ADVISOR BIO

Arinze Anakwenze is an investment advisor representative with Edelman Financial Engines. Arinze is registered with the state of Arizona and Texas. Arinze specializes in providing financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

SPECIALIZATIONS

ADVISOR BIO

Asad Victor Bahbah is an investment advisor representative with UBS Financial Services Inc., registered in several states including Alaska, Arizona, California, Colorado, Connecticut, Florida, Hawaii, Idaho, Illinois, Indiana, Kansas, Louisiana, Maine, Maryland, Massachusetts, Michigan, Missouri, Montana, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Texas, Utah, Virgin Islands, Virginia, Washington, Wisconsin and Wyoming. Asad Victor Bahbah has been working in the industry since August 5, 2010 and has passed the Series 66, Series 31, and Series 7 exams. Prior to working at UBS Financial Services Inc., Asad Victor Bahbah was employed at MORGAN STANLEY SMITH BARNEY.

SPECIALIZATIONS

ADVISOR BIO

Ashish Phansopkar is an investment advisor representative at Cambridge Investment Research Advisors, Inc. He has been in the industry since 2014 and has worked with a variety of firms. Ashish is registered in Arizona and holds Series 7, Series 66, and Series 24 licenses. He is a member of the RealAsset Advisor Advisor Board. Ashish specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, and institutions.

SPECIALIZATIONS

ADVISOR BIO

Ashley Parriott is a financial advisor with Schwab Wealth Advisory, Inc. Ashley has been in the financial services industry since April 2003. Ashley holds the Series 6, 7 and 63 licenses as well as the SIE exam and is a Certified Financial Planner. Ashley has been registered with Schwab Wealth Advisory, Inc. since April 2021. Previously, Ashley was registered with VANGUARD MARKETING CORPORATION.

SPECIALIZATIONS

ADVISOR BIO

Ashley Diann Johnson is a financial advisor currently registered with Fidelity Personal And Workplace Advisors. Ashley has been working in the financial services industry since 2010 and is licensed to provide financial advice in several states. Ashley has a wide range of experience in portfolio management for individuals and businesses, financial planning, and educational seminars. Ashley is also registered with the State of Arizona and Texas as an Investment Advisor Representative.

SPECIALIZATIONS

ADVISOR BIO

Ashley Lyn Monteverde is a financial advisor who is registered with the state of Arizona. Ashley Lyn is affiliated with Schwab Wealth Advisory, Inc. and has been in the industry since October 2014. Ashley Lyn Monteverde has passed a total of 6 exams. This includes the Series 66, Series 63, Series 10, Series 9, Series 7, and the SIE. Ashley Lyn holds registrations in 53 states and Puerto Rico.

SPECIALIZATIONS

ADVISOR BIO

Ashley Romano is a financial advisor associated with Merrill Lynch, Pierce, Fenner & Smith Inc. Ashley has been a registered representative since 2022 and has been in the industry for over 2 years. Ashley has passed the Series 66, Series 7TO and SIE exams. Ashley is registered in Arizona, California, Colorado, Florida, Nevada, New Mexico, Texas and Utah. Ashley is licensed to provide investment advice in California and Texas. Ashley is also associated with several other businesses as a part-owner.

SPECIALIZATIONS

ADVISOR BIO

Asif Ahmed is a financial advisor with Morgan Stanley. Asif has been in the financial industry for over 17 years. Asif is registered in 34 states and has a wide range of experience, specializing in areas such as asset allocation advice, financial planning, and portfolio management. Asif has held previous roles with J.P. Morgan Securities LLC, Chase Investment Services Corp., Merrill Lynch, Pierce, Fenner & Smith Incorporated and BANC of America Investment Services, Inc.

SPECIALIZATIONS

ADVISOR BIO

Audrey West is an investment advisor representative who is registered with Gradient Advisors, LLC, in California. Audrey is registered with the state of California as an Investment Advisor. Audrey's firm, Gradient Advisors, LLC has 152 Investment Advisor Representatives and is located in Arden Hills, MN. The firm's main office can be reached by phone at 877-885-0508. Audrey has been a registered investment advisor representative since July 2021. Audrey's background includes experience in Financial Planning, Insurance, and Education. Audrey has been a home-based owner of Elite Capital & Insurance Services since October 2024. The firm offers Financial Planning and Insurance Services. Audrey has been a registered representative with KNR Consulting and Wealth Management, Inc. since September 2020. Audrey has been involved in Financial Planning and Insurance with Simplified Insurance Services, Inc. DBA KRWM Insurance Services since May 2019. Audrey has worked as an Investment Advisor Representative for Gradient Advisors, LLC since October 2024. Audrey's expertise includes advising individuals and businesses on investment strategies.

SPECIALIZATIONS

ADVISOR BIO

Audrey Scroggs is an investment advisor representative who is registered with the state of Arizona. Audrey works at Captrust in Phoenix, AZ. Audrey has been a financial professional since 2020. Audrey is registered to provide investment advisory services. Audrey's areas of specialization are: retirement planning, college savings planning, estate planning, insurance, and investment management.

SPECIALIZATIONS