ADVISOR BIO

Autumn McGowan is a registered representative with J.p. Morgan Securities LLC. Autumn is based in Scottsdale, AZ and has been in the financial industry since 2024. Autumn has passed the Series 63, Series 6TO, and SIE exams. Autumn has specialized in financial planning, pension consulting, and selection of other advisors.

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ADVISOR BIO

Autumn Alexus-ashaute Stewart is a registered representative with MML Investors Services, LLC. Autumn is licensed to provide investment advice in Arizona. Autumn has been in the securities industry since 2018 and previously worked at CCO CAPITAL, LLC, STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC and VANGUARD MARKETING CORPORATION. Autumn holds Series 7, Series 63 and SIE licenses.

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ADVISOR BIO

Azita Jalali is an investment advisor representative at Beacon Pointe Advisors, LLC. Azita has been in the financial industry since 2011. Azita is registered to provide investment advisory services in Arizona. Azita specializes in providing financial planning, portfolio management and pension consulting services. Azita also has experience working with high-net-worth individuals, individuals other than high-net-worth, insurance companies, charitable organizations, corporations or other businesses, pooled investment vehicles, and pension and profit sharing plans. Azita is licensed to provide investment advisory services in Arizona.

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ADVISOR BIO

Babette Molina is an Investment Advisor Representative with United Planners' Financial Services Of America A Limited Partner, with over 9 years of experience in the industry. Babette is licensed in Arizona. Babette has earned the Series 63, Series 65, Series 24, and Series 7 licenses. Babette specializes in providing financial planning and portfolio management services to individuals, businesses, and charitable organizations.

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ADVISOR BIO

Bahram Sam Tabesh is an Investment Advisor Representative (IAR) and Registered Representative (RR) associated with J.P. Morgan Securities LLC. Bahram has been in the industry since May 2013 and has over 25 years of experience. He is currently registered in 23 states and holds Series 6, 7, 63, and 66 licenses. Bahram's specializations include investment advisory services, portfolio management, and financial planning.

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ADVISOR BIO

Bailey Zdroik is an investment advisor representative and registered representative with Fidelity Personal And Workplace Advisors. Bailey has been in the securities industry for over 3 years. Bailey holds the Series 7TO, Series 63, and Series 65 licenses, and is registered in 14 states. Bailey's previous experience includes working with Vanguard Marketing Corporation and Fidelity Investments. Bailey specializes in providing financial planning, educational seminars, and portfolio management for individuals and businesses.

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ADVISOR BIO

Barak Judah Tanzer is a financial advisor with over 30 years of experience in the industry. Barak is currently registered with LPL Financial LLC, and has held previous positions with KMS Financial Services, Inc., PaineWebber Incorporated, Drexel Burnham Lambert Incorporated, and Prudential-Bache Securities Inc. Barak holds a Series 3, 7, 63 and 66 licenses and is registered in 19 states. Barak specializes in providing investment advice to individuals and businesses and offers financial planning, portfolio management, and other advisory services.

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ADVISOR BIO

Barbara Parella is a financial advisor with Osaic Wealth, Inc. located in Scottsdale, Arizona. Barbara has been in the financial services industry since 2018. Barbara has a Series 63, Series 24, Series 7, and SIE license. Barbara specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.

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ADVISOR BIO

Barbara Hays is a financial advisor with Vanguard Advisers, Inc. Barbara has been in the financial services industry since December 28, 2012. Barbara is a registered representative in Arizona and Texas. Barbara is also registered with the Securities Industry and Financial Markets Association (FINRA). Barbara's current employer is Vanguard Advisers, Inc. Barbara has worked at Vanguard Advisers, Inc. since June 2018. Barbara specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors.

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ADVISOR BIO

Barbara Marquis is a financial advisor with over 20 years of experience in the financial services industry. Barbara is registered with Stratos Wealth Partners, Ltd. in Arizona and Texas. Barbara has previously worked with Wells Fargo Clearing Services, LLC, UBS Financial Services Inc., and A. G. Edwards & Sons, Inc. Barbara holds the Series 63, Series 66 and Series 7 licenses. Barbara's areas of specialization include financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

SPECIALIZATIONS