ADVISOR BIO

Alan Mitchell Harter is a financial advisor at Pactolus Private Wealth Management LLC. Alan has been a registered investment advisor for over 30 years and has extensive experience in the financial services industry. He has worked with several major financial institutions, including Wachovia Securities, UBS PaineWebber, and Merrill Lynch. Alan holds a Series 7, Series 24, Series 63, and Series 65 licenses. Alan is the managing member of several SPV entities that Pactolus clients are invested in. Alan is also a registered representative with Pactolus Capital Partners. Alan specializes in providing financial planning, portfolio management, and selection of other advisors.

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ADVISOR BIO

Alan Lee McFann is a financial advisor registered with Creative Planning. Alan has been in the industry since 2007. He specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting services. Alan holds a Series 63 license. Previously, Alan worked at UMB Distribution Services, LLC and J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. Alan is committed to providing clients with personalized financial advice and helping them achieve their financial goals.

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ADVISOR BIO

Alan Chidsey is an investment advisor representative with New Edge Wealth. Alan has been in the industry since 1993 and holds licenses in Connecticut. The firm has a variety of client types, including individuals, corporations, and investment companies. Alan and New Edge Wealth provide financial planning, pension consulting, selection of other advisors, and portfolio management services.

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ADVISOR BIO

Alan Eisenberg is a financial advisor with Lazard Asset Management LLC. Alan is registered as an Investment Advisor Representative in Texas. Before working for Lazard Asset Management LLC, Alan has worked at GLOCAP FUNDING, LLC; MEESPIERSON INC. and MEESPIERSON INVESTMENT FINANCE (U.S.) INC. Alan has 51 state registrations and has passed the Series 66, Series 63, Series 30, Series 24, Series 31, Series 7 and Series 22 exams. Alan is also registered with FINRA.

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ADVISOR BIO

Alan Rexroat is a financial professional with over 20 years of experience in the industry. Alan is currently registered with Goldman Sachs & Co. LLC, a leading global investment banking, securities and investment management firm. Prior to joining Goldman Sachs, Alan worked at Edward Jones, a financial services firm. Alan has a comprehensive background in financial services, including securities, investment management, and financial planning. Alan is licensed in all 50 states and the District of Columbia.

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ADVISOR BIO

Alan Cole is a financial advisor with over 20 years of experience in the financial services industry. Alan has been registered with the SEC since 2000. Alan is currently registered with Onedigital Investment Advisors, LLC. Alan's primary area of focus is retirement plan advising, where Alan provides guidance to plan sponsors regarding plan governance, plan design, employee education and plan investments. Alan also specializes in portfolio management for individuals, businesses and pooled investment vehicles. Alan holds a Series 7, Series 24 and Series 66 license. Alan is also licensed to provide real estate services. Alan's experience and expertise make Alan a valuable resource for clients seeking financial guidance and investment management services.

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Alan Howard Cohn is a financial advisor with over 40 years of experience in the industry. Alan is registered with Stifel, Nicolaus & Company, Inc. and has held previous roles with A. G. Edwards & Sons, Inc. and Wells Fargo Advisors, LLC. Alan has a broad range of experience and is licensed to provide financial advice in multiple states across the country. He is also a Certified Financial Planner. Alan's expertise includes portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars. He is committed to providing personalized financial advice and helping clients achieve their financial goals.

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ADVISOR BIO

Alan Sokol is a financial advisor at Oppenheimer & Co. Inc. in DANBURY, Connecticut. Alan has over 30 years of experience in the financial services industry, having held previous positions at A. G. Edwards & Sons, Inc., Smith Barney, Harris Upham & Co., Incorporated, and Drexel Burnham Lambert Incorporated. Alan holds multiple licenses and certifications, including the Series 3, 7, 63, and 65 exams. Alan specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting services. Alan has been registered with the Securities and Exchange Commission (SEC) since 1988.

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ADVISOR BIO

Alan Thomas Grobert is a registered investment advisor representative with Seelaus Asset Management, LLC. Alan has been in the industry since 1988. Alan has a strong background in financial planning and portfolio management. Alan is also a registered representative with FINRA and is licensed in several states. Alan has a proven track record of success and is committed to providing his clients with personalized financial advice and guidance.

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ADVISOR BIO

Alan Wolf is a financial advisor at Robert W. Baird & Co. Inc.. Alan Wolf has been in the industry since 1984. Alan Wolf is registered in Florida, Illinois, Michigan, and Texas. Alan Wolf is also registered as an Investment Advisor Representative in Florida, Illinois, Michigan, and Texas.

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