ADVISOR BIO

Amanda Albright is a financial advisor with Lodestar Private Asset Management LLC. Amanda is a Certified Financial Planner and has been in the industry since 2011. Amanda has previous experience with Brooklyn FI, LLC, HoyleCohen, R.M. Davis, MacPage, and Full-time education. Amanda is licensed in Arizona, California, Oregon, Texas, Vermont, and Washington. Amanda specializes in retirement planning, education planning, estate planning, and insurance.

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ADVISOR BIO

Amanda Ahl is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Amanda is currently registered with the state of California as an Investment Advisor Representative and as a Registered Representative. She is also licensed to sell securities in California. Amanda has been in the financial services industry since 2016. Amanda has a diverse background, having worked in a variety of industries including banking, real estate, and hospitality. She is passionate about helping her clients achieve their financial goals. Amanda Ahl's experience, knowledge, and commitment to her clients make her a valuable asset to any investment portfolio.

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ADVISOR BIO

Amanda Fuller Kolbach is a financial advisor with over 20 years of experience in the financial services industry. Amanda is currently registered with Morgan Stanley in Irvine, CA. Amanda has previously worked at E*TRADE SECURITIES LLC and FIDELITY BROKERAGE SERVICES LLC. Amanda offers a variety of services to her clients, including financial planning, asset allocation advice, portfolio management for businesses, and portfolio management for individuals.

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ADVISOR BIO

Amanda Woo is an investment advisor representative at UBS Financial Services Inc. Amanda has been working in the financial industry since 1998. Amanda has a strong background in financial planning and portfolio management. Amanda holds Series 6, 7, 63, and 66 licenses. Amanda is registered with the state of California and Texas.

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ADVISOR BIO

Amanda Smithberg-urban is a financial advisor currently working with Ameriprise Financial Services, LLC. Amanda has been in the industry since October 2006. Amanda has a combined total of 1 approved state registration and 1 approved FINRA registration in addition to other registrations. Amanda has passed the Series 7, Series 31, and Series 66 exams. Amanda previously worked with Morgan Stanley Smith Barney and LPL Financial Corporation.

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ADVISOR BIO

Amanda Kimoto is a registered representative with J.P. Morgan Securities LLC, a firm that has been in business since 1998. Amanda has been in the securities industry since January 2009, and has held previous positions at Chase Investment Services Corp. and Wells Fargo Investments, LLC. Amanda is registered in 53 states and holds Series 66, Series 7 and SIE licenses. She also has specializations in 1, 2, 4, 5 and 6. Amanda specializes in providing financial planning, pension consulting and portfolio management services to individuals and businesses.

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ADVISOR BIO

Amanda Weitman is an investment advisor representative registered with Wells Fargo Clearing Services, LLC in Corte Madera, California. Amanda has been in the financial services industry since 1997 and is active in both broker-dealer and investment advisor capacities. Amanda holds Series 7, 63, and 65 licenses, as well as the SIE.

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ADVISOR BIO

Amanda Nicole Sabo is a financial advisor registered with RBC Capital Markets, LLC. Amanda has been working in the financial industry since 2013. Amanda has a Series 66 license and holds the SIE and Series 7 certifications. Amanda has worked at RBC Capital Markets, LLC since August 2017. Prior to that, Amanda worked at Morgan Stanley. Amanda is registered in 35 states and 2 of those registrations are for investment advisory services.

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ADVISOR BIO

Amanda Lo is a financial advisor who has been in the industry since 2008. She is a registered representative and investment advisor representative with J.P. Morgan Securities LLC. Amanda Lo has a strong background in the financial services industry, having previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A. Amanda Lo is a Certified Financial Planner™ professional. She has a wide range of experience in financial planning, portfolio management, and investment advisory services.

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ADVISOR BIO

Amanda Kong Phimmachack is a financial advisor who has been in the industry since 2005. Amanda is currently registered with LPL Financial LLC and is licensed in several states. Amanda has held previous positions at CETERA ADVISOR NETWORKS LLC. Amanda has Series 6, Series 63, and SIE licenses. Amanda is a Certified Financial Planner.

SPECIALIZATIONS