ADVISOR BIO

Stephen Bick is a financial advisor registered with Cottingham Management Company, LLC. Stephen has been in the financial industry since 1990 and holds Series 3, 6 and 63 licenses. Stephen is a Chartered Financial Analyst (CFA) and specializes in portfolio management for pooled investment vehicles. Stephen is also a general partner and manager of Ubuntu Income and Private Equity Fund GP, LLC and has a number of other business interests including Majella Assisted Living and The Hawaii Fudge Company.

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ADVISOR BIO

Stephen Centurioni is a financial advisor who is registered with Fisher Investments in Plano, Texas. Stephen has been in the industry since December 2010. Prior to joining Fisher Investments, Stephen was employed by KESTRA INVESTMENT SERVICES, LLC. Stephen has passed both the Series 63 and Series 65 exams, as well as the Series 7 and SIE exams. Stephen specializes in providing financial advice to individuals, high-net-worth individuals, families, and businesses. Stephen is committed to providing personalized financial advice and investment management services to help clients achieve their financial goals.

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ADVISOR BIO

Stephen Bartlett Chase is a financial professional with over 20 years of experience in the industry. Stephen has been with Blue Vista Capital, LLC since April 2021 and is registered with FINRA and the state of Illinois. Stephen previously worked at Lazard Freres & Co. LLC, Oppenheimer & Co. Inc., CIBC World Markets Corp., and Dain Rauscher Incorporated. Stephen has a broad range of experience in the financial services industry, including investment management, financial planning, and securities trading. Stephen specializes in portfolio management for pooled investment vehicles and businesses.

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ADVISOR BIO

Stephen Patrick Emanuels is an investment advisor representative with EQ Wealth Management. Stephen Patrick Emanuels has been in the securities industry since 1998 and is registered with the state of Washington. Stephen Patrick Emanuels is also a certified financial planner and has a Personal Financial Specialist designation. Stephen Patrick Emanuels is a general partner with Axiom-West LLC, a real estate project development company. Stephen Patrick Emanuels provides financial planning services to individuals, families, and trusts.

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ADVISOR BIO

Stephen Shadrock is a financial advisor with Victory Capital Management Inc. based in San Antonio, TX. Stephen has been working in the financial services industry since 2009, holding prior roles with USAA Financial Advisors, Inc. and Edward Jones. Stephen has a strong background in portfolio management for individuals, businesses, investment companies and pooled investment vehicles.

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ADVISOR BIO

Stephen Freilich is an investment advisor representative with Sterling Capital Management LLC, registered with the state of Florida. Stephen has been in the industry since 2013 and holds the Chartered Financial Analyst designation. Stephen has experience working with a variety of clients including insurance companies, investment companies, and charitable organizations. Stephen is also a committee member of the Palm Beach County, FL - Investment Policy Committee. Stephen’s specializations include providing portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles.

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ADVISOR BIO

Stephen Stehly Sloan has been a registered investment advisor since 1972, with prior experience at firms such as Credit Suisse Securities (USA) LLC, J.P. Morgan Securities Inc., Shearson Lehman Hutton Inc., E. F. Hutton & Company Inc., and White, Weld & Co. Incorporated. Sloan is currently registered with Arcus Capital Partners, LLC, specializing in Portfolio Management for Individuals, Portfolio Management for Businesses, and Portfolio Management for Pooled Investment Vehicles.

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ADVISOR BIO

Stephen Kuhn is a financial advisor with Bleakley Financial Group, LLC. Stephen has over 20 years of experience in the financial services industry. Stephen is a registered representative and investment advisor representative. Stephen holds Series 6, 7, 63, and 65 licenses. Stephen specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses. Stephen is committed to providing personalized financial advice to help clients achieve their financial goals.

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ADVISOR BIO

Stephen Zimmerman is a financial advisor at Stifel, Nicolaus & Company, Inc. Stephen has over 20 years of experience in the financial services industry. Stephen has a broad range of experience in providing investment advice to individual and institutional clients. Stephen holds the Series 7, 62, 63, and 79 licenses, as well as the SIE. Stephen has been registered with the Securities and Exchange Commission (SEC) since 2005.

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ADVISOR BIO

Stephen Stamps is a financial advisor with over 13 years of experience in the industry. Stephen is currently registered with TLG Advisors, Inc. and has been with the firm since January 2020. Stephen is also a registered investment advisor in the state of Tennessee. Stephen previously worked at LPL Financial LLC and Edward Jones. Stephen has a strong track record of success in helping clients achieve their financial goals. Stephen is committed to providing personalized financial advice to help clients make informed decisions about their investments.

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