ADVISOR BIO

Steven Ray is a registered representative with Fidelity Personal and Workplace Advisors. Steven is a licensed and registered investment advisor representative in Massachusetts, Rhode Island, and Texas. Steven has been working in the financial industry since December 2016. Steven has passed several exams, including Series 66, Series 63, Series 10, Series 9, SIE, and Series 7. Steven is a concierge at a condo complex in Rhode Island and also works as a real estate advisor.

SPECIALIZATIONS

ADVISOR BIO

Steven Woodley is an investment advisor representative with Sageview Advisory Group, LLC. Steven has been in the financial services industry since 1995 and has experience working with a variety of clients, including high-net-worth individuals, pension and profit-sharing plans, and corporations. Steven is also a registered investment advisor in Minnesota.

SPECIALIZATIONS

ADVISOR BIO

Steven Raymond Abraham is a financial advisor with The Ayco Company, LP. Steven has been in the industry since 2014. Steven has experience in providing investment advice to individuals and businesses. Steven has held licenses in multiple states. Steven's prior experience includes working with Mercer Allied Company, L.P. Steven holds licenses in multiple states for both investment advisory and brokerage services.

SPECIALIZATIONS

ADVISOR BIO

Steven Anthony Rodriguez is a registered representative with Oppenheimer & Co. Inc. Steven has been in the industry since 2019 and is licensed to provide securities and investment advisory services in 27 states. Steven is a graduate of California State University and holds Series 66, Series 7 and Series 99TO licenses. Steven specializes in providing financial planning and investment advice to individuals, families, and businesses.

SPECIALIZATIONS

ADVISOR BIO

Stuart Blair is a registered investment advisor representative at Canterbury Consulting Inc. located in Newport Beach, CA. Stuart Blair has been in the financial services industry since 2008 and has held previous positions at Canterbury Consulting Incorporated. Stuart Blair has a Series 65 license and a Series 7 license. Stuart Blair's firm, Canterbury Consulting Inc., offers a variety of investment advisory services, including portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and selection of other advisors. The firm also provides pension consulting. The firm's client base includes charitable organizations, high-net-worth individuals, and pooled investment vehicles.

SPECIALIZATIONS

ADVISOR BIO

Summer Erika Ramos is an Investment Advisor Representative at Beacon Pointe Advisors, LLC, a firm with offices in Larkspur and Newport Beach, California. Summer has been in the financial industry since 2020, specializing in providing financial advice to high net worth individuals, corporations, and charitable organizations. Summer is a Certified Financial Planner and has passed the Uniform Investment Adviser Law Examination. Summer provides financial planning, portfolio management, and other consulting services to clients.

SPECIALIZATIONS

ADVISOR BIO

Surya Metzler is a financial advisor at Newport Wealth Advisors, Inc. with over 20 years of experience in the financial services industry. Surya has a broad range of experience in financial planning and investment management, and is committed to providing clients with personalized advice and guidance. Surya is also a registered representative with FINRA and holds the Series 7, Series 66 and SIE licenses. Surya's goal is to help clients achieve their financial goals by providing them with the best possible advice and guidance.

SPECIALIZATIONS

ADVISOR BIO

Susan Pena Lund is a financial advisor at UBS Financial Services Inc. Susan has been in the industry since 1994. Susan has a Series 7, Series 3 and a Series 63 license and has been registered with FINRA since 2004. Susan has worked at GBS Financial Corp. and Prudential Securities Incorporated before joining UBS. Susan is registered with the following states: Arizona, California, Colorado, Delaware, District of Columbia, Florida, Georgia, Maryland, Massachusetts, Michigan, Nevada, New Mexico, New York, Oklahoma, Tennessee, Texas, Utah, Virginia, and Washington.

SPECIALIZATIONS

ADVISOR BIO

Susan Nakamura is a registered Investment Advisor Representative with Hollencrest Capital Management, a firm that provides investment advisory services. Susan has been in the securities industry since 1987, and has been associated with Hollencrest Capital Management since 2000. She is a Chartered Financial Analyst and holds the Series 6, 7, and SIE licenses. Susan specializes in providing investment advice to high-net-worth individuals, charitable organizations, and pooled investment vehicles.

SPECIALIZATIONS

ADVISOR BIO

Susan Hajek is a financial advisor with over 30 years of experience in the financial industry. She has held positions at various firms, including Edward D. Jones & Co., L.P., Mercantile Investment Services, Inc., Resource Horizons Group LLC, and Cetera Advisor Networks LLC. Susan is currently registered with Sageview Advisory Group, LLC as a Retirement Plan Consultant. Susan is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals. Susan is a dedicated professional who is passionate about helping her clients reach their financial goals.

SPECIALIZATIONS