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Find the right advisor, book a meeting, and connect with them. Discuss what’s most important to you including your top financial goals, the type of services you’re seeking, and how you can work together.
Meet our advisors
Devan Wyson
- Las Vegas, Nevada
- 15 years
Client Focuses
. Retirement Planning (IRAs and 401Ks)
. Portfolio Management
. Insurance Coverage
Languages
English
Chris Sotomayor
- Fort Lauderdale, Florida
- 8 years
Client Focuses
· Portfolio Management
· Family Wealth
· Retirement Planning (IRAs and 401ks)
Languages
English and Spanish
Alan Romero
- Fort Collins, Colorado
- 22 years
Client Focuses
· Portfolio Management
· Retirement Planning (IRAs and 401ks)
. Tax Planning
Languages
English and Spanish
Michael Eckholdt
- Murfreesboro, Tennessee
- 15 years
Client Focuses
· Portfolio Management
· Family Wealth
· Retirement Planning (IRAs and 401ks)
Languages
English
Chris Gibardi
- Monmouth, New Jersey
- 5 years
Client Focuses
. Portfolio Management
. Retirement Planning (IRAs & 401ks)
. Insurance Coverage
Languages
English
Gabe Hamideh
- Salt Lake City, Utah
- 2 years
Client Focuses
. Portfolio Management
. Retirement Planning (IRAS & 401ks)
. Tax Planning
Languages
English
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Chris Sotomayor
- Florida
- 8 years
Client Focuses
· Portfolio Management
· Family Wealth
· Retirement Planning (IRAs and 401ks)
· Family Wealth
· Retirement Planning (IRAs and 401ks)
Languages
English and Spanish
Gabe Hamideh
- Utah
- 2 years
Client Focuses
· Portfolio Management
· Tax Planning
· Retirement Planning (IRAs and 401ks)
· Tax Planning
· Retirement Planning (IRAs and 401ks)
Languages
English
Michael Eckholdt
- Tennessee
- 15 years
Client Focuses
· Portfolio Management
· Tax Planning
· Retirement Planning (IRAs and 401ks)
· Tax Planning
· Retirement Planning (IRAs and 401ks)
Languages
English
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Languages
English and Spanish
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