ADVISOR BIO

Steven Lipp is a financial advisor at Stifel, Nicolaus & Company, Inc. based in Frisco, Texas. Steven has been in the financial industry since March 28, 2000. Steven has experience working with a range of clients including individuals, high-net-worth individuals, corporations, businesses, and pension and profit-sharing plans. Steven is registered with the state of Texas and is also licensed to provide investment advisory services in Colorado, Indiana, Montana, North Carolina, North Dakota, Tennessee, Virginia and other states. Steven is a registered principal and has passed numerous industry exams including the Series 7, Series 63, Series 65, Series 24, and Series 31. Steven is also a partner in Stone Road Farms LLC which raises and sells grass fed beef.

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ADVISOR BIO

Steven Wagner is a financial advisor with over 30 years of experience in the financial services industry. Steven is registered with Omnia Family Wealth, LLC and is currently licensed to provide investment advisory services in Florida and North Carolina. Steven previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, UBS Financial Services Inc., and Kidder, Peabody & Co. Incorporated. Steven specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisers. Steven is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.

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ADVISOR BIO

Steven Arthur Burns is a financial advisor with over 40 years of experience in the industry. Currently, Steven works as a registered representative and investment advisor representative for RBC Capital Markets, LLC. Steven has previously held positions with Morton Clarke Burns Fu & Metcalf Inc., PaineWebber Incorporated, Kidder, Peabody & Co. Incorporated, Lehman Brothers Inc. and Cralin Associates, Inc. Steven has a broad range of experience and services including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles.

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ADVISOR BIO

Steven Restifo is a financial advisor who has been in the industry since 1988. He currently works for Oppenheimer & Co. Inc., where he has been registered since March 17, 2009. Steven previously worked at Stanford Group Company and UBS PaineWebber Inc., among other firms. He is registered to provide investment advice in a number of states, including Georgia, Alabama, California, Colorado, Connecticut, Florida, Illinois, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, and Wisconsin. Steven holds the Series 7, Series 63, Series 65, and SIE licenses. Steven has experience in various investment strategies and financial planning, and he specializes in portfolio management, financial planning, and pension consulting.

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ADVISOR BIO

Steven Dailey is a financial advisor with Stifel, Nicolaus & Company, Inc. Steven has been in the industry since 2000 and has a wide range of experience. Steven's areas of expertise include financial planning, portfolio management, pension consulting, and educational seminars. Steven is also a Certified Financial Planner. Steven's previous experience includes time at Morgan Stanley and Citigroup Global Markets Inc.

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ADVISOR BIO

Steven Alan Peters is a financial advisor with over 20 years of experience in the industry. Currently, Steven is registered with BMO Capital Markets Corp. and has been in this role since September 2018. Prior to BMO, Steven was registered with KGS-ALPHA CAPITAL MARKETS, L.P., Barclays Capital Inc. and Citigroup Global Markets Inc. Steven specializes in providing portfolio management services for pooled investment vehicles.

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ADVISOR BIO

Steven Thomas Ferretti is an investment advisor representative at Fisher Investments. Steven has over 20 years of experience in the financial services industry. Steven is registered with the state of Alabama, Montana, and Texas. Steven has also held licenses in other states, including New Jersey, New York, and Tennessee. Steven has passed numerous industry exams, including Series 7, Series 31, Series 65, and Series 66. Steven's current firm, Fisher Investments, manages over $298 billion in assets for individual and institutional clients.

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ADVISOR BIO

Steven Douglas Schoneman is a financial advisor with Cerity Partners LLC. Steven has been in the industry since 1988. Steven holds the Series 6, Series 7, Series 22, and Series 63 licenses. Steven has been registered with Cerity Partners LLC since 2010. The advisor specializes in providing financial planning, pension consulting, selection of other advisers, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles. Steven has a designation of Chartered Financial Analyst.

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ADVISOR BIO

Steven Beaupre is a financial advisor with over 20 years of experience in the industry. Steven is a registered representative and investment advisor representative with RBC Capital Markets, LLC. Steven has previously worked with Wells Fargo Clearing Services, LLC, FSC Securities Corporation, Royal Alliance Associates, Inc., Sagepoint Financial, Inc., Woodbury Financial Services, Inc., Cetera Investment Services LLC, Ameriprise Financial Services, Inc., RBC Capital Markets Corporation, and Birchtree Financial Services, Inc. Steven has a wide range of experience, including working with high-net-worth individuals, corporations, and institutions.

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ADVISOR BIO

Steven Andrew Meegan is a financial advisor registered with MAI Capital Management, LLC in Ohio. Steven holds the Chartered Financial Analyst designation and specializes in areas including portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Steven has experience in the financial industry dating back to 2014 and previously held positions at Ultimus Fund Solutions and University Housing Solutions.

SPECIALIZATIONS