ADVISOR BIO

Stefen Charles Shields is an investment advisor representative with Vanguard Advisers, Inc. Stefen has been in the industry since August 2020. He is licensed to provide investment advisory services in Pennsylvania and Texas. Stefen holds a Series 7TO, Series 63 and Series 66 license. He is also registered with FINRA. Stefen provides financial planning and portfolio management services to individuals, businesses, and pooled investment vehicles. Stefen is an employee of The Vanguard Group, Inc.

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ADVISOR BIO

Steffan Schirle is an Investment Advisor Representative at Fisher Investments in PLANO, TX. Steffan has over 8 years of experience in the financial services industry. Before joining Fisher Investments, Steffan worked for J.P. MORGAN SECURITIES LLC and NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC. Steffan is licensed to provide investment advice in Florida and Texas. Steffan specializes in providing portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

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ADVISOR BIO

Steffen Buschbacher is a financial advisor with Red Top Advisors LLC. Steffen has been a registered investment advisor since 2014. Steffen has experience in financial planning, portfolio management, and investment due diligence. Steffen is also a licensed securities principal and has held various roles at other financial institutions.

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ADVISOR BIO

Steffen Westphal is an Investment Advisor Representative associated with Iconiq Capital, LLC. Steffen is currently registered with the state of California. Steffen has been in the securities industry for 10 years and has passed the Uniform Investment Adviser Law Examination (Series 65). Steffen's specializations include portfolio management for private foundations, individuals, and pooled investment vehicles.

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ADVISOR BIO

Stelina Simpson-roehr is an investment advisor representative associated with Robert W. Baird & Co. Inc., where she has been employed since November 2014. Previously, Stelina Simpson-roehr was associated with MCADAMS WRIGHT RAGEN, INC. and WELLS FARGO INVESTMENTS, LLC. Stelina Simpson-roehr is licensed to provide investment advice in 30 states and districts.

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ADVISOR BIO

Stelious Antourakis is a registered representative of Funds Distributor, LLC, and a Registered Investment Advisor representative of Thompson Siegel & Walmsley LLC. Stelious has been in the industry since December 8, 2013 and is licensed to provide investment advice in all 50 states. Stelious is experienced in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

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ADVISOR BIO

Stella Ma DeSantis has been in the industry since March 24, 1996. Stella is currently registered with Oppenheimer & Co. Inc. and has been registered with them since June 18, 2013. Previously, Stella was registered with Morgan Stanley and Citigroup Global Markets Inc. Stella holds licenses for Series 31, Series 63, Series 65, Series 7 and SIE. Stella Ma DeSantis specializes in Portfolio Management for individuals, businesses, and pooled investment vehicles. Stella is a registered representative of Oppenheimer & Co. Inc., and provides financial planning and pension consulting services.

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ADVISOR BIO

Stelzon Erixon Anaya is an investment advisor representative at Fisher Investments. Stelzon has been in the financial services industry since 2017. Stelzon is licensed to provide investment advice in Texas. Stelzon has passed the Series 66, Series 7 and SIE exams. Prior to joining Fisher Investments, Stelzon worked for Thrivent Investment Management Inc. and Wells Fargo. Stelzon specializes in providing investment advice to high-net-worth individuals, corporations, charitable organizations, pooled investment vehicles, insurance companies, investment companies and pension and profit-sharing plans. Stelzon provides financial planning and portfolio management services. Stelzon's firm has a large amount of assets under management and has a focus on providing investment advice to individuals and institutions.

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ADVISOR BIO

Sten Emanuel Schwandt is a financial professional with over 30 years of experience in the financial services industry. Sten has worked at Vanguard Advisers, Inc. since 1989. Sten provides financial planning, portfolio management, and selection of other advisers to individuals, corporations, and pooled investment vehicles. Sten holds the Series 6, 7, 26, and 63 securities licenses, and is a Certified Financial Planner. Sten is currently registered with the state of Pennsylvania and Texas.

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ADVISOR BIO

Stephan Vladimir Stojanovic is a financial advisor currently registered with Fisher Investments. Stephan has been in the financial industry for over a decade, previously working with TIAA-CREF Individual & Institutional Services, LLC, UBS Financial Services Inc., Ameriprise Financial Services, Inc., Salomon Smith Barney Inc., Citigroup Securities, Inc., Bull & Bear Securities, Inc., and Investor Service Center, Inc. Stephan is currently licensed in Texas and holds licenses including Series 7, Series 63 and Series 66.

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