ADVISOR BIO

Alexander Winfield March is a financial advisor with Vanguard Advisers, Inc. located in Malvern, PA. Alexander March has been a registered representative for over 15 years, and is also a Certified Financial Planner. Alexander March has a strong background in financial services and has worked with a variety of clients, including high-net-worth individuals, families, and businesses. Alexander March is committed to providing personalized financial advice and helping clients achieve their financial goals.

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ADVISOR BIO

Alexander Varner is a registered Investment Advisor Representative associated with Main Management, LLC. Alexander Varner is registered in California. Alexander Varner has been working in the financial services industry since July 2012. Alexander Varner has passed the Uniform Investment Adviser Law Examination (Series 65). Main Management, LLC, is a registered investment adviser firm.

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ADVISOR BIO

Alexander McLean is a registered investment advisor representative with Newsouth Capital Management Inc. Alexander has been with the firm since May 1999. Alexander has a total of two registrations, one in Tennessee and one in Texas. Alexander is a Chartered Financial Analyst. Newsouth Capital Management Inc. is a Registered Investment Advisor firm with offices in Memphis, Tennessee. The firm primarily serves high net worth individuals, charitable organizations, and pension and profit-sharing plans. The firm provides investment management services for individuals, businesses, and pooled investment vehicles. The firm also provides financial planning and portfolio management for institutional clients.

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ADVISOR BIO

Alexander Breiland is an Investment Advisor Representative at Fisher Investments. Alexander is registered with the state of Texas. Alexander Breiland has been in the industry since May 2016. Alexander has experience working with High-Net-Worth Individuals, insurance companies, and charitable organizations. Alexander is also experienced with portfolio management for businesses, individuals, investment companies, and pooled investment vehicles.

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ADVISOR BIO

Alexander David Jones is a registered Investment Advisor Representative with Moon Lasso Asset Management, LLC. Jones is based in Newport, Kentucky and has been in the industry since April 2021. Jones has a Series 65 license and specializes in Portfolio Management for Pooled Investment Vehicles. Currently, Jones is a Limited Partner and General Partner for LEMCAP1 LP, a Hedge Fund, through Moon Lasso Asset Management, LLC. Jones is also a Coach for Rule One Investing, LLC and is a full-time Application & Product Development Engineer for Lyondellbasell.

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ADVISOR BIO

Alexander Christopher Deitz is a registered investment advisor representative at Robert W. Baird & Co. Inc. Alexander has been in the industry since January 2025 and is currently registered in Kentucky. Alexander has passed the Uniform Combined State Law Examination. Alexander has been employed by Robert W. Baird & Co. Inc. in Louisville, Kentucky since January 2025. Alexander has experience in the financial industry and has held previous positions at the University of Kentucky, Federal Deposit Insurance Corporation, John's Run/Walk Shop, The Pella Corporation, Lowe's Companies, Inc., United Parcel Service, The Kroger Company, and Trinity High School.

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ADVISOR BIO

Alexander Reyes is a financial advisor with Creative Planning, located in Yukon, OK. Alexander is a Certified Financial Planner with over 5 years of experience in the financial services industry. Alexander has experience working with various clients, including high-net-worth individuals, corporations, and charitable organizations. Alexander holds a Series 7TO, Series 66, and SIE licenses. Previously Alexander worked for Edward Jones and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

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ADVISOR BIO

Alexander Merk is an investment advisor representative who has been registered with the Securities and Exchange Commission (SEC) since 2001. He has held a Series 65 license since February 2001 and a Series 3 and 6 license since June 2005. Alexander has also held a Series 63 license since June 2005. He is currently registered with Merk Investments LLC, located in Palo Alto, California. Alexander has been with Merk Investments LLC since 2001. Previously, he was employed by Foreside Fund Services, LLC, in Mountain View, California. Alexander's investment advisory services focus on portfolio management for investment companies and pooled investment vehicles. Alexander's firm manages over $1 billion in assets.

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ADVISOR BIO

Alexander Yelensky is a financial professional with over 29 years of experience in the industry. Alexander is currently registered with A.G.P. / Alliance Global Partners as a Registered Representative and Investment Advisor Representative. Alexander has previously been registered with several firms, including AEGIS CAPITAL CORP., GUNNALLEN FINANCIAL, INC, FIRST MONTAUK SECURITIES CORP., KIRLIN SECURITIES INC., JOSEPHTHAL & CO., INC., GRUNTAL & CO. INCORPORATED, SOUTH RICHMOND SECURITIES, INC., and FIRST AMERICAN BILTMORE SECURITIES, INC.. Alexander holds the Series 3, Series 4, Series 7, Series 24, Series 57TO, and Series 66 securities licenses, as well as the SIE exam. Alexander specializes in providing financial planning, portfolio management, and selection of other advisors to individual clients, corporations, and pooled investment vehicles. Alexander is also a franchise owner of LIVE BETTER HOME CARE, a non-investment related business.

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ADVISOR BIO

Alexander Scott Cushner is a financial advisor with over 30 years of experience in the industry. Alexander is currently registered with Robert W. Baird & Co. Inc. in both California and Texas. Previously, Alexander has held positions at Credit Suisse Securities (USA) LLC, Lehman Brothers Inc., SG Cowen Securities Corporation, Cowen & Co., and Sutro & Co. Incorporated. Alexander holds a Series 7, Series 63, and Series 65 license. Alexander offers a variety of services including financial planning, portfolio management, and educational seminars.

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