ADVISOR BIO

Jaden John Butler is a financial advisor who has been in the industry since 2017. Jaden is currently registered with Cambridge Investment Research Advisors, Inc. in Nebraska and Texas. Jaden is also registered as an investment advisor representative in Nebraska and Texas. Jaden has experience working with high-net-worth individuals, pension and profit sharing plans, and individuals other than high-net-worth. Jaden offers financial planning, portfolio management for individuals and businesses, and educational seminars. Jaden also has experience with selection of other advisors, market timing services, and pension consulting. Jaden is a Chartered Financial Consultant. Jaden was previously registered with LPL Financial LLC and SII Investments, Inc. in Nebraska. Jaden has passed the Series 66, Series 7, and SIE exams.

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ADVISOR BIO

Jaime Benedetti is a financial advisor with Beam Wealth Advisors, Inc., a registered investment advisor. Jaime has been in the industry since 2002 and is licensed in several states. Jaime specializes in financial planning and investment management and works with both individual and business clients. Jaime is also a Certified Financial Planner (CFP).

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ADVISOR BIO

Jaime Tadashi Fukumae is a financial advisor with Cambridge Investment Research Advisors, Inc. based in Lafayette, California. Jaime has been a registered representative in the securities industry since September 8, 1998. Jaime has also held prior positions at Foothill Securities, Inc. and 1st Global Capital Corp. Jaime holds Series 6, Series 7 and Series 66 securities licenses and the SIE exam. Jaime's specialties include retirement planning, college savings, estate planning, and insurance planning.

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ADVISOR BIO

Jaime Barrios is an investment advisor representative with Cambridge Investment Research Advisors, Inc. in Harrison, NY. Jaime has been in the industry since December 7, 1997. Jaime is registered with the state of New York. Jaime also has a Series 7, Series 63, and Series 65 licenses. In addition to being an investment advisor representative, Jaime is also a Certified Public Accountant (CPA). Jaime has been a proprietor of Jaime J Barrios CPA P.C. since 1983. Jaime has also been the president of Vantage Financial Services, Inc. since 1998.

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ADVISOR BIO

Jaime Weenink is a registered investment advisor representative with Cambridge Investment Research Advisors, Inc., in Portage, MI. Jaime has been in the industry since November 2022 and is licensed to provide investment advice in Michigan. Jaime has experience with Edward Jones and currently serves as an advisory representative at Cambridge Investment Research Advisors, Inc.. Jaime specializes in financial planning, pension consulting, and educational seminars.

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ADVISOR BIO

Jalen Randolph is a financial professional at Corient. Jalen has experience in the financial industry with previous roles at Lincoln Financial Group, CI Brightworth, and the University of Delaware. Jalen is a Certified Financial Planner® professional and is registered with the state of North Carolina. Jalen's area of expertise includes financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisers, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles.

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Jalon Oconnell morton is a registered representative with Centaurus Financial, Inc. Jalon has been in the industry since 1998 and has held previous roles at B. RILEY WEALTH MANAGEMENT, NATIONAL SECURITIES CORPORATION, BROOKSTREET SECURITIES CORPORATION and GRATTAN FINANCIAL SECURITIES, INC. Jalon specializes in securities, mutual funds, variable annuities, fixed annuities, life insurance, and retirement planning.

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ADVISOR BIO

Jamaal Richard Henry is an Investment Advisor Representative who has been in the industry since 2016. Henry's background includes experience with Guardian Life Insurance Company, Jeri Jones CPa, Sociology Department at OSU, Park Avenue Securities and Budros, Ruhlin & Roe. Henry is currently registered as an Investment Advisor Representative with Corient and has been in this role since November 2022. Henry is a Certified Financial Planner and holds a Series 6 license.

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ADVISOR BIO

James Patrick Steele is an investment advisor representative registered with Applied Investment Strategies, LLC. Steele has been in the industry since September 2010 and has a Series 65 license, which allows him to provide investment advice to individuals and institutions. Steele also manages a separate business, Alpha Artists, LLC, where he is a partner and spends approximately 25 hours a week on executive management duties.

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ADVISOR BIO

James V. Peters is a financial advisor with Centaurus Financial, Inc. James has been in the industry since January 14, 1996. James is registered in Arizona, California, Colorado, Georgia, Illinois, Missouri, Nevada, New Jersey, and Texas. James also holds the following licenses: Series 6, Series 7, and SIE. James is a Chartered Financial Consultant. James specializes in financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. James has experience with individual clients as well as corporations and businesses. James also has experience with high-net-worth individuals.

SPECIALIZATIONS