ADVISOR BIO

Aaron Stasulis is an investment advisor representative with Infinity Financial Services Advisory. Aaron has been in the financial industry since 1997 and is registered in Maine and Maryland. Aaron has been with Infinity Financial Services Advisory since 2020 and has previously worked with United Planners' Financial Services of America, UVEST Financial Services Group, Inc., and Horace Mann Investors Inc. Aaron specializes in financial planning, pension consulting, and portfolio management for individuals.

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ADVISOR BIO

Aaron Hudson is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. He is a registered representative with FINRA and is licensed to provide investment advice in multiple states. Aaron has experience in the financial services industry since 2018. Previously, Aaron worked at Morgan Stanley. He is committed to providing his clients with personalized financial planning and investment management services.

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ADVISOR BIO

Aaron Kurt Phillips is a Registered Representative and Investment Advisor Representative for Infinity Financial Services Advisory. Aaron has been in the financial services industry since 1993. Aaron holds the Series 7, Series 24, Series 63 and Series 65 licenses and has experience working with a range of clients including high-net-worth individuals, corporations, and other businesses. Prior to joining Infinity Financial Services Advisory, Aaron worked at Foothill Securities, Inc., First Allied Securities, Inc., Round Hill Securities, Inc., Lindsco/Private Ledger Corp., and Royal Alliance Associates, Inc. Aaron specializes in providing financial planning and investment management services to individuals, families, and businesses. Aaron's services include investment management, retirement planning, college savings planning, and estate planning. Aaron is dedicated to providing his clients with personalized financial advice and helping them achieve their financial goals.

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ADVISOR BIO

Adam McNulty is a financial advisor with Liberty Wealth Management, LLC in Oakland, CA. Adam has over 30 years of experience in the financial industry, specializing in portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars. Adam also provides advisory services for individuals and families, including retirement planning, college savings, and estate planning. Adam holds a Series 7, 24, 63, and 65 licenses and is a Certified Financial Planner.

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ADVISOR BIO

Alan Chen-ok is an investment advisor representative at Fidelity Personal And Workplace Advisors. Alan is registered with the state of California and is also a registered representative with the Financial Industry Regulatory Authority (FINRA). Alan's firm, Fidelity Personal And Workplace Advisors, offers a variety of financial planning and portfolio management services to individual and business clients. Alan has been in the financial services industry since 2021.

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ADVISOR BIO

Alexander Anneker is a financial advisor who has been in the industry since 2006. Alexander is currently registered with State Farm Investment Management Corp. and is licensed to offer investment advice in Arizona, California, Nevada, Oregon, Texas, and Virginia. Alexander has a strong background in financial services, having previously worked with WELLS FARGO INVESTMENTS, LLC.

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ADVISOR BIO

Alicia Ivancovich is a financial advisor with Financially Healthy, LLC in Oakland, California. Alicia has been in the financial services industry since June 1999. Alicia has a Series 7 and Series 66 securities license. Alicia is a Certified Financial Planner. Alicia works with individuals and high net worth individuals. Alicia's firm primarily offers financial planning and portfolio management services.

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ADVISOR BIO

Ambreen Baig is a registered representative with Wells Fargo Clearing Services, LLC. Ambreen is licensed to provide investment advice in California and Texas. Ambreen has been in the financial services industry for over 10 years. Ambreen holds Series 7TO, SIE, and Series 66 securities licenses. Ambreen offers investment advice and financial planning services to individuals and businesses. Ambreen's experience in the financial services industry and her dedication to her clients make her a valuable resource for those seeking investment advice.

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ADVISOR BIO

Amie Shapiro is an Investment Advisor Representative at Lula Financial, based in Oakland, CA. Amie has been in the industry for over 5 years. Amie specializes in financial planning and portfolio management for individuals. Amie is registered with the state of California. Amie earned the Series 65 license by passing the Uniform Investment Adviser Law Examination.

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ADVISOR BIO

Andrew Moss is a financial advisor with Morgan Stanley. Andrew has been in the financial services industry since 2005. Andrew has a broad range of experience and holds licenses to provide investment advice in multiple states, including California, Texas, and more. In addition to offering traditional investment advice, Andrew also provides asset allocation, financial planning, and pension consulting services. Andrew is committed to helping clients reach their financial goals.

SPECIALIZATIONS