ADVISOR BIO

Joshua Gimpelson is a financial advisor with RBC Capital Markets, LLC. Joshua is a licensed investment advisor and has been in the financial services industry since 2003. Joshua has worked for several firms, including UBS Financial Services Inc. and Citigroup Global Markets Inc.

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ADVISOR BIO

Joshua Souza is a registered investment advisor representative with Fisher Investments. Joshua is a highly experienced investment professional with over 7 years of experience in the financial services industry. Joshua has a strong understanding of the financial markets and a proven track record of success. Joshua has a passion for helping clients achieve their financial goals and is committed to providing personalized financial advice. Joshua is licensed to provide investment advice in Texas and Washington.

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ADVISOR BIO

Joshua Ojeda is an Investment Advisor Representative at Polen Capital Management, LLC. Joshua is registered with the state of Florida as an Investment Advisor Representative (IAR) and has been active in the financial services industry for over a year. Joshua has also passed several FINRA exams, including the Series 7, Series 66, and the SIE. Joshua specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Joshua has been with Polen Capital Management, LLC since November 2022, but is also registered as a Registered Representative of Foreside Funds Distributors LLC.

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ADVISOR BIO

Joshua Hunter Erb is a registered representative with Vanguard Advisers, Inc. Joshua has been in the financial services industry since 2023. Joshua holds Series 66 and Series 7TO licenses. Joshua is registered with the state of Texas and has passed the Uniform Combined State Law Examination (Series 66), the General Securities Representative Examination (Series 7TO), and the Securities Industry Essentials Examination (SIE). Joshua has passed the required exams for Securities Industry Essentials, General Securities Representative, and Uniform Combined State Law and has been registered in all 50 states plus Puerto Rico and the Virgin Islands.

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ADVISOR BIO

Joshua Tarr is a financial advisor with Creative Planning in OVERLAND PARK, KS. Joshua has over 8 years of experience in the financial services industry. Joshua is a Certified Financial Planner and holds the Series 66, Series 7, and SIE licenses. Joshua specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, businesses, and retirement plans.

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ADVISOR BIO

Joshua McAlister is an Investment Advisor Representative with AWM Capital, LLC in Phoenix, Arizona. Joshua has been a financial professional since 2015, most recently holding a position at KPMG in Tempe, Arizona. Joshua holds a Series 65 license, has earned the Certified Financial Planner designation and specializes in providing financial planning, portfolio management, and wealth management services to individuals, high-net-worth individuals, and pooled investment vehicles.

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ADVISOR BIO

Joshua Adam Craft is a financial advisor with Fisher Investments. Joshua has been in the industry since 2013 and has a strong background in financial planning and portfolio management. Joshua holds the Series 3, 7, 31, 66, and SIE licenses, and has a history of experience with firms such as Goldman Sachs, Morgan Stanley, and LPL Financial. Joshua is registered with the state of Florida.

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ADVISOR BIO

Joshua Dov Kaufthal is a registered investment advisor representative with Tocqueville Asset Management LP. Joshua has been in the financial services industry since 2000 and is registered with the state of New York. Previously, Joshua was employed by REICH & TANG DISTRIBUTORS, INC. and UBS SECURITIES LLC. Joshua holds Series 7, Series 52TO, and SIE licenses and has a broad range of experience in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. In addition to his advisory work with Tocqueville Asset Management, Joshua is also involved in commercial real estate investments, family estate planning, and charitable work through various organizations.

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ADVISOR BIO

Joshua Robison is an investment advisor representative with Fisher Investments. Joshua has been registered with the state of Washington since August 15, 2016. Joshua is also a board member of True North, a nonprofit organization that supports family wholeness and relationships. Joshua specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

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ADVISOR BIO

Joshua Brink is an Investment Advisor Representative at Fisher Investments. Joshua is registered with the state of Florida. Joshua has been a financial professional since 2018. Joshua has experience in providing financial planning and portfolio management services to individuals, businesses and institutions. Joshua earned his Series 65 license on October 7, 2022.

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