ADVISOR BIO

Anthony Temple ii is a financial advisor who has been in the industry since 2001. Anthony has a broad range of experience in the financial services industry, having worked for several firms including BBVA Securities Inc., BBVA Compass Investment Solutions, Inc, and Guaranty Brokerage Services, Inc. Anthony is currently registered with Wedbush Securities Inc. and holds licenses in several states. He specializes in providing financial advice to a variety of clients, including high-net-worth individuals, corporations, and charitable organizations.

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ADVISOR BIO

Anthony Montanari is a financial professional with over 20 years of experience in the industry. Anthony is currently registered with Prospera Financial Services, Inc. and has a strong track record of providing personalized financial advice to individuals, families, and businesses. Anthony holds a variety of licenses and certifications, including the Series 3, 7, 31, and 65, demonstrating a wide range of financial expertise.

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ADVISOR BIO

Anthony Krncevic is a financial advisor registered with Avantax Advisory Services. Anthony has been working in the financial industry since 2010. He has experience providing investment advice, financial planning and portfolio management services to individuals, families, and businesses. Anthony holds the Series 7, Series 24, and Series 66 licenses. He is also registered to provide investment advisory services in Ohio and Texas.

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ADVISOR BIO

Anthony Lupoli is a financial advisor with Avantax Advisory Services. Anthony has been in the financial services industry since 2016 and is a Certified Financial Planner. Anthony specializes in providing financial planning, investment management, and tax advisory services. Anthony is also a partner with Wing, Weber, & Co, PL, a Certified Public Accounting firm. Anthony holds a current registration with the state of Florida.

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ADVISOR BIO

Anthony Cassavechia is a financial advisor with Raymond James Financial Services Advisors, Inc. Anthony has been in the financial services industry for 10 years. Anthony holds the Series 66, Series 7 and SIE licenses, as well as registrations in 12 states, including Texas, Florida and New York. Anthony specializes in working with a variety of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. In addition to his work at Raymond James, Anthony is also a partner in Cassavechia Capital Partners, LTD, a family limited partnership. Anthony also owns and operates Cassavechia Properties LLC, a single-member LLC that owns residential real estate. Anthony is committed to providing his clients with personalized financial advice and strategies to help them achieve their financial goals.

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ADVISOR BIO

Antonio Loeza is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. located in Dallas, TX. Antonio has been in the securities industry since March 18, 2018. Antonio is registered in 53 states and the District of Columbia. Antonio holds the Series 7, 66 and SIE licenses. Antonio specializes in providing financial planning, investment management, portfolio management for individuals and businesses, pension consulting, and educational seminars.

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ADVISOR BIO

Antonio Fernandez is a registered representative with J.P. Morgan Securities LLC. Antonio has been in the industry since February 5, 2024 and is licensed to sell securities in Texas. Antonio holds the Series 66, 7TO and SIE licenses and is registered with FINRA. Antonio specializes in providing financial planning, pension consulting and selection of other advisors. Antonio has a history of working with individuals, high-net-worth individuals, corporations and other businesses, insurance companies, labor unions, charitable organizations and pension and profit sharing plans.

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ADVISOR BIO

Antonio Alvarez is an active Registered Representative and Investment Advisor Representative. Antonio has been in the financial services industry since 2013 and is currently registered with Avantax Advisory Services. Antonio previously worked at Transamerica Financial Advisors, Inc, HD Vest Investment Services, and PFS Investments Inc. Antonio holds Series 6, 63, 65, and SIE licenses. Antonio is registered in the state of California.

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ADVISOR BIO

Antonio Montez Monk is an active financial professional who has been in the industry since 1994. Currently, Antonio is registered as a broker-dealer and investment advisor representative for Morgan Stanley. Antonio has a history of working with other firms, including Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Foresters Equity Services, Inc.

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ADVISOR BIO

Antonios Lee is an active investment advisor representative with Avantax Advisory Services. Antonios has been in the financial industry for over 30 years, and has held previous positions with WMA Securities, Inc. and H.D. Vest Investment Securities, Inc. Antonios is registered in California, Utah, and Washington. He is also registered as an investment advisor representative in California. Antonios is a Series 6, Series 7, Series 22, and Series 66 licensed professional.

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