ADVISOR BIO

Donald Joseph Cianto has been in the financial services industry since 1988. Donald is currently registered with Raymond James & Associates, Inc. in California and Texas and is a Registered Representative and Investment Advisor Representative. Donald has a long history in the industry with prior experience at Ameriprise Financial Services, LLC, RBC Capital Markets, LLC, Sutro & Co. Incorporated, Smith Barney Inc., Lehman Brothers Inc. and Drexel Burnham Lambert Incorporated. Donald has been registered with the state of California since 2018. Donald holds Series 63, 66, 7 and SIE licenses.

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ADVISOR BIO

Donald Cluck has been a registered investment advisor for over 40 years. Donald is currently affiliated with Canterbury Consulting Inc. Donald has held senior positions at Smith Barney, Harris Upham & Co., Incorporated and Kidder, Peabody & Co. Incorporated. Donald has been a non-voting board member on the Argyros Family Investment portfolio since 2014. Donald has a strong focus on investments, portfolio management, and pension consulting. Donald is a graduate of [fill in degree program and university] and has extensive experience working with charitable organizations, high-net-worth individuals, and pooled investment vehicles.

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ADVISOR BIO

Donald Ferguson is a financial advisor who works at Beacon Pointe Advisors, LLC. Donald has been in the financial services industry since 1993 and has experience in various roles including advisor and registered representative. Donald is a licensed Investment Advisor Representative in Maryland. He is also a Registered Representative of the firm. Donald has held previous roles at Triad Advisors LLC, LPL Financial LLC, Royal Alliance Associates, Inc., First Union Brokerage Services, Inc., and Signet Financial Services, Inc.. Donald holds multiple certifications including Series 6, 7, 24, 63, and 65. Donald is also registered in Maryland as an Investment Advisor Representative.

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Donald Lewis is a financial professional with over 10 years of experience in the financial services industry. Donald is currently registered with The Ayco Company, LP as a Registered Representative and Investment Advisor Representative. Donald has been registered with the state of California since 2012 and is also registered with the state of Alabama, Alaska, Arizona, Arkansas, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin and Wyoming. Prior to joining The Ayco Company, LP, Donald was employed with WELLS FARGO CLEARING SERVICES, LLC and SAGEPOINT FINANCIAL, INC. Donald's experience includes providing financial planning and portfolio management services to a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations.

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ADVISOR BIO

Donald Patrick LoPiccolo is a financial advisor with Canterbury Consulting Inc. in Newport Beach, CA. Donald has been working in the industry since 2012. Donald is registered as an Investment Advisor Representative in California and holds the Series 7 and Series 66 licenses. He specializes in providing portfolio management services to individuals, businesses, and pooled investment vehicles. Donald also serves as a Board member and a member of the Finance and Investment committee at the California State University of Long Beach 49ner Foundation.

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ADVISOR BIO

Doris J. Cortes is a financial advisor associated with Merrill Lynch, Pierce, Fenner & Smith Inc. Doris has been in the financial services industry since 2018. Doris holds a Series 66, Series 7 and SIE license. Doris is registered with the state of California, Texas, Arizona, Florida, Illinois, Nevada, Oregon, Washington and has a total of 7 approved SRO registrations. Doris also provides financial advising services to individuals, corporations or businesses, insurance companies, charitable organizations, pension and profit-sharing plans and state or municipal government entities.

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ADVISOR BIO

Dorothy Santiago is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Dorothy has been in the industry since 1988, and has been registered with the state of California since 2009. Dorothy is also registered with the state of Texas as an Investment Advisor Representative. Dorothy has a wide range of experience and expertise, including portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisors. Dorothy is committed to providing her clients with the highest level of service and expertise.

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Doug Ireland has been in the financial services industry since 1996 and is currently a Senior Vice President at Wedbush Securities Inc. Doug is a registered representative and investment advisor. Doug's previous firms include MML Investors Services, LLC, Ameriprise Financial Services, Inc., Fidelity Brokerage Services LLC, Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., and Citigroup Global Markets Inc.

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ADVISOR BIO

Douglas Gene Meece is a financial advisor with over 25 years of experience in the industry. Douglas Meece is currently registered with Morgan Stanley in Newport Beach, California and is also registered with the State of Texas as an investment advisor. Previously, Douglas Meece was registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated in Newport Beach, California from September 1996 to August 2010. Douglas Meece holds several professional licenses including Series 63, 65, 7, and SIE. He is also a Founding Board Member of the UCI Center of Real Estate.

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ADVISOR BIO

Douglas Robert Speth is an active advisor with Wells Fargo Advisors Financial Network, LLC. Douglas has been working in the financial industry since August 1993. Douglas has registered offices in NEWPORT BEACH, CA and is currently registered to offer securities and investment advisory services in Arizona, California, Idaho, Indiana, Maine, Maryland, Michigan, Nebraska, Nevada, New Mexico, New York, North Carolina, Pennsylvania, Tennessee, Texas, and Virginia.

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