ADVISOR BIO

Adam Katz is a financial advisor with over 23 years of experience. Adam is currently registered with Corient and has been with the firm since November 2022. Before that, Adam worked at Kore Private Wealth, LLC from June 2018 to June 2022. Prior to that, Adam was with Merrill Lynch, Pierce, Fenner & Smith Incorporated from July 1998 to June 2018. Adam holds the Series 63, Series 65, Series 7 and SIE licenses.

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ADVISOR BIO

Adam Sheer is an Investment Advisor Representative associated with Corient. Adam Sheer is registered with the state of New York and the state of Texas and has been in the industry since 1997. Adam Sheer also serves on the Board of Directors for Cedar Park Cemetery. Adam Sheer has a Series 65 license and a Series 24 license.

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ADVISOR BIO

Adrian Sancho is a registered Investment Advisor Representative with Corient, a firm headquartered in Miami, Florida. Adrian has been in the industry since September 2010 and currently holds a registration with the state of New York. Adrian is also licensed in the state of Florida. Adrian has a number of specializations including portfolio management for individuals, pension consulting, financial planning, and selection of other advisors. Adrian's experience, knowledge and expertise allow him to provide guidance to a range of clients, including individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations and other businesses. Corient provides a number of financial services to its clients, including portfolio management, financial planning, educational seminars, and market timing services.

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ADVISOR BIO

Alan Weingarten is a financial professional with over 28 years of experience in the financial services industry. Alan currently holds licenses in New Jersey and New York as a Registered Representative (Series 6 and 63) and is a licensed Investment Advisor Representative in New York. Alan provides financial planning and investment advisory services to individuals and businesses through Comprehensive Capital Management, Inc.. Alan has a strong background in financial planning, market timing, and portfolio management. Alan is committed to providing his clients with personalized financial advice and helping them reach their financial goals. Alan is also affiliated with APW Capital, Inc., a financial firm located in Rockaway, NJ.

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ADVISOR BIO

Albert Alexander Ruas is a financial advisor at Cambridge Investment Research Advisors, Inc. Albert Alexander Ruas has been in the industry since September 1985. Albert Alexander Ruas is licensed in Connecticut, Florida, Illinois, New Jersey, New York, South Carolina and Virginia. Albert Alexander Ruas has worked for several other firms, including OSAIC FA, INC., MetLife Securities Inc., NEXT FINANCIAL GROUP, INC., ROYAL ALLIANCE ASSOCIATES, INC., JANNEY MONTGOMERY SCOTT INC., CHEMICAL INVESTMENT SERVICES CORP., LIBERTY SECURITIES CORPORATION, INVEST FINANCIAL CORPORATION, CITICORP INVESTMENT SERVICES, CITICORP FINANCIAL SERVICES,INC., LANDMARK BROKERAGE SERVICES, INC., DEAN WITTER REYNOLDS INC. and BLINDER, ROBINSON & CO., INC. Albert Alexander Ruas is also a registered investment advisor representative in New York.

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ADVISOR BIO

Alex Weissman is a financial advisor in Great Neck, NY, with over 25 years of experience in the industry. Alex is a registered representative of Cambridge Investment Research Advisors, Inc. and holds the Series 7, Series 63, Series 66, and SIE licenses. Alex has a long history of serving clients in New York and surrounding states. Alex is a Registered Investment Advisor and has a strong background in working with individuals, families, and businesses.

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ADVISOR BIO

Alexander Salem is a financial advisor with over 8 years of experience in the financial services industry. Alexander is registered with Cambridge Investment Research Advisors, Inc., a firm that provides financial planning, portfolio management, and other investment advisory services to individuals, businesses, and institutions. Alexander is a Certified Financial Planner™ professional and holds the Series 6, 7, 63, 66, and 99 licenses. Prior to joining Cambridge Investment Research, Inc., Alexander was an advisor with David Lerner Associates, Inc.

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ADVISOR BIO

Alfred Joseph Marciano is a registered representative with Cambridge Investment Research Advisors, Inc. Alfred Joseph Marciano has been in the financial services industry for over 25 years. Alfred Joseph Marciano is currently registered in New York as an Investment Advisor Representative. Alfred Joseph Marciano has a Series 6, Series 7 and Series 63 licenses. Alfred Joseph Marciano was previously employed by THE INVESTMENT CENTER, INC., METLIFE SECURITIES INC., METROPOLITAN LIFE INSURANCE COMPANY and FIRST INVESTORS CORPORATION.

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ADVISOR BIO

Alicia Rayna Spevak is a financial advisor with over 17 years of experience in the financial services industry. Alicia has a Series 7, Series 63, and SIE license and is registered with Cambridge Investment Research Advisors, Inc. in New York. Alicia also holds a number of other licenses and registrations, including a license as an Independent Insurance Agent and an advisory representative of a RIA. Alicia's main focus is on financial planning and investment advice, and she specializes in working with individuals, families, and small businesses. Alicia is committed to providing her clients with personalized advice and guidance to help them achieve their financial goals.

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ADVISOR BIO

Amy Smith is a financial advisor with Cambridge Investment Research Advisors, Inc. Amy has been in the industry for over 20 years and is registered with the state of New York and Texas as an Investment Advisor Representative. She is also a Chartered Financial Consultant. Amy's previous experience includes working with Avantax Investment Services, Inc. and Avantax Advisory Services. Amy provides financial planning and investment advice to individuals, businesses, and retirement plans. Amy is committed to helping clients achieve their financial goals.

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