ADVISOR BIO

Mary Goddard is an active Registered Representative and Investment Advisor Representative with Sprott Asset Management USA Inc. Mary has been in the industry since August 1987. Mary has a broad range of experience with 52 approved state registrations and 2 approved Investment Advisor state registrations. Mary has previously worked at Torrey Pines Securities, Inc. and Planner's Independent Management, Inc.

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ADVISOR BIO

Mary Lynn Hedrick is an investment advisor representative with Eubel Brady & Suttman in Miamisburg, Ohio. Mary Lynn has been in the industry since 1990. She is a Certified Financial Planner and holds the Series 6, 7, 24, and 63 licenses. Mary Lynn has experience working with individuals, corporations, investment companies, charitable organizations, and pension and profit-sharing plans.

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ADVISOR BIO

Mary Jane theresa Ryan is an active investment advisor representative with Oppenheimer & Co. Inc. since 2003. Mary is also an Investment Adviser Representative for CIBC WORLD MARKETS CORP. from 1990 to 2003. Mary holds several licenses including Series 63, Series 65, Series 7, Series 9, Series 10 and Series 24. Mary Ryan has a long history of experience in the financial services industry and is a registered representative in both New York and New Jersey. Mary specializes in providing financial planning, portfolio management for businesses, and portfolio management for individuals.

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ADVISOR BIO

Mary Totaro is a registered representative with Oppenheimer & Co. Inc. Mary has been in the industry since June 4, 2006. Mary holds the Series 7, Series 63, and SIE licenses. Mary is licensed in 32 states and the District of Columbia. Mary specializes in a variety of financial products and services, including investment advisory, retirement planning, financial planning, and portfolio management. Mary is committed to providing clients with personalized financial guidance and helping them achieve their financial goals.

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ADVISOR BIO

Mary Elizabeth Conroy grasso is a registered investment advisor representative with Alliancebernstein LP. Mary has been in the financial services industry since 2015 and has a Series 63, Series 65, Series 7, and Series 31 licenses. Mary has experience in portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. Mary is registered with the following states: Arizona, Arkansas, California, Colorado, Florida, Georgia, Idaho, Illinois, Kansas, Massachusetts, Michigan, Missouri, Montana, Nebraska, Nevada, New Mexico, New York, Ohio, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Vermont, Washington, and Wyoming.

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ADVISOR BIO

Mary Ann Doherty is a financial advisor at Gries Financial Partners. Mary Ann has been in the industry since 1985 and is registered in Ohio. Mary Ann has a variety of experience, including working at Baker & Co., Incorporated and McDonald Investments Inc. Mary Ann has a Series 7, Series 55, and Series 63 license. She is a Certified Financial Planner. Mary Ann specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Gries Financial Partners is a fee-only firm. They provide financial planning services, portfolio management for individuals and businesses, and pension consulting. They work with a variety of clients, including individuals, families, businesses, and charities.

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ADVISOR BIO

Mary Gregory Clapp is an investment advisor representative at Captrust. Mary has been in the financial industry since 2007, working at a number of prominent financial firms, including LPL Financial Corporation, Sterne Agee Financial Services, Inc., and Trustcore Investments LLC. Mary is registered with the state of Tennessee, and is currently active in the state of Tennessee as an investment advisor representative. Mary is a Chartered Financial Consultant.

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ADVISOR BIO

Mary Lynne Vereb has been in the financial services industry since 2004. Mary Lynne Vereb is currently registered with Stifel, Nicolaus & Company, Inc., and has been with them since 2009. Before joining Stifel, Nicolaus & Company, Inc., Mary Lynne Vereb worked at WELLS FARGO ADVISORS, LLC and A. G. EDWARDS & SONS, INC. Mary Lynne Vereb has experience in a wide range of financial services areas including portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, financial planning, and pension consulting.

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ADVISOR BIO

Mary Catherine Heltzel is a financial advisor with over 25 years of experience in the industry. She has been with Stifel, Nicolaus & Company, Inc. since 2013, and previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Mary Catherine is a licensed Series 7, Series 31, Series 63, and Series 65 representative. She has a strong understanding of investments and can help clients develop a financial plan that meets their individual needs. Mary Catherine is committed to providing her clients with personalized service and is dedicated to helping them achieve their financial goals.

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ADVISOR BIO

Mary Alexandra Khater is a registered investment advisor representative at Dimensional Fund Advisors LP, located in Austin, TX. Mary Alexandra Khater has been in the industry since June 2023 and is registered to offer investment advice in Texas. Mary Alexandra Khater specializes in Portfolio Management for individuals, businesses, pooled investment vehicles, and investment companies.

SPECIALIZATIONS