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.

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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.

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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.

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ADVISOR BIO

James Miller is a financial advisor with over 23 years of experience in the industry. James is registered with Citigroup Global Markets Inc. and has been with the firm since 2011. James holds Series 3, 7, 63, and 65 licenses. James is also a registered representative with FINRA. James specializes in portfolio management for individuals and businesses, as well as financial planning. James also offers asset allocation advice, security ratings, and pension consulting services.

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ADVISOR BIO

Kelly Lane McCann is a registered Investment Advisor Representative with Dynamic Wealth Advisors, a firm with offices in Bellingham, WA, Thousand Oaks, CA and Phoenix, AZ. Kelly specializes in providing investment advice and financial planning for high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Dynamic Wealth Advisors is a well-established firm with over $4 billion in regulatory assets under management. Kelly has been in the industry since 2014 and has a Series 65 license.

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ADVISOR BIO

Maria Tagliaferri is a financial advisor with over 13 years of experience in the industry. Maria has a Series 7, Series 66, and SIE license and is registered to provide investment advice in 14 states. Maria is affiliated with Ameriprise Financial Services, LLC and has been with the firm since 2009.

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ADVISOR BIO

Matthew Ryan Minick is an investment advisor representative at Ameriprise Financial Services, LLC. Matthew has been in the securities industry since July 2017 and has been registered with the state of California since December 2022. Matthew is a Series 7, 66 and SIE licensed advisor. Ameriprise Financial Services, LLC, is a large financial services firm with offices across the country. The firm specializes in providing financial planning, portfolio management, and retirement planning services to individuals, families, and businesses. The firm is known for its commitment to providing personalized financial advice and its strong focus on client education.

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ADVISOR BIO

Melissa Oliver is a financial advisor with Ameriprise Financial Services, LLC. Melissa has been in the financial industry for 7 years and is registered in 20 states and the District of Columbia. Melissa specializes in providing financial planning, asset allocation services, and portfolio management for individuals and businesses. Melissa holds a Series 7, Series 66, and SIE license and has a strong track record of success in helping clients achieve their financial goals.

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ADVISOR BIO

Michael Scott Anton is a financial advisor at Ameriprise Financial Services, LLC. Michael has over 30 years of experience in the financial services industry. Michael is registered with FINRA and has licenses in 45 states and Puerto Rico. Michael specializes in providing financial planning, portfolio management and asset allocation services to individuals, families and businesses.

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ADVISOR BIO

Parker Elliott Dubreuil is an Investment Advisor Representative with Dynamic Wealth Advisors, a firm based in Phoenix, Arizona, and Thousand Oaks, California. Parker has been with Dynamic Wealth Advisors since April 2022 and is licensed in California. Prior to joining Dynamic Wealth Advisors, Parker worked for Paysafe Group in Westlake Village, California, and has a background in various industries. Parker has a Series 65 license and specializes in Financial Planning, Pension Consulting, Portfolio Management for Individuals, and providing educational seminars. Parker is also involved in the ownership of Aculis Inc., a company focused on helping advisors and support staff with administrative tasks through the use of artificial intelligence.

SPECIALIZATIONS