ADVISOR BIO

Carl Robert Montgomery is a financial advisor with over 30 years of experience in the industry. Carl is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since November 2016. Prior to joining Wells Fargo, Carl was with Morgan Stanley and Citigroup Global Markets Inc. Carl has a wide range of experience in providing financial advice to individuals, families, and businesses. Carl holds several licenses and designations, including Series 3, 7, 63, and 65. Carl is committed to providing his clients with personalized financial advice and guidance.

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ADVISOR BIO

Carla Renfield-miller is a financial advisor with over 11 years of experience in the industry. Carla is registered with Citigroup Global Markets Inc. and holds Series 7, 63, 66, and 24 licenses. Carla is also a registered investment advisor in California and New York. Carla specializes in portfolio management, financial planning, and security ratings. Carla's areas of focus include high net worth individuals, corporations, and other businesses, pension and profit-sharing plans, charitable organizations, and state or municipal government entities. Carla's professional experience includes roles with Citigroup, where Carla has been employed since 2011. Carla is also involved in other business activities related to books and working parent support.

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ADVISOR BIO

Carol Spiegel is a financial advisor with Morgan Stanley. Carol has been in the financial services industry for over 30 years and has a broad range of experience working with individual and institutional clients. Carol holds the Series 7, Series 9, Series 10, Series 63, and Series 66 licenses. Carol is also registered with the following states: Alabama, Arizona, California, Connecticut, Delaware, Florida, Georgia, Hawaii, Idaho, Maryland, Massachusetts, Michigan, Nevada, New Hampshire, New Jersey, New York, North Carolina, Oregon, Tennessee, Texas, Virginia, and Wyoming. Carol is passionate about helping clients achieve their financial goals and provides comprehensive financial planning services.

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ADVISOR BIO

Carol Lewis is a financial advisor with over 26 years of experience in the industry. Carol is currently registered with RBC Capital Markets, LLC, and has been with the firm since March of 2008. Prior to that, Carol worked with Citigroup Global Markets Inc and UBS Financial Services Inc. Carol holds several professional licenses and designations, including Series 3, 7, 9, 10, 63, and 66. Carol specializes in a variety of investment services, including portfolio management for individuals, businesses, and pooled investment vehicles, financial planning, and pension consulting. Carol is registered to provide investment advisory services in all 50 states and the District of Columbia.

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Carol Ashling O'Boyle is a financial advisor with O'Boyle Wealth Management, Inc., where Carol has been employed since March 2013. Carol is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 65 license. Carol has been registered with the state of California since August 2019.

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Caroline Elizabeth Knuff is a financial advisor with SCS Capital Management LLC. Caroline Knuff has been in the financial industry for over six years. Caroline Knuff is a Certified Financial Planner. Caroline Knuff is registered with the state of California and is active in the Investment Advisor category. SCS Capital Management LLC is an investment advisor firm that offers a variety of services including financial planning, portfolio management, and credit, cash management, and insurance solutions. The firm has offices in Beverly Hills, CA and Boston, MA.

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Carroll Mac Wilson is a financial advisor with Wells Fargo Clearing Services, LLC. Carroll has been in the industry since 1997 and has held previous positions with U.S. Bancorp Investments, Inc., WM Financial Services, Inc., American Express Financial Advisors Inc., IDS Life Insurance Company, E-W Investments, Inc. and VMR Capital Markets US. Carroll holds Series 63, Series 65 and Series 7 licenses and has a specialization in portfolio management.

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ADVISOR BIO

Carter Collins Taylor is a financial advisor with over 27 years of experience in the industry. Carter currently works at Charles Schwab & CO., Inc. and holds Series 7, 8, 9, 10, 63, and SIE licenses. Carter is registered to provide investment advice in 31 states and the District of Columbia. Carter has a long history in the financial services industry, having also worked at JACK WHITE & COMPANY, INC. Carter is a registered representative and investment advisor representative.

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Cary Biren is a financial advisor with UBS Financial Services Inc. Cary is registered in 51 states, including California, and has been in the industry since 2000. Prior to joining UBS Financial Services Inc., Cary was employed at FIRST REPUBLIC SECURITIES COMPANY, LLC and A. G. EDWARDS & SONS, INC. Cary offers portfolio management services to individuals and businesses as well as financial planning.

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Catherine Hartendorp is an investment professional with over 20 years of experience in the financial services industry. Catherine is currently registered with Raymond James & Associates, Inc. where she focuses on helping clients build and manage their financial portfolios. Previously, Catherine worked with Wells Fargo Clearing Services, LLC, A. G. Edwards & Sons, Inc., Wachovia Securities, Inc., and UBS PaineWebber Inc. Catherine is also licensed in 15 states, including Arizona, California, Delaware, Florida, Maine, Michigan, Minnesota, Missouri, Nevada, New Mexico, New York, North Carolina, Oklahoma, Utah, and Washington.

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