ADVISOR BIO

Paul Kleinschmidt is a financial professional with over 13 years of experience in the financial industry. He is currently employed at Tocqueville Asset Management LP as President & CEO/Portfolio Manager. Paul holds the Series 7, Series 52TO, and SIE licenses. Paul Kleinschmidt specializes in providing financial planning, portfolio management for individuals, businesses, investment companies and pooled investment vehicles, and selection of other advisors. Paul Kleinschmidt has expertise in working with high-net-worth individuals, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, and state or municipal government entities.

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ADVISOR BIO

Paul Alan Shaffer is a financial advisor at Hirtle, Callaghan & Co., LLC located in West Conshohocken, PA. Paul has over 10 years of experience in the financial services industry. Previously, Paul was an advisor at Susquehanna Financial Group, LLP and Susquehanna Capital Group. Paul has a strong background in portfolio management and has worked with a variety of clients including high-net-worth individuals, corporations, and investment companies. Paul is a Chartered Financial Analyst (CFA) charterholder. Paul is registered as an Investment Advisor Representative in the state of Pennsylvania.

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Paul Sabo is a financial professional with over 30 years of experience in the industry. Paul is currently registered with Stifel, Nicolaus & Company, Inc. in Memphis, Tennessee and previously worked with several other firms including Raymond James & Associates, Inc., SunTrust Robinson Humphrey, Inc., Piper Jaffray & Co., Morgan Keegan & Company, Inc., Keogler, Morgan & Company, Inc., Edward D. Jones & Co., L.P., and Crews & Associates, Inc. Paul holds the Series 7, Series 24, Series 53 and SIE licenses. Paul is licensed to provide investment advice and services in 31 states.

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Paul Pfeiffer is a Registered Investment Advisor (RIA) with Cannell & Spears LLC in NEW YORK, NY. Paul has been in the industry since 07/2009 and has experience working at SPEARS ABACUS ADVISORS LLC. Cannell & Spears LLC is a firm focused on providing financial planning, portfolio management for businesses, individuals, investment companies and pooled investment vehicles, and selection of other advisers.

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Paul Mosqueda is a financial professional with over 35 years of experience in the industry. Paul is currently registered with RBC Capital Markets, LLC and has been with the firm since 2009. Paul also has prior experience with Citigroup Global Markets Inc. and Morgan Stanley DW Inc. Paul is licensed in various states across the US, holding both Broker-Dealer and Investment Advisor licenses. Paul offers a range of services including financial planning, portfolio management and educational seminars. Paul is dedicated to helping clients reach their financial goals.

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Paul Ridgely Stierhoff is a financial professional with over 30 years of experience in the industry. Paul is a Registered Representative and Investment Advisor Representative with Seelaus Asset Management, LLC, a firm based in Chatham, NJ. Paul is a Certified Financial Planner™ and holds the Series 7 and SIE licenses. Paul has a long history of serving clients in the financial services industry. In addition to his work with Seelaus Asset Management, LLC, Paul is also an insurance agent with RSC Financial Products LLC. Paul's specializations include helping clients with retirement planning, investment management, insurance, and estate planning.

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Paul Stancs is an investment advisor representative at Sandhill Investment Management, a firm that provides portfolio management services to individuals, businesses, and pooled investment vehicles. Paul Stancs holds a Series 7, Series 63, and Series 65 licenses. Paul has worked in the financial services industry since 2011, beginning their career with Oppenheimer & Co. Inc.. Paul's experience includes working with high-net-worth individuals, corporations, and charitable organizations. Paul specializes in providing investment advice and portfolio management services to clients seeking to grow and preserve their wealth.

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Paul Joseph is a registered representative with Robert W. Baird & Co. Inc. Paul has been in the securities industry since April 4, 2011. Paul holds the Series 7, 24, 55, 57TO and 63 securities licenses. Paul is registered in Wisconsin. Paul specializes in several investment services including Portfolio Management for Individuals, Businesses, Investment Companies, and Pooled Investment Vehicles.

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Paul Matthew Schliepp is an active investment advisor representative with Robert W. Baird & Co. Inc. based in Wausau, WI. Paul has been in the financial industry since 2013 and has a strong background in providing investment advice to individuals, businesses, and institutions. Paul holds the Series 7TO, Series 66, and SIE licenses, and is registered in multiple states. Paul specializes in a wide range of investment services including financial planning, pension consulting, and portfolio management. Paul has a strong track record of success and is committed to providing his clients with the highest level of service and expertise.

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ADVISOR BIO

Paul Andrew Bartony is an investment advisor representative with Nuveen Asset Management, LLC. Paul has been in the financial services industry since September 9, 1998 and has a strong background in investment advisory services, primarily serving 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. Paul holds Series 6, 7, 24, 26, 63, and 65 licenses. In addition to his primary employment, Paul has also held previous positions at Putnam Retail Management Limited Partnership and EQ Financial Consultants, Inc..

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