ADVISOR BIO

Evan Louis Anderson is an Investment Advisor Representative with Global Retirement Partners LLC, a firm that specializes in providing financial planning, pension consulting and portfolio management services. Evan has been in the industry for 11 years and holds a Series 63, 65 and Series 6TO licenses as well as the SIE. Evan focuses on providing advice to high-net-worth individuals, charitable organizations and pension and profit sharing plans. Evan also provides services to corporations or other businesses and individuals other than high-net-worth individuals. The firm has been in operation for 6 years and has offices in San Rafael, California and Boulder, Colorado.

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ADVISOR BIO

Evan Avery is a financial advisor registered with Global Retirement Partners LLC, and has been in the industry since 2017. Evan is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 63, 65, 7, and SIE licenses. Evan specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, corporations, and charitable organizations. Evan is also registered to provide investment advisory services through Global Retirement Partners LLC, an independent investment advisor firm.

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ADVISOR BIO

Evan Bernardy is a financial advisor with LPL Financial LLC in NOVATO, CA. Evan has been in the financial industry since 2019. Evan has experience working with Merrill Lynch, Pierce, Fenner & Smith Incorporated in SAN FRANCISCO, CA. Evan is a registered representative and investment advisor representative. Evan is licensed in California, Georgia, and North Carolina. Evan's firm, LPL Financial LLC, provides a range of financial services including financial planning, portfolio management, consulting, and other non-discretionary advisory services. Evan specializes in retirement planning, college savings, and estate planning.

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ADVISOR BIO

Evan Johnson is an Investment Advisor Representative with Morgan Stanley in Menlo Park, CA. Evan has been in the industry since 2024. Evan holds Series 7TO, SIE and Series 66 licenses and has been registered in California and Texas. Evan also holds registrations in California for both Broker-Dealer and Investment Advisor. Prior to joining Morgan Stanley, Evan has worked with Ameriprise Financial Services, LLC in Minneapolis, MN, MC Financial Partners in Concord, CA and was previously in full-time education in Los Gatos, CA and Boulder, CO.

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ADVISOR BIO

Evan Crawford is a financial advisor at Morgan Stanley in Palo Alto, California. Evan has been in the financial services industry since 2012 and has a Series 66, Series 7 and SIE license. Evan is registered to offer investment advice in 33 states and the District of Columbia. Evan specializes in providing financial planning, asset allocation advice, pension consulting and portfolio management for businesses, individuals and investment companies.

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ADVISOR BIO

Evangeline Pascual is a registered representative with Wells Fargo Clearing Services, LLC. Evangeline has been in the industry since February 13, 2019. Evangeline has passed the Series 63, Series 6TO and SIE exams. Evangeline is registered in California. Evangeline works at the branch office located in SANTA CLARA, CA.

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ADVISOR BIO

Evans Y Lam is a financial advisor with UBS Financial Services Inc. based in PASADENA, CA. Evans Y Lam has been in the industry since 1991 and has a wide range of experience in the financial services industry. Evans Y Lam holds multiple licenses and registrations, including Series 3, Series 7, Series 63, and Series 65. Prior to joining UBS Financial Services Inc. Evans Y Lam worked for CITIGROUP GLOBAL MARKETS INC. and LEHMAN BROTHERS INC. Evans Y Lam also serves as a Director for KIANGSU-CHEKIANG-SHANGHAI-767 N. HILL STREET, LOS ANGELES, CA and is a Trustee for the University of Rochester. Evans Y Lam also serves as a Member of the Board of Directors for the MORNING LIGHT FOUNDATION. Evans Y Lam specializes in working with individuals, businesses, corporations, high-net-worth individuals, pensions, and charitable organizations.

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ADVISOR BIO

Evanya Jean Skelly is a financial professional with Stifel, Nicolaus & Company, Inc. with experience in the financial services industry. Evanya is licensed in 26 states and has experience in various areas of financial planning and portfolio management for individuals and businesses.

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ADVISOR BIO

Eve Muradyan is a registered representative at J.P. Morgan Securities LLC. Eve has been in the securities industry since March 2021. Eve holds a Series 63, Series 6TO, and SIE license. Eve is currently registered in California.

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ADVISOR BIO

Evelyn Lara is a financial advisor with Wells Fargo Clearing Services, LLC. Evelyn has been in the financial services industry since 2003 and is registered in California and Texas. She has a Series 7, Series 63, and Series 65 license. Evelyn is a CERTIFIED FINANCIAL PLANNER™ professional. Evelyn has experience providing investment advice to individuals, families, and businesses. She also has experience working with retirement plans and charitable organizations.

SPECIALIZATIONS