ADVISOR BIO

Alexandru M. Ivan is a financial professional with J.P. Morgan Securities LLC. Alexandru has been working in the financial industry since 2022 and is registered with the state of California and Utah. Alexandru has experience in investment company products, variable contracts, and securities.

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ADVISOR BIO

Alexe Dimitrios Rodopoulos is a financial advisor with Assetmark, Inc. in CONCORD, CA. Alexe has been in the financial industry since 2005 and has a strong background in both investment advisory and brokerage services. Alexe works with a range of clients, including high-net-worth individuals, pension and profit-sharing plans, corporations, and individuals other than high-net-worth individuals. Alexe holds the Series 6, Series 63, Series 65 and SIE licenses. Alexe is a registered investment advisor in Georgia, and a registered representative in Alabama, Georgia, Mississippi, South Carolina, and Tennessee.

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ADVISOR BIO

Alexey Bulankov is a financial advisor with over 16 years of experience in the industry. Alexey is currently registered with Cetera Investment Advisers LLC, and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANCWEST INVESTMENT SERVICES, INC., Charles Schwab & Co., Inc., CITICORP INVESTMENT SERVICES, CAL FED INVESTMENTS and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Alexey holds Series 7, Series 63, Series 66 and SIE licenses. Alexey is also a Certified Financial Planner and a Chartered Financial Consultant.

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ADVISOR BIO

Alexey Caswell-yatsenko is a financial advisor with RHS Financial, LLC in San Francisco, California. Alexey holds Series 7, 63 and 66 licenses and has over 9 years of experience in the financial services industry. Alexey has also earned the CFP and CFA designations, and is a member of the Advisory Board for Electus Global Education Co., Inc. In addition to financial planning and portfolio management, Alexey also provides educational seminars and selection of other advisors services. Alexey has worked at Fidelity Brokerage Services LLC and Charles Schwab & Co., Inc in the past. Alexey is a well-rounded financial advisor with a diverse background and a strong commitment to helping clients achieve their financial goals.

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ADVISOR BIO

Alexie King is a financial advisor with over 20 years of experience in the industry. Alexie is currently registered with Wedbush Securities Inc. in Los Angeles, California. Alexie is Series 7TO, SIE, Series 57, and Series 1 licensed. In addition to Wedbush Securities Inc., Alexie has held previous positions at FINANCIAL WEST GROUP, CIBC WORLD MARKETS CORP., and DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION. Alexie specializes in providing financial planning, pension consulting, and portfolio management services to individuals and businesses.

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ADVISOR BIO

Alexis Winder is a financial advisor at Edward Jones. Alexis is a CERTIFIED FINANCIAL PLANNER™ professional with experience in the financial services industry. Alexis has been registered with the Securities and Exchange Commission since February 7, 2017. Alexis has Series 7, Series 66 and SIE licenses. Alexis specializes in providing financial planning services to individuals and families. Alexis has over 7 years of experience in the financial services industry.

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ADVISOR BIO

Alexis Zulueta is a financial advisor with LPL Financial LLC in San Ramon, California. Alexis has been in the financial services industry since 1999 and has a strong track record of helping clients reach their financial goals. Alexis is registered with the state of California and Texas. Prior to joining LPL Financial LLC, Alexis worked at EK Riley Investments, LLC, UBS Financial Services Inc., Money Concepts Capital Corp and WMA Securities, Inc. Alexis holds the Series 7, Series 63, Series 66 and SIE licenses. Alexis also holds a notary public license.

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ADVISOR BIO

Alexis Giordano is a registered representative with Edward Jones. Alexis has been in the financial industry for 5 years. Alexis is licensed to provide financial advice in California and Utah and has a Series 7TO, Series 66, and SIE licenses. Alexis specializes in retirement planning, mutual funds, variable annuities, fixed annuities, and life insurance.

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ADVISOR BIO

Alexis Erin Gallati is a financial advisor with Sageview Advisory Group, LLC and is based in Newport Beach, CA. Alexis has been in the industry since 2014 and has experience in tax advisory, business development, marketing, and sales. Alexis also holds a Series 65 license. Alexis is currently registered as an Investment Advisor Representative with Sageview Advisory Group, LLC, and Cerebral Tax Advisors, Inc.

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ADVISOR BIO

Alexis Jaramillo is a registered representative with J.p. Morgan Securities LLC in COMPTON, CA. Alexis is licensed in California as a securities agent. Alexis's professional experience includes investment company products and variable contracts, as well as securities industry essentials. Alexis is currently associated with J.p. Morgan Securities LLC.

SPECIALIZATIONS