ADVISOR BIO

Algenis Puntiel is a financial advisor at J.P. Morgan Securities LLC, a large firm that manages more than $50 billion in assets. Algenis Puntiel is registered with FINRA and 14 states, including New York, New Jersey, and California. Algenis Puntiel has been working in the securities industry since 2013 and has a Series 6, Series 63, and SIE licenses. Algenis Puntiel specializes in financial planning and investment management, and can provide services for individuals, businesses, and charitable organizations.

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ADVISOR BIO

Ariana Sher is an Investment Advisor Representative at GOI. Ariana has been in the industry since 2020 and is registered in New York. Ariana has a Series 65 license. Ariana's firm, GOI, has 2 investment adviser representatives and 1 licensed agents. Ariana is a financial planner and provides portfolio management for individuals and families.

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Brian Redican is an investment advisor representative at Courseview Capital LLC. Brian has been in the industry for over 26 years and has a Series 7, Series 63, Series 65, and SIE license. Previously, Brian worked at Wilmington Capital Securities, LLC, LPS Partners Inc., GFI Securities LLC, Rafferty Capital Markets, LLC, Citigroup Global Markets Inc., and TD Ameritrade, Inc. Brian specializes in financial planning and portfolio management for individuals.

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ADVISOR BIO

Frances Tucciarone is an experienced financial professional with over 20 years in the industry. She is currently registered with J.P. Morgan Securities LLC and has previously worked with HSBC Securities (USA) Inc. and Chase Investment Services Corp. Frances has a strong background in investment products and services, holding licenses for Series 6, 7 and 63 exams and SIE. Frances offers a range of financial planning and portfolio management services to individuals, businesses and institutions.

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Francis Del torto is a financial professional with over 15 years of experience in the industry. Francis has been registered with Aegis Capital Corp. since 2011 and prior to that was registered with DAVID LERNER ASSOCIATES, INC. and UBS PAINEWEBBER INC. Francis holds Series 63, 66 and 7 licenses. Francis is also a Registered Representative and Investment Advisor Representative. Aegis Capital Corp. is a full-service investment bank and broker-dealer offering a wide range of financial services, including investment banking, brokerage, trading, research, and asset management. Francis specializes in Portfolio Management for Individuals, Businesses and Pooled Investment Vehicles. Francis's primary office is located at 26 PAXTON AVE in BRONXVILLE, NY.

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ADVISOR BIO

Gary John Reetz is an investment advisor representative at One Oak Capital Management, LLC. Gary has been in the industry since 1985 and has a strong background in financial planning and investment management. Gary holds the Series 63, 65, 7 and 24 licenses. Gary has a focus on investment companies, high-net-worth individuals, and pooled investment vehicles.

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Gregory Pilla is a financial advisor with Edward Jones, a firm with over $800 billion in assets under management. Gregory is registered with FINRA and has been working in the financial services industry since 2021. Gregory has earned the Series 7TO, Series 63, and Series 65 licenses. He is also a registered representative with the state of Texas. Gregory's prior experience includes positions at National Securities Corporation, Aegis Capital Corp, and Fortis Lux Financial. Gregory can provide a range of financial services including financial planning, pension consulting, and portfolio management for individuals and businesses. Gregory is available to meet with clients at the Edward Jones office located in New Rochelle, NY.

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Ilir Gjoni is a financial advisor with Capital Preservation Partners, Inc. located in Bronxville, NY. Ilir has been in the industry since 2013. Ilir is a Certified Financial Planner. Ilir offers financial planning, portfolio management for individuals, and pension consulting services. Ilir is registered in California, New York, and Texas. Ilir specializes in helping individuals, families, and small businesses achieve their financial goals.

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Jane Elizabeth Ircha is a financial professional with over 20 years of experience in the industry. Jane has been registered with Aegis Capital Corp. since February 2012. Previously, Jane was employed at Gunnallen Financial, Inc. and McLaughlin, Piven, Vogel Securities, Inc., as well as Neuberger & Berman Management Incorporated. Jane has a strong background in portfolio management for individuals and businesses, as well as experience in portfolio management for pooled investment vehicles. Jane holds a Series 6, 7, 63, 65 and 66 licenses and is registered with the state of New York as both a Registered Representative and an Investment Advisor Representative. Jane also has extensive experience in financial planning.

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Jeanmarie Lebrini is a financial advisor currently registered with Citigroup Global Markets Inc. based in Bronxville, NY. Jeanmarie has been in the industry since June 6, 1999, and holds several licenses including Series 6, Series 63, SIE, and Series 65. Jeanmarie specializes in portfolio management for individuals and businesses and provides financial planning and other advisory services. Jeanmarie has been associated with Citigroup Global Markets Inc. since May 2007, Prior to joining the firm, Jeanmarie was registered with CitiCorp Investment Services.

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