ADVISOR BIO

Allison Walters is an Investment Advisor Representative registered with Merrill Lynch, Pierce, Fenner & Smith Inc.. Allison has been in the industry for 1 year and 9 months. Allison is licensed to provide securities advice in 36 states and has been registered with the Securities and Exchange Commission since September 4, 2020. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc., Allison worked with Equitable Advisors, LLC. Allison is located at the Merrill Lynch, Pierce, Fenner & Smith Inc. branch office in San Francisco, California and has been with Merrill Lynch, Pierce, Fenner & Smith Inc. for 3 years and 6 months.

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ADVISOR BIO

Allison Parada is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Allison has been in the financial services industry since August 2006. Allison is registered with the state of California as an investment advisor representative and as a broker. Allison has been registered with FINRA since 2015.

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ADVISOR BIO

Allison Laurene Donecker is a registered investment advisor representative with Centaurus Financial, Inc. Allison has been in the securities industry since March 10, 2015. Allison holds the Series 63, 65, 7, and SIE licenses. Centaurus Financial, Inc. is a registered investment advisor with a focus on financial planning, pension consulting, and portfolio management for both individuals and businesses.

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ADVISOR BIO

Allison Taylor is a financial advisor with over 25 years of experience in the financial services industry. Allison currently works with LPL Financial LLC and provides advisory services to individuals, corporations, and other businesses. Allison's career has spanned across multiple firms including Wells Fargo Clearing Services, LLC, Wells Fargo Investments, LLC, WM Financial Services, Inc., Great Western Financial Securities Corporation, and ASB Financial Services. Allison holds a Series 6, Series 7, Series 24, and Series 63 licenses.

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ADVISOR BIO

Allison Derosas is a financial advisor registered with Wells Fargo Clearing Services, LLC. Allison holds both a Series 65 (Uniform Investment Adviser Law Examination) and Series 63 (Uniform Securities Agent State Law Examination) license and is registered in California and Texas. Allison has experience in the financial services industry and is passionate about helping clients achieve their financial goals.

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ADVISOR BIO

Allison Edmonds is a registered investment advisor representative with NFP Retirement Inc. Allison has been in the industry since September 2012 and has held previous positions with Kestra Financial and NFP. Allison is licensed in Maryland. Allison Edmonds specializes in Financial Planning, Pension Consulting, Selection of other advisors, and Portfolio management for Individuals. NFP Retirement Inc. is a registered investment advisor with headquarters in Aliso Viejo, CA and provides various investment advisory services for individuals, high-net-worth individuals, corporations, and pension plans. The firm manages over $96 billion in assets under management.

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ADVISOR BIO

Allison Flink is an Investment Advisor Representative with NFP Retirement Inc. Allison is a registered Investment Advisor in California and Texas. Allison has been in the financial services industry for over 18 years.

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ADVISOR BIO

Allison Brill is a financial advisor with Morgan Stanley, registered in the state of California and Texas. Allison has been active in the financial industry since April 2009. Prior to joining Morgan Stanley, Allison worked at Morgan Stanley & Co. Incorporated. Allison holds Series 7, 31, and 66 securities licenses.

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ADVISOR BIO

Allison Clago is a financial advisor with B. Riley Wealth Advisors, Inc. Allison has been in the industry since 1986 and has experience with a variety of financial products and services. Allison is registered with FINRA and the Securities and Exchange Commission.

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ADVISOR BIO

Allison Wong is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. She has been in the industry since 2019 and has a wide range of experience in providing financial advice. Allison holds Series 7TO, SIE, and Series 66 licenses and is registered in 43 states to provide both investment advisory and broker-dealer services. Allison is an active member of the financial community and is committed to providing her clients with the highest level of service. Allison can provide financial advice to individuals, corporations, and other institutions.

SPECIALIZATIONS