ADVISOR BIO

Gaston Gardey is a financial advisor with Edward Jones. Gaston has been in the financial industry since 1991. He is licensed to provide investment advice in California, Colorado, Florida, Oklahoma, Oregon, and South Dakota. Gaston has Series 6, 7, and 66 securities licenses and holds the SIE designation. Gaston has a wide range of experience, including working for Franklin/Templeton Distributors, Inc. and Alps Fund Services. He specializes in providing financial planning and investment management services to individuals, corporations, and institutions.

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Gaurav Mittal is a financial professional with experience in the industry since 2018. Gaurav is currently registered with RBC Capital Markets, LLC and holds Series 79, Series 63, and SIE licenses. Gaurav previously worked at Robert W. Baird & Co. Incorporated. Gaurav specializes in a range of services including Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Pooled Investment Vehicles, and Financial Planning.

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Gaurav Gaitonde is a financial professional with over 7 years of experience in the industry. Gaurav Gaitonde is currently registered with Citigroup Global Markets Inc. as a Broker-Dealer Representative. Previously, Gaurav Gaitonde worked for BA Securities, LLC and Headwaters BD, LLC. Gaurav Gaitonde is licensed to provide securities advice in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. Gaurav Gaitonde's areas of expertise include Asset Allocation Advice, Financial Planning, Pension Consulting, Portfolio Management for Individuals, and Portfolio Management for Businesses.

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Gavan Wang is an investment advisor representative associated with UBS Financial Services Inc. Gavan has been in the industry since April 2019. Gavan is registered with the state of California to conduct business as a broker and investment advisor. Gavan is also registered in other states, including Arizona, Colorado, and Delaware.

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Gavin J. Wong is a financial advisor with Morgan Stanley and has been in the industry since November 2007. Gavin has a Series 66, Series 7, and SIE license. Gavin also holds licenses in multiple states. In addition to being a financial advisor, Gavin also owns a rental property in San Francisco.

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Gavin Kirby is a financial advisor registered with Morgan Stanley. Gavin has been in the industry since 2018 and has a strong background in financial planning, portfolio management, and investment advisory services. Gavin is currently registered with the state of California and Texas and is able to provide investment advice to individuals, families, businesses, and institutions. Gavin has a strong commitment to providing personalized investment advice and helping clients achieve their financial goals. Prior to joining Morgan Stanley, Gavin worked at Raymond James & Associates, Inc. in Saint Petersburg, FL.

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ADVISOR BIO

Gavin Lam is a financial advisor with Wells Fargo Clearing Services, LLC, located in Belmont, CA. Gavin has over 10 years of experience in the financial industry, having previously worked for HSBC Securities (USA) Inc. Gavin is registered with both the state of California and the Financial Industry Regulatory Authority (FINRA). Gavin's expertise includes investment consulting services for institutional clients, financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisors.

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Gavin Jensen is a financial advisor with over 15 years of experience in the industry. Gavin is registered with LPL Financial LLC and holds Series 6, 63, and 65 licenses. Gavin has worked with various firms in the past, including PLANMEMBER SECURITIES CORPORATION and GREAT AMERICAN ADVISORS, INC. Gavin has experience in providing a variety of services to clients, including financial planning, portfolio management, and consulting. Gavin is committed to helping clients achieve their financial goals and works closely with them to develop a personalized financial plan. Gavin believes in providing clients with a high level of service and strives to build long-term relationships.

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ADVISOR BIO

Gavin Andrew Lee is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Pasadena, California. Gavin has over 28 years of experience in the financial services industry. Gavin holds Series 6, 7, 31, 63 and 65 securities licenses as well as a SIE. Gavin works with individual clients, businesses, trusts and estates, pension and profit-sharing plans, charitable organizations, and insurance companies. Gavin is a registered investment advisor in Texas and California. Prior to joining Raymond James, Gavin was a financial advisor at Wells Fargo Clearing Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Pruco Securities Corporation.

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Gavin Andrew Tolan is a financial advisor with over 30 years of experience in the financial industry. Gavin currently holds registrations with SPC and is also an investment advisor representative. Gavin has a strong track record of helping individuals, families, and businesses achieve their financial goals. Gavin is committed to providing personalized financial advice and services tailored to the unique needs of each client. Gavin is passionate about helping clients understand their financial options and make informed decisions about their future.

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