ADVISOR BIO

Joshua Bourne is a financial advisor with Wells Fargo Clearing Services, LLC. Joshua has been in the industry since 2012 and has a Series 7, Series 66, and SIE license. Joshua is registered to provide investment advice in multiple states including Colorado, Florida, Georgia, Kentucky, Louisiana, New York, North Carolina, Ohio, South Carolina, Tennessee, Virginia, Washington, and West Virginia. Joshua also provides financial planning services, pension consulting, and portfolio management for individuals and businesses. Outside of the financial services industry, Joshua owns and operates a sheep farm.

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ADVISOR BIO

Joshua David Moskowitz is a financial advisor with over 12 years of experience in the financial services industry. Joshua Moskowitz is currently registered with Ameritas Advisory Services, LLC, and has been with the firm since November 2021. Prior to joining Ameritas, Joshua Moskowitz worked with MML INVESTORS SERVICES, LLC and First Command Financial Planning, Inc. Joshua Moskowitz is a Series 7 and Series 66 licensed advisor and holds the SIE designation. Joshua Moskowitz specializes in providing financial planning, portfolio management, and investment advisory services to individuals, businesses, and retirement plans. Joshua Moskowitz is dedicated to helping clients achieve their financial goals and providing them with personalized advice and guidance.

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ADVISOR BIO

Joshua Carpenter is a financial advisor at Edward Jones. Joshua has been in the financial industry since 2016. Joshua holds a Series 7 and Series 66 license, as well as the SIE exam. Joshua is a Certified Financial Planner. Joshua has been registered with the state of Virginia since 2016, and is registered with the state of Texas as an Investment Advisor Representative.

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ADVISOR BIO

Joshua Michael Dean is a financial advisor registered with Ameriprise Financial Services, LLC in Waynesboro, VA. Joshua has been in the industry since 2014 and holds Series 7, 63 and 65 licenses. Joshua is also a Certified Financial Planner. Joshua provides financial planning, asset allocation services, pension consulting, educational seminars, portfolio management for businesses and individuals and publication of periodicals. Ameriprise Financial Services, LLC is a registered investment advisor and broker-dealer that provides financial planning, investment management, and insurance products to individuals, families, and businesses.

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ADVISOR BIO

Joshua James Spain is a financial advisor associated with Raymond James & Associates, Inc. Joshua James Spain's career in the financial services industry began in November of 2004. Joshua James Spain has been with Raymond James & Associates, Inc. since October of 2012. Joshua James Spain is a licensed securities professional and holds the following licenses: Series 7, Series 9, Series 10, and Series 63. Joshua James Spain offers investment advisory services to individuals and businesses.

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ADVISOR BIO

Joshua Kent Garrett is a registered representative and investment advisor representative with Ameriprise Financial Services, LLC. Joshua has been in the industry since 2013 and has experience with both individual clients and businesses. Joshua is licensed to provide financial services in Virginia, Michigan, and North Carolina. Joshua has passed the Series 7TO, SIE and Series 66 exams. Joshua is a member of Ameriprise Financial Services, LLC and specializes in Financial Planning, Pension Consulting, Educational Seminars, Portfolio Management for Businesses, and Portfolio Management for Individuals.

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ADVISOR BIO

Joshua Wilson is a financial advisor with Raymond James Financial Services Advisors, Inc. Joshua has been in the financial services industry since 2023. Joshua is a registered representative in Virginia. Joshua offers a range of financial services including financial planning, portfolio management, pension consulting, and educational seminars. Joshua is also a registered investment advisor in Virginia.

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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.

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ADVISOR BIO

Joshua Alloway is a financial advisor with Equitable Advisors, LLC. Joshua has been working in the financial services industry since October 2011. Joshua is registered to provide investment advice in 13 states, including Arizona, California, Florida, Illinois, Maine, Maryland, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Texas, and Virginia. Joshua provides financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions.

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ADVISOR BIO

Joshua Riddle is a financial professional licensed in Texas and Virginia. Joshua is registered with PFS Investments Inc. and has been in the industry since July 2020. Joshua specializes in providing financial advice to individuals.

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