ADVISOR BIO

Arlene Ocanas Then has been in the financial industry since May 1998. Arlene is currently a registered representative with Goldman Sachs & Co. LLC. Arlene has held previous positions with Lehman Brothers Inc. and Lebenthal & Co., Inc. Arlene holds the Series 7, Series 63, Series 57TO, and SIE licenses. Arlene specializes in providing financial planning services, educational seminars, portfolio management for individuals and pooled investment vehicles, and selection of other advisers.

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ADVISOR BIO

Arleth Herrera is an Investment Advisor Representative at Captrust, a firm based in Raleigh, North Carolina. Arleth has been in the industry since January 2023. Arleth is licensed to provide investment advice in Texas. Arleth has a Series 65 license and holds the Uniform Investment Adviser Law Examination.

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ADVISOR BIO

Arley Eliu Reyes is a financial advisor with over 10 years of experience in the industry. Arley Reyes is currently registered with Blackrock Investment Management, LLC and holds Series 7, Series 66, and SIE licenses. Arley Reyes is also a Chartered Financial Analyst (CFA). Before joining Blackrock, Arley Reyes worked with several other financial firms including Wellington Funds Distributors Inc., AMUNDI PIONEER DISTRIBUTOR, INC., and CETERA ADVISOR NETWORKS LLC. Arley Reyes is registered to provide investment advisory services in 55 jurisdictions and holds FINRA and SRO registrations. Arley Reyes specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

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ADVISOR BIO

Arlie Skurdal is a financial advisor with over 30 years of experience in the financial industry. Arlie is currently registered with Fortis Capital Management LLC and holds Series 6, 7 and 63 licenses. Arlie has worked for several firms throughout their career and has a strong background in financial planning, portfolio management and consulting. Arlie is a Certified Financial Planner and has a PhD in Financial Services. Arlie's specialization includes providing services to individuals, high-net-worth individuals, charitable organizations, and pooled investment vehicles. Arlie works with clients to develop personalized financial plans and investment strategies that meet their individual needs.

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ADVISOR BIO

Arline Segal has been in the financial industry since 1984. Arline currently works at RBC Capital Markets, LLC and is registered in NY, OH and TX. Prior to that, Arline worked at MORGAN STANLEY and CITIGROUP GLOBAL MARKETS INC. Arline is a Series 7 and Series 63 licensed professional and specializes in investment management for individuals, businesses and pooled investment vehicles.

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ADVISOR BIO

Arlo Bryan Sullivan is an investment advisor representative with Onedigital Investment Advisors, a firm with offices in Overland Park, Kansas, San Luis Obispo, California, and Pace, Florida. Arlo has been in the industry since 1992 and holds multiple industry certifications. Arlo specializes in providing financial planning, pension consulting, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles.

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ADVISOR BIO

Arlyn Goodrich is a registered Investment Advisor Representative with Fisher Investments and has been in the industry since 2011. Arlyn Goodrich is currently licensed with the state of Texas. The firm has offices in Plano, TX. Fisher Investments has over 2471 Investment Advisor Representatives across the United States.

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ADVISOR BIO

Armand Domingo Chavez is a financial advisor with Fisher Investments. Armand has been in the financial industry for several years, previously working for Fidelity Brokerage Services LLC. Armand is licensed in Texas and Washington and holds the Series 7TO, Series 66, and SIE licenses. Armand specializes in portfolio management for individuals, businesses, pooled investment vehicles, and investment companies. Armand's expertise includes providing financial planning and portfolio assessment services.

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ADVISOR BIO

Armand Catalla Batocabe has been in the financial industry since 2005. Armand is currently registered with X Capital Advisors LLC. Armand has previously worked with several firms including DALMORE GROUP LLC, CAMBRIDGE INVESTMENT RESEARCH, INC., MUTUAL SERVICE CORPORATION, WACHOVIA SECURITIES, LLC, FIRST UNION BROKERAGE SERVICES, INC., LM CAPITAL SECURITIES, INC. and SOUTH RICHMOND SECURITIES, INC. Armand has a variety of experience in the financial industry, with experience in broker-dealers, investment advisors, and compliance and operations consulting services. Armand is also the President-Owner of ACB Partners LLC, which provides compliance and operations support.

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ADVISOR BIO

Armand Noor is a financial professional with over 4 years of experience in the financial services industry. Armand is currently registered as an Investment Advisor Representative with Vanguard Advisers, Inc. in Pennsylvania and Texas. Previously, Armand was registered as a Broker/Dealer Representative with Fidelity Brokerage Services LLC in Kentucky. Armand has a strong background in financial markets and investment management. Armand is committed to providing clients with personalized financial advice and guidance. Armand specializes in providing financial planning, portfolio management, and selection of other advisors. Armand holds the Series 63, 66, 7TO, and SIE licenses.

SPECIALIZATIONS