ADVISOR BIO

Trevor Benton Gold is a registered investment advisor representative with Praxess Advisors, LLC. Trevor has been working in the financial services industry since 2021. Trevor is registered with the state of Tennessee and holds the Series 66, Series 7TO and SIE exams. Prior to joining Praxess Advisors, LLC, Trevor worked at AllianceBernstein Investments, Inc., Lord Abbett Distributor LLC, and Wiley Bros.-Aintree Capital, LLC.

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ADVISOR BIO

Trevor Darrell Moore is a registered investment advisor representative with Fortitude Family Office in Scottsdale, Arizona. Trevor has been in the financial services industry since 2013 and previously worked with Vanguard Marketing Corporation in Scottsdale. Trevor holds the Series 6, 63, and 65 licenses. Trevor is also a registered investment advisor representative in California. Trevor specializes in family office and wealth management services, business management, philanthropic services, financial planning, and portfolio management for individuals, businesses, and pooled investment vehicles.

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ADVISOR BIO

Trevor Newton is a registered investment advisor representative with Columbia Management Investment Advisers, LLC. Trevor has been in the industry for 10 years and is licensed to offer investment advisory services in Massachusetts. Trevor is a graduate of Northern Vermont University. Trevor is also registered as a securities agent in Delaware, Maryland, Massachusetts, New Jersey, and Pennsylvania.

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ADVISOR BIO

Trevor Hancock is a financial advisor registered with Cibc Private Wealth Advisors, Inc.. Trevor has been in the industry since 2014. Trevor works with individuals, high-net-worth individuals, businesses, corporations, trusts, investment companies, pension and profit-sharing plans, state and municipal government entities, and charitable organizations. Trevor is also a Chartered Financial Analyst.

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Trevor Dane Kent is a registered representative with William Blair, a firm that has been serving clients since 1922. Trevor holds the Series 7TO and Series 66 licenses, and is currently registered with the state of Illinois. Trevor has been in the industry since 2023.

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ADVISOR BIO

Trevor Heide is a registered investment advisor with RBC Capital Markets, LLC. Trevor has been in the financial industry since December 10, 2014. Trevor holds the Series 7, 6, and 66 securities licenses and the SIE exam. Trevor is registered in 21 states and has been registered in several other states in the past. Trevor has experience with a variety of clients including individuals, high-net-worth individuals, corporations, insurance companies, pension plans, and charitable organizations. Trevor specializes in providing financial planning, portfolio management, pension consulting, and education seminars. Trevor also has experience with other investment advisors and selection of other advisors. Trevor has worked with a variety of firms in the past including Foreside Fund Services, LLC, Cedar Capital, LLC, and BMO Investment Distributors, LLC.

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ADVISOR BIO

Trevor Glidden Tracey is a registered investment advisor representative with Fisher Investments. Trevor Tracey has been in the financial services industry since September 2018 and is registered with the state of Texas. Trevor Tracey holds a Series 65 license, which permits the individual to provide investment advice. Trevor Tracey is based in Plano, Texas, and is currently licensed to provide investment advice in the state of Texas.

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Trevor McDonagh is a registered representative with Stifel, Nicolaus & Company, Inc. Trevor has been in the financial industry since October 16, 2016. Trevor is registered in 38 states and the District of Columbia. Trevor is a Series 52, Series 50, SIE and Series 79TO license holder and has been in the industry for over 6 years.

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ADVISOR BIO

Trey Elden Waite is a financial advisor registered with LEE Financial Company, LLC in Texas. Trey has been working in the financial industry since 2017 and has a designation as a Certified Financial Planner. Trey specializes in providing financial advice to a variety of clients, including individuals, pensions, profit sharing plans, trusts, estates, charities, corporations, and businesses. Trey has experience in portfolio management, financial planning, and selection of other advisors.

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ADVISOR BIO

Trey Michael Mulligan is an investment advisor representative at Robert W. Baird & Co. Inc. Trey has been in the securities industry since September 2013. Trey is registered with the state of Kentucky. Trey holds FINRA Series 7, 9, 10, and 66 licenses.

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