ADVISOR BIO

Alex Sanchez is a financial advisor with Wells Fargo Clearing Services, LLC. Alex has been in the financial services industry since January 2010. Alex is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Alex has passed the Series 63, 65, 7 and SIE exams and has an active registration in 36 states and 2 territories. Alex previously worked for J.P. MORGAN SECURITIES LLC and CHASE INVESTMENT SERVICES CORP. Alex is committed to providing clients with personalized financial advice and guidance.

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ADVISOR BIO

Christian Orth is an investment advisor representative with J.P. Morgan Securities LLC. Christian has been in the industry since March 13, 2018, and has passed the Series 7, Series 66, and SIE exams. Christian has previously worked for Edward Jones.

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ADVISOR BIO

Donovan Roberson is a financial advisor with Platform Wealth Advisors, based in Goleta, California. Donovan has been in the financial industry since 2018 and is registered with the state of California and Texas. Donovan specializes in providing financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors.

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ADVISOR BIO

Dylan Geraghty Taylor is a financial advisor at J.P. Morgan Securities LLC, a well-established firm with a wide range of financial services. Dylan is a licensed financial advisor with Series 63, SIE and Series 6TO licenses. Dylan has expertise in various financial planning areas, including portfolio management for individuals and businesses.

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ADVISOR BIO

Jerry Vasquez is a financial advisor affiliated with J.P. Morgan Securities LLC, registered with the state of California. Jerry specializes in a variety of financial products and services, including securities, variable contracts, and investment company products. Jerry has been in the industry since November 2023 and has a Series 63, Series 6TO, and SIE license. Jerry is located in the Goleta, CA office of J.P. Morgan Securities LLC.

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ADVISOR BIO

Kirk Stovesand is a financial advisor associated with Platform Wealth Advisors. Kirk has been in the industry for over 20 years and has a proven track record of success in providing financial advice to individuals, families, and businesses. Kirk is a Certified Financial Planner and a Personal Financial Specialist. Kirk's expertise includes financial planning, pension consulting, and portfolio management.

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ADVISOR BIO

Nathan Espinosa is a financial professional with over seven years of experience in the financial services industry. Nathan is registered with J.p. Morgan Securities LLC, and holds the Series 6, SIE, and Series 63 licenses. Nathan's career began in 2015 with J.p. Morgan Securities LLC and is currently located in the Goleta, CA office. Nathan provides financial advice and services to individuals and businesses. Nathan is a valuable resource for those looking for a financial professional with experience in the industry.

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ADVISOR BIO

Paul Mannion is a financial advisor with Platform Wealth Advisors. Paul has over 15 years of experience in the financial services industry and holds the Series 7, Series 63, and Series 65 licenses. Paul is also a Certified Financial Planner. Paul has been with Platform Wealth Advisors since 2024. Before joining Platform Wealth Advisors, Paul worked at Walpole Financial Advisors, LLC. Platform Wealth Advisors is a registered investment advisor firm. The firm has a main office located in Holladay, Utah and has a branch office in Goleta, California. The firm offers a wide range of financial planning and investment management services to individuals, families, and businesses.

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ADVISOR BIO

Randall Lee Figgins is a financial advisor registered in California and is associated with Wells Fargo Clearing Services, LLC. Randall is also registered with FINRA. Randall has been in the securities industry for over 6 years.

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ADVISOR BIO

Robert Craig is a financial advisor at Edward Jones. Robert has been in the financial services industry since 2018 and is registered to provide investment advice in multiple states. Robert has passed the Series 66, Series 7, and SIE exams. Robert's specializations include financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses.

SPECIALIZATIONS