ADVISOR BIO

Joseph Belisle is a financial advisor with Dimensional Fund Advisors LP. Joseph is registered with the state of Texas. Joseph has been in the industry since 2021 and has experience with Equitable Advisors, LLC. Joseph is licensed in Texas.

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ADVISOR BIO

Joseph John Ward is an investment advisor representative with Align Impact, LLC. Joseph has been in the industry for over 5 years. Joseph is registered with the state of California and has a Series 65 license. Joseph specializes in providing financial planning, educational seminars, and portfolio management for individuals and pooled investment vehicles. Joseph works with high-net-worth individuals, charitable organizations, and pooled investment vehicles. The firm's compensation arrangements include fixed fees, a percentage of assets, and performance-based fees. In addition to Joseph's work with Align Impact, LLC, Joseph also works as a server at Schaffer LA, an event hospitality business.

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ADVISOR BIO

Joseph Anthony Budrewicz is a financial advisor currently registered with First Trust Advisors LP. Joseph Anthony Budrewicz has been in the industry since May 2012, with previous experience at Due Process Golf, AXA Equitable and First Trust Portfolios LP. Joseph Anthony Budrewicz is also registered with First Trust Advisors LP as an Investment Advisor Representative in Illinois and Texas. He holds a Series 66 license and has passed the Series 7 and SIE exams. Joseph Anthony Budrewicz is a specialized financial advisor focused on managing portfolios for individuals, investment companies and pooled investment vehicles.

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ADVISOR BIO

Joseph Remer is an Investment Advisor Representative at Knights of Columbus Asset Advisors LLC, a firm headquartered in New Haven, CT. Joseph specializes in providing portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. Joseph is also a licensed insurance agent for Knights of Columbus Insurance, selling life insurance, long term care, disability income, and annuities. Joseph has been in the industry since May 2020.

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ADVISOR BIO

Joseph Savenok is a financial advisor with Harvest Investment Services, LLC, based in Oakbrook Terrace, IL. Joseph has a background in finance, holding previous roles at T. Rowe Price and Jacob Yakos CPA. Joseph has passed the Series 65 Exam and is currently registered as an Investment Advisor Representative in Illinois. Joseph is focused on providing investment advisory services to individuals and families.

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ADVISOR BIO

Joseph Robert Giorgio is an investment advisor representative at Corient, a firm based in Miami, Florida. Joseph Robert Giorgio has been in the industry since 2013. Corient is an investment advisory firm that has offices in Pennsylvania and Florida. The firm serves individuals, high net worth individuals, businesses, and charitable organizations. The firm offers a variety of services, including financial planning, portfolio management, pension consulting, and educational seminars.

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ADVISOR BIO

Joseph Schrader is a registered representative with RBC Capital Markets, LLC. Joseph has been in the securities industry since May 10, 1998. Joseph Schrader is also registered as an investment advisor representative. Joseph has held previous registrations with BANC OF AMERICA INVESTMENT SERVICES, INC., FIRST CITIZENS INVESTOR SERVICES, INC., and CENTURA SECURITIES, INC. Joseph is licensed in multiple states and holds the Series 66, Series 7 and SIE licenses. Joseph Schrader's branch office is located in Asheville, NC and they also have a branch office in Brevard, NC.

SPECIALIZATIONS

ADVISOR BIO

Joseph Stephen Peck is an Investment Advisor Representative with Fisher Investments, a firm based in Plano, TX. Joseph Peck is registered in Illinois and Texas. Joseph has been in the industry since August 2012 and specializes in portfolio management, financial planning, and portfolio assessment. Joseph has a Series 65 license and holds the Uniform Investment Adviser Law Examination. Joseph is registered with the Securities and Exchange Commission (SEC) and is subject to the SEC's oversight.

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ADVISOR BIO

Joseph A Muro is a registered representative of Stifel, Nicolaus & Company, Inc., based in Melville, New York. Joseph has been in the financial services industry since December 1997 and is a licensed Investment Advisor Representative in New York and Texas. Joseph is a seasoned professional with a history of providing financial advice and portfolio management to a wide range of clients, including individuals, corporations, trusts, and charitable organizations.

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ADVISOR BIO

Joseph Michael McHugh is a financial professional with over 10 years of experience in the industry. Joseph has a strong background in financial planning, portfolio management, and selection of other advisors. Joseph is a registered representative with Vanguard Advisers, Inc. and provides investment advisory services to individuals, businesses, and pooled investment vehicles. Joseph has passed both the Series 66 and Series 63 state exams, as well as the Series 7 and Series 24 principal exams.

SPECIALIZATIONS