ADVISOR BIO

Bahraam Foroughi is a financial advisor registered with UBS Financial Services Inc. Bahraam has been working in the financial industry since 2019. Bahraam has a Series 66 license and has passed the Series 7TO and SIE exams. Bahraam is registered in California, Delaware, Massachusetts, and Rhode Island. Bahraam provides a range of services, including financial planning, pension consulting, educational seminars, portfolio management for businesses, and portfolio management for individuals.

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Bailey R Harrison is an investment advisor representative at Morgan Stanley. Bailey has been in the financial industry for over 1 year, starting in August 2023. Bailey is registered in 37 states and is active in both the broker-dealer and investment advisor scopes. Bailey holds the Series 66, Series 7TO, and SIE licenses. Bailey has a strong background in financial services, having worked at several prominent companies, including Fox News Media and USC Annenberg Media.

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ADVISOR BIO

Baktash Rashidi is an investment advisor representative with Wells Fargo Clearing Services, LLC. Baktash has been in the financial services industry for over 10 years. Baktash holds a Series 6, Series 7, and Series 63 license, as well as the SIE designation. Baktash also holds the Series 65 license, allowing him to provide investment advisory services. Baktash is registered in multiple states including California, Texas, Colorado, Delaware, Florida, Georgia, Nevada, New York, Pennsylvania, and Washington. Baktash is also a registered representative of Wells Fargo Advisors LLC.

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Barbara Luttenberger is a financial advisor with over 30 years of experience in the industry. Barbara is currently registered with Snowden Capital Advisors LLC, where she has been employed since 2015. Prior to that, Barbara has worked for numerous financial firms including QUEST CAPITAL STRATEGIES, INC. and Northwestern Mutual Investment Services, LLC. Barbara provides financial planning, pension consulting and portfolio management services to a diverse range of clients, including individuals, businesses and charitable organizations. Barbara is licensed to provide advisory services in several states, including California, Texas and Ohio.

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Barry Queen is a financial advisor with Cetera Investment Advisers LLC, a large firm with a broad range of clients, including individuals, corporations, and institutional investors. Barry has been in the industry since 2012 and holds the Series 6, 7, 63, and 66 licenses. Barry specializes in financial planning, portfolio management, pension consulting, and educational seminars. Barry is also an insurance agent and has a background in financial technology. In addition to his current role with Cetera Investment Advisers LLC, Barry has held previous positions with First Financial Equity Corporation and NYLIFE Securities LLC.

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ADVISOR BIO

Beau Geste D'silva is an investment advisor representative with Retirement Wellness Group, based in Pasadena, CA. Beau has been in the financial services industry for over 6 years, and has a Series 6, 63, and 65 licenses. Beau focuses on retirement planning, pension consulting, and portfolio management for individuals.

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Benjamin Lemon is a financial advisor at LPL Financial LLC. Benjamin is a CERTIFIED FINANCIAL PLANNER™ professional and has been in the financial services industry for over 17 years. Benjamin holds Series 66 and Series 7 registrations and has a SIE designation. Benjamin offers advisory services that include Financial Planning, Portfolio Management for Individuals, and Pension Consulting. Benjamin specializes in working with high-net-worth individuals, corporations or other businesses, and charitable organizations.

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Berkeley George Harrison is a financial advisor with Sterling Financial Group, Inc. Berkeley has been in the financial services industry since 2014. He has a Series 63, Series 7, Series 24, Series 31 and SIE licenses and is registered in California. Berkeley holds the Chartered Financial Analyst designation. Sterling Financial Group, Inc. provides financial planning, educational seminars, selection of other advisors, and portfolio management for individuals and businesses.

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ADVISOR BIO

Beronica Carolina Pacheco is a financial advisor who has been in the industry since 2014. Beronica is currently registered with PFS Investments Inc. and has a Series 6, 26, and 63 license. Beronica has been registered with PFS Investments Inc. since 2017. Before that, Beronica was also with PFS INVESTMENTS INC. Beronica has a state examination in Series 63 and a principal exam in Series 26.

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Betsy Wilde is a financial advisor with Western International Securities, Inc. located in Pasadena, California. Betsy has been in the securities industry since 1984. She specializes in financial planning, portfolio management for individuals and businesses, and pension consulting.

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