ADVISOR BIO

Gina Kim Seid is a financial advisor at Morgan Stanley. Gina has been in the financial services industry since 2017. Gina is registered with the state of California and Texas, as well as the Financial Industry Regulatory Authority (FINRA). Gina holds the Series 7 and Series 66 licenses, as well as the Securities Industry Essentials (SIE) exam. Gina has previously worked at Wells Fargo Clearing Services, LLC and First Republic Securities Company, LLC. Gina specializes in asset allocation advice, financial planning, pension consulting, educational seminars, and selection of other advisers.

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ADVISOR BIO

Gina Berry is a financial advisor with Stifel, Nicolaus & Company, Inc. Gina has been working in the financial services industry since October 1997. Prior to joining Stifel, Nicolaus & Company, Inc., Gina worked at WELLS FARGO CLEARING SERVICES, LLC and CITIGROUP GLOBAL MARKETS INC. Gina has a Series 7, Series 63, and SIE license. Gina's specializations include: Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Pooled Investment Vehicles, Financial Planning, Pension Consulting, and Educational Seminars.

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ADVISOR BIO

Gina Jessee Cereda is a financial advisor at Wells Fargo Clearing Services, LLC. Gina has been in the financial industry since 1995. Gina is registered with the state of California as a broker-dealer and investment advisor. Gina is also registered in Texas as a resident investment advisor.

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ADVISOR BIO

Glenn Crawford is a registered Investment Advisor Representative associated with Signature Resources Capital Management, LLC. Glenn Crawford has been in the industry since January 2017 and is licensed in California. Glenn Crawford specializes in providing financial planning services, pension consulting, selection of other advisors, and portfolio management for individuals and businesses. Glenn Crawford also works with insurance companies, charitable organizations, pension and profit-sharing plans, corporations, and individuals. In addition to working with Signature Resources Capital Management, LLC, Glenn Crawford also works for Taylor Insurance and Financial Services, Strategic Divorce Planning, and Crawford Coach Approach.

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ADVISOR BIO

Gordon Hassenplug is an Investment Advisor Representative associated with Corient, a firm based in Miami, Florida. Gordon has been in the industry since 1998 and has held registrations with several firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Purshe Kaplan Sterling Investments. Gordon specializes in providing financial planning, portfolio management, and educational seminars to high-net-worth individuals, families, and institutions. Gordon holds Series 63, 65 and 7 licenses.

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ADVISOR BIO

Graham Bryce Forrester is a financial advisor with The Ayco Company, LP in Newport Beach, CA. Graham has been in the financial industry since 2002, and is registered in 29 states. Graham holds Series 3, 7, and 66 licenses, as well as the Securities Industry Essentials Examination (SIE). Graham provides financial planning, portfolio management, and educational seminars. Graham has experience working with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations.

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ADVISOR BIO

Graham Brown Pierce is an investment advisor representative at Beacon Pointe Advisors, LLC in Newport Beach, CA. Graham is a registered investment advisor, with a Series 65 license in California. Graham has over 20 years of experience in the financial services industry, with prior roles at Morgan Stanley & Co., Incorporated. Currently, Graham is also the Chief Executive Officer of Port Street Investments, LLC, an affiliated SEC registered investment advisor. Graham's focus is on providing financial planning and investment management services to a wide range of clients including high-net-worth individuals, families, trusts, and foundations.

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ADVISOR BIO

Grant Estep Hartvigson is a financial advisor with Beacon Pointe Advisors, LLC, specializing in providing financial planning, consulting and portfolio management for individuals, families, and businesses. Grant has over 20 years of experience in the financial services industry and holds the Certified Financial Planner designation. Grant is registered in Washington. Previously, Grant was employed by Purshe Kaplan Sterling Investments and LPL Financial LLC.

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ADVISOR BIO

Grant Fraser is a financial advisor with MML Investors Services, LLC in Newport Beach, CA. He has been a registered representative since December 1988, and holds Series 6, 7, 24, and 63 licenses. Grant Fraser's professional experience includes providing asset allocation programs, financial planning, pension consulting, educational seminars, and selection of other advisors. He also provides portfolio management for individuals and businesses.

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ADVISOR BIO

Greg Lu is an investment advisor representative with The Ayco Company, LP, registered with the state of California and Texas. Greg has been in the financial industry since August 30, 2016 and has worked for both THE Ayco Company, LP and Mercer Allied Company, L.P.. Greg is licensed in a number of states and holds a Series 3, 7 and 66 license and the SIE exam. Greg offers investment advisory services including financial planning, educational seminars and portfolio management for individuals and businesses.

SPECIALIZATIONS