ADVISOR BIO

Steven Davis Lynds is a financial advisor at Gill Capital Partners, LLC. Steven has been a registered investment advisor representative for over 10 years and has extensive experience in the financial services industry. Steven is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT™. Steven specializes in working with individuals, families, and businesses to develop comprehensive financial plans. Steven is committed to providing his clients with personalized service and helping them achieve their financial goals.

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ADVISOR BIO

Steven Goldman is a financial advisor registered with Ballentine Partners in Waltham, MA. Steven is an Investment Advisor Representative in Massachusetts and New Hampshire. Steven is associated with Ballentine Partners since June 2016. Steven has an active license to provide investment advice. Steven is active in the industry and has extensive experience in financial planning, portfolio management, and educational seminars.

SPECIALIZATIONS

ADVISOR BIO

Steven Cusato is an investment advisor representative with Principal Asset Management. Steven has been in the industry since January 29, 2004. Steven holds the Series 6, 7, 24, 63, and 66 licenses. Steven is registered in 51 states, including New York. Steven has previously worked with PRINCIPAL SECURITIES, INC., and QUASAR DISTRIBUTORS, LLC.

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ADVISOR BIO

Steven Rehmus is an Investment Advisor Representative registered with Corient, a firm based in Miami, FL. Steven holds a Series 65 license and has been in the industry since 2002. Steven has worked with a variety of firms throughout his career, including Portola Partners, CIPW Service Company, LLC, BRF ASPEN, LLC and Brownson, Rehmus & Foxworth, Inc. Steven specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Corient provides a range of financial planning and advisory services to individuals, businesses, charitable organizations, high-net-worth individuals, and pooled investment vehicles.

SPECIALIZATIONS

ADVISOR BIO

Steven Bratek is a financial advisor with William Blair in CHICAGO, IL. Steven has been in the financial services industry since 2004 and has a broad range of experience in the securities industry. Steven is a Chartered Financial Analyst and holds Series 3, 7, 55, 63, and 66 licenses.

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ADVISOR BIO

Steven Jackson is a financial advisor with Stifel, Nicolaus & Company, Inc. Steven has been in the financial services industry since 1997 and has experience working with individuals, high-net-worth individuals, corporations, investment clubs, and pension and profit-sharing plans. Steven is registered with the state of Ohio as both a broker-dealer and an investment advisor representative.

SPECIALIZATIONS

ADVISOR BIO

Steven Clark Smales is an investment advisor representative who has been active in the financial industry since 1998. Steven is currently registered with RBC Capital Markets, LLC and has been registered with them since March 30, 2016. Steven has been registered with the following states: Delaware, District of Columbia, Florida, Illinois, Maryland, Michigan, New Jersey, New York, North Carolina, Ohio, Pennsylvania, and Wyoming. Steven is also registered as an investment advisor representative in Pennsylvania. Steven is a Series 63, 65, 7, and SIE licensed professional. Before joining RBC Capital Markets, LLC, Steven worked with Valley Forge Asset Management, LLC.

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ADVISOR BIO

Steven Scott Ross is a financial advisor with RBC Capital Markets, LLC. Steven is an active advisor, currently registered in 35 states and the District of Columbia. Steven has worked in the industry since 1981, beginning his career at Ferris, Baker Watts, LLC. He has a wide range of experience in the financial services industry. Steven holds a Series 7, Series 63, and Series 65. He is also a Certified Financial Planner (CFP®).

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ADVISOR BIO

Steven Groslin is an investment advisor representative at ASG Capital. Steven has been in the industry since May 2013. Steven is registered to offer advisory services in Florida. Steven holds a Series 65 license. Steven is also a sponsor and advisor to two pooled investment vehicles through ownership of ASG Asset Management Inc. The pooled investment vehicles are offered only to non-US citizens.

SPECIALIZATIONS

ADVISOR BIO

Steven Rosner is an investment advisor representative currently registered with F/m Investments LLC. Steven has been in the industry since 1987 and holds Series 6, 7, 63, and 65 licenses. Steven is a specialized investment advisor with experience in areas such as Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Investment Companies, and Portfolio Management for Pooled Investment Vehicles. Prior to joining F/m Investments LLC, Steven worked for a number of firms including FSIC, Securities America, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Steven also provides operational support and trading expertise to other registered investment advisors through F/m Acceleration, LLC.

SPECIALIZATIONS