ADVISOR BIO

Tyler Mark Weaver is a registered investment advisor with Stifel, Nicolaus & Company, Inc. Tyler Mark Weaver has been in the financial industry since September 10, 2014 and is licensed in 29 states. Prior to joining Stifel, Nicolaus & Company, Inc., Tyler Mark Weaver was affiliated with WELLS FARGO CLEARING SERVICES, LLC.

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ADVISOR BIO

Valerie Morris is a registered representative with Morgan Stanley. Valerie has been in the securities industry for over 13 years and has a strong background in financial planning, portfolio management, and investment advisory services. She has extensive experience working with a diverse clientele, including high-net-worth individuals, corporations, and institutions. Valerie is committed to providing her clients with personalized financial advice and strategies tailored to their specific needs and goals.

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ADVISOR BIO

Van Gabriel Schillinger is a financial advisor with MML Investors Services, LLC, a firm headquartered in Springfield, MA. Van is registered with both FINRA and the state of California. Van has been in the financial industry since November 2021. Van holds Series 66, Series 7TO, and SIE licenses. Van currently works out of the Newport Beach, CA office of MML Investors Services, LLC. Van provides services such as financial planning, portfolio management for businesses, and portfolio management for individuals. Van also sells life, disability, long-term care, health, and fixed annuity insurance.

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ADVISOR BIO

Veronica Mcchane Bunke is a registered investment advisor representative with D.a. Davidson & Co. in Newport Beach, CA. Veronica has been in the financial services industry since August 2013 and has earned her Series 7, Series 9, Series 10 and Series 66 securities licenses. Veronica also holds a Securities Industry Essentials (SIE) license. Veronica has previous experience with Crowell Weedon & Co. and Crowell, Weedon & Co.

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ADVISOR BIO

Vicki Lynne Harris is a financial advisor at Raymond James & Associates, Inc. Vicki is a registered representative and investment advisor with the firm. Vicki is a seasoned professional with over 25 years of experience in the financial services industry. Vicki has worked with both individuals and institutions on a variety of financial planning needs. Vicki is dedicated to helping clients achieve their financial goals.

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ADVISOR BIO

Vince Salvatore is an Investment Advisor Representative at Merrill Lynch, Pierce, Fenner & Smith Inc., with over 35 years of experience in the financial services industry. Vince has been with Merrill Lynch since 1986. Vince's current registrations include Securities Agent in California, Texas and Investment Advisor Representative in California, Texas. Vince has passed the SIE, Series 7, Series 63 and Series 65 exams. Vince specializes in financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.

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ADVISOR BIO

Vincent Lirag Sison is a financial advisor with over 20 years of experience in the financial services industry. Vincent has experience as a registered representative at UnionBanc Investment Services, LLC and Lincoln Financial Advisors Corporation. Vincent is currently an Investment Advisor Representative for Cetera Investment Advisers LLC, which is an Investment Advisor registered with the SEC. Vincent has also worked for Cetera Advisor Networks LLC, a broker-dealer registered with FINRA. Vincent is licensed in 7 states. Vincent provides financial planning and portfolio management services to individuals, businesses, and charitable organizations. Vincent also provides retirement planning and investment advice for corporations.

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ADVISOR BIO

Viola Liu is a registered representative with MML Investors Services, LLC. Viola has been in the securities industry since April 1991. Viola is currently registered in California.

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ADVISOR BIO

Vivian L Chang is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Vivian has been in the financial services industry since 2003. Vivian has offices in Newport Beach, CA. Vivian holds a Series 7 and Series 66 securities license as well as a SIE. Vivian is licensed to provide investment advisory services in Arizona, California, Georgia, Nevada, New York, Texas and Washington.

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ADVISOR BIO

William Eric Gleason is an investment advisor representative at Raymond James & Associates, Inc. William has over 25 years of experience in the financial services industry, and is registered to provide investment advice in the state of California. William has been with Raymond James since 2015. Previously, William was an investment advisor representative for Raymond James Financial Services, Inc., Morgan Stanley DW Inc., Prudential Securities Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Paine Webber Incorporated. William is also a member of MEBAIPCD. William holds the Series 7 and Series 63 licenses. William provides financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals.

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