ADVISOR BIO

Sheff Daniel Olinger is a Registered Representative with Oppenheimer & Co. Inc. and is licensed in multiple states including Texas, North Carolina, and Oklahoma. Sheff began their career in the financial services industry in 1984 and has since held positions at CIBC World Markets Corp., Prudential Securities Incorporated, and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

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ADVISOR BIO

Sheila Sue Kaplan is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc., with over 30 years of experience in the financial industry. Sheila is currently registered with the state of Texas and is licensed to provide investment advice to individuals, corporations, pension plans and other institutional clients. Sheila has a broad range of experience and can assist clients with financial planning, portfolio management, pension consulting and more.

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ADVISOR BIO

Sheila Marie Monachino is a financial advisor currently registered with Avantax Advisory Services and Davie Kaplan Wealth Care Advisors, LLC. Sheila has been in the financial services industry for over 10 years. Sheila is also a CPA and holds a Series 66, Series 7 and SIE license. Sheila's areas of specialization include financial planning, pension consulting and portfolio management.

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ADVISOR BIO

Shelby Grace Potz-nielsen is a financial advisor registered with Edge Capital Group, LLC. Shelby is also registered with the state of Texas. Shelby has been in the industry since July 2014. Previously, Shelby worked with UBS Financial Services Inc.

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ADVISOR BIO

Sheldon Metz is an investment advisor representative registered with Robert W. Baird & Co. Inc. Sheldon has been in the financial services industry since 2018. Sheldon is licensed in 32 states and holds licenses for both Broker-Dealer and Investment Advisor registration. Sheldon has also passed the Series 7, Series 63, Series 65 and SIE exams. Sheldon is a director of the National Multiple Sclerosis Society and is committed to serving the community.

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ADVISOR BIO

Shelia English is an investment advisor representative with J.P. Morgan Securities LLC, registered in Texas. English has been in the industry since 2014, previously working with Merrill Lynch, Pierce, Fenner & Smith Incorporated and J.P. Morgan Securities Inc. English holds Series 63, 65, 7 and SIE licenses. English specializes in providing portfolio management for individuals and businesses, financial planning and pension consulting. English is also a Detroit Advisory Council Member for Figure Skating in Detroit.

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ADVISOR BIO

Shelley Aguirre is an Investment Advisor Representative at Ameriprise Financial Services, LLC in Dallas, Texas. Shelley has been working in the financial industry since 2003. She holds Series 7, Series 66, and SIE licenses and is currently registered with FINRA and the state of Texas. Shelley has a wealth of experience in helping individuals and families with their financial planning needs. Shelley's specialties include asset allocation, financial planning, pension consulting, educational seminars, and portfolio management.

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ADVISOR BIO

Shelley Danae Teskey is a registered representative with Commonwealth Financial Network. Shelley has been in the industry since 2006 and holds the Series 7, Series 66, and SIE licenses. Shelley has previous experience with First Allied Securities, Inc., and LPL Financial Corporation. Shelley works out of the Dallas, TX office of Commonwealth Financial Network, and specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, and charitable organizations.

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ADVISOR BIO

Sherah Lee Yoder is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., working in the DALLAS, TX branch office. Sherah Lee Yoder has been working in the financial industry since 1997. Sherah Lee Yoder is registered with 39 states. Sherah Lee Yoder holds Series 7, Series 63, and Series 66 licenses. Sherah Lee Yoder is also registered as an Investment Advisor Representative in the state of Texas.

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ADVISOR BIO

Sheri Lynette Burns is a financial advisor with over 20 years of experience in the industry. Sheri is currently registered with Morgan Stanley and has been with the firm since 2017. Prior to joining Morgan Stanley, Sheri held positions at Robert W. Baird & Co., UBS Financial Services Inc., Barclays Capital Inc. and Lehman Brothers Inc. Sheri holds Series 7 and Series 63 licenses, and has earned the SIE, and Series 65 designations. Sheri has a strong understanding of the financial markets and a commitment to providing her clients with personalized financial advice.

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