ADVISOR BIO

Eric Stjernstrom is a financial advisor currently registered with Assetmark, Inc. Eric has been in the industry since November 2009. Eric has passed the Series 66, Series 7 and SIE exams. Eric has worked with various financial firms such as Charles Schwab & Co., Inc. and USAA Financial Advisors, Inc. Eric is a registered Investment Advisor in the state of Arizona. Eric specializes in providing financial advice for individuals, investment companies, and pension plans.

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ADVISOR BIO

Eric Frampton is a financial advisor in Walnut Creek, CA with over 7 years of experience in the industry. Eric is currently registered with Mercer Global Advisors Inc. and has been with the firm since October 2022. Eric's previous experience includes working for Fidelity Brokerage Services LLC and Morgan Stanley. Eric holds both Series 7 and Series 66 licenses and is a Certified Financial Planner.

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ADVISOR BIO

Eric Paul Stryker is a financial advisor with Ameriprise Financial Services, LLC, with a career in the financial services industry that started on April 7, 1998. Eric is registered as a Registered Representative in both California and Texas. Eric has a broad range of licenses and certifications including the Series 7, Series 63, Series 31, and the SIE exams. Eric is also a Certified Financial Planner.

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ADVISOR BIO

Eric Zachary Weissman is an investment advisor representative associated with Sageview Advisory Group, LLC. Eric has been in the securities industry since January 22, 2007. Eric holds Series 63, 66, 7, 7TO and SIE licenses. Eric is registered with the state of California to provide investment advice. Prior to joining Sageview Advisory Group, LLC, Eric worked at LINCOLN FINANCIAL ADVISORS CORPORATION and VALIC FINANCIAL ADVISORS, INC.

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ADVISOR BIO

Eric Anthony Arave is a financial professional with experience in the industry. Eric is registered with Assetmark, Inc. and has been active in the financial services industry since January 30, 2022. Eric holds a Series 65 license for the state of California and is also a Series 6TO and SIE exam holder. Eric's areas of specialization include retirement planning, college savings plans, estate planning, and asset allocation. Eric is committed to providing clients with personalized financial advice and guidance.

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ADVISOR BIO

Eric Bates is a financial advisor at Rubicon Advisors. Eric has over 25 years of experience in the financial services industry. Eric is a registered representative and investment advisor representative in California and Texas. Eric specializes in providing financial planning and investment management services to individuals, families, and businesses.

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ADVISOR BIO

Eric Stever is a financial advisor registered with LPL Financial LLC in Woodland Hills, California. Eric has been working in the financial services industry since July 1994. Prior to joining LPL Financial LLC, Eric worked at CUSO Financial Services, L.P. in Van Nuys, California and Essex National Securities, Inc. in Napa, California. Eric specializes in providing financial planning, pension consulting, and other non-discretionary advisory services to individuals, businesses, and charitable organizations.

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ADVISOR BIO

Eric Allan Hutz is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Eric has been in the industry since September 4, 2014. Prior to joining Merrill Lynch, Eric was with J.P. Morgan Securities LLC. Eric specializes in investment management for individuals and businesses, financial planning and pension consulting. Eric is also a registered representative in California and Texas.

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ADVISOR BIO

Eric Shannon Smith is a financial advisor who has been in the industry since 1999. Eric is registered with LPL Financial LLC, Cornerstone Wealth Management, LLC and has previously worked with Securities America, Inc.. Eric is a Certified Financial Planner® and holds Series 7, Series 24, and Series 66 licenses. Eric is registered with the state of California, New Jersey, and Texas. Eric provides financial planning and consulting services through Lifetime Planning, Inc., an independent investment advisor firm, and Cornerstone Wealth Management, LLC.

SPECIALIZATIONS

ADVISOR BIO

Eric Castillo is a registered investment advisor with J.P. Morgan Securities LLC. Eric has over 6 years of experience in the financial services industry. Eric is registered to provide investment advice in 53 states, including California, Texas, Alabama, Alaska, Arizona, Arkansas, 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, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Eric is also registered to provide investment advice in California and Texas. Eric is a Series 6, 7, 63, and 66 licensed representative. Eric's specializations include 1, 2, 4, 5, and 6.

SPECIALIZATIONS