ADVISOR BIO

Aaron Kozick is a financial professional with over 15 years of experience in the investment industry. Currently, Aaron Kozick is a Registered Representative with Towers Watson Investment Services, Inc., focusing on providing investment advice and consulting. Aaron Kozick has held previous positions with KESTRA INVESTMENT SERVICES, LLC, CETERA ADVISOR NETWORKS LLC, VANGUARD MARKETING CORPORATION, and NYLIFE SECURITIES INC. Aaron Kozick holds Series 6, 7, 63, and 66 securities licenses. Aaron Kozick specializes in providing investment consulting, pension consulting, and portfolio management services.

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ADVISOR BIO

Aaron Joseph Smith is an Investment Advisor Representative at Smith Co. Financial Advisors / Fusion Funds. Aaron has been in the industry since 2000. Aaron is registered with the state of California and has been in the industry since 2000. Aaron previously worked at Securities Service Network, Inc. and Morgan Stanley DW Inc. and is Series 31, 7 and 66 licensed. Aaron has experience in Portfolio Management for Individuals and Pooled Investment Vehicles, Financial Planning, Pension Consulting, Market Timing Services, Publication of Periodicals and Selection of Other Advisors. Aaron works with individuals, pooled investment vehicles and high-net-worth individuals.

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ADVISOR BIO

Aaron Witten is a financial advisor with Cambridge Investment Research Advisors, Inc. Aaron has over 20 years of experience in the financial services industry. He has a Series 6, 7, 26, 63 and 65 licenses and is a Certified Financial Planner. Aaron has worked with a variety of clients, including individuals, families, businesses, and charitable organizations. He provides a range of services, including financial planning, investment management, and retirement planning. Aaron is committed to helping his clients achieve their financial goals.

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ADVISOR BIO

Aaron Soderstrom is a financial advisor at Cambridge Investment Research Advisors, Inc.. Aaron has been in the financial industry since 2009. Aaron has offices in Keller, TX and is registered to provide investment advice in 29 states and the District of Columbia. Aaron specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses.

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ADVISOR BIO

Aaron Wayne Schuler is a financial advisor with over 10 years of experience in the industry. Aaron Wayne Schuler is currently registered with Beam Wealth Advisors, Inc. in Louisiana, Texas, Utah and Wyoming. Aaron Wayne Schuler has also held previous registrations with Securities America, Inc., Park Avenue Securities LLC, AXA Advisors, LLC and Farmers Financial Solutions, LLC. Aaron Wayne Schuler specializes in portfolio management, financial planning, pension consulting, estate planning, and educational seminars. Aaron Wayne Schuler offers both individual and business portfolio management services.

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ADVISOR BIO

Aaron Thierry is a financial advisor with Cambridge Investment Research Advisors, Inc. located in Clarkston, MI. Aaron has been in the industry since 2001 and holds a Series 6, 7, 63 and 65 license. Aaron specializes in portfolio management for individuals and businesses. Aaron has experience working with a variety of clients, including high-net-worth individuals, pension and profit sharing plans, and individuals other than high-net-worth. Aaron has previously worked at THE O.N. EQUITY SALES COMPANY, ONEAMERICA SECURITIES, INC., and HANTZ FINANCIAL SERVICES, INC. Aaron is committed to providing his clients with personalized financial advice and guidance.

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ADVISOR BIO

Aaron Farrell is a Registered Investment Advisor Representative with Quantca Financial. Aaron is registered to offer advisory services in Delaware, Texas, and Washington. Aaron has been in the financial services industry since June of 2020. Aaron is a volunteer CFO for Volunteers for Ukraine Inc. and CEO of Sapien LLC. Aaron specializes in Portfolio Management for Individuals and Businesses.

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ADVISOR BIO

Aaron Dym is a financial advisor at Corient with over 12 years of experience in the industry. Aaron is a Certified Financial Planner™ and a Chartered Financial Analyst. Aaron has worked at various companies like Kore Private Wealth, LLC and Bridgewater Advisors. Aaron specializes in a variety of areas including financial planning, portfolio management, and pension consulting. Aaron is registered in New York and Texas.

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ADVISOR BIO

Aaron Stewart is a financial advisor with Cambridge Investment Research Advisors, Inc., based in Chesterfield, MO. Aaron has been in the financial industry since 2007, providing financial guidance and investment solutions to individuals, families, and businesses. Aaron holds the Series 7 and Series 66 licenses and is registered with FINRA and the State of Missouri. Aaron also has a background in coaching and business consulting. Aaron is dedicated to helping clients achieve their financial goals, and strives to create a personalized and comprehensive financial plan for each client. In addition to his work at Cambridge, Aaron is an independent insurance agent for various insurance agencies.

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ADVISOR BIO

Aaron Robinson is a financial advisor with Cambridge Investment Research Advisors, Inc. Aaron has been working in the financial industry since 2003. Prior to joining Cambridge, Aaron was a financial advisor with MML Investors Services, LLC, TIAA-CREF Individual & Institutional Services, LLC, Cambridge Investment Research, Inc., and Raymond James Financial Services, Inc. Aaron is a registered investment advisor and is also licensed to sell securities in Michigan. Aaron is dedicated to providing his clients with personalized financial advice. In addition to his work with individual clients, Aaron also provides financial planning services to businesses and charitable organizations. Aaron is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC).

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