ADVISOR BIO

Gerald Wayne Parent is a financial advisor with over 29 years of experience in the financial services industry. Gerald is currently registered with SCF Investment Advisors, Inc. in Florida and North Carolina. Previously, Gerald was registered with LPL Financial LLC, Mutual Service Corporation, Investors Capital Corp., MetLife Securities Inc., and Metropolitan Life Insurance Company. Gerald is a Chartered Financial Consultant and holds the Series 6, Series 63, and SIE licenses. Gerald offers financial planning, portfolio management for businesses and individuals, pension consulting, and educational seminars. Gerald has experience working with individuals, high-net-worth individuals, charitable organizations, corporations or other businesses, and pension and profit-sharing plans.

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ADVISOR BIO

Gerald Antonio is an investment advisor representative with Brio Financial Group. Gerald is based in SAN FRANCISCO, CA. Gerald is registered with the state of California. Gerald has been working in the financial services industry since 2006 and has a wide range of experience in financial planning and portfolio management. Gerald has worked for several firms including MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and AMERIPRISE FINANCIAL SERVICES, INC. Brio Financial Group has a large client base including individuals, corporations and high net worth individuals. The firm specializes in financial planning and portfolio management for individuals and businesses.

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ADVISOR BIO

Gerald Boyle is a financial advisor who has been in the industry since 1996. He is registered as a broker-dealer and investment advisor in several states. Gerald is currently affiliated with Wells Fargo Clearing Services, LLC. He has previous experience with Wells Fargo Investments, LLC, Chase Investment Services Corp., WAMU Investments, Inc. and Morgan Stanley DW Inc.

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ADVISOR BIO

Gerald Montegani Jr. is a financial advisor with over 30 years of experience in the industry. Gerald is registered with UBS Financial Services Inc. and holds Series 3, 7, 8, 9, 10, 63, and 65 licenses. Gerald has previously worked with Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., and Chatfield Dean & Co., Inc.. Gerald specializes in providing financial advice to individuals, corporations, and other businesses, and has experience working with charitable organizations, investment companies, high-net-worth individuals, and pension and profit-sharing plans. Gerald has experience with a wide range of financial products and services, including portfolio management, financial planning, and investment advisory services.

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ADVISOR BIO

Gerald Hayton is a financial advisor with over 40 years of experience in the financial services industry. Gerald is currently registered with LPL Financial LLC and has been with the firm since June 2009. Previously, Gerald was associated with Citigroup Global Markets Inc. and Dean Witter Reynolds Inc. Gerald specializes in providing financial planning, portfolio management, and other advisory services to individuals, families, businesses, and charitable organizations. Gerald is also a registered representative with the Financial Industry Regulatory Authority (FINRA) and holds Series 7, Series 63, SIE, and PC licenses. Gerald has an active registration in 19 states and is committed to providing his clients with personalized and comprehensive financial advice.

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ADVISOR BIO

Gerald Lee Raymond is a financial advisor with over 28 years of experience in the industry. Gerald has a current registration with LPL Financial LLC and has held previous registrations with Mutual Service Corporation and MML Investors Services, Inc. Gerald holds Series 6, 7, 63 and 66 licenses and the SIE exam. Gerald provides a variety of advisory services for individuals, families, trusts, businesses and retirement plans. The services provided by Gerald include financial planning, portfolio management, investment advisory, and consulting. The Raymond Wesley Plan Advisors, a DBA for LPL business, is a personal corporation which provides space, services and staff to Gerald's personal practice.

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ADVISOR BIO

Gerald Grant Harshberger ii is a financial advisor at LPL Financial LLC. Gerald is a Registered Representative and Investment Advisor Representative in California. Gerald has been in the financial industry since 2011. Gerald has passed the Series 66, Series 7 and SIE exams. Gerald is registered with the following states: California, Colorado, Florida, Hawaii, Idaho, Iowa, Nevada, Ohio, South Dakota, Texas, Utah, and Washington.

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ADVISOR BIO

Gerald John Massa is an investment advisor representative associated with Osaic Wealth, Inc. He is based in MONROVIA, CA and has been in the financial services industry since April 12, 1995. Gerald John Massa is registered to offer securities in 19 states and is licensed with FINRA and a State regulator. Gerald John Massa is a licensed securities agent and has passed the Series 6, Series 63, and SIE exams. In addition to being a licensed securities agent, Gerald John Massa also offers financial planning, pension consulting, educational seminars, and portfolio management services. He specializes in providing financial advice to high net worth individuals, charitable organizations, corporations and other businesses, individuals other than high net worth, and pension and profit-sharing plans.

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ADVISOR BIO

Gerald Allen Minter has over 40 years of experience in the financial services industry. Gerald is a Registered Representative with Cetera Investment Advisers LLC and is active in both broker-dealer and investment advisor capacities. Gerald is also a Registered Principal with Cetera Advisor Networks LLC. Gerald is licensed in 28 states and has a broad range of experience working with both individuals and businesses in providing financial planning, portfolio management, and investment advisory services. He is committed to helping clients achieve their financial goals.

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ADVISOR BIO

Gerald Lawrence Larr is a registered Investment Advisor Representative with Cerity Partners LLC. Gerald has been in the industry for over 30 years and has experience with Deutsche Bank Securities Inc. and Scudder Investor Services, Inc. Gerald's professional experience includes working with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations and other businesses, individuals other than high-net-worth, and state or municipal government entities. Gerald specializes in financial planning, pension consulting, portfolio management for businesses, and portfolio management for individuals. Gerald's clients include individuals, families, trusts, and businesses. Cerity Partners LLC is an investment advisor firm that provides a variety of financial services, including wealth management, investment management, financial planning, and retirement planning.

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