ADVISOR BIO

Sterling Charles bois Colyer is a registered investment advisor representative with Advisors Asset Management, Inc. based in Boerne, Texas. Sterling Colyer has been in the industry since December 2016. Sterling Colyer has passed the Series 66, Series 7, and the Securities Industry Essentials Examination. Sterling Colyer holds registrations in Texas as both a Broker-Dealer and Investment Advisor Representative. In addition to working with Advisors Asset Management, Inc., Sterling Colyer is a Co-Founder and Business manager at Hill Country Neurodiagnostics, S&J Family Holdings LLC based in Boerne, Texas.

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ADVISOR BIO

Steven Gerard Lea is a registered representative with Frost Investment Services, a firm with approximately $1 billion - $10 billion in regulatory assets under management. Steven has been in the industry since June 2000. Steven is registered in 22 states and holds Series 63, Series 66, Series 7, and SIE licenses. Steven specializes in financial planning, portfolio management for businesses, and portfolio management for individuals.

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ADVISOR BIO

Steven Majoris is a registered investment advisor representative with Advisors Asset Management, Inc. Steven has been in the industry since January 25, 2014, and has experience in both the broker-dealer and investment advisor spaces. Steven has passed the Series 66, SIE, and Series 7 exams. Steven is currently registered with the state of New Jersey and Texas. Steven is also registered with the Financial Industry Regulatory Authority (FINRA). Steven's current firm, Advisors Asset Management, Inc. has offices in Monument, Colorado and Boerne, Texas.

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ADVISOR BIO

Steven Noel Ruiz is an investment advisor representative with Advisors Asset Management, Inc. Ruiz is registered with the state of Texas. Steven Noel Ruiz has been in the securities industry for over 6 years. Ruiz has passed the Series 66, Series 7TO, and SIE exams. The firm, Advisors Asset Management, Inc., has been in business for over 25 years and manages over $3.85 billion in assets.

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ADVISOR BIO

Taylor Knopf is a financial advisor in Boerne, TX. Taylor has been in the industry since 2016 and is currently affiliated with Prime Capital Financial. Taylor holds the Series 66, Series 7 and SIE licenses, and is a Certified Financial Planner. Previously Taylor worked at Private Client Services, LLC and Cambridge Investment Research, Inc. Taylor offers a variety of financial services including, financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and selection of other advisors.

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ADVISOR BIO

Terry Langston is a registered Investment Advisor Representative in Texas. Terry holds the Series 65 license and has been in the industry since May 2012. Terry Langston is currently employed with Hill Country Group, which is based in Boerne, TX. Terry has experience with clients such as corporations, individuals, and pooled investment vehicles. Terry Langston has a specialization in Portfolio Management for individuals, Financial Planning, and Pension Consulting. Terry also works in two other businesses, Comfort Pizza LLC, a restaurant, and Tifco, an MRO Supplies Distributor.

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ADVISOR BIO

Thomas Lyonel Davila is a financial advisor who has been in the industry since 1996. Thomas is currently registered with LPL Financial LLC and has been with them since 2011. Thomas has worked for several other firms including SWBC Investment Services, LLC, Chase Investment Services Corp., BANC ONE SECURITIES CORPORATION, and USAA Investment Management Company. Thomas holds several licenses including Series 6, 7, 24 and 63. Thomas offers a variety of financial services including financial planning, portfolio management, and consulting. Thomas is located in Boerne, TX and serves clients in several states including Texas, California, Florida, Kansas, Louisiana, Maryland, Mississippi, Oklahoma, Virginia, Washington, and Wisconsin.

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ADVISOR BIO

Thomas Sherwood is a registered representative and investment advisor representative with Advisors Asset Management, Inc. in Boerne, Texas. Thomas has been in the financial services industry since 1988. He has a variety of registrations and licenses, including Series 7, Series 63, Series 65, Series 66, and Series 24. He has worked at several firms throughout his career, including Financial Network Investment Corporation, McDonald Investments Inc., and M.L. Stern & Co. Inc. Thomas specializes in portfolio management for individuals, businesses, and investment companies.

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ADVISOR BIO

Tracy Nolte is an investment advisor representative with Advisors Asset Management, Inc., located in Boerne, Texas. Tracy Nolte has been in the industry since 1998 and currently holds registrations with the state of Texas for both investment advisory and broker-dealer activities. Tracy has extensive experience working with high-net-worth individuals, corporations, and investment companies. Tracy Nolte has a strong background in investment banking and portfolio management, and specializes in providing clients with a comprehensive range of investment advisory services.

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ADVISOR BIO

Victoria Palermo is a registered investment advisor representative with Advisors Asset Management, Inc. Victoria has been in the industry since August 2019 and has been with Advisors Asset Management, Inc. since May 2017. She is licensed to provide investment advice in Texas. Victoria Palermo has earned the Series 7TO, Series 66, Series 24 and Series 14 licenses. Victoria Palermo is currently registered with both FINRA and the state of Texas.

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