ADVISOR BIO

Gregory John Hannah is a financial advisor with Osaic Wealth, Inc. Gregory has been in the financial industry since 1995. Gregory has Series 6, 7, and 63 registrations, and the SIE exam. Gregory also is a registered investment advisor representative. Gregory John Hannah has experience in financial planning, pension consulting, and providing educational seminars. Gregory John Hannah has worked previously at Signator Investors, Inc., and Transamerica Financial Advisors, Inc. Gregory is licensed to provide financial services in California, Florida, Maine, Nevada, and Ohio.

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ADVISOR BIO

Gurvinder Kaur Aujla is a financial advisor with Independent Financial Group, LLC, based in San Jose, California. Gurvinder has over 17 years of experience in the financial services industry. Gurvinder is registered with the state of California as both a broker-dealer and an investment advisor representative.

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ADVISOR BIO

Hector S. Nolasco is a financial professional registered with J.P. Morgan Securities LLC in Oakland, California. Hector is a Series 63, Series 6TO, and SIE licensed professional. Hector has been in the industry since June 2023.

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ADVISOR BIO

Heidi Anne Crawford is an Investment Advisor Representative with Bell Investment Advisors Inc., located in Oakland, CA. Heidi Crawford has been with the firm since May 2014. Heidi Crawford is registered in California. Heidi Crawford has passed the Series 65 Uniform Investment Adviser Law Examination. Heidi Crawford has experience providing financial planning, portfolio management for individuals and businesses, and career counseling services.

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ADVISOR BIO

Hercules Rosario is a financial advisor with Morgan Stanley and has over 8 years of experience in the industry. Hercules has a Series 7, Series 66, Series 9 and Series 10 license. Hercules was previously registered with J.P. MORGAN SECURITIES LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Hercules specializes in providing investment advice and financial planning services to individuals, corporations, and charitable organizations.

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ADVISOR BIO

Ja'ala Goodman-robinson is a registered representative with J.p. Morgan Securities LLC and has been in the industry since February 16, 2023. Ja'ala is licensed in California and holds the Series 63, Series 6TO and SIE licenses. Ja'ala Goodman-robinson is located in Oakland, California.

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ADVISOR BIO

Jack Jui-lin Chang is a financial advisor with over 16 years of experience in the financial services industry. Currently, Jack is registered with Taibay Wealth Management LLC, a firm that provides financial planning and portfolio management services to individuals and high-net-worth individuals. Jack previously worked at Woodbury Financial Services, Inc. and Questor Capital Corporation. Jack holds the Series 7 and Series 66 licenses and is a Certified Financial Planner. Jack is also licensed to provide insurance services and has been doing so since 2015. Jack is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.

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ADVISOR BIO

Jain Williams is a registered investment advisor representative with State Farm Investment Management Corp. Jain has been in the industry since 1998 and holds the Series 6, Series 63, and SIE licenses. Jain is a Chartered Financial Consultant and is registered in Arizona, California, Nevada, and Oregon. Jain specializes in portfolio management for individuals and investment companies. In addition to working with State Farm Investment Management Corp., Jain also owns Jain Williams's Insurance Agency.

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ADVISOR BIO

James Frederick Bell is a financial advisor registered with the state of California. Bell is a Certified Financial Planner and has over 30 years of experience in the financial services industry. James is currently affiliated with Bell Investment Advisors Inc., and previously worked at IFG Network Securities, Inc., Planned Investments Inc., First Affiliated Securities, Inc., PFG Securities, Inc., FPI Securities, Inc., Anchor National Financial Services, Inc., and Cypres, Ross and Associates, Inc. James's specializations include financial planning, portfolio management for individuals and businesses, and career counseling.

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ADVISOR BIO

James Alan Frazin is a financial advisor registered with Communitas Financial Planning PBC. James holds a Certified Financial Planner designation and has been in the financial services industry for over 12 years. James's firm is based in Oakland, California. Communitas Financial Planning PBC provides financial planning, pension consulting, and educational seminars to individuals and businesses. They also provide portfolio management services for individuals.

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