Katherine Simmonds has three decades of financial services experience.
Israel began his career with Merrill Lynch in 2004.
Stefan Rolf most recently worked at ING Wholesale Banking in Germany.
Josh Lavender has extensive experience navigating the institutional marketplace.
Fred Fryer and his team were formerly with Edward Jones.
Will Eide will focus on advising companies in the legal, regulatory and compliance technology sectors.
Old Town Advisors in Albuquerque is owned by David Baland and Liatriz “Lia” Levy.
Luis Miguel Gonzalez Ocque works with wealthy clientele in Latin America.
Investment losses could lead to unfunded liabilities growing to $1.3 trillion, the Reason Foundation said.
Candor Wealth Management, operated by Ivan Hendricks in Monroe, La., has aligned with Strategic Wealth Services.
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