ADVISOR BIO

A. Michael Lipper is a Registered Investment Advisor (IA) representative at Lipper Advisory Services Inc., based in Summit, NJ. A. Michael has over 40 years of experience in the financial services industry. A. Michael Lipper holds a Chartered Financial Analyst designation. Lipper Advisory Services Inc. provides a range of services to clients, including portfolio management for individuals, businesses, pooled investment vehicles, and pension consulting. Lipper Advisory Services Inc. primarily serves high-net-worth individuals, charitable organizations, and corporations or other businesses. The firm manages more than $129 million in assets.

SPECIALIZATIONS

ADVISOR BIO

Aadit Lall Shrestha is a registered representative with Stifel, Nicolaus & Company, Inc. with a current scope of practice for both Broker-Dealer and Investment Advisor. Aadit Lall Shrestha has been in the industry since January 5, 2020. Aadit Lall Shrestha holds the Series 86, Series 87, and SIE licenses. Aadit Lall Shrestha is also a registered Investment Advisor Representative.

SPECIALIZATIONS

ADVISOR BIO

Aakash Thombre is a registered representative with Goldman Sachs & Co. LLC. Aakash has been in the securities industry since January 18, 2008. Aakash holds the Series 7, Series 57TO, and SIE licenses. Aakash specializes in equities, fixed income, mutual funds, options, and more. Goldman Sachs & Co. LLC is a full-service investment bank and securities firm that provides a wide range of financial services to corporations, governments, institutions, and individuals around the world.

SPECIALIZATIONS

ADVISOR BIO

Aamer Khan is a registered investment advisor representative with Qualivian Investment Partners in Boston, MA. Aamer is also a Chartered Financial Analyst. Aamer Khan has been in the industry since 2000 and has worked at Eaton Vance Management and as a self-employed financial professional. Aamer Khan's firm, Qualivian Investment Partners, has a regulatory assets under management of $11,500,000 and serves individuals and pooled investment vehicles. The firm specializes in portfolio management for pooled investment vehicles, and licenses proprietary models to other investment advisors.

SPECIALIZATIONS

ADVISOR BIO

Aanand Amrish Patel is a registered representative with Vanguard Advisers, Inc. Aanand Patel has been in the securities industry since July 2018. Aanand Patel is currently registered with the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Aanand Patel is also registered with the following SROs: FINRA and the SEC. Aanand Patel specializes in the following areas: asset allocation, cash flow management, college planning, estate planning, and retirement planning.

SPECIALIZATIONS

ADVISOR BIO

Aanvi Patodia is a registered representative with Goldman Sachs & Co. LLC. Aanvi has passed the Series 63, Series 7TO, Series 86, and Series 87 exams, and is currently registered in the state of New York. Aanvi is a licensed agent with the firm, and has been in the industry since July 2023. Goldman Sachs & Co. LLC is an investment bank and financial services company. The firm provides investment banking, securities, investment management, and other financial services to corporations, governments, and individuals.

SPECIALIZATIONS

ADVISOR BIO

Aaron Jonathan Dykas is a financial advisor with over 30 years of experience in the financial industry. Aaron currently is registered with RBC Capital Markets, LLC, and is licensed to provide investment advice in Idaho, Texas and other states. Aaron specializes in providing financial planning and investment management services to a wide range of clients including individuals, families, businesses, and charitable organizations. Aaron has a strong track record of success in helping his clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Aaron Niedorf is a registered investment advisor representative associated with TLG Advisors, Inc. Aaron has over 20 years of experience in the financial services industry. Aaron is licensed to provide investment advice in Minnesota and Missouri. Aaron has also held positions at CETERA ADVISOR NETWORKS LLC, ING FINANCIAL PARTNERS, INC. and PRUCO SECURITIES, LLC.

SPECIALIZATIONS

ADVISOR BIO

Aaron Carlson is a registered investment advisor representative with Fisher Investments. Aaron is licensed in Washington and Texas. Aaron has been in the financial services industry since February 2011 and has 1 state exam. Aaron has a Series 65 license and Series 3 exam. Aaron specializes in portfolio management for individuals, portfolio management for businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio assessment.

SPECIALIZATIONS

ADVISOR BIO

Aaron Izenstark is an Investment Advisor Representative at Iron Financial LLC. Aaron is registered with the state of Illinois and has been working in the financial industry since January 1994. Aaron has passed the Uniform Investment Adviser Law Examination (Series 65) and the Non-Member General Securities Examination (Series 2). Aaron specializes in providing financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, and selection of other advisors. Iron Financial LLC is a firm based in Northbrook, IL. The firm offers financial planning and portfolio management services to a variety of clients including high-net-worth individuals, corporations, and pension plans.

SPECIALIZATIONS