ADVISOR BIO

Joseph Wittels is an investment advisor representative currently registered with CIBC Private Wealth Advisors, Inc. in Denver, Colorado. Joseph has been in the industry since January 26, 2010, and previously held positions at J.P. MORGAN SECURITIES LLC and JACKSON NATIONAL LIFE DISTRIBUTORS LLC. Joseph holds Series 6, 7, 24, 63 and 65 licenses and is a CFA charterholder. Joseph specializes in providing financial planning, portfolio management for individuals, businesses, and investment companies, and selection of other advisors.

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ADVISOR BIO

Joseph Morrow is a financial advisor currently registered with Canvas Wealth Advisors, LLC. Joseph holds the Series 65 license and has been active in the industry since 2014. Joseph is a Certified Financial Planner and specializes in providing financial planning, portfolio management for individuals and pooled investment vehicles, and pension consulting. Joseph has experience working with corporations, individuals, and charitable organizations.

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ADVISOR BIO

Joseph Stanley Falchek is a financial advisor with over 11 years of experience. Joseph Stanley Falchek is currently registered with Cresset Asset Management, LLC, where he specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Pooled Investment Vehicles, Financial Planning, Pension Consulting, Selection of Other Advisers, and Educational Seminars. Joseph Stanley Falchek previously worked at Wells Fargo Advisors, LLC and J.P. Morgan Securities LLC. Joseph Stanley Falchek has Series 7, Series 63, and Series 66 licenses, as well as a Certified Financial Planner designation.

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ADVISOR BIO

Joseph Robert Lux is an Investment Advisor Representative at Nisa Investment Advisors, LLC. Joseph has been in the financial industry for over 10 years and holds the Series 65 and Series 3 licenses. Joseph specializes in providing portfolio management services for individuals, businesses, and pooled investment vehicles. Joseph has experience working with a variety of clients, including pension and profit-sharing plans, charitable organizations, insurance companies, and state or municipal government entities.

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ADVISOR BIO

Joseph David Schofield is an investment advisor representative at Beacon Pointe Advisors, LLC. Joseph Schofield has been in the securities industry for over 25 years and has a Series 7, Series 63, and Series 65 license. Joseph Schofield is also a licensed insurance agent in South Carolina. Prior to joining Beacon Pointe Advisors, LLC, Joseph Schofield was an investment advisor representative for PARK AVENUE SECURITIES LLC. Joseph Schofield has a strong background in financial planning, portfolio management, and consulting services. Joseph Schofield is passionate about helping clients achieve their financial goals and has a proven track record of success.

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ADVISOR BIO

Joseph Burbella is an investment advisor representative with Cerity Partners LLC. Joseph is registered in South Carolina and has 10 years of experience in the industry. Joseph has a Series 7, Series 66, and SIE licenses.

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ADVISOR BIO

Joseph Michael Rizzo is a registered investment advisor representative with Clear Harbor Asset Management, LLC. Joseph is licensed in Connecticut. Joseph has been in the industry since 2001. Prior to joining Clear Harbor Asset Management, LLC, Joseph worked at INGALLS & SNYDER, LLC. Joseph has passed the Series 7 and Series 63 exams. Joseph specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Pooled Investment Vehicles, Selection of Other Advisers and Financial Planning. Clear Harbor Asset Management, LLC manages approximately $1,463,680,113 in assets. The firm serves a wide range of clients, including individuals, high-net-worth individuals, corporations, businesses, pooled investment vehicles, charitable organizations, and pension and profit-sharing plans.

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ADVISOR BIO

Joseph Preston Morrison is an investment advisor representative at True North Advisors, LLC. Joseph has been in the industry since June 2015 and is a Certified Financial Planner. Joseph has worked for True North Advisors, LLC since March 2021 and is registered with the state of Texas. Joseph specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and pooled investment vehicles. Joseph is committed to providing clients with personalized and objective financial advice.

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ADVISOR BIO

Joseph Cajigal is a financial advisor at Princeton Capital Management LLC in Red Bank, NJ. Joseph has been in the industry since 11/1/1985 and is licensed to provide investment advice in New Jersey. Joseph is also a partner in Farol Management LLC, which acts as general partner to an unregistered investment private limited partnership. Joseph is also the managing member of a family owned company, Cabo Canyon LLC, which owns marketable securities.

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ADVISOR BIO

Joseph William Mundie is an investment advisor representative with RBC Capital Markets, LLC. Joseph William Mundie has been in the securities industry since 1996. Joseph William Mundie is registered in 28 states. Joseph William Mundie has also worked at Legg Mason Wood Walker, Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Berkshire Equity Sales, Inc. Joseph William Mundie provides financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles.

SPECIALIZATIONS