ADVISOR BIO

Aaron Schwartz is a financial advisor with McFarland Associates. Aaron has been in the industry since 2009 and holds the Series 7, 63, and 65 securities licenses. Aaron is also a Certified Financial Planner (CFP). Aaron has experience working with individuals and families to develop personalized financial plans.

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ADVISOR BIO

Aida Rosas is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. Aida has been in the financial services industry since 2015. Her experience includes working with both individuals and businesses. Aida is licensed to provide financial advice and investment management services in multiple states.

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ADVISOR BIO

Alexander Black is a financial advisor who works with individuals, families, and charitable organizations to help them reach their financial goals. Alexander has been in the industry for over 10 years and is a Certified Financial Planner. Alexander is currently registered with Integris Wealth Management, LLC. Alexander has a strong understanding of investment management, financial planning, and retirement planning.

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ADVISOR BIO

Alexander Duddy is an investment advisor representative who has been in the financial services industry since 2011. Alexander is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has a Series 6, Series 7, Series 63, Series 65, and Series 66. Alexander has previously worked at J.P. MORGAN SECURITIES LLC, CHASE INVESTMENT SERVICES CORP., and NYLIFE SECURITIES LLC. Alexander is currently registered in 37 states. Alexander has a broad range of experience and is committed to providing clients with the highest quality investment advice and service.

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ADVISOR BIO

Allison Barrientos is a financial advisor at Integris Wealth Management, LLC. Allison is a Certified Financial Planner with over 10 years of experience in the industry. Allison holds a Series 65 license and is registered with the state of California, Oregon and Texas. Allison specializes in financial planning and portfolio management for individuals, high net worth individuals, pension and profit sharing plans and charitable organizations.

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ADVISOR BIO

Anastasia Alexandrovna Khokholkova is a financial advisor with over 18 years of experience in the industry. Anastasia has been with Ameriprise Financial Services, LLC since August 2023, and previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services, LLC. Anastasia is registered to provide investment advisory services in California. Anastasia holds a Series 66, Series 7, Series 9, and Series 10 licenses. She is also a Registered Representative. Anastasia specializes in providing financial advice to individuals, businesses, trusts, and estates. Anastasia has a strong background in financial planning, portfolio management, and asset allocation. Anastasia also has experience providing educational seminars and working with charitable organizations.

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ADVISOR BIO

Andrew Ralph Rudy is a financial advisor with over 30 years of experience in the industry. Andrew is registered with Stifel, Nicolaus & Company, Inc. and is also registered to provide investment advisory services in California and Texas. Previously, Andrew was employed with Southwest Securities, Inc., M.L. Stern & Co., LLC., Prudential Securities Incorporated and M.L. Stern & Co. Inc.

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ADVISOR BIO

Angelika Lipow is a financial advisor at Fidelity Personal And Workplace Advisors in Monterey, California. Angelika holds a Series 7, Series 66, and SIE license. Angelika has been in the financial industry since March 2014.

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ADVISOR BIO

Anne Wight is a registered representative with RBC Capital Markets, LLC. Anne has been in the industry since January 24, 2008, and has a Series 7, Series 66, and SIE license. Anne is registered to provide investment advice in 34 states and has branch office locations in Monterey and Newport Beach, California. Anne is also an investment adviser representative for RBC Capital Markets, LLC. Anne has a strong record of success in providing financial advice to a wide range of clients, including individuals, families, businesses, and institutions. Anne's areas of expertise include financial planning, portfolio management, and retirement planning. Anne has a strong commitment to providing her clients with the highest level of service and personalized attention.

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ADVISOR BIO

Anthony Paul Marano is a registered representative with J.P. Morgan Securities LLC. Anthony Paul Marano has been in the industry since August 8, 2016 and has been registered in California since September 22, 2016. He holds Series 63, SIE and Series 6 licenses. Anthony Paul Marano is associated with the Monterey, CA branch office of J.P. Morgan Securities LLC.

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