ADVISOR BIO

Joshua Trevor Long is a financial advisor registered with Davenport & Co. LLC. Joshua has been in the industry since 2020 and is licensed in Virginia, Texas and 35 other states. Joshua is a Certified Financial Planner and offers financial planning, pension consulting, educational seminars, and portfolio management services to a range of clients including individuals, businesses, investment companies, and pooled investment vehicles.

SPECIALIZATIONS

ADVISOR BIO

Joshua Blackman is an investment advisor representative with Morgan Stanley, with a focus on providing financial advice and services to individuals and businesses. Joshua has a strong track record of success in the financial services industry, and has earned the trust of clients across the country. Joshua is committed to providing personalized financial solutions that are tailored to meet each client's unique needs and goals. With a deep understanding of the financial markets and a dedication to helping clients achieve their financial aspirations, Joshua is a valuable partner for individuals and families seeking guidance on their financial journey.

SPECIALIZATIONS

ADVISOR BIO

Joshua Stark is an experienced financial advisor, registered with the state of Virginia and Texas. Joshua has been in the industry since 2002, holding various roles at different financial institutions. Joshua is currently associated with Integrated Wealth Concepts LLC and previously worked for Lincoln Financial Advisors Corporation and Ameriprise Financial Services, Inc. Joshua is a dedicated professional with a strong understanding of the financial markets and a commitment to providing personalized financial advice.

SPECIALIZATIONS

ADVISOR BIO

Joshua Clark Cohen is an Investment Advisor Representative with Amj Financial Wealth Management LLC. Joshua is registered with the state of Virginia. Joshua has been in the financial industry since 2018. Joshua is an experienced professional and is committed to providing clients with the highest level of service. Joshua's expertise includes financial planning, pension consulting, educational seminars, and selection of other advisors. Joshua is a passionate professional and is dedicated to helping clients reach their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Joshua Ryan Standeven is an Investment Advisor Representative with Selective Wealth Management, Inc. Joshua has been with the firm since January 2013 and holds the Series 65 license. Joshua is registered with the state of Virginia as an Investment Advisor Representative. Joshua Ryan Standeven is also registered with the state of Texas as an Investment Advisor Representative. The firm specializes in providing financial planning and portfolio management services to individuals and businesses. The firm also provides financial planning services to trusts, estates, and charitable organizations.

SPECIALIZATIONS

ADVISOR BIO

Joshua Fisher is a financial advisor who has been in the industry since July 24, 2007. Joshua is currently registered as a Registered Representative with Cetera Investment Advisers LLC, a firm that offers investment advisory services to individuals, businesses, and institutional clients. Joshua has a variety of licenses and registrations, including Series 6, 7, 26, 63, and 65, which allow Joshua to provide comprehensive financial advice and planning services. Joshua is experienced in working with clients to develop personalized financial plans that address their individual needs and goals.

SPECIALIZATIONS

ADVISOR BIO

Joshua Raymond Crouse is a financial advisor currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Joshua has been working in the financial services industry since April 2024 and has a Series 7, Series 66, and SIE license. Joshua is registered in 15 states including Texas, Virginia, Delaware, Florida, Kentucky, Maryland, New Jersey, New York, North Carolina, Pennsylvania, Tennessee, West Virginia, District of Columbia. Joshua Raymond Crouse specializes in providing advisory services to high-net-worth individuals, corporations, and institutions.

SPECIALIZATIONS

ADVISOR BIO

Joshua Cohen Kyger is a financial advisor registered with Ameriprise Financial Services, LLC, in Virginia and Texas. Joshua has been in the financial services industry since 2012. Joshua holds the Series 6, 7 and 63 securities licenses, as well as the Series 65 investment advisor license. Joshua also holds the Certified Financial Planner designation. Joshua provides a range of financial services, including financial planning, asset allocation services, educational seminars, and portfolio management for individuals and businesses.

SPECIALIZATIONS

ADVISOR BIO

Joshua Morris is a financial advisor with TLG Advisors, Inc. based in Harrisonburg, VA. Joshua has been in the financial services industry for over five years. Joshua has a Series 7, Series 63 and Series 66 licenses. Joshua holds a Bachelor's degree in Business Administration from James Madison University. Joshua provides financial planning, portfolio management, and insurance services to individual and business clients.

SPECIALIZATIONS

ADVISOR BIO

Joshua Roberts is a financial advisor with Cassaday & Company, Inc. Joshua has been in the industry since 2014, and has worked at several other firms prior to joining Cassaday & Company. Joshua holds the Series 7TO and SIE licenses, and has a Uniform Combined State Law Examination scheduled for January 2025.

SPECIALIZATIONS