ADVISOR BIO

Herman Edward Freitag is an Investment Advisor Representative at Corient in Miami, Florida. Herman has been in the industry since July 2010 and has a total of 3 product exams: Series 7, Series 6 and SIE. Herman is also registered as an Investment Advisor Representative in North Carolina and Texas. Herman has previous experience at Vanguard Marketing Corporation, J.P. Morgan Securities LLC and Chase Investment Services Corp. Herman is a Certified Financial Planner.

SPECIALIZATIONS

ADVISOR BIO

Herson Castaneda is a registered representative with Cambridge Investment Research Advisors, Inc. Herson has been in the securities industry since July 26, 2019. Herson has a Series 66 license, which allows them to provide investment advice and sell securities. Herson is also registered in 11 states, including Arizona, California, Colorado, Florida, Georgia, Iowa, Kansas, Missouri, Nebraska, South Carolina, and Nebraska. Herson is affiliated with Schuster Anderson Wealth Advisors in addition to Cambridge Investment Research Advisors, Inc.

SPECIALIZATIONS

ADVISOR BIO

Heywood Axtell Turner is an active registered representative with Cambridge Investment Research Advisors, Inc. since June 2012. Heywood has been in the industry since May 1992. Heywood has been registered with the following firms: MML Investors Services, LLC and Princor Financial Services Corporation. Heywood is licensed to sell securities in Colorado, Florida, Louisiana, and Ohio.

SPECIALIZATIONS

ADVISOR BIO

H. joseph E. Parnes is a Registered Investment Advisor and President of Technomart RGA Inc. H. joseph E. Parnes has been in the industry since December 1973. H. joseph E. Parnes specializes in portfolio management for individuals and businesses. H. joseph E. Parnes also provides market timing services and publishes periodicals. H. joseph E. Parnes has been registered in Maryland since February 22, 2022. H. joseph E. Parnes is currently employed by Technomart RGA Inc. with a branch office located in Baltimore, Maryland. Technomart RGA Inc. has 70 client accounts with $337,949,124 in regulatory assets under management.

SPECIALIZATIONS

ADVISOR BIO

Holly MacDonald is a financial advisor with over 16 years of experience in the industry. Holly is registered with Cambridge Investment Research Advisors, Inc. and is licensed in several states including Michigan, Texas, Florida and more. Holly has previously worked with LPL FINANCIAL LLC and Mutual Service Corporation. Holly is also a Certified Financial Planner. Holly provides financial planning, portfolio management and investment advisory services to individuals and businesses.

SPECIALIZATIONS

ADVISOR BIO

Homer Thornton has been a financial advisor for over 20 years. He is registered with Cambridge Investment Research Advisors, Inc. in Denison, Texas and is licensed in Oklahoma and Texas. Homer has a diverse background, including experience in insurance, real estate, and non-profit organizations. He holds FINRA Series 63, 65, 7 and SIE licenses and focuses on helping clients with financial planning, portfolio management, and pension consulting.

SPECIALIZATIONS

ADVISOR BIO

Hope Chen is an Investment Advisor Representative with Corient. Hope Chen has been working in the financial services industry for over a decade, and has extensive experience providing financial planning and portfolio management services to a variety of clients, including high-net-worth individuals, families, and businesses. Hope Chen holds the Series 65 license and is a Certified Financial Planner. Corient is a financial advisory firm that provides a range of services, including investment management, financial planning, and retirement planning.

SPECIALIZATIONS

ADVISOR BIO

Horace Stevenson Nash III is a registered investment advisor representative with Cambridge Investment Research Advisors, Inc. Horace Stevenson Nash III has been in the industry since 2002 and has experience with Sterne, Agee & Leach, Inc. as well. Horace Stevenson Nash III has Series 52, Series 63 and Series 65 licenses. Horace Stevenson Nash III also holds a president and sole shareholder position at Proche Advisors, Inc.

SPECIALIZATIONS

ADVISOR BIO

Hossameldin Abdelkarim is a licensed investment advisor representative associated with Poise Investment Advisors, LLC. Hossameldin has a Series 65 license, which allows Hossameldin to provide investment advice to individuals and institutions. Hossameldin also holds a Securities Industry Essentials (SIE) license.

SPECIALIZATIONS

ADVISOR BIO

Howard Lutz is a financial professional with over 20 years of experience in the industry. Howard is currently registered as an Investment Advisor Representative with Corient. Howard has a strong background in the financial services industry with experience at firms like Intercontinental Asset Management Group, LTD. and Banc of America Investment Services, INC. Howard is a Series 66 and Series 63 licensed professional. Howard's current firm, Corient, is an Investment Advisor providing financial advice to individuals, high net worth individuals, corporations, charitable organizations, and pooled investment vehicles.

SPECIALIZATIONS