ADVISOR BIO

Rosana Brennecke is a financial professional with over 10 years of experience in the industry. Rosana is currently registered with Hsbc Securities (usa) Inc. in Washington, DC. Rosana holds the Series 6, Series 63 and SIE licenses. Rosana is a registered representative in District of Columbia, Maryland, New York and Virginia. Rosana is a registered representative with Hsbc Securities (usa) Inc. with over 10 years of industry experience.

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ADVISOR BIO

Rosana Hernandez is a registered investment advisor representative with Captrust. Rosana has been in the industry since 2013. Rosana holds licenses in California. Rosana has passed the Uniform Securities Agent State Law Examination and Uniform Investment Adviser Law Examination. In addition to her work at Captrust, Rosana is also the owner of Common Cause Capital LLC, a sustainability consulting firm. Rosana has experience working at Morgan Stanley, John Hancock, Berlitz, and Procter and Gamble. Rosana specializes in working with individuals, high-net-worth individuals, corporations, investment companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.

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ADVISOR BIO

Rosann Rodriguez is a registered representative with Goldman Sachs & Co. LLC. Rosann has been in the industry since 2006 and is registered in 53 states and the District of Columbia. Rosann is also licensed to trade securities in the United States. Rosann's specialties include securities trading, investment advisory services, and portfolio management.

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ADVISOR BIO

Rosanna Bragdon is an investment advisor representative with RBC Capital Markets, LLC. Rosanna has been in the securities industry for 13 years. Rosanna has passed the Series 7, Series 63, Series 65 and Series 66 exams. Rosanna has worked at several firms before joining RBC Capital Markets, including Morgan Stanley, Cambridge Investment Research, Inc., First Command Financial Planning, Inc., Asia Pacific Financial Management Group, Inc. and Wells Fargo Advisors, LLC. Rosanna specializes in providing investment advice to high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Rosanna is registered with the state of Texas.

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ADVISOR BIO

Rosanne Costello is an investment advisor representative with Captrust. Rosanne has been in the financial services industry for over 30 years and has a wide range of experience. She has held several positions in the industry and has experience in various financial markets. Rosanne is registered in California and Texas and offers financial planning and portfolio management services to individuals, businesses, and institutions. Rosanne is also involved in the community and is on the board of several non-profit organizations.

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ADVISOR BIO

Rosanne Kelly is a financial professional with over 28 years of experience in the industry. Rosanne has worked at several prominent financial institutions, including Lehman Brothers Inc., Citigroup Global Markets Inc., Morgan Stanley, and RBC Capital Markets, LLC. Rosanne is currently a Registered Representative at RBC Capital Markets, LLC where she is licensed in Minnesota and Texas. Rosanne is a dedicated financial advisor specializing in a broad range of services, including portfolio management, financial planning, pension consulting, and educational seminars. Rosanne has experience working with a variety of clients, including individuals, corporations, insurance companies, and charitable organizations.

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ADVISOR BIO

Rosanne Kroot is a registered representative with Stifel, Nicolaus & Company, Inc. Rosanne is a licensed investment professional with over 20 years of experience in the financial services industry. Rosanne is a specialist in helping clients with financial planning, portfolio management, and pension consulting. Rosanne has a strong track record of success in helping clients achieve their financial goals.

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ADVISOR BIO

Rosario Petrizzo is a financial advisor with over 40 years of experience in the industry. Rosario is registered with Stifel, Nicolaus & Company, Inc. and is also registered as an investment advisor in Illinois, Michigan and Texas. Rosario has previously worked with RBC Capital Markets, LLC, A. G. Edwards & Sons, Inc., Wachovia Securities, LLC, Prudential Securities Incorporated and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Rosario holds a Series 3, 5, 6, 7, 8 and 63 licenses and is also a licensed Investment Advisor Representative. Rosario specializes in portfolio management for individuals, businesses and pooled investment vehicles.

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ADVISOR BIO

Rosario Gregory Vezzi is a financial advisor registered with Oppenheimer & Co. Inc. and is based in Vienna, Virginia. Rosario has been in the financial industry since May 2002 and previously worked at Wells Fargo Advisors Financial Network, LLC, Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Scottrade, Inc., and UBS Paine Webber Inc. Rosario has a wide range of licenses and qualifications, including the Series 7, Series 9, Series 31, Series 65, and Series 66 exams. Rosario also holds registration in multiple states for both brokerage and investment advisory services.

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ADVISOR BIO

Rosario Ruffino is a financial advisor at Mariner Wealth, located in New York, NY. Rosario has been a financial advisor since January 2004 and has a long history of working in the industry. Rosario is a Certified Financial Planner and specializes in providing financial planning, portfolio management, and family office services. Rosario holds licenses in New York and New Jersey and is registered as an Investment Advisor Representative (IAR).

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