ADVISOR BIO

Joseph Nassar is a financial advisor at Pacer Advisors, Inc. based in Malvern, Pennsylvania. Joseph has been in the financial industry for 7 years. Joseph is a registered representative of Pacer Advisors, Inc. and a registered investment advisor in Pennsylvania. Joseph's certifications include the Series 63, Series 66, Series 7 and SIE exams.

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ADVISOR BIO

Joseph Anastasio is a financial professional with over 14 years of experience in the securities industry. Joseph is currently registered with Goldman Sachs & Co. LLC, a leading global investment banking, securities and investment management firm. Joseph has a broad range of experience and licenses including Series 7, 24, 55, 63, and SIE, and is registered in all 50 states and U.S. territories.

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ADVISOR BIO

Joseph Anthony Izzo is a financial advisor with over 20 years of experience in the industry. Joseph is currently registered with Stifel, Nicolaus & Company, Inc. in Baltimore, Maryland. Joseph has previously worked at JVB Financial Group, LLC in Sparks, Maryland; Citigroup Global Markets Inc. in New York, New York; and Legg Mason Wood Walker, Incorporated in Baltimore, Maryland. Joseph holds the Series 7, Series 24, Series 63 and SIE licenses and specializes in portfolio management for individuals, businesses, and pooled investment vehicles.

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ADVISOR BIO

Joseph Melancon is a financial advisor registered with Knights of Columbus Asset Advisors LLC. He has been a financial advisor since 2021 and is currently registered as an Investment Advisor Representative in Nevada. Joseph holds the Series 65 exam and has worked as an Insurance Field Agent for Knights of Columbus since 2010. Joseph is a licensed agent for Knights of Columbus Insurance, selling life insurance and annuities, long term care insurance, and disability insurance. He specializes in investment advisory services, financial planning, pension consulting, and portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

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ADVISOR BIO

Joseph Duncan is an investment advisor representative with Pine Valley Investments, based in Marlton, NJ. Joseph has over 14 years of experience in the financial services industry. Joseph has a Series 65 and Series 66 license and holds registrations in Delaware, New Jersey and Texas. Joseph provides financial planning, pension consulting and portfolio management services to individuals and businesses.

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ADVISOR BIO

Joseph D. Thompson is a financial advisor with over 17 years of experience in the financial services industry. Thompson currently works at Robert W. Baird & Co. Inc., a firm that manages over $287 billion in assets. Prior to joining Baird, Thompson worked at Hefren-Tillotson, Inc. and Raymond James & Associates. Thompson is licensed to provide investment advice in Maryland and Pennsylvania.

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ADVISOR BIO

Joseph Ronald Howard is a financial advisor with over 13 years of experience in the industry. He is currently registered with Robert W. Baird & Co. Inc. in Seattle, Washington. Joseph Howard has previously held positions with several other firms, including FSIC, EK Riley Investments, LLC, Utendahl Capital Group, LLC, and Utendahl Capital Partners, L.P. He is licensed to provide investment advice in Washington and has a broad range of experience and expertise in various financial products and services.

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ADVISOR BIO

Joseph Louis Hegener is an Investment Advisor Representative at Asterozoa Management. Joseph has been in the industry since 2012, with experience at Blackrock, PIMCO, and Skyoak Wealth. He is a Series 65-licensed professional, and currently holds active registrations in Arizona and Nevada. Joseph is a specialist in Portfolio Management for Investment Companies and Pooled Investment Vehicles. He is also a member of Asterozoa Management's team, which has approximately $106 million in assets under management.

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ADVISOR BIO

Joseph N Bustros is a financial advisor with over 20 years of experience in the financial services industry. Joseph is registered as a securities broker with Eaton Vance Management and as an Investment Advisor Representative (IAR) in Massachusetts. Joseph is currently working for Eaton Vance Management, a firm with over $63 billion in assets under management. Prior to joining Eaton Vance Management, Joseph was a financial advisor at Credit Suisse Securities (USA) LLC for 15 years. Joseph has a broad range of experience advising individual clients, businesses, investment companies, and pooled investment vehicles.

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ADVISOR BIO

Joseph Fyrqvist is a financial advisor associated with Fisher Investments, working as an Investment Advisor Representative. Joseph is registered with the Securities and Exchange Commission (SEC) and has a license to operate in Florida and Texas. Joseph is an Investment Advisor Representative. Joseph holds the Series 65 license.

SPECIALIZATIONS