ADVISOR BIO

Martin Ezelle is a registered investment advisor representative with Eagle Strategies LLC in Dallas, Texas. Martin has been in the industry since 2015. Martin has passed the Series 6, 7, 63, and 66 exams and holds a license to operate in multiple states across the country. Martin specializes in financial planning, educational seminars, and portfolio management for individuals. Martin is also a board member of the Greater East Dallas Chamber of Commerce and the 1900 Swiss Avenue HOA. In addition to Eagle Strategies LLC, Martin also operates under the DBA name of Forge & Link Financial Group, LLC where he sells New York Life products and services.

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ADVISOR BIO

Marvin Deaver is a financial professional with over 20 years of experience in the industry. Marvin is currently registered with USI Advisors as an Investment Advisor Representative (IAR) in Texas. Marvin has previously held positions with LPL Financial LLC, GWFS Equities, Inc., Putnam Retail Management Limited Partnership, Newport Group Securities, Inc., Diversified Investors Securities Corp. and ADP Broker-Dealer, Inc. Marvin has passed the Series 6, 63, 65, 26 and SIE examinations. Marvin has specializations in Retirement Planning, College Savings Plans and Estate Planning.

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ADVISOR BIO

Marvin Ferguson is a financial advisor with Wells Fargo Advisors Financial Network, LLC, based in Dallas, Texas. Marvin has been in the financial services industry since 1991. Marvin is a Registered Representative and Investment Advisor Representative and holds Series 6, 7, 63 and 65 licenses. Marvin has experience in financial planning, pension consulting, and portfolio management for individuals and businesses. Marvin provides investment consulting services to institutional clients.

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ADVISOR BIO

Mary Elizabeth Guidry is a financial advisor with Corient, a firm that manages over $118 billion in assets. She has been in the financial services industry since June 2014. Mary has a strong background in financial planning and portfolio management. She is also a Chartered Financial Analyst (CFA), and has experience working with high-net-worth individuals, corporations and institutions.

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ADVISOR BIO

Mary Ann Gill is an investment advisor representative with Avantax Advisory Services. Mary Ann has been in the industry since 2016 and holds Series 6, 7, 63, and 65 licenses. Mary Ann provides financial planning, pension consulting, and portfolio management services to individuals and businesses. Mary Ann is also licensed to sell insurance products through Avantax Insurance Agency, LLC.

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ADVISOR BIO

Mary Keating is an investment advisor representative, registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Mary is registered with the state of Texas and has been in the industry for 1 year and 5 months. Mary is a Series 65, 63 and Series 7TO and SIE licensed professional. Mary was formerly employed by FIDELITY BROKERAGE SERVICES LLC. Mary can assist with a variety of services including performance measurement reports, allocation modeling, IPS, research reports and services, educational seminars and portfolio management for businesses and individuals.

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ADVISOR BIO

Mary Wilson is a Registered Representative and Investment Advisor Representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Mary Wilson has been in the industry since 2012 and has experience with various investment products and services. She is registered with the state of Texas and holds the following licenses and registrations: Series 66, Series 10, Series 9, SIE, and Series 7. Mary Wilson has also been a Yoga Teacher since 2012 and is an Advisory Board Member of a non-profit organization called Helping Our Heroes.

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Mary Evette Cavaleri is an Investment Advisor Representative at Hightower Advisors, LLC. Mary has over 20 years of experience in the financial services industry. Mary holds the Series 7, Series 24, and Series 63 licenses. Mary has previously been registered with Argentus Securities, LLC, Oppenheimer & Co. Inc., Stanford Group Company, Banc of America Investment Services, Inc., Banc of America Securities LLC, UBS Paine Webber Inc., and J.C. Bradford & Co. Mary's experience includes portfolio management for individuals and businesses, financial planning, and pension consulting.

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ADVISOR BIO

Mary E Ceglinski is a financial advisor at Morgan Stanley, based in Dallas, TX. Mary has been in the financial services industry since September 2022. Mary is registered with FINRA and the state of Texas and has a Series 66, Series 7TO and Series SIE license. Morgan Stanley provides a variety of financial services, including investment management, financial planning, and asset allocation advice.

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ADVISOR BIO

Mary Christine Stralka is a financial advisor with over 25 years of experience in the industry. Mary is a Certified Financial Planner™ and a Personal Financial Specialist. She has been registered with Avantax Advisory Services since October 2019. Mary is a dedicated and experienced advisor who is committed to helping her clients achieve their financial goals. Mary Christine Stralka has a strong understanding of the financial markets and a proven track record of success. She offers a range of services to meet the needs of her clients, including financial planning, investment management, and retirement planning.

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