ADVISOR BIO

Aalexys Garcia is a registered representative with Equitable Advisors, LLC, licensed to provide financial advice in Texas. Aalexys has been working in the financial services industry since 2024. Aalexys holds a Series 7TO, Series 63, and SIE licenses and has experience in financial planning, portfolio management for individuals and businesses, and pension consulting. Aalexys can provide financial advice for a variety of clients, including individuals, businesses, and charitable organizations. Aalexys is committed to providing personalized financial advice that meets the needs of each client.

SPECIALIZATIONS

ADVISOR BIO

Aaron Schwartz is a financial advisor with Avantax Advisory Services. Aaron is a Registered Representative (RA) licensed in OH. Aaron has worked in the financial industry since 2024. Aaron has passed the General Securities Representative Examination (Series 7TO) and the Securities Industry Essentials Examination (SIE). Aaron also holds a CPA license.

SPECIALIZATIONS

ADVISOR BIO

Aaron Plautz is a financial advisor registered in Texas with Principia Wealth Advisory, LLC. Aaron is also a member of Thousand Hills, LLC and James 127, LLC. Aaron has experience working with high-net-worth individuals, insurance companies, and charitable organizations. Aaron's specializations include investment management, financial planning, pension consulting, and portfolio management for businesses and individuals. Aaron provides a variety of services, including fixed fees, hourly charges, and percentage of assets.

SPECIALIZATIONS

ADVISOR BIO

Aaron Valdez is a financial advisor at J.P. Morgan Securities LLC. Aaron is registered with the state of Texas and has over 5 years of experience in the financial services industry. Aaron has Series 7, 63, and 66 licenses and the SIE designation. Aaron is also registered as an Investment Advisor Representative in the state of Texas. Aaron is able to provide investment advice to individuals, families, and businesses. Aaron is also able to provide financial planning and retirement planning services.

SPECIALIZATIONS

ADVISOR BIO

Aaron Vilfordi is a financial advisor who has been in the industry since April 2012. Aaron is currently registered with Ameriprise Financial Services, LLC and has been with the firm since November 2018. Aaron is registered in 24 states and is also registered as an Investment Advisor Representative. Aaron provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

SPECIALIZATIONS

ADVISOR BIO

Aaron Brandes is an investment advisor representative with J.P. Morgan Securities LLC. Aaron has been in the securities industry since 1996 and is licensed to provide investment advice in 32 states. Aaron has previously worked at Chase Investment Services Corp., WAMU Investments, Inc., Investment Professionals, Inc., Invest Financial Corporation, American Heartland Investments Inc., Chapman Securities, Inc., and New England Securities. Aaron has a strong track record of success in helping clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Aaron Clay Pyle is an investment advisor representative with Equitable Advisors, LLC. Aaron has been in the financial services industry since January 31, 2001. Aaron has experience with a variety of firms including ScotTrade, Inc., Edward Jones and Equitable Advisors, LLC. Aaron's areas of expertise include Financial Planning, Pension Consulting and Educational Seminars.

SPECIALIZATIONS

ADVISOR BIO

Aaron Maxey is a financial advisor with over 24 years of experience in the financial services industry. Aaron is currently registered with Avantax Advisory Services and Avantax Planning Partners, Inc., providing financial planning, investment management, and retirement planning services. Aaron holds licenses in Florida and Texas and has a wide range of experience working with individuals, families, and businesses.

SPECIALIZATIONS

ADVISOR BIO

Aaron Gonzalez is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Aaron has been in the financial services industry since December 2015. Aaron has licenses in Arizona, California, Colorado, Connecticut, Delaware, Florida, Illinois, Louisiana, Maryland, Minnesota, New Jersey, New York, North Carolina, Oregon, Pennsylvania, Puerto Rico, South Carolina, South Dakota, Tennessee, Texas, Virginia, and Wyoming. Aaron provides various financial services, including portfolio management for businesses and individuals, selection of other advisors, and pension consulting.

SPECIALIZATIONS

ADVISOR BIO

Aaron Watson is a financial advisor with Avantax Advisory Services. Aaron has been in the financial services industry since 1998 and is registered to provide investment advice in South Carolina and Texas. Aaron is also a licensed insurance agent and offers insurance products through Avantax Insurance Agency and/or Avantax Insurance Services. Aaron is committed to helping his clients achieve their financial goals through personalized financial planning, investment management, and tax planning. Aaron also provides retirement and estate planning services.

SPECIALIZATIONS