ADVISOR BIO

Joshua Levine is a registered representative with Goldman Sachs & Co. LLC. Joshua Levine is licensed in 53 states and the District of Columbia. Joshua Levine has been in the securities industry since August 12, 2021.

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ADVISOR BIO

Joshua Christopher Timpe is a registered investment advisor representative associated with Stifel, Nicolaus & Company, Inc., offering financial planning and portfolio management services to individuals, businesses, and pooled investment vehicles. Joshua Timpe is licensed in several states, including California, Texas, and Arizona, and has a broad range of investment experience.

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ADVISOR BIO

Joshua Hunter Larson is a Certified Financial Planner® professional who has been in the financial services industry since May 2012. Joshua currently works with Corient, previously working at Sebold Capital Management, Balasa Dinverno Foltz LLC and Corient Services LLC. Joshua has experience in a variety of financial services roles and has a strong understanding of the financial markets. Joshua is registered in Illinois and Texas and has expertise in Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Financial Planning, Pension Consulting, Educational Seminars, Market Timing Services, Publication of Periodicals, Selection of Other Advisers, and Portfolio Management for Businesses.

SPECIALIZATIONS

ADVISOR BIO

Joshua Scherer is a financial advisor at Oppenheimer & Co. Inc., a well-established firm with over $1 billion in assets under management. Joshua has been in the industry since 1996, and is registered in 36 states for both securities and investment advisory services. Joshua has experience working with individuals, corporations, and various institutions, and has a strong understanding of various investment products and strategies. Joshua is committed to helping clients achieve their financial goals.

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ADVISOR BIO

Joshua McCaughey is an Investment Advisor Representative associated with Fisher Investments. Joshua McCaughey is registered with the state of Texas and Washington as an Investment Advisor Representative. The advisor specializes in managing portfolios for individuals, businesses, investment companies, and pooled investment vehicles. Joshua McCaughey has been with Fisher Investments since April 2010.

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ADVISOR BIO

Joshua Williams is a financial advisor at Stifel, Nicolaus & Company, Inc., a firm that manages over $149 billion in assets. Joshua is registered as a Broker-Dealer and an Investment Advisor Representative in the state of Georgia and many other states. Joshua is also a Certified Financial Planner.

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ADVISOR BIO

Joshua Hodges is a financial advisor at Tolleson Private Wealth Management. Joshua has been in the financial services industry for over 7 years. Joshua is a Chartered Financial Analyst and holds the Series 7, Series 66 and SIE licenses. Joshua previously worked for Morgan Stanley in Chicago.

SPECIALIZATIONS

ADVISOR BIO

Joshua Ayers is an Investment Advisor Representative at REB Capital Management, LLC, based in Dallas, TX. Joshua Ayers has been in the industry since 2012. Joshua Ayers holds a Series 65 license and is registered with Texas. Joshua Ayers has experience working with Charitable Organizations and Pooled Investment Vehicles. At REB Capital Management, LLC Joshua Ayers specializes in providing portfolio management for businesses and pooled investment vehicles.

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ADVISOR BIO

Joshua David Scheibley is an investment advisor representative at Three Bell Capital LLC. Joshua has been in the industry since September 2014 and is registered with the state of California and Texas. Joshua has passed the Uniform Investment Adviser Law Examination. Three Bell Capital LLC specializes in providing financial planning, pension consulting, estate planning, tax planning, insurance planning, and lending services. The firm manages assets for high-net-worth individuals, pooled investment vehicles, and pension and profit-sharing plans.

SPECIALIZATIONS

ADVISOR BIO

Joshua Fiedler is a financial professional with over 20 years of experience in the industry. Joshua currently works at Allspring Funds Management, LLC as a Registered Representative and Investment Adviser Representative. Joshua is registered in the state of Pennsylvania. Joshua has previously worked at NYLIFE DISTRIBUTORS LLC, NUVEEN SECURITIES, LLC, QUASAR DISTRIBUTORS, LLC and NUVEEN INVESTMENTS, LLC. Joshua holds the Series 63, Series 65, SIE, and Series 7 licenses. Joshua is qualified to provide services in areas such as Portfolio Management for Businesses, Portfolio Management for Individuals, Portfolio Management for Investment Companies and Portfolio Management for Pooled Investment Vehicles.

SPECIALIZATIONS