ADVISOR BIO

Martin Moroney is a financial advisor at Stifel, Nicolaus & Company, Inc. with over 38 years of experience in the industry. Martin holds the Series 7, Series 55, Series 57TO and SIE licenses, as well as the Series 63 state license. He has a history of working with various firms, including BEAR, STEARNS & CO. INC., ING BARINGS LLC, BANCA IMI SECURITIES CORP., WERTHEIM SCHRODER & CO. INCORPORATED, DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION, FURMAN SELZ MAGER DIETZ & BIRNEY INCORPORATED and MESIROW & COMPANY, INCORPORATED. Martin is registered in 9 states and offers various services, including financial planning, pension consulting, educational seminars, portfolio management for businesses, and portfolio management for individuals.

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ADVISOR BIO

Martin Wasmer is a registered Investment Advisor Representative with Charles Schwab Investment Management, Inc.. Martin is also a board member for FineMark Holdings, Inc., Municipal Research Advisers, and W5 Properties. Martin is a Managing Member of WSC Realty Advisors LLC and a Trustee of the Elaine Nicpon Marieb Foundation. Martin has been a registered representative since 1983, when he worked for Miller & Schroeder Municipals, Inc. Martin holds Series 7, 63, and 65 licenses and specializes in providing portfolio management services to individuals, businesses, pooled investment vehicles, and investment companies. Martin has been with Charles Schwab since 2020.

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ADVISOR BIO

Martin Clarence Wheeler is a financial advisor at RBC Capital Markets, LLC. Martin has been in the securities industry since 1988 and has experience with Wells Fargo Brokerage Services, L.L.C., Wells Fargo Investments, LLC, CitiCorp Investment Services, and American Express Financial Advisors Inc. Martin is registered with FINRA as a registered representative and an investment advisor representative. He holds the Series 31, Series 7 and SIE licenses. Martin Wheeler has 22 approved SRO Registrations, 12 approved state registrations and 2 approved IA state registrations. He specializes in portfolio management for businesses and individuals, pension consulting and financial planning.

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ADVISOR BIO

Martin Joseph Watts is a financial advisor based in Winnetka, IL with over 30 years of experience in the financial industry. Martin Joseph Watts has been with Robert W. Baird & Co. Inc. since 2015 and has a strong track record of success in helping clients achieve their financial goals. Martin Joseph Watts is registered to provide investment advice in several states including Illinois, Texas, and New York, and is a Series 7 and Series 65 licensed holder. Martin Joseph Watts has a strong understanding of the financial markets and is committed to providing his clients with personalized financial advice. Previously, Martin Joseph Watts worked at Financial America Securities, Inc. in Cleveland, OH.

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ADVISOR BIO

Martin Klein is a financial advisor with over 30 years of experience in the industry. Martin Klein is currently registered with RBC Capital Markets, LLC and has been with the firm since June 2014. Prior to that, Martin Klein was with J.P. MORGAN SECURITIES LLC from November 2007 to July 2014. Martin Klein provides financial planning, portfolio management, and pension consulting services to individual and business clients. Martin Klein holds a Series 3, Series 7, Series 63 and Series 65 licenses and is registered to conduct business in numerous states across the US.

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ADVISOR BIO

Martin Cabrera is a financial advisor with over 25 years of experience in the industry. Martin is currently registered with Cabrera Capital Partners, LLC, a firm that specializes in providing investment advice. Martin is also registered as an Investment Advisor Representative (IAR) with the state of Illinois. Prior to joining Cabrera Capital Partners, LLC, Martin held various positions at several financial institutions, including Salomon Grey Financial Corporation, Amerivet Securities, Inc., Sunpoint Securities, Inc., First Securities USA, Inc., Corporate Securities Group, Inc., and Olde Discount Corporation. Martin is a Series 66, Series 63, Series 53, Series 24, and Series 4 licensed principal. Martin is also a Series 79TO, Series 57TO, SIE, Series 55, and Series 7 licensed representative.

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ADVISOR BIO

Martin Doyle is a financial advisor with Nuveen Asset Management, LLC in Chicago, Illinois. Martin has been in the financial industry for over 30 years and has experience in a variety of investment areas. He is a Chartered Financial Analyst (CFA) and holds Series 24, SIE, 62, 52 and 6 licenses. Martin has worked at Nuveen Securities, LLC for many years before joining Nuveen Asset Management, LLC. Prior to that Martin worked for John Nuveen & Co., Incorporated in Chicago. Martin primarily works with insurance companies, investment companies, charitable organizations, high-net-worth individuals, pooled investment vehicles, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses and individuals other than high-net-worth. Martin's firm offers a variety of financial services including investment advisory services, portfolio management for businesses, individuals, investment companies and pooled investment vehicles.

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ADVISOR BIO

Martin Eby is an Investment Advisor Representative with Homrich Berg. Martin has over 30 years of experience in the financial services industry. Martin is a Certified Financial Planner and has a Series 6, Series 22, and Series 63 license. Martin holds registrations in Delaware, Maryland, and Texas.

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ADVISOR BIO

Martin Hensley is a financial advisor in Apex, NC. Martin has been in the financial services industry since 1993. Martin has experience with both investment advisory services and broker-dealer services. Martin is currently registered with Freedom Investment Management, Inc., Capital Financial Advisory Group, LLC, and Foundations Investment Advisors LLC. Martin previously worked at Peak Brokerage Services, LLC, AXA Advisors, LLC, Moloney Securities Co., Inc., Purshe Kaplan Sterling Investments, Raymond James Financial Services, Inc., LPL Financial LLC, First Citizens Investor Services, Inc., SunTrust Investment Services, Inc., Wachovia Securities, LLC, BB&T Investment Services, Inc., Walnut Street Securities, Inc., Interstate/Johnson Lane Corporation, and Edward D. Jones & Co., L.P.. Martin holds Series 6, 7, 26, 63, 65, and SIE licenses.

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ADVISOR BIO

Martin Brackett is a financial advisor with Captrust in Raleigh, North Carolina. Martin has been working in the financial services industry since December 2008. Martin is a Chartered Financial Analyst and holds Series 7, Series 63, Series 87 and SIE licenses. Martin has been registered with Captrust since April 2015. Previously, Martin was employed by Lehman Brothers Inc. in New York, New York.

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