ADVISOR BIO

Abigail Ronnebeck is a financial advisor who has been in the industry since 2012. Abigail is currently registered with Osaic Wealth, Inc. and has previously worked with Securities America, Inc. and KMS Financial Services, Inc. Abigail is licensed to conduct business in California. Abigail holds the SIE and Series 99 licenses and has experience in Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisers, Portfolio Management for Businesses, and Portfolio Management for Individuals. Abigail specializes in working with high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Abigail's approach to financial advising is focused on helping clients reach their financial goals through personalized financial planning and portfolio management services.

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ADVISOR BIO

Airung Liu is a financial advisor with over 20 years of experience in the industry. Airung is currently registered with Osaic Wealth, Inc. and has a strong track record of providing comprehensive financial planning and investment management services to individuals, families, and businesses. Airung has earned the Certified Financial Planner designation and holds Series 7, 31, and 66 licenses. Airung is committed to helping clients achieve their financial goals and has a deep understanding of the investment markets.

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ADVISOR BIO

Alan Okazaki is a financial advisor currently registered with Fidelity Personal And Workplace Advisors. Alan joined Fidelity Investments in May 2024. Alan is a registered representative with the Series 7TO and the SIE exams. Alan has been in the industry since July 2024.

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ADVISOR BIO

Alexander Scott is a financial advisor at McLean Asset Management Corporation in Tysons, VA. Alexander is a CERTIFIED FINANCIAL PLANNER™ professional, a CHARTERED FINANCIAL CONSULTANT™ professional and holds Series 7, 63 and 65 licenses. Alexander has been in the financial services industry since 2002 and has worked for Royal Alliance Associates, Inc., Fifth Third Securities, Inc., Hanson McClain Advisors, Simply Money Advisors, and McLean Asset Management Corporation. Alexander works with clients to develop financial plans, manage their investments, and provide them with financial advice. Alexander also provides insurance and annuity sales through McLean Insurance Solutions, LLC.

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ADVISOR BIO

Alexis Nicole Devorss is a financial professional registered with Principal Securities, Inc. Alexis has been in the financial industry since February 3, 2008 and holds the Series 6, Series 63 and SIE licenses. Alexis is registered in 15 states including Arizona, California, Idaho, Illinois, Indiana, Iowa, Maryland, Montana, Nevada, New Mexico, Oregon, Tennessee, Texas, Virginia and Washington.

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ADVISOR BIO

Alexis Dunbar is an Investment Advisor Representative at Allworth Financial, LP, located in Folsom, CA. Alexis has been registered with FINRA since July 2024. Alexis has passed the Uniform Investment Adviser Law Examination (Series 65).

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ADVISOR BIO

Ali Marie samek Ternan is a financial advisor in Folsom, CA. Ali is a registered representative of Osaic Wealth, Inc. Ali has been a financial advisor since 2010. Ali holds Series 7, Series 31, Series 66, and SIE licenses. Ali has been registered with Securities America, Inc. and Robert W. Baird & Co. Incorporated in the past. Ali is a Certified Financial Planner. Ali offers financial planning, portfolio management for individuals and businesses, educational seminars and selection of other advisors.

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ADVISOR BIO

Allison Rebstock Crescione is a registered investment advisor representative with Fidelity Personal And Workplace Advisors. Allison has been in the financial services industry for over 14 years and is licensed to provide investment advice in 53 states and the District of Columbia. She holds the Series 66, Series 7 and SIE licenses. Allison's previous experience includes working with Ameripise Financial Services and LPL Financial. She has a strong track record of providing investment advice to individuals, high net worth individuals, charitable organizations and pension plans. Allison specializes in developing customized financial plans to help clients reach their financial goals.

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ADVISOR BIO

Allison Scoggin is a financial advisor with over 11 years of experience in the financial services industry. Allison is a Certified Financial Planner™ professional and has held various positions at leading financial firms such as KMS Financial Services, Inc. and Securities America, Inc. Currently, Allison is a registered representative and investment advisor representative with Allworth Financial, LP. Allison focuses on providing financial advice and portfolio management services to individuals, families, businesses, and charitable organizations.

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ADVISOR BIO

Alyse Dominguez is a registered Investment Advisor Representative. Alyse has been working in the financial services industry for over 9 years and has experience in various financial areas. Alyse holds a Series 65 license and has been employed by Carson Wealth - Orlando, Charles Schwab, The Financial Advisory Group, Inc., Capstone Real Estate Investments, MitchellClark & Company, United Realty & Investment Co., Asset Campus Housing, Parkway Wealth Management Group, rokrbox, Spoons Yogurt and Texas A&M University. Alyse is currently employed by Allworth Financial, LP and is registered in California and Florida.

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