ADVISOR BIO

Ericson Shi is a registered investment advisor representative with Cetera Investment Advisers LLC. Ericson Shi is a California-licensed investment advisor and holds FINRA Series 66, Series 7TO, and SIE licenses. Ericson Shi has been active in the investment industry since 2023. Ericson Shi is affiliated with Cetera Investment Advisers LLC, with a branch office located in Beverly Hills, CA. Cetera Investment Advisers LLC is an investment advisory firm headquartered in Schaumburg, Illinois.

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Erik Curtis Wood is a financial advisor with UBS Financial Services Inc. Erik has been in the financial services industry since 1993. Erik is registered to provide investment advice in California and Texas. The advisor's current office is located in Beverly Hills, California.

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Erik Willanger is a financial advisor with Raymond James & Associates, Inc. in Beverly Hills, CA. Erik has been a registered financial advisor since 2010. Erik has a strong background in financial services with experience at Morgan Stanley and AXA Advisors. Erik is licensed to provide investment advice in 24 states, including California, Texas, New York, Florida, and Washington. Erik is committed to providing comprehensive financial advice to individuals, families, and businesses.

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Esther V Hersh is a financial advisor with Morgan Stanley. Esther is licensed to provide financial advice in 53 states and the District of Columbia. Esther has been working in the financial services industry since 2013. Prior to joining Morgan Stanley, Esther worked for J.P. Morgan Securities LLC. Esther's areas of expertise include financial planning, asset allocation advice, portfolio management for businesses, and portfolio management for individuals and investment companies. Esther holds several licenses and certifications including Series 66, Series 7TO, and Series 9.

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Ethan Mendelson is a financial advisor with RBC Capital Markets, LLC, registered in California and Texas. Ethan has been in the industry since 2015 and holds the Series 7, Series 66 and SIE licenses. Ethan has been registered with RBC Capital Markets, LLC since December 2015. Prior to that, Ethan worked at PURSHE KAPLAN STERLING INVESTMENTS in Manhattan Beach, California.

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Eunha Megan Yi is a financial advisor with UBS Financial Services Inc. located in Beverly Hills, California. Eunha Megan Yi has been in the industry since September 25, 2017 and is registered to provide investment advice in California, Colorado, Florida, Louisiana, Missouri, New Jersey, Pennsylvania, Texas, Virginia, and Washington. Eunha Megan Yi has passed the Uniform Combined State Law Examination, General Securities Representative Examination and Securities Industry Essentials Examination. Eunha Megan Yi has provided investment advice to individuals, businesses, trusts, and other clients.

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ADVISOR BIO

Eva Rivka Tamar Agi is a financial advisor with UBS Financial Services Inc. with over 3 years of experience in the industry. Eva Agi is licensed to provide investment advice in California and Texas. Eva Agi is also registered with the state of California as an Investment Advisor Representative. Eva Agi holds the Series 7, 63, and 65 licenses. Eva Agi is a Certified Financial Planner. Eva Agi provides financial planning, portfolio management, and other advisory services to individuals, families, and businesses. Eva Agi is committed to providing her clients with personalized financial advice to help them achieve their financial goals. Eva Agi also works with GK Tax and Accounting to provide tax and accounting services to her clients.

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Evan Tripoli is a financial advisor with Morgan Stanley, located in Beverly Hills, CA. Evan has been in the financial services industry since 2008. Evan is registered with the state of California and is a registered representative of Morgan Stanley.

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Farnaz Nouri is a financial advisor who has been working in the industry since 2011. Farnaz is currently registered with Morgan Stanley and has held previous positions with Oppenheimer & Co. Inc. and Morgan Stanley. Farnaz is licensed to provide investment advice in several states, including California, Texas, and others. Farnaz has a strong track record of providing investment advice to individuals, businesses, and institutions.

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ADVISOR BIO

Felix Zelyeny is a financial advisor with over 20 years of experience in the industry. Felix currently works at Osaic Wealth, Inc. based in Beverly Hills, California. Felix has a proven track record of success in providing financial planning and investment advice to individuals, families, and businesses. Felix specializes in providing a comprehensive range of financial services, including portfolio management, retirement planning, and estate planning. Prior to joining Osaic Wealth, Inc. Felix worked at Sagepoint Financial, Inc., Voya Financial Advisors, Inc. and Centaurus Financial, Inc. Felix is committed to helping clients achieve their financial goals and is dedicated to providing personalized service and expert advice.

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