ADVISOR BIO

Elisabeth Sorensen is an investment advisor representative at Oppenheimer & Co. Inc. with over 17 years of experience in the financial services industry. Elisabeth is registered with the state of California as a Registered Investment Advisor and has Series 7, Series 63, Series 65, Series 79TO and SIE securities licenses. Elisabeth specializes in financial planning, portfolio management for individuals, businesses and pooled investment vehicles, pension consulting, and selection of other advisors. Previously, Elisabeth worked for Residential Funding Securities, LLC and Friedman, Billings, Ramsey & Co., Inc.

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ADVISOR BIO

Elisabeth Cullington is a financial advisor at The Colony Group, LLC. Elisabeth has been in the financial services industry since 1984. Elisabeth has a wide range of experience in the industry, including working for LINSCO/PRIVATE LEDGER CORP. and CIGNA SECURITIES, INC. Elisabeth is a Certified Financial Planner. Elisabeth's current registrations include a Series 63 license in California. Elisabeth is a Registered Investment Advisor in California. Elisabeth has passed the Series 7, Series 22, and Series 6 exams. Elisabeth's firm specializes in providing a variety of financial services, including portfolio management, financial planning, and investment advisory services. The firm has offices in Boston, MA and San Diego, CA.

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ADVISOR BIO

Elisabeth Schreiber is a financial advisor with over 20 years of experience in the industry. Elisabeth has held positions at a number of prominent firms, including J.P. Morgan Securities LLC, HSBC Securities (USA) INC., Deutsche Bank Securities Inc., Raymond James & Associates, Inc., and now, Morgan Stanley. Elisabeth is registered with FINRA and holds the Series 63, 66, and 7 licenses. Elisabeth is also registered to provide investment advisory services in California and Texas. In addition to her work as a financial advisor, Elisabeth is also a partner in Schreiber Associates PointSeason LLC, an online retail services company focused on the secondary ticket market.

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ADVISOR BIO

Elisabeth Andreason is a financial advisor with Morgan Stanley. Elisabeth has been working in the financial services industry since 2002 and has experience working with a wide range of clients, including high-net-worth individuals, corporations, and institutional investors. Elisabeth holds the Series 7, Series 31, and Series 66 licenses.

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ADVISOR BIO

Elisa maria chiara Peduto is a registered representative with Morgan Stanley. Elisa maria chiara Peduto is licensed to provide investment advice in California and Texas. Elisa maria chiara Peduto has been in the industry since 2021. Elisa maria chiara Peduto has passed the Series 7TO, Series 66, and SIE exams. Elisa maria chiara Peduto specializes in providing investment advice to a variety of clients, including high-net-worth individuals, insurance companies, charitable organizations, and corporations. Elisa maria chiara Peduto is also able to provide financial planning services and portfolio management services.

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ADVISOR BIO

Elise Chu is a financial advisor with Morgan Stanley. Elise is a registered representative and investment advisor representative, and has been in the industry since 2006. Elise is licensed to provide financial services in 53 states, and is also registered as an investment advisor representative in California and Texas. Elise has a diverse background, having previously worked at Citigroup Global Markets Inc. and E*TRADE Securities LLC.

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ADVISOR BIO

Elise Stinnett is a financial professional associated with J.P. Morgan Securities LLC, located in Cupertino, California. Elise specializes in providing comprehensive financial advice and investment services to individuals and businesses. Elise has a strong foundation in the financial industry, holding the Series 63, Series 6TO, and SIE licenses. Elise's primary focus is providing financial guidance and building personalized investment strategies to help clients achieve their financial goals.

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ADVISOR BIO

Elise Kiya is a registered representative with J.p. Morgan Securities LLC. Elise has been in the industry since 2024. Elise is registered in the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin and Wyoming. Elise holds the Series 66, Series 7TO and SIE exams. Elise is a financial planner and has provided financial planning, pension consulting, and portfolio management for individuals and businesses. Elise is also experienced with selecting other advisors.

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ADVISOR BIO

Elise Elliott is a financial advisor with Edward Jones. Elise has been in the financial services industry for over 10 years and is licensed to provide financial advice in multiple states. Elise holds Series 7TO, SIE, and Series 66 licenses, and is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Elise specializes in financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. Elise is also a hairstylist and owns a salon in San Luis Obispo, CA.

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ADVISOR BIO

Elise Faur is an Investment Advisor Representative at Abacus Wealth Partners. Elise has been in the industry since 2013, working in various roles before joining Abacus Wealth Partners in 2022. Elise holds the Series 65 license and specializes in providing financial planning and investment management services to high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and pooled investment vehicles.

SPECIALIZATIONS