ADVISOR BIO

Mark Kharitou is a financial advisor at Bok Financial Securities, Inc. Mark has been in the financial industry since January 14, 1998. Mark is registered with the Financial Industry Regulatory Authority (FINRA) and has a Series 7, Series 52TO and a Series 63 license. Mark has been registered with Bok Financial Securities, Inc. since November 21, 2011. Prior to that, Mark was employed by M&I FINANCIAL ADVISORS, INC from January 15, 1998 to December 6, 2011. Mark is licensed to offer investment advice in Georgia, Illinois, Indiana, Iowa, Michigan, Minnesota, Nevada, Pennsylvania, Utah, and Wisconsin. Mark's area of specialization is in securities and financial planning.

SPECIALIZATIONS

ADVISOR BIO

Mark Edward Reagan is a registered representative with Goldman Sachs & Co. LLC. Mark has been in the financial services industry since 2020. Mark is Series 7, SIE and Series 66 licensed. Before joining Goldman Sachs & Co. LLC, Mark was a representative of TMF Investments and Spire Securities, LLC.

SPECIALIZATIONS

ADVISOR BIO

Mark Bailey is a financial advisor with Integrated Advisors Network LLC. Mark has been in the financial industry since 2012 and has experience working with individuals, businesses, and charitable organizations. Mark is registered with the state of Nevada as an Investment Advisor Representative (IAR). Mark holds the Series 6, Series 63, and Series 65 licenses. Mark is a dedicated professional who is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Mark Wittleder is a financial advisor who has been in the industry since 2008. Mark is currently registered with Corient in Indianapolis, Indiana. Previously, Mark worked with CHARLES SCHWAB & CO., INC. in Indianapolis, Indiana. Mark is a Certified Financial Planner.

SPECIALIZATIONS

ADVISOR BIO

Mark A. Smith is an investment advisor representative with Alliancebernstein LP. Mark has been in the securities industry since June 15, 2003, and is registered with the Financial Industry Regulatory Authority (FINRA) as well as in multiple states. Mark holds multiple securities licenses, including Series 65, Series 66, Series 7, Series 10, Series 9, and Series 31. Mark is a registered investment advisor representative in Connecticut, Florida, New York, Texas and Virginia. Mark is affiliated with the Stamford, CT branch office of Alliancebernstein.

SPECIALIZATIONS

ADVISOR BIO

Mark Alan Lieser is a financial advisor who has been in the industry since August 1999. Mark currently works at Robert W. Baird & Co. Inc., located in Columbus - Grandview Heights, Ohio. Previously, Mark was employed by J.J.B. HILLIARD, W.L. LYONS, LLC in Grandview Heights, Ohio and FIFTH THIRD SECURITIES, INC. in Columbus, Ohio. Mark is registered in Ohio and Texas and has a Series 7, Series 63, Series 65 and SIE license.

SPECIALIZATIONS

ADVISOR BIO

Mark William Harris is an Investment Advisor Representative with Mariner Wealth and Mariner Independent. Mark has been in the industry since July 2017. Mark is also a Certified Financial Planner and holds the Series 65 license. Mark's specializations include Financial Planning, Pension Consulting, Educational Seminars, and Portfolio Management.

SPECIALIZATIONS

ADVISOR BIO

Mark Draper Flint is a financial advisor who has been in the industry since 2014. Mark is currently registered with Beacon Pointe Advisors, LLC and holds a Series 6, Series 63, and SIE license. Mark has previously worked with ALPS Distributors, Inc. and Quasar Distributors, LLC. Mark also holds the designation of Chartered Financial Analyst.

SPECIALIZATIONS

ADVISOR BIO

Mark Halvorsen is an investment advisor representative with Gray Oak Capital Management, LLC. Mark has been in the financial services industry for over 16 years. Mark is registered with the Financial Industry Regulatory Authority (FINRA) and holds several licenses, including Series 7, 6, 63, 24, 4, 55, 27, 79TO, 57TO, and Series 3. Mark is also a registered investment advisor representative in Connecticut and New York. Mark's previous experience includes roles at Velocity Capital, LLC, Maple Securities U.S.A. Inc., and John Hancock Distributors LLC. Mark specializes in providing investment advisory services to high-net-worth individuals and pooled investment vehicles. Mark is also a certified financial planner.

SPECIALIZATIONS

ADVISOR BIO

Mark Clifford French is a financial advisor with over 25 years of experience. Mark is currently registered with Stifel, Nicolaus & Company, Inc. and has previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated, UBS Financial Services Inc., Wachovia Securities, LLC, Prudential Securities Incorporated and The Robinson-Humphrey Company, LLC. Mark holds a Series 63, Series 65, Series 7 and SIE licenses. Mark's areas of expertise include financial planning, pension consulting, portfolio management for individuals, portfolio management for businesses, and portfolio management for pooled investment vehicles.

SPECIALIZATIONS