ADVISOR BIO

Ashlee Ashlock is a registered representative with Stifel, Nicolaus & Company, Inc. Ashlee is a licensed financial professional with experience in the financial services industry. Ashlee has a strong background in providing financial planning and portfolio management services to a wide range of clients.

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ADVISOR BIO

Asia Tran Phan is a registered investment advisor representative with Raymond James Financial Services Advisors, Inc. based in NEWPORT BEACH, California. Asia has been in the industry since 2016 and holds Series 63, Series 65, Series 7 and SIE licenses. Asia specializes in providing financial planning and investment advice for individuals, businesses, and pension plans. In addition to her work with Raymond James, Asia is also a part-time employee of "Time" in Costa Mesa, CA.

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ADVISOR BIO

Asihel Pena is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Asihel holds the Series 7, 66, and SIE licenses. Asihel has experience working in the financial services industry since 2013. Asihel is registered with the state of California.

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ADVISOR BIO

Assumpta Kiang is a financial advisor who has been working in the industry since 1978. She is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been with the firm since 2022. Assumpta has a wide range of experience in the financial industry and is dedicated to providing her clients with personalized financial advice and services. Assumpta specializes in portfolio management for individuals and businesses, as well as pension consulting and educational seminars. She is committed to helping her clients achieve their financial goals.

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Audrey Mandaro is a financial advisor at Morgan Stanley. Audrey has been in the industry for over 12 years and is registered to provide investment advice in over 30 states. Audrey is passionate about helping her clients achieve their financial goals. She is committed to providing personalized advice and service to each of her clients.

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Austin Lawrence Velarde is a financial advisor registered with LPL Financial LLC. Austin has been in the financial industry since 2012. Austin currently works in the BELLEVUE, WA office of LPL Financial LLC. Austin has a Series 66, Series 7TO, and SIE license. Austin has a strong understanding of the financial markets and has a proven track record of success.

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ADVISOR BIO

Austin Barr is an Investment Advisor Representative at MAI Capital Management, LLC in Newport Beach, CA. Austin has been in the industry for over 5 years. Austin specializes in providing financial planning and investment management services to a wide range of clients, including individuals, families, businesses, and institutions. Austin holds the Certified Financial Planner designation and has a strong understanding of financial markets and investment strategies.

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ADVISOR BIO

Austin Rouk is a Certified Financial Planner™ associated with Beacon Pointe Advisors, LLC. Austin has been a financial advisor for over 6 years, and has experience working with individuals, high-net-worth individuals, corporations, and charitable organizations. Austin also has experience in insurance sales and has been licensed as an insurance agent since 2018. Austin is registered with the state of California as an Investment Advisor Representative.

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Austin Thomas Allen is a financial advisor currently registered with Corient. Austin holds a Certified Financial Planner designation and has been in the industry since 2011. Austin is registered in California and Texas and has experience working with individuals, corporations, charitable organizations, trusts, and other investment advisors.

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ADVISOR BIO

Avinash Mirchandani is an investment advisor representative with Alternity Investment Advisors in Newport Beach, California. Avinash is registered with the state of California. Avinash Mirchandani is also an Enrolled Agent and provides tax preparation and bookkeeping services. Alternity Investment Advisors manages approximately $8,852,204 in assets for 21 clients. The firm primarily manages the assets of individuals and has offices in Newport Beach, California.

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