ADVISOR BIO

Richard Brandis is a financial professional with over 35 years of experience in the industry. Richard is currently registered with Oppenheimer & Co. Inc., where Richard has been since 2020. Prior to that, Richard was with BRANDIS TALLMAN LLC and has also held positions at Ibis Securities, LLC, Redwood Securities Group, Inc., Mark Pressman Associates, and Thomas F. White & Co., Incorporated. Richard holds several licenses including Series 7, 24, 52TO, 53, and SIE and specializes in portfolio management for individuals, businesses, and pooled investment vehicles.

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ADVISOR BIO

Richard Edgett is an investment advisor representative with Victory Capital Management Inc. Richard has been in the financial services industry for over 10 years and has experience in providing investment advice to a variety of clients, including individuals, corporations, and institutions. Richard is registered with the state of Texas. Richard has experience in providing investment advice in areas such as stocks, bonds, mutual funds, and exchange-traded funds. Richard is also a Registered Representative and has obtained his Series 7, 66, and SIE licenses.

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ADVISOR BIO

Richard Ribek is an investment advisor representative with over 20 years of experience in the financial services industry. Richard is currently registered with Oppenheimer & Co. Inc. and holds a Series 7, Series 65, and Series 66 license. Prior to joining Oppenheimer, Richard was a financial advisor at Raymond James Financial Services, Inc. and Morgan Stanley. Richard's practice focuses on providing financial planning and investment management services to individuals, families, and businesses.

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ADVISOR BIO

Richard Van demark has been in the financial services industry since 1996 and is currently registered with RBC Capital Markets, LLC. Richard is a Series 7 and Series 63 licensed representative. Richard is registered in multiple states including, but not limited to, South Dakota, Texas, and California. Richard's experience includes providing financial advice to individuals and institutions, as well as managing investment portfolios. Richard is committed to providing clients with personalized financial planning and investment management services. Richard is a member of the Board of Directors for Friends of Levitt at the Falls.

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ADVISOR BIO

Richard Charchek is a financial advisor at Nuveen Asset Management, LLC. Richard has been working in the financial services industry since February 2000. Richard is registered in 51 states and the District of Columbia. Richard specializes in providing financial advice to individuals, businesses, investment companies, and pooled investment vehicles. Richard also provides pension consulting and portfolio management services.

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ADVISOR BIO

Richard William Silver is an investment advisor representative associated with Mad River Investors. Richard has been working in the financial services industry since 1983. He has a Series 7, 63 and 65. Richard William Silver specializes in providing portfolio management services for individuals, businesses, and pooled investment vehicles.

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ADVISOR BIO

Richard John Derosa is a registered investment advisor representative with First Trust Advisors LP in Wheaton, Illinois. Richard joined First Trust Advisors LP in November 2022. Previously, Richard was with Lord Abbett Distributor LLC in Jersey City, New Jersey. Richard holds a Series 7 and Series 66 license, as well as the SIE exam.

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ADVISOR BIO

Richard Duane Wolford has been in the financial services industry since 1994. Richard is currently registered with Robert W. Baird & Co. Inc. Previously, Richard was registered with J.J.B. HILLIARD, W.L. LYONS, LLC. Richard's specializations include retirement planning, mutual funds, fixed income, variable annuities, life insurance, and bonds.

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ADVISOR BIO

Richard Gorham is an Investment Advisor Representative at RBC Capital Markets, LLC. Richard has been in the industry since 2001. Richard has a Series 7, Series 63, and Series 65. Richard has a specialization in Fixed Income, Equities, Mutual Funds, ETFs, Variable Annuities, and Options. Richard works with individuals, families, trusts, foundations, and institutions. Richard has experience providing financial planning, retirement planning, investment management, and portfolio management.

SPECIALIZATIONS

ADVISOR BIO

Richard Allison is a financial advisor registered with City National Rochdale. Richard is a registered representative with FINRA and holds Series 7, SIE and Series 66 licenses. Richard has been in the industry since October 28, 2016 and has experience with J.P. MORGAN SECURITIES LLC and MML INVESTORS SERVICES, LLC. Richard specializes in providing financial advice to individuals, businesses, investment companies and pooled investment vehicles. Richard holds a designation as a Chartered Financial Analyst.

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