ADVISOR BIO

Paul A. Palichuk is a registered investment advisor representative at Nuveen Asset Management, LLC. Paul has been in the securities industry since May 15, 2000. Paul is currently registered with the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Paul also has a Series 63 license and a Series 65 license. Paul is a highly experienced and knowledgeable investment advisor representative, and is dedicated to providing their clients with the highest level of service. Before Nuveen Asset Management, LLC, Paul was also an investment advisor representative at Raymond James & Associates, Inc. and Nuveen Investments, LLC. Paul is a valuable asset to the firm, and has a proven track record of success. Paul is committed to helping clients reach their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Paul Slakter is an investment advisor representative with Cornerstone Investment Partners, LLC. Paul has been in the financial services industry since 1999. Paul is registered with the state of Florida as an Investment Advisor Representative. Paul has been employed by Cornerstone Investment Partners, LLC since October 2022. Prior to that, Paul was with Resolute Investment Distributors, Inc. and VP Distributors LLC. Paul also owned and operated rental properties. Paul's specialties include asset allocation, portfolio management, retirement planning, and estate planning.

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ADVISOR BIO

Paul Patrick Ryan is a licensed investment advisor representative with Lido. Paul has been in the industry since April 2013. Paul's primary office is located in Los Angeles, California. Paul has also previously worked at Investment Security Corporation and Morgan Stanley & Co. LLC. Paul has passed the Series 66, SIE and Series 7 exams.

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ADVISOR BIO

Paul Emrick has been in the industry since August 1992 and is currently registered with New Edge Wealth. Paul is a registered representative with over 30 years of experience and is actively involved with clients' financial needs. Paul has experience in providing financial planning, portfolio management for individuals and businesses, and pension consulting.

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ADVISOR BIO

Paul Willenberg is an Investment Advisor Representative with Fisher Investments, a firm that manages over $300 billion in assets. Paul has been in the industry since 2001 and holds both a Series 63 and a Series 65 license. He also holds a Series 6 license, allowing him to work with Investment Company Products/Variable Contracts. Prior to joining Fisher Investments, Paul worked at ICMA-RC Services, LLC, and Country Capital Management Company. Paul specializes in portfolio management for individuals, businesses, pooled investment vehicles, and investment companies.

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ADVISOR BIO

Paul Lambert is a financial advisor with over 40 years of experience in the industry. He is registered with the state of Colorado and Texas, and is a Registered Representative of Gill Capital Partners, LLC. Paul has a diverse background in financial planning, retirement planning, employee benefits planning, executive compensation planning, business consulting, and portfolio management. He has served as a President of Paul Lambert, Inc. since 1987 and is currently a member and passive investor in W Street, LLC, a pooled investment.

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ADVISOR BIO

Paul Single is a registered investment advisor representative with City National Rochdale. Paul has been in the industry since 2013 and holds Series 7, Series 66, and SIE licenses. Paul has experience providing portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Paul is also a director of the finance committee for the Church of Christ.

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ADVISOR BIO

Paul Izzo is an investment advisor representative at Russell Investments. Paul is a registered investment advisor in 53 states and the District of Columbia. Paul has been in the industry since 2003. Paul holds the Series 66, Series 7 and SIE exams. Paul specializes in portfolio management for individuals, investment companies, pooled investment vehicles and businesses. Paul also provides pension consulting and selection of other advisors.

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ADVISOR BIO

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 Ravetta is an investment advisor representative at Washington Capital Management Inc. Paul has been in the industry since 2002 and has specialized in working with clients in the charitable organizations, high net worth individuals, pooled investment vehicles, pension and profit-sharing plans, and corporations or other businesses. Paul is registered with the state of California, Oregon, and Washington.

SPECIALIZATIONS