ADVISOR BIO

Rebecca Lindholm is a registered representative with RBC Capital Markets, LLC. Rebecca has been in the industry since March 2019 and has passed the General Securities Representative Examination, the Operations Professional Examination, and the Securities Industry Essentials Examination.

SPECIALIZATIONS

ADVISOR BIO

Rebecca Yin Wei is a registered investment advisor representative at Matisse Capital. Rebecca has been in the industry since May 2013. Rebecca has a specialization in Portfolio Management for individuals, investment companies, and pooled investment vehicles. Rebecca has also earned the Chartered Financial Analyst designation.

SPECIALIZATIONS

ADVISOR BIO

Rebecca Goering is a financial advisor with TLG Advisors, Inc., specializing in financial planning, investment management, and retirement planning. Rebecca has over 17 years of experience in the financial services industry, working with clients of various types including high-net-worth individuals, pension and profit-sharing plans, corporations, and individuals. Rebecca's expertise extends to portfolio management for individuals, businesses, and pooled investment vehicles. Rebecca is also a licensed insurance agent and is actively involved in various community organizations.

SPECIALIZATIONS

ADVISOR BIO

Rebecca Maas is a financial advisor with over 20 years of experience in the industry. Rebecca is currently registered with Davenport & Co. LLC, a firm that provides a variety of financial services. Rebecca has held previous roles at Wells Fargo Clearing Services, LLC, First Clearing, LLC and Wachovia Securities, LLC. Rebecca specializes in a wide range of financial services and offers a broad range of client types including individuals, high net worth individuals, insurance companies, corporations, and investment companies. Rebecca is committed to providing her clients with personalized financial advice that meets their individual needs.

SPECIALIZATIONS

ADVISOR BIO

Rebecca Ruth Stephens is a financial advisor who has been in the industry since 2018. Rebecca is currently registered with RBC Capital Markets, LLC, and has a combined state law Series 66 license. Rebecca's primary registrations are in Washington and Texas. In addition to the Series 66, Rebecca also holds the Series 7 and SIE exams. Rebecca has a strong background in finance and has experience working with individuals, families, and businesses. Rebecca is passionate about helping her clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Rebecca Ann Thompson is a Certified Financial Planner® professional with over 15 years of experience in the financial services industry. Rebecca is currently registered as an Investment Advisor Representative (IAR) with Beacon Pointe Advisors, LLC in Pennsylvania. Rebecca has experience providing financial planning and investment management services to individuals, families, businesses, and institutions. Rebecca is also a registered Investment Advisor Representative with WESCOTT FINANCIAL ADVISORY GROUP, LLC in Pennsylvania. Rebecca has passed the Series 65 exam (Uniform Investment Adviser Law Examination).

SPECIALIZATIONS

ADVISOR BIO

Rebecca Marie Becker is an active representative at RBC Capital Markets, LLC. Rebecca has been in the industry for over two years. Rebecca is registered with FINRA and holds the Series 99TO and SIE licenses. Rebecca has a specialization in investment vehicles, public and private employee benefit plans, endowment funds, foundations, family trusts and various capital/operating funds. Rebecca works out of the Minneapolis branch office.

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ADVISOR BIO

Rebecca Haney is a financial advisor at Mariner Wealth. She has been in the financial industry since 2010 and has experience with Morgan Stanley. Rebecca is licensed in Pennsylvania and has passed the Series 7, SIE, and Series 66 exams. Rebecca specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Rebecca also provides financial planning, pension consulting, and educational seminars.

SPECIALIZATIONS

ADVISOR BIO

Rebecca Wesselmann is a registered representative with Stifel, Nicolaus & Company, Inc. Rebecca is a registered representative in Missouri. Rebecca Wesselmann has passed the Series 7TO, Series 63, and SIE exams.

SPECIALIZATIONS

ADVISOR BIO

Rebecca Pouliot is a financial advisor with Captrust, specializing in providing financial planning and investment management services. Rebecca holds a Certified Financial Planner designation and has been in the financial services industry since 2000. Her experience spans various roles, including positions at RINET COMPANY, LLC in Boston, MA and CapFinancial Partners, LLC in Raleigh, NC. She is currently registered with the state of Massachusetts and Texas. Rebecca is dedicated to helping individuals and families achieve their financial goals.

SPECIALIZATIONS