ADVISOR BIO

Joseph Wilson Rotta is a financial advisor with Stifel, Nicolaus & Company, Inc., located in Carlsbad, California. Joseph has been in the financial services industry since 1985. He has a broad range of experience in financial planning and investment management, and is a Certified Financial Planner. Joseph serves a diverse client base including individuals, families, businesses, and institutions.

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ADVISOR BIO

Joseph Dominic De falco is a financial advisor with over 20 years of experience in the financial services industry. Joseph is currently registered with Wells Fargo Clearing Services, LLC and has been associated with the firm since March 2020. Prior to this, Joseph was affiliated with Ameriprise Financial Services, LLC. Joseph holds the Series 7, Series 10, Series 9, Series 24, Series 31, and Series 66 licenses, as well as the SIE exam. He is also registered to provide investment advice in 22 states. Joseph specializes in providing financial planning, portfolio management, and investment consulting services to both individual and institutional clients.

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ADVISOR BIO

Joshua P. Mammen is a financial advisor who has been in the industry for over 10 years. Joshua is currently registered with Oneamerica Securities, Inc. and is licensed to conduct business in California. He has a strong background in financial planning and portfolio management. Joshua has a diverse range of clients, including individuals, businesses, and high-net-worth individuals. He offers a variety of services, including financial planning, portfolio management, and educational seminars.

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ADVISOR BIO

Joshua Khokhar is a financial advisor with Axxcess Wealth Management, LLC, based in Carlsbad, CA. Joshua has been in the industry since 2008 and is a Certified Financial Planner. Joshua has experience working with individuals, families, businesses, and charitable organizations. Joshua is registered to provide investment advice in California and Texas.

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ADVISOR BIO

Judy Riddle is a financial professional with over 30 years of experience in the financial services industry. Currently, Judy is a Registered Representative and Investment Advisor Representative with Stifel, Nicolaus & Company, Inc. Judy's previous roles include positions with Wachovia Securities, LLC, A. G. Edwards & Sons, Inc. and Charles Schwab & Co., Inc. Judy is a Series 7 and Series 66 licensed professional. Judy specializes in providing financial advice and portfolio management services to individuals, families, and businesses.

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ADVISOR BIO

Julie Kathleen Murray is a financial advisor with J.P. Morgan Securities LLC. Julie is licensed to provide financial advice in California. Julie has a wealth of experience in the financial services industry, having been active in the field since 2016. Julie is dedicated to providing clients with personalized financial guidance and helping them achieve their financial goals. Julie is passionate about helping her clients make informed decisions about their investments, financial planning, and retirement savings.

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ADVISOR BIO

Justin McDonald is a financial professional with over 7 years of experience in the industry. Justin is a CERTIFIED FINANCIAL PLANNER™ professional and has passed the Series 7, Series 66 and SIE exams. Justin is currently registered with Charles Schwab & Co., Inc. in California and Texas and is licensed in 22 states. Justin's areas of expertise include Financial Planning, and working with individual clients.

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ADVISOR BIO

Justin Peek is a financial advisor with over 18 years of experience in the financial services industry. Justin has a strong track record of success in providing investment advice and financial planning services to individuals, families, and businesses. Justin is a CERTIFIED FINANCIAL PLANNER™ professional and is registered with the state of California as a Registered Investment Advisor. Justin currently works with Golden State Wealth Management, LLC. Justin also has previous experience with EDWARD JONES and LPL Financial.

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ADVISOR BIO

Justin Anthony Reckers is a financial advisor at Fonte Financial Advisors. Justin has been in the industry since 2006, working with clients to achieve their financial goals. Justin has a deep understanding of financial markets and a strong commitment to providing his clients with personalized advice. Fonte Financial Advisors provides fee-only comprehensive wealth management services. Justin is a Certified Financial Planner® and a Certified Divorce Financial Analyst®. Justin is also a trustee for the National Multiple Sclerosis Society. Justin is committed to helping his clients achieve their financial goals.

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ADVISOR BIO

Justin Patrick Quillen is a financial advisor who has been in the industry since January 23, 2008. Justin Quillen is currently registered with Ameriprise Financial Services, LLC. Justin Quillen's previous employers include Investment Professionals, Inc., LPL Financial LLC, and UVEST FINANCIAL SERVICES GROUP, INC. Justin Quillen holds the Series 63, Series 65, Series 7, Series 24 and SIE licenses. Justin Quillen is registered with the state of Texas. Justin Quillen specializes in providing investment advice to high net worth individuals, individuals other than high net worth, corporations or other businesses, pension and profit sharing plans, charitable organizations, and trusts/estates. Justin Quillen offers a range of services, including financial planning, asset allocation services, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

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