ADVISOR BIO

Mark Terrence Finn is a registered investment advisor representative with Vantage Consulting Group Inc. Mark is a seasoned professional in the financial services industry, with over 35 years of experience. Mark is experienced with various financial products and services, including portfolio management for individuals, investment companies, and pooled investment vehicles, as well as pension consulting and selection of other advisors. Mark also serves as a trustee for Citibank Global Asset Management Landmark Funds.

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ADVISOR BIO

Mark Alan McRobert is a financial advisor with Stifel, Nicolaus & Company, Inc. Mark has been in the industry since August 20, 1995. Mark McRobert is registered with the state of Florida and Texas. Mark McRobert is also a registered representative with FINRA.

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ADVISOR BIO

Mark Miner is a financial professional with over 14 years of experience in the financial services industry. Mark has a strong background in providing financial advice and investment management services to a wide range of clients. Mark is currently a registered representative with Robert W. Baird & Co. Inc., a leading financial services firm with a commitment to providing high-quality investment advice and solutions. Mark is also a registered investment advisor, which allows him to provide more comprehensive financial planning services. In addition to his experience, Mark holds several professional licenses and certifications, including the Series 7, 6, 63, and 65 exams, which demonstrate his knowledge and expertise in the financial services industry. Mark is committed to providing personalized financial advice and working closely with clients to achieve their financial goals.

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ADVISOR BIO

Mark Musgrave Johnson is an investment advisor representative registered with the state of Texas and has been working in the financial industry since 1995. Mark Musgrave Johnson is currently registered with Luther King Capital Management Corp. Mark Musgrave Johnson has also previously been employed with Braymen, Lambert and Noel Securities, Ltd., Waddell & Reed, Inc., and Salomon Smith Barney Inc.

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ADVISOR BIO

Mark Audrain is an investment advisor representative with Orion Portfolio Solutions, LLC based in Omaha, NE. Mark Audrain has been in the industry since 2019 and is registered in Nebraska and Texas. Mark Audrain is also registered as an investment advisor representative in Illinois and Pennsylvania. Mark Audrain has experience with CommunityAmerica Financial Solutions, LLC and Aspiration Financial LLC.

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ADVISOR BIO

Mark Michael Lucas is a financial advisor with over 38 years of experience in the industry. Mark is currently registered with RBC Capital Markets, LLC. Mark has held previous registrations with Wells Fargo Clearing Services, LLC and UBS Financial Services Inc. Mark is also a registered Investment Advisor Representative in the state of Pennsylvania. Mark holds the Series 7, 63, and 65 licenses, as well as the SIE exam. Mark has a broad range of experience and is committed to providing his clients with personalized financial advice.

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ADVISOR BIO

Mark Edward Israelsen is a financial advisor who has been in the industry since June 6, 2015. Mark Edward Israelsen is currently registered with Goldman Sachs & Co. LLC and has been with them since July 28, 2016. Previously, Mark Edward Israelsen worked for UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER. Mark Edward Israelsen holds the Series 66, Series 7 and SIE exams. Mark Edward Israelsen specializes in various investment products and services including mutual funds, stocks, bonds, options, and variable annuities.

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ADVISOR BIO

Mark Deters is a financial advisor registered with Creative Planning, LLC. Mark has been in the industry for over 12 years. Mark holds the Series 66, Series 7 and SIE licenses. Mark has experience working with individuals, high net worth individuals, corporations, pension and profit sharing plans, charitable organizations, and pooled investment vehicles. Mark is also an author of a blog to assist plan sponsors in understanding how DC Plans function and their responsibilities.

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ADVISOR BIO

Mark Duran is a financial advisor with over 17 years of experience in the industry. Mark has a strong track record of success in providing investment advice and financial planning services to a wide range of clients, including individuals, families, businesses, and institutions. Mark is a Certified Financial Planner and a Chartered Financial Analyst. He is also a registered representative with FINRA and a member of the CFP Board. Mark is currently employed by World Investment Advisors, LLC. Previously, he worked at Pensionmark Securities, LLC, CapFinancial Securities, LLC, LPL Financial LLC and Gunnallen Financial, Inc. Mark provides financial planning, portfolio management and other investment related services.

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ADVISOR BIO

Mark Appleby is an Investment Advisor Representative at Fisher Investments. Mark has been registered with the Securities and Exchange Commission since May 19, 2015 and has been actively working in the industry since June 2013. Mark has a Series 65 license and is registered in Washington and Texas. Mark's firm, Fisher Investments, provides a range of advisory services including portfolio management for individuals, businesses, and investment companies. Mark's firm has offices in Plano, Texas and Camas, Washington.

SPECIALIZATIONS