ADVISOR BIO

Lisa Marie Esposito is a financial advisor who has been working in the financial services industry since June 2016. Lisa is currently registered with The Ayco Company, LP in Newport Beach, CA. Prior to joining The Ayco Company, Lisa was employed by Mercer Allied Company, L.P. in Irvine, CA. Lisa holds the Series 66, Series 7, and SIE licenses. Lisa has worked in various roles in the financial services industry including as an advisor for The Ayco Company, L.P. and Mercer Allied, and as a member at Normanside Country Club. Lisa specializes in providing financial advice and planning to individuals, high-net-worth individuals, and other entities. Lisa also provides financial planning and portfolio management services to businesses and individuals.

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ADVISOR BIO

Lisa Celeste Hallaian is a financial advisor with over 30 years of experience in the financial services industry. Lisa is currently registered with Cambridge Investment Research Advisors, Inc. and has a Series 7, Series 63, and Series 65 license. Lisa's past experience includes roles at Prudential Investment Management Services LLC, John Hancock Funds, LLC, J.P. Morgan Securities Inc., Nuveen Investments, and Smith Barney Shearson Inc. Lisa is committed to providing her clients with personalized financial advice and strategies to help them achieve their financial goals.

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ADVISOR BIO

Lisa Ann Quinn is an investment advisor representative registered with Sageview Advisory Group, LLC. Lisa Quinn has been working in the financial services industry since 1997 and has a Series 6, 63, and 65 licenses. Lisa Quinn has experience in financial planning, portfolio management, and pension consulting. Lisa Quinn also provides educational seminars and helps clients select other advisors. Lisa Ann Quinn is currently registered with the state of Massachusetts.

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ADVISOR BIO

Lisa Hartung is a financial advisor with Stifel, Nicolaus & Company, Inc. Lisa is a seasoned professional with over 20 years of experience in the financial services industry. Lisa has a strong track record of providing personalized investment advice to a wide range of clients. Lisa has been a registered representative with FINRA since 1999. Lisa has a deep understanding of the financial markets and is committed to helping her clients achieve their financial goals.

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ADVISOR BIO

Lisa Koscielny is an investment advisor representative with Sageview Advisory Group, LLC, based in Newport Beach, CA. Lisa has been in the industry for over 15 years and has experience working with a wide range of clients, including individuals, families, businesses, and institutions. Lisa is committed to providing her clients with personalized financial advice and investment management services.

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ADVISOR BIO

Lisa Sharp is a financial advisor in Newport Beach, California, with over 28 years of experience in the industry. Lisa currently works at Spectrum Asset Management Inc. Lisa is registered as an Investment Advisor Representative (IAR) in California and Texas. Lisa holds Series 7, 8, 24, and 65 licenses. Lisa is a CERTIFIED FINANCIAL PLANNER™ professional and specializes in portfolio management for individuals and businesses. Prior to working with Spectrum Asset Management, Lisa worked for Charles Schwab & Co., Inc. in Westlake, Texas, and Armscott Securities, Ltd. in Los Angeles, California.

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Lisa Marie Goodman is a financial advisor with Mercer Global Advisors Inc. based in Newport Beach, CA. Lisa has been in the financial industry since 1998. She has a Series 7, Series 6, and Series 63 license, as well as a Series 65 license. Lisa Goodman specializes in providing financial planning, portfolio management for businesses and individuals, pension consulting, and educational seminars.

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Lisa Frei is a financial advisor at Morgan Stanley with over 20 years of experience in the financial industry. Lisa has been registered as a Broker-Dealer and Investment Advisor in California since 2009. Lisa has also held positions at Citigroup Global Markets Inc., Credit Suisse Securities (USA) LLC, J.P. Morgan Securities Inc., and Roth Capital Partners, Inc.

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ADVISOR BIO

Lisa Lynn Lockerman is a financial professional with over 30 years of experience in the financial services industry. Lisa is a Registered Representative and Investment Advisor Representative, licensed in California and Texas. She holds the Series 6, 7, 24, 63, 65 and SIE licenses. Lisa is also a Chartered Financial Consultant (ChFC). Lisa is currently affiliated with Lockerman Financial Group, Inc., a Registered Investment Advisor firm located in Newport Beach, California. Prior to joining Lockerman Financial Group, Inc. Lisa was affiliated with Cambridge Investment Research, Inc. and Lincoln Financial Advisors Corporation. Lisa specializes in providing financial planning, portfolio management, and insurance solutions to individuals and families. Lisa is committed to helping clients achieve their financial goals.

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ADVISOR BIO

Lisha Geng is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Lisha has been in the securities industry since 2019. Prior to joining Merrill Lynch, Lisha worked at HSBC Securities (USA) Inc. and J.P. Morgan Securities LLC. Lisha has a Series 7TO, Series 66 and SIE. Lisha is also a limited partner in a property management company. Lisha has experience working with individuals, high-net-worth individuals, businesses, pension and profit-sharing plans, corporations, insurance companies and charitable organizations.

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