ADVISOR BIO

Abraham P. Galvez is a financial advisor with Planmember Securities Corp. Abraham is registered with the state of California as both a Broker-Dealer and Investment Advisor Representative. Abraham has a strong background in financial services and digital marketing, and is committed to providing his clients with personalized advice and guidance. Abraham is a graduate of Mt. San Antonio College and has been a licensed financial advisor since 2024. In addition to working with Planmember Securities Corp., Abraham also owns and operates NewHorizonsDMS, LLC, a digital marketing and accounting firm.

SPECIALIZATIONS

ADVISOR BIO

Andrea Lees Roschke is an investment advisor representative at Ameriprise Financial Services, LLC in Agoura Hills, California. Andrea has been in the securities industry since August 7, 2011. Andrea holds a Series 66 and Series 7 license. Andrea has been with Ameriprise Financial Services, LLC since March 2020. Andrea also works with SingerLewak LLP in Woodland Hills, California.

SPECIALIZATIONS

ADVISOR BIO

Anthony Minero is a financial advisor with Ameriprise Financial Services, LLC and is licensed to provide investment advice in California. Anthony has been in the financial services industry since June 2013. Anthony has experience with individual investors, high net worth individuals, trusts and estates, corporations, charitable organizations, and pension and profit-sharing plans. Anthony holds the Series 66, Series 7TO, and SIE exams.

SPECIALIZATIONS

ADVISOR BIO

Anthony Motamedi is a financial advisor with over 25 years of experience in the financial services industry. Anthony currently works with Planmember Securities Corp. and has previously held positions at Prudential Securities Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Dean Witter Reynolds Inc. Anthony specializes in providing investment advisory and financial planning services to high-net-worth individuals, corporations, and charitable organizations. Anthony also offers educational seminars and provides investment supervisory services.

SPECIALIZATIONS

ADVISOR BIO

Ben Avni is a financial advisor associated with J.P. Morgan Securities LLC. Ben is registered with FINRA and has a Series 63, Series 6TO and SIE licenses. Ben is licensed to provide financial services in the state of California. Ben has been in the financial services industry since October 26, 2023.

SPECIALIZATIONS

ADVISOR BIO

Bradley Newman is a financial advisor at Wells Fargo Advisors Financial Network, LLC. Bradley has been in the financial services industry since 1996. Bradley is licensed to offer securities and investment advisory services in California and Texas. Bradley is also registered with the Financial Industry Regulatory Authority (FINRA). Bradley has a Series 7, Series 24, Series 31, and Series 63 license and a Series 65 license. Bradley also holds the Securities Industry Essentials (SIE) designation.

SPECIALIZATIONS

ADVISOR BIO

Brian Bucell is an Investment Advisor Representative and holds a Series 7 and Series 65 license. Brian is a CERTIFIED FINANCIAL PLANNER™ professional with over 10 years of experience in the financial services industry. Brian is a registered representative with Dynamic Wealth Advisors. Brian is affiliated with several other firms including Dynamic Wealth Advisors, dba Crestview Capital Management in Scottsdale, Arizona. Brian specializes in providing financial advice to individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Brian has experience working with clients on a variety of financial planning needs, including retirement planning, investment management, and estate planning. Brian is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Bryce Wallington is a financial advisor associated with Edward Jones. Bryce has been in the financial industry since November 2009 and holds Series 66, Series 7 and SIE licenses. Bryce has a strong track record of providing financial advice to individuals, businesses and institutions. Bryce's focus is on building long-term relationships with clients and helping them achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Charles Croft is a financial advisor currently registered with Planmember Securities Corp. Charles has over 30 years of experience in the industry and holds the Series 6 and SIE licenses. Charles Croft is a registered representative in California and Colorado. Planmember Securities Corp. is a financial services firm headquartered in Carpinteria, California. The firm has over 400 employees and provides investment advisory services to individuals, businesses, and institutions. Charles Croft and the firm focus on financial planning, pension consulting, and portfolio management.

SPECIALIZATIONS

ADVISOR BIO

Daniel Bragg is a registered investment advisor representative with Bragg Capital Management LLC. Daniel Bragg is a California-based advisor and has been active in the industry for more than ten years. Daniel Bragg has passed the Series 7 and Series 65 exams. Daniel Bragg is licensed to provide investment advisory services in California. The firm has 18 clients and has regulatory assets under management of $3,071,433. Bragg Capital Management LLC provides portfolio management for individuals and its services are offered on a fee-based arrangement.

SPECIALIZATIONS