ADVISOR BIO

Mark Edward Colm is an active registered representative with Robert W. Baird & Co. Inc. Mark Edward Colm has been in the securities industry since December 15, 1994. Prior to joining Robert W. Baird & Co. Inc., Mark Edward Colm was registered with Gleacher & Company Securities, Inc., Deutsche Bank Securities Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Mark Edward Colm is licensed in 14 states, including California, Colorado, Illinois, Maryland, Massachusetts, Minnesota, New Jersey, New York, Ohio, Pennsylvania, Tennessee, Texas, Virginia, and Wisconsin. Mark Edward Colm has specialized in several different investment fields including: Portfolio management for individuals, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses, Selection of other advisers, Publication of periodicals, Educational seminars, Pension consulting, and Financial planning.

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ADVISOR BIO

Mark Bilski is a financial advisor with RBC Capital Markets, LLC. Mark has been in the industry since November 20, 1984. Mark works in the Westport, CT branch of RBC Capital Markets, LLC, and is also licensed to practice in the state of New York and Texas. Prior to joining RBC Capital Markets, LLC, Mark worked at UBS Financial Services Inc. and Credit Suisse Securities (USA) LLC.

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ADVISOR BIO

Mark Henry Fiskio is an Investment Advisor Representative associated with Empirical Asset Management, LLC. Mark has been in the industry for over 30 years. Mark holds the Series 3, 7, 8, 63, and 65 licenses. Mark has been employed by Empirical Asset Management, LLC since 2010. Mark has a strong background in providing portfolio management for individuals, businesses, and pooled investment vehicles.

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ADVISOR BIO

Mark Johnson is a Managing Director, Strategic Partnerships at Aegon Asset Management US. Mark has been in the industry since 2016 and is registered with the state of Iowa as an investment advisor representative. Mark has a variety of licenses and certifications, including Series 3, 7, 24, and 66. Mark is also a registered principal with the firm. Mark specializes in portfolio management for businesses, investment companies, and pooled investment vehicles. Mark also provides selection of other advisors services and credit research. Mark's previous experience includes a role with Transamerica Financial Advisors, Inc. and Foreside Fund Services, LLC.

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ADVISOR BIO

Mark Johannessen is a financial advisor with over 30 years of experience in the financial services industry. Mark is a CERTIFIED FINANCIAL PLANNER™ professional and a member of the CFP Board. Mark is currently a registered investment advisor representative with Creative Planning, a firm with over $175 billion in assets under management. Mark is also a member of the Board of Directors of the CFP Board. He is committed to providing clients with personalized financial planning and investment management services. Mark has a strong track record of success in helping clients achieve their financial goals. Mark previously held positions at Capitol Securities Management, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

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ADVISOR BIO

Mark Scalera is a financial advisor registered with World Investment Advisors, LLC. Mark has been in the financial industry since 1985 and has a wide range of experience. Mark specializes in working with individuals, high net worth individuals, pension and profit sharing plans, corporations and other businesses, and charitable organizations. Mark holds the Series 6, Series 63, and SIE licenses. Mark is also a registered Investment Advisor Representative. In addition to his work with World Investment Advisors, LLC, Mark also owns and operates Benefitmark, a non-variable insurance and employee benefits brokerage and consulting firm.

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ADVISOR BIO

Mark Matthes is a registered representative with Stifel, Nicolaus & Company, Inc., working from the firm's St. Louis, MO office. Mark has been in the financial services industry for over 30 years, with a focus on providing individual investors and businesses with a comprehensive suite of financial services. His expertise extends to portfolio management, financial planning, pension consulting, and educational seminars. Mark is a committed advocate for his clients' financial well-being, and he holds numerous professional certifications and licenses, including Series 63, Series 10, Series 9, Series 8, Series 7, and SIE. He is dedicated to providing personalized financial solutions to help individuals and businesses achieve their financial goals.

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ADVISOR BIO

Mark Clifford French is a financial advisor with over a decade of experience in the industry. Mark is currently registered with Stifel, Nicolaus & Company, Inc. and has held previous positions with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A. Mark is licensed to provide investment advice in 20 states and holds the Series 7TO, Series 66, and SIE licenses. Mark specializes in providing financial planning services to individuals, families, and businesses. He is dedicated to helping clients achieve their financial goals through personalized investment strategies.

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ADVISOR BIO

Mark Harber Sebring is a financial advisor with Stifel, Nicolaus & Company, Inc. Mark has been in the financial industry since 1988 and has a wide range of experience. Mark is registered with the state of Minnesota and Texas, and has passed the Series 63, 66, 7, 24 and SIE exams. Mark has previously worked with UBS Financial Services Inc. and Piper Jaffray & Co. Mark has expertise in providing financial planning, pension consulting and portfolio management for individuals, businesses and pooled investment vehicles.

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ADVISOR BIO

Mark Steven Jesse is a registered representative with Robert W. Baird & Co. Inc. and is based in Louisville, Kentucky. Mark is a financial professional with experience in the healthcare industry, having worked at Norton Healthcare and Baptist Healthcare. He joined Robert W. Baird & Co. Inc. in October 2024. His areas of expertise include financial planning, pension consulting, and portfolio management.

SPECIALIZATIONS