ADVISOR BIO

Matthew Brunwin is a financial advisor who has been in the industry since 2012. Matthew is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and is licensed in 29 states. Previously, Matthew worked for Northwestern Mutual Investment Services, LLC in Irvine, CA. Matthew specializes in portfolio management for both individuals and businesses.

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ADVISOR BIO

Maureen Tschopp is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc., and has been in the industry since September 2011. Maureen is licensed in 35 states and has a wide range of experience in providing financial advice. Her practice focuses on offering a variety of advisory services, including performance measurement reports, allocation modeling, investment policy statements, research reports and services, and selection of other advisors.

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ADVISOR BIO

Maureen Flanagan is a financial advisor with over 15 years of experience in the industry. Maureen is registered with J.P. Morgan Securities LLC and J.P. Morgan Private Wealth Advisors LLC. Maureen is a Chartered Financial Analyst and has a strong track record of providing financial advice to individuals, corporations, and institutional clients. Maureen's areas of expertise include investment management, financial planning, and retirement planning. Maureen has a strong commitment to providing her clients with personalized financial advice that meets their individual needs and goals. Maureen is dedicated to building long-term relationships with her clients and helping them achieve their financial goals.

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ADVISOR BIO

Maxwell John Stanley is a financial advisor currently registered with MML Investors Services, LLC. Maxwell has been in the industry since February 1, 2024. Prior to joining MML Investors Services, LLC, Maxwell was registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED in Chandler, Arizona. Maxwell specializes in providing financial and investment advice for businesses, individuals, and trusts. Maxwell holds the Series 66, Series 7, and SIE licenses. Maxwell is licensed in California.

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ADVISOR BIO

Maxwell Gallagher is a financial advisor with Brighton Jones LLC, located in Newport Beach, CA. Maxwell has been in the industry since 2017 and is licensed in both California and Texas. Maxwell holds the Series 63, SIE, and Series 7 securities licenses. Maxwell is also a Certified Financial Planner. Previously, Maxwell worked at DFA Securities LLC in Santa Monica, CA.

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ADVISOR BIO

May M.l. Chan is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. in Newport Beach, California. May has been in the securities industry since December 6, 2000, and has been registered with Merrill Lynch, Pierce, Fenner & Smith Inc. since October 2009. May is also a registered investment advisor representative in Texas. Previously, May was registered with BANC OF AMERICA INVESTMENT SERVICES, INC. in Newport Beach, California from December 11, 2000 to October 23, 2009. May also worked for BANC OF AMERICA SECURITIES LLC in New York, New York from August 8, 2000 to August 11, 2000. May has passed the Series 63, Series 66, Series 7, and SIE exams. May is also a registered investment advisor representative in Texas. May has a general partner position with MEI CHAN, LLC, a for-profit organization, which focuses on collecting rental income.

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ADVISOR BIO

Medha A. Nadgir is an investment advisor representative with Beacon Pointe Advisors, LLC. Medha has been in the industry since January 2012 and has been with Beacon Pointe Advisors, LLC since September 2015. Medha has a Series 65 license and is registered with the state of Massachusetts. Medha has a total of 10 years of experience in the financial services industry and is a registered investment advisor.

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ADVISOR BIO

Melinda D. Swartzbaugh is a financial advisor with Osaic Institutions, Inc. Melinda has over 17 years of experience in the financial services industry. Melinda is registered to provide investment advice in California, Florida, Arizona, Illinois, Nevada, Oklahoma, Oregon and Texas. Melinda provides financial planning, pension consulting, portfolio management for individuals and businesses, educational seminars, and selection of other advisors. She is also licensed to offer insurance products.

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ADVISOR BIO

Melisa Dobraca Iacono is an Investment Advisor Representative at Beacon Pointe Advisors, LLC. Melisa has been in the financial services industry since 2014. Melisa has a Series 65 license and is registered with the state of Massachusetts. Melisa specializes in providing financial planning, portfolio management, and consulting services. Melisa is committed to helping clients achieve their financial goals.

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ADVISOR BIO

Melissa Buchholz is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Melissa has been in the securities industry since 2016. Melissa is licensed to provide securities and investment advisory services in the states of California, Texas and other states. Melissa's current registration status is approved.

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