ADVISOR BIO

Otto Arroyo is an investment advisor representative with Blackrock Investment Management, LLC in Princeton, NJ. Otto has been in the industry since March 1, 2020 and is registered with the state of New Jersey. Otto also holds a Series 66 license and has passed the Series 7TO and SIE exams. Blackrock Investment Management, LLC is an SEC-registered investment advisor with offices in Princeton, NJ. Blackrock Investment Management, LLC has over $458 Billion in assets under management and provides a variety of investment services, including portfolio management for individuals, businesses, and pooled investment vehicles.

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Otto Gregory Glatt is a registered investment advisor representative with Richmond Capital Management Inc. Otto Gregory Glatt has been in the industry since 1996. Otto Gregory Glatt has held several positions at different firms including Thompson Davis & Co., Inc., BB&T Securities, LLC and Wunderlich Securities, Inc.. Otto Gregory Glatt is registered in Virginia as an Investment Advisor Representative. Otto Gregory Glatt specializes in Portfolio Management for Individuals, Portfolio Management for Businesses and Portfolio Management for Pooled Investment Vehicles.

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Oui Seesawat Coulson has been in the financial services industry since 1997 and is a registered representative with Oppenheimer & Co. Inc. in Coral Gables, FL. Oui currently holds Series 7, 31 and SIE licenses. They are a Certified Financial Planner. Oui has previously worked at First Horizon Advisors, Inc., Morgan Stanley and SunTrust Securities, Inc. Oui specializes in retirement planning and has experience working with individuals, corporations, high-net-worth individuals and businesses.

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Oussama Fatri is a registered representative with Goldman Sachs & Co. LLC and has been in the industry since 2012. Oussama holds the Series 7, 66 and SIE securities licenses and is registered with the state of New York. Oussama specializes in a broad range of investment products and services.

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Owais Salim Merchant is a registered investment advisor representative with Vanguard Advisers, Inc. in Charlotte, NC. Owais has been in the financial industry since 2010 and has a Series 6, 7, 24, 63, and 65 license. Owais provides financial planning and portfolio management services to individuals, businesses, and pooled investment vehicles. Owais has a strong background in the financial services industry and is committed to providing clients with the highest level of service.

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Owaiz Dadabhoy is a Registered Representative and Investment Adviser Representative with Saturna Capital Corp.. Owaiz has been in the industry since 2003. Owaiz is licensed in California, Illinois, Michigan, New York, Ohio, and Texas. Saturna Capital Corp. has offices in Bellingham, WA and provides advisory services for high-net-worth individuals, investment companies, pooled investment vehicles, and corporations or other businesses.

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Owen Mccadden Mairo is a financial advisor with RBC Capital Markets, LLC. Owen has been in the industry since April 2022 and has experience with CITIGROUP GLOBAL MARKETS INC. Owen holds the Series 63, Series 7, Series 79 and SIE licenses. Owen is registered in New York. Owen provides services to individuals, high-net-worth individuals, charitable organizations, businesses, corporations, pension and profit sharing plans, state and municipal governments, pooled investment vehicles, insurance companies and banking institutions.

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Owen Malcolm is a financial advisor at Apollon Wealth Management, LLC, where Owen has been since September 2023. Owen has been in the financial industry since July 1999. Owen has a Series 63 and Series 65 license, as well as a Series 7 license. Owen also holds the designation of Certified Financial Planner. Owen is registered to provide investment advisory services in Georgia and Texas. In addition to providing investment advice, Owen is also a member of the Investment Committee at the Presbyterian Church in America Foundation.

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Owen M. Valasek is a Registered Representative at Robert W. Baird & Co. Inc., registered with the state of Wisconsin. Owen has been in the securities industry since October 2024. Prior to working at Baird, Owen worked at a variety of companies in Pennsylvania. Owen has a series 66 license, and has a specialization in various investment areas, including high net worth individuals, corporations or other businesses, pension and profit-sharing plans, pooled investment vehicles, and more.

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ADVISOR BIO

Owen Denning Heaney is a Registered Representative associated with Oppenheimer & Co. Inc., located in NEW YORK, NY. Owen has been in the industry since 2024. Owen has passed the Uniform Combined State Law Examination.

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