ADVISOR BIO

Patrick Hall is a financial advisor with First Trust Advisors LP, a Wheaton, IL-based firm. Patrick has been in the industry since August 2020. He is registered with the State of Tennessee and the State of Texas. Patrick holds Series 7TO and SIE licenses as well as the Series 66. Patrick has prior experience working in the financial services industry at Fidelity Brokerage Services LLC.

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ADVISOR BIO

Patrick Albert Martin is an investment advisor representative at Martin Investment Management, LLC, based in North Palm Beach, FL. Martin is a Chartered Financial Analyst and has been in the industry since February 2002. Martin Investment Management, LLC specializes in providing investment advice to individuals, businesses, and pooled investment vehicles. The firm offers a range of advisory services, including portfolio management for individuals, businesses, and pooled investment vehicles, as well as selection of other advisors. Martin is registered to provide investment advice in Florida and Texas.

SPECIALIZATIONS

ADVISOR BIO

Patrick Pryz is a financial advisor with over 14 years of experience in the financial services industry. Patrick is currently registered with Mariner Wealth and is also a Certified Financial Planner. Patrick previously worked with Millington Securities, Inc., Quasar Distributors, LLC, Funds Distributor, LLC, KBS Capital Markets Group LLC, and Fidelity Brokerage Services LLC. Patrick is registered to provide investment advisory services in several states.

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ADVISOR BIO

Patrick Lister is a Registered Investment Advisor (RIA) representative with Fisher Investments, where Patrick has been employed since June 2017. Patrick previously worked at PNC INVESTMENTS in Pittsburgh, PA and M&T SECURITIES, INC. in Washington, DC. Patrick holds the Series 6, Series 7, Series 10, Series 24, Series 63, and Series 65 licenses and has passed the SIE exam. Patrick is also a registered Investment Advisor in Texas. Patrick specializes in providing financial planning services and portfolio management for individuals, businesses, pooled investment vehicles, and investment companies. Patrick’s firm, Fisher Investments, has more than $298 billion in assets under management.

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ADVISOR BIO

Patrick Ryan O'Connell is an Investment Advisor Representative with Laureate Wealth Management, LLC. Patrick is registered to provide investment advice in Illinois and has been in the industry since January 2020. Patrick holds the Series 65 and SIE exams. Patrick specializes in providing financial planning, investment management for individuals, and portfolio management for pooled investment vehicles. Patrick’s current employment with Laureate Wealth Management began in January 2020. Prior to joining Laureate Wealth Management, Patrick worked at The Home Depot, Wheaton College, and was a student.

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ADVISOR BIO

Patrick Michael Hoch is a registered representative with Stifel, Nicolaus & Company, Inc. in Lake Forest, Illinois. Patrick Michael Hoch has been in the securities industry since October 29, 1986. Patrick Michael Hoch has been registered with Stifel, Nicolaus & Company, Inc. since April 30, 2007. Previously, Patrick Michael Hoch was registered with Morgan Stanley & Co., Incorporated, Morgan Stanley DW Inc., Prudential-Bache Securities Inc. and Thomson McKinnon Securities Inc..

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ADVISOR BIO

Patrick Arthur Gierke is an investment advisor representative with Acrylic Financial, Inc. Patrick has over 27 years of experience in the financial industry. Patrick is registered with the state of Illinois and holds Series 6, 7, 26, 63, and 65 licenses, as well as the SIE exam. Patrick is also licensed to sell insurance.

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ADVISOR BIO

Patrick McHale is a registered investment advisor representative with BBR Partners, LLC. Patrick has been working in the financial industry since 2011. Patrick has a Series 65 license. Patrick is registered to offer investment advisory services in Connecticut and New York. Patrick focuses on providing financial planning and portfolio management for high-net-worth individuals, investment companies, and pooled investment vehicles.

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ADVISOR BIO

Patrick Grooms is a financial advisor with Westwind Capital. Patrick has been in the financial industry since November 2009. Patrick is registered in New Mexico and Texas and holds the Series 66, Series 7 and SIE licenses. Patrick is also a Certified Financial Planner. Westwind Capital is a registered investment advisor with a focus on individual, business, and pooled investment vehicle portfolio management.

SPECIALIZATIONS

ADVISOR BIO

Patrick Eugene Steketee is a financial advisor with over 12 years of experience in the financial services industry. Patrick is currently registered with Invesco Advisers, Inc. in Illinois. Prior to that, Patrick was a registered representative with BMO HARRIS FINANCIAL ADVISORS, INC. and Edward Jones. Patrick's current employment began in 2012. Patrick holds the Series 7, Series 66 and SIE licenses and has passed the Uniform Combined State Law Examination in 2010. Patrick specializes in advising individuals, businesses, investment companies and pooled investment vehicles.

SPECIALIZATIONS