor with Edward Jones. Aaron has been in the industry since October 19, 2014. Aaron is registered with FINRA and is also a licensed investment advisor representative in the state of Ohio. Aaron has a Series 7, Series 66, and SIE.

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ADVISOR BIO

Aaron Mechling is an investment advisor representative with KMG Fiduciary Partners, LLC, based in Toledo, OH. Aaron has been in the financial services industry since 1997. Previously, Aaron was employed by Morgan Stanley and UBS Financial Services Inc. Aaron holds Series 7, 31 and 63 securities licenses, as well as a Series 65 investment advisor license. Aaron has been active in providing investment advisory services since 1997.

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ADVISOR BIO

Aaron Webb is a financial advisor registered with Morgan Stanley in both Michigan and Ohio. Aaron has been working in the financial industry since 2021, providing investment advice to individuals, families, and businesses. Aaron's expertise lies in developing comprehensive financial plans and managing investment portfolios. He is committed to providing personalized advice and strategies tailored to each client's unique financial goals.

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ADVISOR BIO

Adam Brentlinger is an investment advisor representative with Fifth Third Securities, Inc., located in TOLEDO, OH. Adam has been in the securities industry since September 27, 2012. Adam is registered with the state of Ohio and several other states. Adam also has a Series 6, Series 7TO and Series 63 licenses and has passed the SIE exam and the Uniform Investment Adviser Law Examination.

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ADVISOR BIO

Adel Youssef is a financial professional with over 20 years of experience in the industry. Adel is registered with Cetera Investment Advisers LLC and currently operates in Toledo, Ohio. Previously, Adel worked as a Registered Representative with VOYA FINANCIAL ADVISORS, INC. for 17 years. Adel holds Series 7, Series 24, and Series 66 licenses and has a background in insurance and financial services. Adel's areas of expertise include life insurance, disability, fixed annuities, and long-term care. Adel is passionate about providing clients with personalized financial advice and guidance.

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ADVISOR BIO

Adelaina Welch is an Investment Advisor Representative associated with KMG Fiduciary Partners, LLC in Toledo, OH. Adelaina Welch is also registered as an Investment Advisor Representative with KMG Fiduciary Partners, LLC in Birmingham, MI. Adelaina Welch has been in the securities industry for 6 years. Adelaina Welch previously worked for MORGAN STANLEY in Birmingham, MI from 2014 to 2020. Adelaina Welch has passed the Uniform Investment Adviser Law Examination, the Uniform Securities Agent State Law Examination, the Securities Industry Essentials Examination and the General Securities Representative Examination.

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ADVISOR BIO

Alan B. Lancz is a financial advisor with over 40 years of experience in the industry. Alan is registered with Alan B. Lancz & Associates, Inc. and has a long history of providing financial advice to clients. Alan currently provides financial planning, pension consulting, and portfolio management services to individuals, businesses, and pooled investment vehicles. Alan is also a registered representative with FINRA and is licensed to offer financial advice in numerous states.

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ADVISOR BIO

Alan Dean Fadel is a financial advisor who has been working in the industry since December 1983. Currently, Alan is registered with Morgan Stanley, a large firm with a significant presence in the financial industry. Alan has a strong track record of experience with various financial products and services. In addition to his current role at Morgan Stanley, Alan also has experience working with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Prudential Securities Incorporated. Alan holds several professional certifications, including the Series 7, Series 63, and Series 65 licenses. Alan also holds registrations in multiple states. Alan is committed to providing personalized financial advice to help clients achieve their financial goals.

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ADVISOR BIO

Allan Poturalski is a registered investment advisor representative with Morgan Stanley. Allan has been in the securities industry since December 10, 1990. Allan holds the Series 63, Series 65, Series 7, and SIE licenses. Allan is licensed in 29 states. Allan has previously worked at CITIGROUP GLOBAL MARKETS INC. and LEHMAN BROTHERS INC.

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ADVISOR BIO

Amira Pedro is an investment advisor representative with Morgan Stanley in Toledo, Ohio. Amira has been in the financial industry since 1998. Amira has passed the Series 7, Series 63, Series 65, and SIE exams. Amira is registered to provide investment advice in 53 states and the District of Columbia. Amira also holds a registration with the Texas Securities Board. Amira's previous employment includes positions at MORGAN STANLEY & CO. INCORPORATED and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.

SPECIALIZATIONS