ADVISOR BIO

Joseph John Capka is a financial advisor currently employed with Blackrock Investment Management, LLC. Joseph is registered with the state of New Jersey as an Investment Advisor Representative and as a Registered Representative. Joseph is also registered in the state of New York as an Investment Advisor Representative and as a Registered Representative. Joseph has a Series 7TO, Series 63, and SIE license and is a Chartered Financial Analyst. Joseph has been working in the financial industry for over 10 years. Blackrock Investment Management, LLC is a registered investment advisor with a presence in both Princeton, NJ and New York, NY.

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ADVISOR BIO

Joseph Letrich is an investment advisor representative at Lido. Joseph is registered with the state of California and Illinois. Joseph has a Series 65 license and has been in the industry since 2012. Joseph works with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations.

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ADVISOR BIO

Joseph Marich has been in the financial industry since 2004 and is currently registered with Morgan Stanley Investment Management Inc. Joseph is a Series 7, SIE, and 66 licensed financial professional. Joseph also holds licenses in Connecticut, Massachusetts, and Rhode Island. Joseph has previous work experience with Morgan Stanley Distribution, Inc., ALPS Distributors, Inc., OppenheimerFunds Distributor, Inc., BANC of America Investment Services, Inc., and Quick & Reilly, Inc.

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ADVISOR BIO

Joseph William Hudak has been in the securities industry since December 1987. Joseph is currently registered with RBC Capital Markets, LLC in Ohio and Texas. Joseph has been a Registered Representative for over 36 years and a Registered Investment Advisor for over 16 years. Joseph has experience in various financial fields such as public and private employee benefit plans, endowment funds, foundations, family trusts, and various capital/operating funds.

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ADVISOR BIO

Joseph B. Goldfine is an investment advisor representative at Robert W. Baird & Co. Inc. Joseph is a Registered Representative with the Series 7TO, Series 66, and SIE exams and has been in the industry since 2023. Joseph holds a current registration in Illinois, Iowa, Minnesota, Texas, and Wisconsin. Joseph's office is located at 14 N Parker Drive, Suite 200, in Janesville, WI.

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ADVISOR BIO

Joseph Patrick Sullivan is an Investment Advisor Representative with Creative Planning, located in Lino Lakes, MN. Joseph is licensed in Minnesota. Joseph has been in the financial services industry since September 2006. Joseph holds the Series 65 license, a Uniform Investment Adviser Law Examination. Joseph has prior experience with Wells Fargo, Principal Financial Group, and BerganKDV Wealth Management, LLC. Joseph's firm, Creative Planning, has over 1,200 employees and has offices in several locations, including Overland Park, KS and Lino Lakes, MN. Creative Planning manages over $175 billion in assets.

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ADVISOR BIO

Joseph Charles Rathert is a financial advisor with Stifel, Nicolaus & Company, Inc. in the St. Louis, Missouri office. Joseph has been in the securities industry since April 17, 2018. Joseph is registered with the following states: Illinois and Missouri. Joseph is also registered as an investment advisor in Missouri.

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ADVISOR BIO

Joseph Lavern Young is a registered investment advisor representative with Dimensional Fund Advisors LP. Joseph has been in the securities industry since October 2003. Joseph holds the Series 66 and Series 7 licenses and the SIE exam. Joseph is registered in 50 states and the District of Columbia as a Broker-Dealer and Investment Advisor Representative.

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ADVISOR BIO

Joseph Michael Mangini is a registered representative with Goldman Sachs & Co. LLC. Joseph Michael Mangini has been in the securities industry for over 20 years. Joseph Michael Mangini is registered with the following securities regulators: FINRA and 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. Joseph Michael Mangini has passed the following securities exams: Series 3, Series 7, Series 63, Series 66, Series 57TO, and SIE. Joseph Michael Mangini specializes in Portfolio Management for Businesses, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Financial Planning, and Educational Seminars.

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ADVISOR BIO

Joseph Andrew Persky is a financial advisor registered with Goldman Sachs & Co. LLC. Joseph has been in the financial services industry since 2004. Joseph is licensed to provide financial advice in all 50 states and the District of Columbia.

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