ADVISOR BIO

Franklin Leonardo Matute is a financial advisor with over 10 years of experience in the industry. Franklin currently works at Roserock Wealth Management, LLC in Dallas, Texas. Franklin has held previous roles at LPL Financial LLC and Ausdal Financial Partners, Inc. Franklin has a Certified Financial Planner designation and specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Franklin is committed to providing clients with personalized financial advice and strategies to help them achieve their financial goals.

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ADVISOR BIO

Fred R. Chandler is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. in Dallas, Texas. Fred has been in the financial services industry since December 27, 2000. Prior to joining Merrill Lynch, Fred worked at FIDELITY BROKERAGE SERVICES LLC in Smithfield, Rhode Island. Fred holds a Series 7, Series 63, and Series 65 license. Fred specializes in providing investment advice to individuals, businesses, and retirement plans.

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ADVISOR BIO

Freddy MacIas is a registered representative with J.P. Morgan Securities LLC in DALLAS, TX. Freddy has been in the industry since September 1, 2023 and has passed the Series 63, Series 6TO and SIE exams. Freddy is registered in Texas. Freddy has a specialty in Specializations 1, 2, 4, 5, and 6.

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ADVISOR BIO

Frederick Cody Zweifel is a financial advisor with over 8 years of experience in the industry. Frederick is registered with UBS Financial Services Inc. and holds a Series 66, Series 7, and SIE licenses. Frederick specializes in providing financial advice to individuals, businesses, and institutions. Frederick is a registered representative in 22 states and the District of Columbia and specializes in providing financial advice to individuals, businesses, and institutions. Frederick's areas of expertise include financial planning, portfolio management, and investment advice. Frederick is committed to providing his clients with personalized financial advice that meets their unique needs.

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ADVISOR BIO

Frederik Constantinesco is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. based in Dallas, Texas. Frederik has over 30 years of experience in the financial industry. Frederik has been registered with the SEC since 1982 and is licensed to provide investment advice in Texas. Frederik holds a Series 3, 7, 63 and 65 licenses. Frederik has a background in financial planning, portfolio management, and pension consulting. Previously, Frederik was employed by Morgan Stanley, Morgan Stanley & Co. Incorporated, and UBS Financial Services Inc. Frederik is committed to providing personalized investment advice to individuals, families, and businesses.

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ADVISOR BIO

Fredrick Lehman is a financial advisor with UBS Financial Services Inc. Fredrick Lehman has been in the financial industry since October 2, 2000, and is registered with the state of Texas. Fredrick Lehman has worked with Morgan Stanley, Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. in the past. Fredrick Lehman works in the Dallas office of UBS Financial Services Inc. Fredrick Lehman holds the Series 66, Series 3, and Series 7 licenses. Fredrick Lehman is involved with the RWL FAMILY GROUP LLC, the Dallas Opera and the Coppell High School Hockey Association. Fredrick Lehman specializes in providing services for individuals, corporations, businesses, and charitable organizations.

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Gail Ann Dugger is a Registered Representative and Investment Adviser Representative. Gail has been in the financial services industry since 1986. Currently, Gail is a Registered Representative with RBC Capital Markets, LLC and has been with the firm since March 2008. She is registered in Arkansas, Massachusetts, Texas, and Utah. Gail has experience working with corporations, individuals, high-net-worth individuals, insurance companies, charitable organizations, pension and profit-sharing plans, and pooled investment vehicles. She provides financial planning, portfolio management, and selection of other advisors services to her clients. Previously, Gail worked with a number of firms including Dain Rauscher Incorporated, Rauscher Pierce Refsnes, Inc., State Street Securities, Inc., Addison Securities, Inc., Rushmore Securities Corporation, Independence One Brokerage Services, Inc., and Olde Discount Corporation.

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ADVISOR BIO

Garla Bryant is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Garla has been in the financial industry for over 35 years and is registered in 35 states and the District of Columbia. Garla has a wide range of experience in providing financial advice and portfolio management for individuals, businesses and institutions.

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Garrett Sampson is an investment advisor representative with Equitable Advisors, LLC. Garrett has been in the industry for over 10 years and has experience in financial planning, portfolio management, and pension consulting. Garrett is registered in multiple states, including Texas, Colorado, Florida, and California. Garrett has experience working with high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, and charitable organizations. Garrett can help you with your financial planning needs, portfolio management, or pension consulting.

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ADVISOR BIO

Garry David Scheufler is a financial advisor in Dallas, TX with over 25 years of experience in the financial services industry. Garry is currently registered with Concurrent Investment Advisors, LLC and holds a Series 6, 7, 63, 66 and SIE license. Prior to joining Concurrent Investment Advisors, Garry worked at Raymond James Financial Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Diversified Investors Securities Corp. He is registered with the state of Texas as an Investment Advisor Representative. Garry Scheufler is also a Registered Representative with FINRA and a registered investment advisor representative in the state of Texas.

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