ADVISOR BIO

Carla Lucia Martinez is a registered Investment Advisor Representative in California. Carla has been in the industry since 2003 and holds Series 6, 63, and 65 licenses. She is affiliated with AGF Advisors. Carla has worked in the past for several firms including Girard Securities, Inc., Financial Telesis Inc, Linsco/Private Ledger Corp, John Hancock Distributors LLC, and Sentra Securities Corporation. Carla provides financial planning and portfolio management for individuals.

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ADVISOR BIO

Constante Firme is an investment advisor representative with Treasure Chest Financial, based in Hacienda Heights, CA. Constante holds a Series 65 license and has been in the industry since 2016. Constante has been active in California since 2017. Constante specializes in Financial Planning, Portfolio Management for Businesses, and Portfolio Management for Individuals. Constante has experience in providing financial services and is committed to providing excellent service to their clients.

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ADVISOR BIO

Dennis Hou is a financial advisor with MML Investors Services, LLC. Dennis has been in the financial industry since 2011 and is registered with the state of California. Dennis's previous experience includes time with HSBC Securities (USA) Inc. and Chase Investment Services Corp. Dennis is a Series 6, 7, and 66 licensed professional and holds a Series 63 license. Dennis specializes in providing a range of financial services, including asset allocation programs, financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for both businesses and individuals.

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ADVISOR BIO

Irwin Israel Salas is a financial advisor currently registered with U.S. Bancorp Investments, Inc. in Hacienda Heights, CA. Irwin has been in the industry since 2014 and holds the Series 6, Series 63 and SIE licenses. Irwin has been registered with U.S. Bancorp Investments, Inc. since May 2024. Prior to that Irwin was registered with J.P. Morgan Securities LLC in San Dimas, CA. Irwin's areas of specialization include: Investment Company Products/Variable Contracts Representative, Securities Industry Essentials, Mutual Funds, Fixed Annuities, Variable Annuities, Variable Life Insurance, and Retirement Planning.

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ADVISOR BIO

Lanting Li is an investment advisor representative registered with Equitable Advisors, LLC and has been in the industry since 1993. Lanting Li has passed several exams including Series 6, 7, 24, 26, 53, 63 and 65. Lanting Li is licensed in California and Washington. Lanting Li specializes in the following areas: Portfolio Management for Individuals, Portfolio Management for Businesses, Financial Planning, Pension Consulting and Educational Seminars.

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ADVISOR BIO

Michael Nguyen is a registered representative with Wells Fargo Clearing Services, LLC. Michael has been in the industry since 2022 and is currently licensed to provide investment advice and securities services in California and Maryland. Michael has passed both the Series 7 and Series 66 exams and is an active investment advisor representative. Michael specializes in providing financial planning and investment management services to individual, business and institutional clients.

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ADVISOR BIO

Michael Basco is a financial advisor at LPL Financial LLC with over 20 years of experience in the industry. Michael has held registrations in numerous states throughout his career, and currently holds active registrations in California, Illinois, and Texas. Michael has a broad background in the financial services industry, having worked with various firms including B. Riley Wealth Management, National Securities Corporation, Oppenheimer & Co. Inc., H&R Block Financial Advisors, Inc., Web Street Securities, Inc., AXA Advisors, LLC, and The Equitable Life Assurance Society of the United States. Michael has a proven track record of providing financial guidance and investment strategies to individuals, families, and businesses.

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ADVISOR BIO

Paul Chung Ninh Yim is an Investment Advisor Representative with Equitable Advisors, LLC, a well-established firm with a long history in the financial services industry. Paul has been in the financial services industry since January 14, 1992, and has a wealth of experience working with both individuals and businesses. Paul is registered to provide financial services in California, Utah, Colorado, Nebraska, New Mexico, and North Dakota. Paul Chung Ninh Yim specializes in various financial services, including financial planning, pension consulting, and portfolio management for individuals and businesses.

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ADVISOR BIO

Scott Toshio Nishimura is a registered investment advisor representative with Continuum Advisory, LLC. Scott has been in the financial services industry since December 1994. Scott has experience with both individual and institutional clients. Scott is also a registered principal with TRIAD ADVISORS LLC. Scott has a broad range of experience in the financial services industry and is committed to providing his clients with personalized financial advice.

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ADVISOR BIO

Stephen Huang is a financial advisor registered with U.S. Bancorp Investments, Inc. Stephen has 8 years of experience in the financial services industry. Stephen is licensed in California. Stephen holds the Series 6, 7, 63 and 66 securities licenses as well as the SIE.

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