ADVISOR BIO

Stephen Howard is an investment advisor representative with Howard Financial Services, Ltd. Stephen is registered with the state of Texas and has been in the industry since October 2011. Stephen's specialties include portfolio management for individuals and businesses, as well as financial planning and selection of other advisors.

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ADVISOR BIO

Stephen Schilling is an active investment advisor representative registered with Alliancebernstein LP. Stephen is a registered investment advisor in Texas and California and holds a Series 63, Series 65, Series 7, Series 9, Series 10 and SIE licenses. Stephen has been in the industry since February 23, 2001 and is located in San Francisco, CA.

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ADVISOR BIO

Stephen Civille is a financial advisor with over 20 years of experience in the industry. He has worked with Vanguard Advisers, Inc. since 2011 and has a strong track record of providing financial advice to individuals and families. Stephen holds the Series 6, 7, 24, and 63 securities licenses and is a Certified Financial Planner. He is also registered with the states of Arizona and Texas.

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ADVISOR BIO

Stephen George Mitchell is a financial advisor currently registered with Stifel, Nicolaus & Company, Inc., based in HUNT VALLEY, MD. Stephen has been in the financial industry since December 24, 1986. Stephen has been associated with Stifel, Nicolaus & Company, Inc. since July 2008. Prior to this, Stephen worked with Wachovia Securities, LLC, A. G. EDWARDS & SONS, INC., LEGG MASON WOOD WALKER, INCORPORATED, and PRUDENTIAL-BACHE SECURITIES INC.

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ADVISOR BIO

Stephen Mastor is a Managing Partner at Phoenix Capital Partners, Ltd. based in Dallas, TX. Stephen has been with Phoenix Capital Partners, Ltd. since January 1995 and is a registered Investment Advisor Representative at Phoenix Capital Realty Advisors, LLC based in Addison, TX. Stephen has been with Phoenix Capital Realty Advisors, LLC since January 2012. Stephen's firm primarily manages pooled investment vehicles for a total of 4 clients. The firm offers a variety of compensation arrangements including a percentage of assets, performance-based fees and other arrangements described as a percentage of initial investment costs.

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ADVISOR BIO

Stephen Perry Keefer is a financial advisor with over 17 years of experience in the industry. Stephen is currently registered with Credit Suisse Securities (usa) LLC and is licensed in 39 states. Stephen has a Series 66, Series 7, and SIE license. Stephen has experience in providing portfolio management for pooled investment vehicles.

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ADVISOR BIO

Stephen Francis Burr is a registered representative with Goldman Sachs & Co. LLC. Stephen has been in the securities industry since November 2, 2004, with a strong track record of providing financial guidance and investment services to a diverse clientele. Stephen holds multiple FINRA licenses including Series 3, 7, 66 and SIE. Stephen's specializations include providing portfolio management for businesses and individuals, financial planning, and educational seminars.

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ADVISOR BIO

Stephen Kent Mouse is an investment advisor representative with RBC Capital Markets, LLC. Stephen has been in the industry since April 17, 1996. Stephen has licenses for series 6, 7, 9, 10, 31, 66, and SIE. Stephen is registered in 27 states and the District of Columbia. Stephen is also a registered investment advisor in Kansas. Prior to joining RBC Capital Markets, LLC, Stephen was employed with DST SECURITIES, INC. Stephen has expertise in public and private employee benefit plans, endowment funds, foundations, family trusts, and various capital/operating funds.

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ADVISOR BIO

Stephen William Drachnik is a financial advisor with over 30 years of experience in the industry. Stephen is currently registered with Stifel, Nicolaus & Company, Inc. and has been with them since 2008. Stephen specializes in providing financial advice to individuals, families, and businesses. Stephen has a wide range of experience in various aspects of financial planning, including portfolio management, retirement planning, and estate planning. Stephen's expertise extends to working with high-net-worth individuals and families.

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ADVISOR BIO

Stephen O'Neill is a financial professional with a focus on investment management. Stephen is associated with Rivernorth Capital Management, LLC, a firm specializing in providing portfolio management services for investment companies and pooled investment vehicles. Stephen's extensive experience in the industry, coupled with the firm's expertise, allows them to cater to clients seeking comprehensive investment solutions.

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