ADVISOR BIO

Lynette Rodriguez is a financial advisor with over 12 years of experience in the financial services industry. Lynette currently works at Hilltop Securities Inc. where she provides financial advice to individuals, businesses, and charitable organizations. Lynette is licensed to provide financial advice in 26 states and holds the Series 63, SIE, and Series 7 licenses.

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ADVISOR BIO

Marian Martin Deering is a financial advisor with over 20 years of experience in the industry. Marian has a strong background in providing financial advice to individuals, families, and businesses. She has been registered with the Securities and Exchange Commission (SEC) since 1999 and currently holds Series 7, 9, 10, 63, and 65 licenses. Marian is also a Certified Financial Planner (CFP®). Marian's experience includes working with UBS Financial Services Inc., Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. Currently, Marian is associated with Commonwealth Financial Network. Marian is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.

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ADVISOR BIO

Mark Kooiman is a financial advisor with Monterey Private Wealth, Inc. Mark has been working in the financial industry for over 10 years and has a broad base of experience. Mark holds a Series 63 and Series 66 licenses and is a Certified Financial Planner. Mark helps individuals and families achieve their financial goals.

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ADVISOR BIO

Mark David Sears is an active financial advisor in Monterey, California. He joined Morgan Stanley in September 2019. Mark has over 20 years of experience in the financial industry, having previously worked with UBS Financial Services Inc. and Morgan Stanley & Co. Incorporated. Mark is licensed to sell securities in 18 states and holds Series 3, 7, 9, 10, 31, and 63 licenses, as well as the SIE. Mark provides investment advice and portfolio management services to individuals, corporations, institutions, and charitable organizations.

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ADVISOR BIO

Matthew Ryan is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc., located in Monterey, California. Matthew has been in the securities industry for 5 years. Matthew holds Series 7, Series 66 and SIE licenses. Matthew is registered to provide investment advice in 38 states including California, Nevada and Texas. In addition to providing investment advice, Matthew also offers financial planning and portfolio management services to a wide range of clients, including individuals, corporations, and pension plans. Matthew's primary focus is to help clients achieve their financial goals through a personalized approach that considers each client's individual needs and circumstances.

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ADVISOR BIO

Matthew James Brady is a financial advisor with Thepartners Wealth Management, a firm based in Monterey, CA. Matthew James Brady has been in the industry since November 10, 1992 and has experience with Wells Fargo Advisors Financial Network, LLC, Wells Fargo Clearing Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Advest, Inc.. Matthew James Brady is registered in 10 states and holds Series 6, 7, 63 and 66 licenses as well as the SIE exam. Matthew James Brady is a dedicated advisor who provides investment advice to clients.

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Megan Cahalan is a financial advisor affiliated with Ameriprise Financial Services, LLC. Megan is a licensed agent in the state of California. Megan has a Series 7TO, Series 63 and SIE license. Megan's primary office location is in Monterey, California. Prior to joining Ameriprise Financial Services, LLC Megan worked at STIFEL, NICOLAUS & COMPANY, INCORPORATED.

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ADVISOR BIO

Melanie Elizabeth Pitnick is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. in MONTEREY, CA. Melanie has been in the securities industry for 8 years and has been registered with the Securities and Exchange Commission (SEC) for 7 years. Melanie has passed the Series 66, Series 7, and SIE exams. Melanie's specialties include investing for insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Melanie has provided investment advisory services for individuals and businesses as well as pension consulting, educational seminars, and selection of other advisers. Melanie's current registrations include CA, and TX.

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ADVISOR BIO

Melissa Paddock is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Monterey, CA. Melissa has been working in the financial industry since 2017 and has experience with a variety of financial services including financial planning, portfolio management, and pension consulting. Melissa is also a Certified Financial Planner.

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ADVISOR BIO

Michael Aaron Leavy is an investment advisor representative at Integris Wealth Management, LLC. Michael has been in the industry since 1993. Michael is a Chartered Financial Analyst. Michael specializes in providing financial planning services and portfolio management for individuals.

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