ADVISOR BIO

Adam Albright is a financial advisor associated with Mariner Wealth. Adam is registered with the state of Nebraska and has been in the industry since August 2022. Adam has a Series 65 license. The firm has offices in Omaha, NE and Overland Park, KS. The firm provides a variety of services, including financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles.

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ADVISOR BIO

Adam Lambert is a registered representative with Goldman Sachs & Co. LLC. Adam has been in the industry since June 2023 and holds the SIE and Series 99TO licenses. Adam is specialized in stocks, bonds, mutual funds, options, variable annuities, retirement plans, and managed accounts.

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ADVISOR BIO

Adam Friedman is an investment advisor representative at Advocacy Wealth Management, LLC in Atlanta, Georgia. Adam has been in the financial industry since 1987. Adam holds Series 3, 7, 55, and 63 licenses as well as the Series 65. Adam has worked with clients in a variety of capacities. Adam is currently registered with Advocacy Wealth Management, LLC and was previously registered with Resource Horizons Group LLC, RBC Capital Markets Corporation, SunTrust Robinson Humphrey, Inc., The Robinson-Humphrey Company, LLC, Pruco Securities Corporation, The Prudential Insurance Company of America, and Shearson Lehman Hutton Inc. Adam offers a wide range of financial services to individuals, high-net-worth individuals, charitable organizations, corporations, and other businesses.

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ADVISOR BIO

Adam Christopher Cole is an investment advisor representative at Creative Planning. Adam is a Certified Financial Planner™ professional with experience in the financial industry. Adam has been working with individuals, families and businesses since 2018. Adam is based in Overland Park, KS.

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ADVISOR BIO

Adam Deangelis is an investment advisor representative with Putnam Investment Management, LLC. Adam has been in the industry since June 24, 1998. He is registered with the state of Massachusetts and has passed the Series 6, Series 7, and Series 63 exams. Adam has prior experience with Putnam Retail Management Limited Partnership.

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ADVISOR BIO

Adam Beers is an investment advisor representative with Captrust. Adam Beers is a registered investment advisor with the state of Pennsylvania. Adam Beers has 10 years of experience in the financial services industry. Adam Beers's career began in 2013. Adam Beers has experience working for a number of firms, including Northwestern Mutual Investment Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Morgan Stanley. Adam Beers specializes in Retirement Planning, College Savings Plans, and other financial planning services.

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ADVISOR BIO

Adam E. Souliere is a registered representative with Fiduciary Trust International, LLC, and has been in the industry since October 14, 2012. Adam is registered in 51 states and has a Series 7TO, Series 63, and SIE license. Adam works in the Lincoln, MA office of Fiduciary Trust International, LLC. Adam specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Adam also provides financial planning and selection of other advisors.

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ADVISOR BIO

Adam Madson is a financial advisor with Robert W. Baird & Co. Inc. based in GREEN BAY, WI. Adam has been a registered representative since June 2004 and has been associated with Baird since November 2023. Adam previously worked at Private Client Services, LLC and SII INVESTMENTS, INC..

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ADVISOR BIO

Adam Schreiber is a financial advisor with Hartford Funds. Adam has been in the financial services industry since 2014. Adam is registered in 52 states and is a registered investment advisor in Pennsylvania. Adam has experience with investment companies and pooled investment vehicles. Adam provides investment advice to states in connection with 529 plans and model recommendations.

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ADVISOR BIO

Adam Brett Landau is an investment advisor representative at Cerity Partners LLC, a firm with offices in New York, NY and West Conshohocken, PA. Adam has been in the industry since 1993 and has experience in both brokerage and investment advisory services. Adam is registered to provide investment advice in Pennsylvania. Cerity Partners LLC is a registered investment advisor with the SEC, with over $80 billion in assets under management.

SPECIALIZATIONS