ADVISOR BIO

Aaron Tucker is a financial advisor with Charles Schwab & CO., Inc. based in Newport Beach, California. Aaron has over three years of experience in the financial services industry, previously working with Goldman Sachs & Co. LLC and Mercer Allied Company, L.P. Aaron holds Series 63, 66, 7TO, 9 and 10 licenses. Aaron is also registered as an investment advisor representative in California.

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ADVISOR BIO

Aaron Johnson is a financial professional with over 7 years of experience in the financial services industry. Aaron is currently a registered representative with Wells Fargo Clearing Services, LLC. He is licensed to provide investment advice in California and Texas. Prior to joining Wells Fargo, Aaron worked at BancWest Investment Services, Inc. in Newport Beach, CA. Aaron holds the Series 66, SIE, and Series 7 securities licenses. He is a member of FINRA.

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ADVISOR BIO

Aaron Michael Newland is a financial advisor with over 25 years of experience in the financial services industry. Aaron currently works at CIBC Private Wealth Advisors, Inc., based in Newport Beach, California. Aaron is a Certified Financial Planner and is registered as a Registered Representative in California. Prior to joining CIBC, Aaron was an Investment Advisor Representative at AT Investment Advisors, Inc., and has held positions at several other firms including Invesco Distributors, Inc., Pacific American Securities, LLC, Dolphin Securities, Inc., and Fidelity Brokerage Services LLC. Aaron specializes in providing investment advisory services to individuals, businesses, investment companies, and pooled investment vehicles.

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ADVISOR BIO

Aayush Aggarwal is a financial advisor with LPL Financial LLC. Aayush is registered with FINRA as a Registered Representative and with the state of California as an Investment Advisor Representative. Aayush has been in the financial services industry since 2019 and has worked with clients of all types, including high-net-worth individuals, corporations, and charitable organizations. Aayush has also worked with Roth Capital Partners, LLC. Aayush holds the Series 63, Series 7TO, and Series 65 licenses. Aayush specializes in providing financial planning, portfolio management, and retirement planning services. Aayush is committed to providing personalized financial advice to help their clients achieve their financial goals.

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ADVISOR BIO

Abhay Nikhil Kothari is a financial advisor with Morgan Stanley. Abhay has been in the industry since October 30, 2010. Abhay has Series 7, Series 66 and SIE registrations. Abhay has worked for Western Growers Financial Services, Inc. and Wells Fargo Investments, LLC. Abhay is registered in 9 states: California, Colorado, Nevada, New Mexico, New York, Ohio, Virginia, and Washington. Abhay is a Registered Representative and Investment Advisor Representative with Morgan Stanley. Abhay is affiliated with the Newport Beach, CA branch of Morgan Stanley.

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ADVISOR BIO

Adam Koyanagi is a financial advisor with UBS Financial Services Inc. Adam has been working in the financial industry since 2007. Adam is registered with FINRA and the states of California, Texas, and several others. Adam holds the Series 6, 7, 63, and 65 licenses and has passed the SIE exam. Adam is also a Certified Financial Planner. Adam's primary office is in Newport Beach, CA.

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ADVISOR BIO

Adam Emmanuel Jeharajah is a financial advisor registered with CIBC Private Wealth Advisors, Inc.. Adam Emmanuel Jeharajah has been a registered Investment Advisor Representative since January 10, 2022. Adam Emmanuel Jeharajah is a Chartered Financial Analyst and is licensed in Arizona and California. CIBC Private Wealth Advisors, Inc. provides financial planning, portfolio management for businesses and individuals, and selection of other advisors.

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ADVISOR BIO

Adam Levi is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Adam has been in the securities industry since May 2012. Adam holds a Series 66 license as well as Series 7 and SIE. Adam is registered in Arizona, Arkansas, California, Colorado, Florida, Iowa, Nevada, North Carolina, Oregon, Tennessee, Texas, Utah, Vermont, Virginia, and Washington. Adam has previously worked at Centaurus Financial, Inc. and Ameriprise Financial Services, Inc.. In addition to working as a representative, Adam is also an employee at the Regents of the University of California.

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ADVISOR BIO

Adam Darby Bremner is a financial advisor at U.S. Bancorp Investments, Inc. based in Newport Beach, California. Adam has over 6 years of experience in the financial services industry. Adam is a Series 6, Series 63 and SIE licensed advisor.

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ADVISOR BIO

Adam Hout is a financial advisor with Charles Schwab & CO., Inc. Adam has experience in the financial services industry and holds the Series 63, Series 65, and SIE exams. Adam is registered with the state of California as an Investment Advisor Representative. Adam also works as Vice President of Hout Construction Services, Inc. DBA Hout Engineering, a family business. Adam Hout's experience at Charles Schwab and other firms, combined with his knowledge of engineering, offers a unique perspective to financial planning.

SPECIALIZATIONS