ADVISOR BIO

Aaron Chamberlin is a registered investment advisor representative associated with Oppenheimer & Co. Inc. Aaron has over 29 years of experience in the financial services industry. Prior to joining Oppenheimer & Co. Inc., Aaron was a registered representative at Stifel, Nicolaus & Company, Incorporated. Aaron is licensed to offer securities and investment advisory services in 20 states. Aaron holds Series 7, Series 63, and Series 65 licenses and has passed the SIE exam.

SPECIALIZATIONS

ADVISOR BIO

Aaron Bray is a registered Investment Advisor Representative with Charles Schwab & Co., Inc. in Carlsbad, California. Aaron has been in the industry since 2005. Prior to joining Charles Schwab, Aaron was with TD Ameritrade, Inc. and Citigroup Global Markets Inc. Aaron holds Series 7, 31, 63 and 65 securities licenses as well as the SIE exam. Aaron specializes in providing financial planning and investment advice to individuals and families.

SPECIALIZATIONS

ADVISOR BIO

Adam Gelcich is a financial advisor with Morgan Stanley, a firm that manages assets in the range of $10 billion to $50 billion for approximately 335,385 clients. Adam has been in the industry since 1995 and has worked at various firms, including WELLS FARGO CLEARING SERVICES, LLC, CREDIT SUISSE SECURITIES (USA) LLC, J.P. MORGAN SECURITIES LLC, and J.P. MORGAN SECURITIES INC. Adam holds the Series 3, 4, 7, and 63 licenses. Adam provides services such as financial planning, portfolio management for individuals, businesses, and investment companies, and pension consulting. Adam has also been registered as an Investment Advisor Representative in several states.

SPECIALIZATIONS

ADVISOR BIO

Adam John Sherritt is a registered representative and investment advisor representative with J.p. Morgan Securities LLC. Adam is a registered representative in California and has passed the Series 63, 6TO, and SIE exams. Adam has been in the industry for 2 years and is located in Carlsbad, California. Adam specializes in Financial Planning, Pension Consulting, Portfolio Management for Businesses, Portfolio Management for Individuals, and Selection of Other Advisers.

SPECIALIZATIONS

ADVISOR BIO

Adam Franklin is a financial advisor at U.S. Bancorp Investments, Inc. with over 15 years of experience in the industry. Adam is registered to provide investment advice in several states, including California, Texas, and Arizona. Adam holds the Series 63, Series 65, and Series 66 securities licenses, as well as the Series 7 and SIE exams. He has experience working with high-net-worth individuals, corporations, and pension plans. Adam specializes in providing financial planning, portfolio management, and investment management services. He offers services to a variety of clients, including individuals, businesses, and charitable organizations. Adam is committed to providing personalized advice and guidance to help clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Afick Sharar is a financial advisor with Morgan Stanley, and has been in the financial services industry since 2001. Afick has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, insurance companies, investment companies, and other institutions. Prior to joining Morgan Stanley, Afick worked for Citigroup Global Markets Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

SPECIALIZATIONS

ADVISOR BIO

Alan Sweeten is a financial advisor registered with LPL Financial LLC. Alan has been in the industry since May 2005 and is currently registered with the state of California as well as Texas, where Alan holds a Resident status. Alan is also registered with the state of Arizona, Florida, Idaho, Kansas, Louisiana, Michigan, Nevada, North Carolina, Pennsylvania, Utah and Washington. Alan has earned the SIE, Series 7 and Series 66. Alan provides services to clients in the Carlsbad, California area.

SPECIALIZATIONS

ADVISOR BIO

Alan Grossman is a financial advisor with over 38 years of experience. Alan has worked with D.A. Davidson & Co. for over 10 years. Alan has passed Series 7, 63, and 66 exams. Alan has also worked for Crowell Weedon & Co. and Crowell, Weedon & Co. Alan has expertise in various financial areas including Financial Planning, Portfolio Management for Individuals, Portfolio Management for Businesses, and Pension Consulting. Alan is registered in 35 states and is currently registered with D.A. Davidson & Co. in California and Texas.

SPECIALIZATIONS

ADVISOR BIO

Alan Shapiro is an active investment advisor representative with over 20 years of experience in the financial services industry. Alan Shapiro's career began in 2003 and he has been with Wells Fargo Clearing Services, LLC since 2015. Alan Shapiro holds a Series 7, Series 63, and Series 65 license and is a CERTIFIED FINANCIAL PLANNER™. Alan Shapiro has a wide range of experience working with various clients including corporations, charitable organizations, individuals, high-net-worth individuals, and pension and profit-sharing plans.

SPECIALIZATIONS

ADVISOR BIO

Alan Derek Grismore is a financial advisor with Santara Wealth Management LLC. Alan has been a registered representative since 2015 and has experience in various aspects of financial services, including investment advisory, insurance sales, and financial planning. Alan holds the Series 66, Series 7 and SIE licenses. Alan is dedicated to providing comprehensive financial planning and investment management services to individuals and families.

SPECIALIZATIONS