ADVISOR BIO

Aaron York is a registered Investment Advisor Representative with Vanguard Advisers, Inc., licensed in Arkansas, Colorado, Massachusetts, Nevada, Pennsylvania, Texas, and Utah. Aaron has been in the industry since September 8, 2016, and holds the Series 63, Series 66, Series 7 and Series 24 licenses, as well as the Securities Industry Essentials (SIE) exam. Aaron specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors.

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ADVISOR BIO

Aaron T Burtzel is a financial advisor with over 10 years of experience in the industry. Aaron is a registered representative and investment advisor representative in Minnesota and has held multiple positions in the financial services industry. Aaron currently works for TLG Advisors, Inc. where Aaron provides financial advice and services to individuals, businesses, and institutions. TLG Advisors, Inc. is a firm with over $1 billion in assets under management and focuses on providing clients with a range of financial services, including investment management, financial planning, and retirement planning. Aaron is dedicated to providing personalized financial advice to help clients reach their financial goals.

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ADVISOR BIO

Aaron James Pearson is an investment advisor representative who is currently registered in Texas and Washington. Aaron is associated with Fisher Investments, a firm that provides portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. Aaron has been in the industry since September 2016. Aaron's areas of specialization include investment management, financial planning, and portfolio assessment.

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ADVISOR BIO

Aaron Nichols is a Certified Financial Planner™ and has been in the financial services industry since June 2015. Aaron currently works at Creative Planning, LLC and is registered in Kansas and Washington. Aaron has experience working with individuals, corporations, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, pooled investment vehicles, and state or municipal government entities. Aaron provides a range of services including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles.

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ADVISOR BIO

Aaron Wustefeld is a registered investment advisor representative with First Trust Advisors LP. Aaron has been in the industry since 2019 and has experience working with investment companies, pooled investment vehicles, corporations, and individuals. Aaron holds licenses for the Series 3, Series 7, Series 34, Series 66, and the SIE exam.

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ADVISOR BIO

Aaron Lang is a financial advisor in Dallas, TX, and a Registered Investment Advisor. Aaron has a Series 65 license, and is a Chartered Financial Analyst. Aaron currently works for True North Advisors, LLC. Aaron has been in the financial services industry since 2012, and has experience working with a number of firms including Clear Rock Advisors, LLC, BOK, Waddell and Reed, College Student TCU, and Rockhurst HS. Aaron specializes in financial planning, pension consulting, selection of other advisors, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles. True North Advisors, LLC is a registered investment advisor with offices in Dallas, TX.

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ADVISOR BIO

Aaron Montano is a financial professional with over 14 years of experience in the industry. Aaron is currently registered with Sanford C. Bernstein & Co., LLC. Aaron is licensed to conduct business in New Jersey and New York. Their professional qualifications include the Series 63, Series 7, and Series 31 exams. Aaron specializes in portfolio management for pooled investment vehicles.

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ADVISOR BIO

Aaron Sallen is a registered Investment Advisor Representative with Merion Road Capital Management LLC. Aaron holds Series 63 and Series 65 licenses and has been in the industry since 2006. Prior to joining Merion Road Capital Management LLC, Aaron held positions at Macquarie Capital (USA) Inc. and Dresdner Kleinwort Securities LLC. In addition to being a representative with Merion Road Capital Management LLC, Aaron also owns and manages MRCM GP, LLC. Aaron's investment specializations include Portfolio Management for Individuals, Portfolio Management for Businesses, and Portfolio Management for Pooled Investment Vehicles.

SPECIALIZATIONS

ADVISOR BIO

Aaron Anspach is a financial advisor with First Trust Advisors LP. Aaron has been in the industry since 2013 and is registered in Illinois, Indiana, Michigan and Ohio. Aaron is a licensed investment advisor representative and holds the Series 7, Series 63, Series 66 and SIE exams.

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ADVISOR BIO

Aaron Kennon is an investment advisor representative at Clear Harbor Asset Management, LLC. Aaron has over 20 years of experience in the financial services industry. Prior to joining Clear Harbor Asset Management, LLC, Aaron was an investment advisor representative at INGALLS & SNYDER, LLC, RBC CAPITAL MARKETS CORPORATION and CITIGROUP GLOBAL MARKETS INC.. Aaron is a Series 7 and Series 63 licensed professional. Aaron is a Registered Investment Advisor in Connecticut.

SPECIALIZATIONS