ADVISOR BIO

Salvatore Pasquale Fortunato is a licensed securities professional with over 25 years of experience in the financial services industry. Salvatore Pasquale Fortunato is currently registered with Goldman Sachs & Co. LLC, where Salvatore Pasquale Fortunato has been employed since January 24, 2005. Prior to that, Salvatore Pasquale Fortunato held positions at Deutsche Bank Securities Inc., RBS Greenwich Capital, Smith Barney Inc., and J.P. Morgan Securities Inc. Salvatore Pasquale Fortunato is also a registered representative with FINRA. Salvatore Pasquale Fortunato holds the Series 7, Series 99TO and SIE licenses. Salvatore Pasquale Fortunato has experience in a variety of financial services areas, including portfolio management, financial planning, and investment advisory services. Salvatore Pasquale Fortunato's experience includes working with individual clients as well as institutional clients, such as corporations, charitable organizations, and insurance companies.

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ADVISOR BIO

Salvatore Timperio is an investment advisor representative at Fisher Investments, a firm with over $298 billion in assets under management. Salvatore is registered in Florida and Texas. Salvatore Timperio has been in the industry since 2000. Salvatore Timperio specializes in Portfolio Management for individuals, families, trusts, businesses, and investment companies. Salvatore Timperio also provides financial planning and portfolio assessment services.

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ADVISOR BIO

Salvatore Peritore is an investment advisor representative registered with Syon Capital LLC. Salvatore has worked as an investment advisor for over 20 years, and is based in Old Bridge, New Jersey. Salvatore has a background in financial services, having held previous roles with Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Goldman Sachs & Co. LLC. Salvatore's expertise lies in portfolio management, particularly for individuals and pooled investment vehicles. Salvatore is committed to providing personalized financial advice tailored to the unique needs of each client.

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ADVISOR BIO

Salvatrice Sesa is a registered representative with Oppenheimer & Co. Inc. Salvatrice has been in the securities industry since 11/14/2018. Salvatrice holds the Series 7 and SIE licenses. Oppenheimer & Co. Inc. is a well-established firm with a large presence in the financial services industry. The firm provides a wide range of financial products and services to individual and institutional clients.

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Sam Alexander Movish is an investment advisor representative with Stancorp Investment Advisers, Inc. Sam is registered with the state of Oregon. Sam has been in the industry since 2018 and has experience working with various organizations such as Fisher Investments and Chipotle Mexican Grill. Sam specializes in providing investment advice for individuals, businesses, and pooled investment vehicles. Sam has extensive experience working with pension and profit-sharing plans. Sam’s areas of expertise include portfolio management, retirement planning, and financial planning.

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ADVISOR BIO

Sam E. Howard is an Investment Advisor Representative with Robert W. Baird & Co. Inc. Sam E. Howard is also a Certified Financial Planner and has been in the industry since July 2006. Sam E. Howard has previous work experience with WELLS FARGO CLEARING SERVICES, LLC and A. G. EDWARDS & SONS, INC. Sam E. Howard is registered in 32 states for both broker-dealer and investment adviser activities. Sam E. Howard's current firm, Robert W. Baird & Co. Inc., is a well-established company with over 2000 investment adviser representatives and $287.5 billion in regulatory assets under management.

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ADVISOR BIO

Sam Lerner is an investment advisor representative associated with Fisher Investments, registered with the state of California and Texas. Sam Lerner is a Series 65 licensed individual with over 2 years of experience in the financial industry and specializes in providing portfolio management services for businesses, individuals, investment companies, and pooled investment vehicles. Sam Lerner has access to client assets of over $298.73 billion, and primarily focuses on providing financial planning and portfolio assessment advisory services to insurance companies, high-net-worth individuals, charitable organizations, other investment advisors, pooled investment vehicles, pension and profit-sharing plans, corporations, and individuals.

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ADVISOR BIO

Sam M. Bromberg is an investment advisor representative at The Colony Group, LLC. Sam has been in the industry since 1999 and is registered with the state of Georgia. Sam holds the Series 65 license. Sam's areas of expertise include providing financial planning, portfolio management for businesses and individuals, pension consulting, and educational seminars. Sam is also a partner in Dunwoody Properties, LLC, a real estate company.

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ADVISOR BIO

Sam Martin Love is an Investment Advisor Representative at Fisher Investments, registered in Texas and Washington. Sam has been working in the industry since 2015. Sam holds a Series 65 license and has experience in various industries such as Comcast, Oabella Exteriors, and Bethany Athletic Club. Sam specializes in providing portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

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ADVISOR BIO

Sam Tryhus Winter is a registered Investment Advisor Representative in both Arizona and California. Sam works at Fortitude Family Office. Sam has been in the industry since 2003 and holds a Series 65 license. Sam focuses on providing financial planning, wealth management services, and selection of other advisors to clients.

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