ADVISOR BIO

Roger Molatore is a financial advisor with RBC Capital Markets, LLC. Roger has been in the industry since 1986 and has worked with clients in a number of different areas, including investment management, financial planning and employee benefit plans. Roger is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 63, 66 and 7 licenses. Previously, Roger worked with Morgan Stanley Smith Barney and Citigroup Global Markets Inc.

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ADVISOR BIO

Roger Bruce Patterson is a registered investment advisor with The Advisory Group of San Francisco, LLC. Roger has been working in the financial industry since 1971. Roger has been with The Advisory Group of San Francisco, LLC since October 1999. Prior to that, Roger was registered with P.R. Taylor & Co., Inc., Ogilvie & Taylor Securities Corporation, FSC Securities Corporation, Patterson Financial Services, Inc., Berkshire Equity Sales, Inc., Planned Investments Inc., CNA Investor Services, Inc. and CG Equity Sales Company. Roger holds a Series 24 General Securities Principal Examination and Series 1 Registered Representative Examination. Roger specializes in providing financial planning, portfolio management for individuals, businesses and pooled investment vehicles and pension consulting.

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ADVISOR BIO

Roger Paradiso is a financial advisor with over 30 years of experience in the industry. Roger currently works with O'Shaughnessy Asset Management, LLC. Roger specializes in providing investment advice to high-net-worth individuals, corporations, and pooled investment vehicles. In the past, Roger has worked with several other financial institutions, including Morgan Stanley, Citigroup Global Markets Inc., and Lehman Brothers Inc.

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ADVISOR BIO

Roger Clifford Reynolds is a registered investment advisor representative with Coldstream Wealth Management, an affiliate of Coldstream Securities Inc. Roger has been in the financial services industry since August 31, 1999. Roger has a Series 7, Series 63 and Series 65 license. Roger is currently registered as an investment advisor representative with the states of Washington, Oregon and California. Roger has previously been employed with Coldstream Securities, Inc. and Coldstream Capital Management. Roger's primary business activity is working as a registered investment advisor for Coldstream Wealth Management.

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ADVISOR BIO

Roger Daniel Follis is a financial advisor with over 27 years of experience in the industry. Roger is currently registered with A.g.p. / Alliance Global Partners, but has previously worked with B. RILEY WEALTH MANAGEMENT, WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, RAYMOND JAMES FINANCIAL SERVICES, INC., ROBERTSON STEPHENS, INC., BEAR, STEARNS & CO. INC., and MONTGOMERY SECURITIES. Roger has a strong track record of providing financial advice to a range of clients, including individuals, businesses, and institutions. Roger has a deep understanding of the financial markets and can help clients develop and implement investment strategies that meet their specific needs.

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ADVISOR BIO

Roger A. Albrecht is a financial advisor with The Colony Group, LLC. Roger has been a financial advisor since May 2006 and is registered with the state of Illinois. Roger is a Chartered Financial Analyst and has experience with a variety of financial services including financial planning, pension consulting, and portfolio management. Roger has expertise in working with clients of all types, including high net worth individuals, businesses, and institutions. Roger has also worked with several other firms including Mid-Continent Capital and Connectus Wealth.

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ADVISOR BIO

Roger Alan Huse has been in the financial services industry since 1997. Roger is currently a Registered Representative with Stifel, Nicolaus & Company, Inc. Roger has previously held positions at Sterne, Agee & Leach, Inc., Anderson & Strudwick, Incorporated, Wachovia Securities, LLC, Wachovia Securities, Inc., and Edward Jones. Roger holds FINRA Series 3, 7, 9, 10, 31, 63, and 65 licenses. Roger has a deep understanding of the financial markets and provides a wide range of financial services to individuals and businesses. Roger’s experience and expertise make him a valuable resource for clients seeking investment advice.

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ADVISOR BIO

Roger Dale Davis is an investment advisor representative registered with the state of Tennessee. Roger has been in the industry since 1990 and has experience in providing financial planning, portfolio management, and other investment advisory services. Roger currently works for WMG Financial Advisors, LLC, a firm that provides advisory services to individuals, businesses, and trusts. Roger has been with the firm since March 2017. Prior to joining WMG Financial Advisors, Roger was employed with Concourse Financial Group Securities, Inc. and Lincoln Financial Securities Corporation.

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ADVISOR BIO

Roger Bosch is an investment advisor representative currently registered with Boreal Capital Management LLC. Roger is licensed to conduct business in Florida. Roger has been active in the securities industry since 2023 and has a total of 5 industry exams. Roger is also licensed as an Investment Advisor Representative in Florida.

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ADVISOR BIO

Roger Zebulun Lowe is a financial professional with over a decade of experience in the financial services industry. Roger currently works at Andina Family Offices, a firm specializing in providing financial services to high net worth individuals, families, and institutions. Roger's experience includes working for Ameriprise Financial Services, Inc. as well as Coign Capital Advisors. Roger holds a Series 7 and Series 66 license and is a Certified Financial Planner.

SPECIALIZATIONS