Girard Securities

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.

Stifel is a leading wealth management firm dedicated to employee advisor satisfaction, as recognized by J.D. Power in 2024. The firm offers a comprehensive suite of services, including investment products, wealth planning, and alternative investments, all designed to support financial advisors in growing their businesses. With a focus on advisor-driven technology and a commitment to personalized service, Stifel provides the resources and support necessary for advisors to thrive. The firm prides itself on fostering an entrepreneurial spirit, enabling advisors to leverage a robust research platform and banking services to better serve their clients. Generated from the website

Morgan Stanley Smith Barney LLC is one of the leading financial services firm in the United States. Based in Yakima, Wash., it offers a range of services in the categories, including investment banking, securities, investment management and wealth management services. The firm caters to a number of customers, such as corporations, governments, institutions and individuals from more than 1,200 outlets in 42 countries. Morgan Stanley Smith Barney LLC has membership with (SIPC) Securities Investor Protection Corp.