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Showing 351-360 of 4196 results

Bio

Justin Jarvis

Justin Wesley Jarvis has joined the Scribner team as a Vice President, Financial Advisor.Based in New Hampshire, Justin works closely with the Scribner group, focusing on client planning and investment strategies.

Remote Scribner Team

Bio

Luke Bagley

Luke is an Associate Financial Advisor who joined the AMR team in May 2026. He has worked in the financial services industry since 2022 and graduated from Ave Maria University with a degree in finance. Originally from Braintree, Luke moved to Cape Cod in 2017.

Cape Cod, MA AMR Team

Bio

Ann Senne

Ann leads the development and execution of the firm’s wealth solutions strategy, aligning product innovation with the needs of high- and ultra-high-net-worth clients and bringing a strong passion for helping advisors deliver better client outcomes and enhance productivity at scale. She partners closely with product, advisory, and distribution leaders to expand differentiated offerings and drive platform growth.

Greater Minneapolis Area

Bio

Einar Johnson

Einar launched his career in financial services in 2022 and brings a decade of broader sales and consulting experience to the firm. In his current position with Wealth Enhancement, he leverages his background in wealth management practices, holistic financial planning, and strong relationship building. Einar strategically expands the business by cultivating relationships with key stakeholders, including custodial partners, prospective clients, and Wealth Enhancement advisors

Plymouth, MN

Bio

Tim Sallade

Tim Sallade brings more than two decades of wealth management experience and a strong commitment to fiduciary excellence in every client relationship. He was the Chief Investment Officer at Lake Tahoe Wealth Management for 10 years, where he led the firm’s Investment Committee and oversaw portfolio management, disciplined rebalancing, and objective, value-based financial guidance.  

Greater Melbourne Area Lakeside Team

Bio

Mike Bono

With more than three decades of experience in financial services, Mike Bono is dedicated to helping clients make confident, informed financial decisions. As a CERTIFIED FINANCIAL PLANNER™ professional and Certified Public Accountant (CPA), Mike takes a holistic approach to financial planning, integrating tax strategy, retirement planning, and Medicare planning into personalized, coordinated plans designed to support long‑term goals.

Greater Winter Haven Area Lakeside Team

Bio

Ethan Green

Ethan Green is a CERTIFIED FINANCIAL PLANNER™ professional with a strong focus on helping clients make thoughtful, well‑informed decisions as they prepare for and transition into retirement. He earned a Master of Science in Financial Planning from Golden Gate University’s Ageno School of Business, where he was recognized as the Outstanding Graduate Student in Financial Planning.  

Greater Sacramento Area Lakeside Team

Bio

Ian Brauer

Ian Brauer supports clients through a comprehensive, planning‑first approach to wealth management. He graduated summa cum laude from California State University, Sacramento, with a concentration in Financial Planning. He later joined Lake Tahoe Wealth Management in 2023 as a Paraplanner.

Greater Minneapolis Area Lakeside Team

Bio

Sarra Hobbs

Sarra has been serving clients in the wealth management industry since 2000. She had a wide range of responsibilities during her tenure with UMB’s Private Wealth Management, including investment management, performance measurement, trading and strategy implementation. Sarra joined Stephen Stricklin’s GSEL Team with Wealth Enhancement in May 2026.

Lee’s Summit, MO GSEL Team

Bio

Zach Buesgens

Zach launched his career in financial services in 2020 with Prudential and, subsequently, with the Financial Perspectives company, before assuming his current role as an Associate Financial Advisor with the Hess-Bishop team at Wealth Enhancement. He works with his team of financial advisors to provide families and individuals with holistic wealth management services and customized financial plans designed to enable them to achieve their long-term retirement goals.

Eden Prairie, MN Hess-Bishop Team