ADVISOR BIO

Andrew William Shaw is a financial advisor with Edward Jones. Andrew has been in the financial industry since 2012 and holds the Series 7 and Series 66 licenses. Andrew is registered to provide investment advice in Arizona, California, Colorado, Florida, Hawaii, Michigan, Nevada, New York, Pennsylvania, South Carolina, Texas, and Washington. Andrew also provides financial planning and portfolio management services for individuals and businesses.

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ADVISOR BIO

Destiny Hoquist is a financial advisor registered with J.p. Morgan Securities LLC. Destiny has been in the industry since August 1, 2024. Destiny is a licensed Securities Agent in California and holds the Series 63, Series 6TO, and SIE licenses.

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ADVISOR BIO

Dylan Joseph Trauger is a financial advisor at Edward Jones. Dylan is registered in California and Texas and holds a Series 7, Series 66 and SIE licenses. Dylan has been in the financial services industry since 2024.

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ADVISOR BIO

John Gorlow is an investment advisor representative for Cardiff Park Advisors. John has been in the financial services industry since 1983 and has a broad range of experience. John is licensed in both California and Texas. John has previously worked at Oppenheimer & Co., Inc., Shearson Lehman Hutton Inc., Smith Barney, Harris Upham & Co., Incorporated, Shearson Lehman Brothers Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. John holds the Series 7 and Series 65 licenses and has passed the Uniform Securities Agent State Law Examination. John has a strong track record of success in providing financial advice to individuals, families, and charitable organizations.

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ADVISOR BIO

Liliana Garcia is a registered representative at J.p. Morgan Securities LLC in Cardiff by the Sea, California. Liliana is a licensed securities agent and holds the Series 63, Series 6TO, and SIE licenses. She is also registered with the state of California. Liliana has been in the securities industry since September 2019. Her specializations include investment company products, variable contracts, securities, mutual funds, and fixed income.

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ADVISOR BIO

Roxanne Desouza is an Investment Advisor Representative associated with Seawise Financial, Inc. Roxanne works in Cardiff By The Sea, California. Roxanne has a Series 65 license. Roxanne has been in the securities industry since December 2021. Roxanne is also an Occupational Therapist at Tricity Medical Center and a Client Service Associate at Satori Wealth Management.

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ADVISOR BIO

Steven Holman King is a financial advisor with LPL Financial LLC. Steven has been in the industry since December 2, 1990. Steven holds the Series 3, 7, 24, 63, and 66 licenses. Steven has been registered with LPL Financial LLC since August 2003. Steven has also held previous positions with Wachovia Securities, LLC, Prudential Securities Incorporated, and Dean Witter Reynolds Inc.. Steven is currently registered in California and Texas.

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ADVISOR BIO

Timothy Patrick Kenney is a financial advisor at Seawise Financial, Inc. with over 20 years of experience in the financial industry. Timothy has experience with a variety of firms including UBS Financial Services Inc., TD Waterhouse Investor Services, Inc. and Wells Fargo Investments, LLC. Timothy holds the Series 7, Series 63, Series 65, and SIE licenses. Timothy is a Certified Financial Planner and specializes in portfolio management, financial planning and pension consulting.

SPECIALIZATIONS