Ray Prospero, is a Partner Advisor with AdvicePeriod. Ray helps clients develop realistic financial goals, designing wealth management strategies to help preserve their wealth for future generations. He focuses primarily... show more
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Greg has served clients for over 15 years. He holds a Masters of Business Administration (MBA), with honors, from the University of Kansas; and an Accredited Asset Management Specialist (AAMS)... show more
Specialties: Asset Management‚ Charitable Giving‚ Comprehensive Financial Planning‚ Estate Planning‚ Retirement Planning‚ Tax Planning
Specialties: Asset Management‚ Business Insurance‚ Charitable Giving‚ Comprehensive Financial Planning‚ Estate Planning‚ Life Insurance‚ Tax Planning
William Fortner is a financial advisor with Lincoln Financial Advisors Corporation primarily works with High Net Worth Individuals, Individuals. William Fortner operates out of San Ramon, CA.
Specialties: Asset Management‚ Charitable Giving‚ College Planning‚ Comprehensive Financial Planning‚ Employee Benefit Plans‚ Estate Planning‚ Long-Term Care‚ Retirement Planning‚ Tax Planning
Eric L. Russell is licensed as an financial adviser, employed by J.P. Morgan Securities, and is based out of Oklahoma City, OK. He is a graduate of University of Central... show more
Specialties: Annuities‚ Asset Management‚ Business Insurance‚ Charitable Giving‚ College Planning‚ Comprehensive Financial Planning‚ Employee Benefit Plans‚ Estate Planning‚ Health Insurance‚ Life Insurance‚ Long-Term Care‚ Retirement Planning‚ Tax Planning
As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. It's also important to understand... show more
Specialties: Annuities‚ Asset Management‚ Charitable Giving‚ College Planning‚ Comprehensive Financial Planning‚ Estate Planning‚ Health Insurance‚ Retirement Planning
Michael L Scott is a financial advisor with Hornor, Townsend & Kent, Inc., which primarily works with Individuals and High Net Worth Individuals. Michael Scott operates out of Oshkosh, WI.
Specialties: Charitable Giving‚ Comprehensive Financial Planning‚ Employee Benefit Plans‚ Estate Planning‚ Retirement Planning
Chris started his career in 1998 as a portfolio manager and investment advisor representative with Huntleigh/Byrne Investment Advisory, and as a financial consultant with Huntleigh Securities. In 2002 he moved... show more
Specialties: Asset Management‚ Charitable Giving‚ College Planning‚ Comprehensive Financial Planning‚ Employee Benefit Plans‚ Estate Planning‚ Life Insurance‚ Long-Term Care‚ Retirement Planning‚ Tax Planning
Jackson Weeks is licensed as a financial advisor and is based out of Germantown, TN. Weeks has successfully completed the Series 66, 7TO and SIE exams.
Specialties: Annuities‚ Asset Management‚ Charitable Giving‚ College Planning‚ Comprehensive Financial Planning‚ Employee Benefit Plans‚ Estate Planning‚ Life Insurance‚ Long-Term Care‚ Retirement Planning
Mark Burwinkel is licensed as a financial advisor and is based out of Covington, KY. Burwinkel works for Fidelity Brokerage Services LLC and has successfully completed the Series 7, 63... show more
Specialties: Annuities‚ Asset Management‚ Charitable Giving‚ College Planning‚ Comprehensive Financial Planning‚ Life Insurance‚ Long-Term Care‚ Retirement Planning‚ Tax Planning
Dale has been in practice since 1983. Over the past three decades, he has enjoyed watching his small firm grow into a family of professionals and clients. In 2003, Dale... show more
Specialties: Annuities‚ Asset Management‚ Charitable Giving‚ College Planning‚ Comprehensive Financial Planning‚ Employee Benefit Plans‚ Estate Planning‚ Life Insurance‚ Retirement Planning‚ Tax Planning