ADVISOR BIO

Steve Braunberger is an investment advisor representative with Stifel, Nicolaus & Company, Inc. located in Bismarck, North Dakota. Steve has been in the industry since August 24, 1980, and is registered with the state of North Dakota and Texas. Steve's background includes experience with Miller Johnson Steichen Kinnard, Inc. and John G. Kinnard And Company, Incorporated. Steve is a well-respected advisor with expertise in providing portfolio management for individuals, businesses, and pooled investment vehicles.

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ADVISOR BIO

Steve R Gantt is an investment advisor representative at Pathstone, a firm located in Englewood, NJ. Steve is a registered investment advisor in Washington. Steve has been in the industry since 2014, and has held previous roles with Northwest Mutual Investment Services, Ramsey & Associates, and First Pacific Financial. Steve has also worked as a concierge at Oatridge Security Group. Steve specializes in providing financial planning, portfolio management, and family office services.

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ADVISOR BIO

Steve Konga is a registered representative with Invesco Advisers, Inc. Steve Konga is licensed in 53 states and holds the Series 7TO, SIE and Series 66 licenses. Steve Konga has been in the industry since 2013 and has experience in portfolio management for individuals, businesses, investment companies and pooled investment vehicles.

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ADVISOR BIO

Steve Masciangelo is an investment advisor representative with Vanguard Advisers, Inc. based in Charlotte, North Carolina. Steve has been in the financial services industry since June 3, 2009. Steve has passed the Series 66, SIE, and Series 7 exams. Previous firms Steve has worked at include TIAA-CREF Individual & Institutional Services, LLC, LPL Financial LLC, HSBC Securities (USA) Inc. and AXA Advisors, LLC. Steve specializes in providing financial planning services, portfolio management services for individuals, portfolio management services for businesses, and portfolio management for pooled investment vehicles.

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ADVISOR BIO

Steve Ching is a financial advisor with Cresset Asset Management, LLC. Steve has been in the industry for over 20 years. Steve is registered with the state of California and Texas. Steve has a Series 7, 63, and 66 licenses. Steve has a long history of working with clients in the financial services industry and has held positions at several firms, including J.P. Morgan Securities LLC, First Republic Securities Company, LLC, and Credit Suisse Securities (USA) LLC. Steve specializes in providing financial planning, portfolio management, and investment advisory services to individuals, families, and businesses.

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ADVISOR BIO

Steve Pratt is a financial advisor with Stifel, Nicolaus & Company, Inc. Steve has been in the industry since 1979 and has a broad range of experience working with both individuals and businesses. Steve holds the Series 7, Series 63, and Series 65 securities licenses, as well as the SIE exam. Steve is licensed in 36 states and can assist clients across the country. Steve is dedicated to providing his clients with comprehensive financial advice and customized solutions to help them achieve their financial goals.

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ADVISOR BIO

Steve Heng is a financial advisor who has been in the industry since 1992. Steve is a Certified Financial Planner and holds Series 7 and 63 securities licenses. He is registered to offer advisory services in multiple states and currently works with Robert W. Baird & Co. Inc. Steve has worked with a number of firms throughout his career, including Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

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ADVISOR BIO

Steve L. Todoruk is an investment advisor representative with Sprott Asset Management USA Inc. Steve Todoruk has been in the industry since 2003. Steve Todoruk is registered to provide investment advice in 51 states and the District of Columbia. Steve Todoruk has also passed the Series 63, 65, 66, and 24 examinations. Steve Todoruk specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

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ADVISOR BIO

Steve Dwain Germany is a financial advisor with over 27 years of experience in the industry. Steve is currently registered with BOK Financial Securities, Inc. in Texas, having joined the firm in June 2007. Steve has a strong track record of providing financial advice and services to individuals, families, and businesses. Steve is committed to providing clients with personalized attention and guidance.

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ADVISOR BIO

Steve Lyons is a financial advisor at Cooke & Bieler, LP, which has an office in Philadelphia, PA. Steve has been with the firm since August 2006. Steve is registered with the state of Pennsylvania and has a Chartered Financial Analyst designation. Steve also serves as Chair of the Investment Committee for Episcopal Community Services (ECS), a non-profit organization in Philadelphia.

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