ADVISOR BIO

Evan Hennessy is a financial advisor who has been in the industry since 1984. Evan is currently registered with Ameriprise Financial Services, LLC. Evan has a Series 7, Series 63 and Series 66. Evan is licensed to sell securities in Arizona, California, Colorado, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Iowa, Louisiana, Maryland, Minnesota, Missouri, Nevada, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia and Washington. Evan's previous employment includes Crowe, Weedon & Co., First Jersey Securities, Inc. and Stifel Nicolaus & Co. Inc.

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Evan Jacob Hunter is a financial advisor with over 35 years of experience in the industry. Hunter has held registrations with a number of firms, including E. F. Hutton & Company Inc, Lehman Brothers Inc., Citigroup Global Markets Inc. and currently Morgan Stanley. Hunter is a licensed investment advisor in California and Texas. Hunter specializes in working with high-net-worth individuals, insurance companies, charitable organizations, and corporations. Hunter's approach to financial planning is comprehensive and tailored to each client's individual needs. Hunter believes in building strong relationships with clients and providing them with the guidance they need to achieve their financial goals.

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ADVISOR BIO

Evan M Kassimir is a financial professional with over 10 years of experience. Evan is a Certified Financial Planner® and holds the Series 63, Series 7 and SIE licenses. Evan's current employment is with NFP Retirement Inc., where Evan has worked since June 2022. Before that, Evan was a registered representative with HORNOR, TOWNSEND & KENT, LLC. Evan has experience working with individuals, high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses. NFP Retirement Inc. specializes in providing investment advice and financial planning services to individuals, businesses, and institutions. NFP Retirement Inc. manages over $96 Billion in assets.

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Evan Robert Akers is a financial professional with a focus on providing investment advice. Evan joined Secure Asset Management, LLC in June 2024 and has been an active financial professional since May 2024. Evan is a licensed investment advisor representative in Washington. Prior to joining Secure Asset Management, LLC, Evan worked at VIUM Capital, Merrill Lynch and Curl Market - The Ohio State University. Evan has a Series 7TO, Series 66 and SIE licenses. In addition to being a financial advisor, Evan is also a research analyst for Real Estate Transition Solutions.

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Evan Riley Pugh is a financial advisor with Commonwealth Financial Network, registered in the state of California. Evan has been in the financial industry for over a year, having started with Woodbury Financial Services, Inc. in 2022. Evan holds the Series 66, Series 7TO, and SIE licenses. Evan provides financial planning services, pension consulting, and educational seminars in addition to portfolio management. Evan has experience working with a variety of clients, including individuals, corporations, charitable organizations, and pension and profit-sharing plans.

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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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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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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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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 May-yee Huey is a financial advisor with LPL Financial LLC in FREMONT, CA. Evelyn has been in the financial industry since January 24, 2000. Evelyn holds the Series 63, 65, 66 and 7 licenses. Evelyn is registered with FINRA and the state of California.

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