ADVISOR BIO

Taylor N. Bridges is a registered Investment Advisor Representative with IMA Advisory Services, Inc. Taylor has been in the financial services industry since October 2017. They have experience in employee benefits, insurance, and risk management services. Taylor's background also includes experience in non-profit organizations. Taylor provides financial planning, pension consulting and portfolio management services for individuals and businesses. Taylor is committed to providing their clients with the highest level of service and expertise.

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ADVISOR BIO

Ted Hideaki Inagaki is a financial advisor with Osaic Wealth, Inc. He has been in the industry since December 2006. He is registered to provide investment advice in Arizona, California, Colorado, Florida, Georgia, Idaho, Illinois, Michigan, Nevada, New York, North Carolina, Ohio, Oregon, Texas, Virginia, Washington, and West Virginia. Ted Inagaki specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses.

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ADVISOR BIO

Ted Wu is a financial advisor with J.P. Morgan Securities LLC. Ted has been in the financial industry since 2018. Ted is registered with the state of California, New York and Utah. Ted holds the Series 63, SIE and Series 79 licenses. Ted specializes in providing financial services to individuals, corporations and institutions. Ted's firm manages over $249 billion in assets.

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ADVISOR BIO

Ted He is a financial advisor at Morgan Stanley. Ted has been in the industry since July 2003. Ted's career began with a position at CITIGROUP GLOBAL MARKETS INC. where Ted worked for over five years. Ted is registered with the Securities and Exchange Commission and is licensed to provide financial advice in a number of states. Ted is licensed to provide financial advice in Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Illinois, Maryland, Massachusetts, New York, Ohio, Oregon, Pennsylvania, and Virginia. Ted has a number of qualifications and certifications to his name, including Series 3, Series 7, and Series 66 licenses. Ted focuses on providing financial advice to a wide range of clients including individuals, high-net-worth individuals, corporations, charitable organizations, insurance companies, pension and profit-sharing plans, investment companies, and investment clubs.

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Tenee Decoteau is a financial advisor registered with Morgan Stanley. Tenee has been in the financial industry for over 15 years and has held previous roles at Citigroup Global Markets Inc. and UBS Financial Services Inc. Tenee is registered in several states and is a Series 7, 9, 10, 66 and SIE licensed professional.

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ADVISOR BIO

Teresa Liu is a registered representative with J.p. Morgan Securities LLC and has been working in the securities industry since 2014. Teresa is licensed to offer securities and investment advisory services in multiple states, including California and Texas. Teresa's previous experience includes working as an advisor for Wells Fargo Clearing Services, LLC. Teresa is qualified to provide financial planning, pension consulting, and selection of other advisors, as well as portfolio management for individuals and businesses.

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Terry Lamn is a financial advisor with Stonemark Wealth Management in Pasadena, CA. Terry has been in the financial industry since 2006 and has a broad range of experience, working previously for TD Ameritrade, Charles Schwab, Merrill Lynch, Fidelity Brokerage Services, and Wells Fargo. Terry is a Certified Financial Planner and holds the Series 66, 24, 7, and SIE licenses. Terry specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. Terry is also a licensed insurance agent and part-time event photographer.

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ADVISOR BIO

Thacarra Ferrer is an Investment Advisor Representative associated with Fidelity Personal And Workplace Advisors. Thacarra has been in the industry since September 15, 2018 and has experience with Morgan Stanley and NYLIFE Securities LLC. Thacarra Ferrer has passed the Series 66, SIE and Series 7 exams. Thacarra is registered with FINRA and in 38 states.

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ADVISOR BIO

Thanh Ngoc Tang is a financial advisor at Morgan Stanley, a firm with over $1 trillion in assets under management. Thanh Ngoc Tang has been in the industry since 2017 and specializes in providing financial advice to individuals, families, and businesses. Thanh Ngoc Tang holds the Series 6, Series 63, and SIE licenses.

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Thanh Duc Nguyen is a financial advisor with Fidelity Personal And Workplace Advisors. Thanh has been in the financial services industry since 2017. Thanh has a strong background in investment management and financial planning. Thanh's commitment to providing exceptional client service has earned him the Certified Financial Planner designation. Thanh is dedicated to helping clients reach their financial goals.

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