ADVISOR BIO

Ian Carr is a financial advisor with Commonwealth Financial Network. Ian has been in the industry since 2005, and has a Series 6, 7, 63 and 65 licenses. Ian has worked with JPMorgan Chase Bank and PNC Investments in the past. Ian specializes in retirement planning, investments, and insurance. Ian has been recognized for his commitment to providing exceptional client service and his expertise in financial planning.

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ADVISOR BIO

Ian Linde is a financial advisor with Morgan Stanley. Ian has been in the industry since June 2021 and is registered in California and Texas. Ian specializes in providing investment advice to high net worth individuals, corporations, and other businesses. Ian has a Series 7TO and SIE license and holds a bachelor's degree from Sonoma State University. Ian is also an active member of the Santa Rosa Chamber of Commerce.

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ADVISOR BIO

Ian Willard Goertz is a financial advisor with Wells Fargo Clearing Services, LLC. Ian has been in the financial services industry since 2007. Ian has a Series 7, Series 31, Series 45 and Series 66 licenses and is registered in California and Texas. In addition to their work with Wells Fargo Clearing Services, LLC, Ian has previously worked with Wells Fargo Investments, LLC, Morgan Stanley & Co. Incorporated, and PTR, INC..

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ADVISOR BIO

Ian Biggs is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. in SAN DIEGO, CA. Ian has been in the industry since 2018 and has been associated with Merrill Lynch since 2020. Ian is licensed to provide investment advice in Arizona, California, Florida, Nevada, Oregon, Texas, and Washington. Ian has experience working with a variety of clients, including individuals, corporations, and institutions. Ian holds a Series 63, Series 66, and Series 7 licenses.

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ADVISOR BIO

Ian Hornstein is a financial advisor with Centaurus Financial, Inc. Ian has been a registered representative for over 10 years and holds the Series 7, Series 66, and SIE licenses. Ian is also a licensed tax preparer and has a strong understanding of taxation. Ian works with individuals, businesses, and high-net-worth clients. Ian specializes in financial planning, investment management, and tax preparation.

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ADVISOR BIO

Ian McLeod is an Investment Advisor Representative with Impact Investors in SAN FRANCISCO, CA. Ian McLeod has been in the financial services industry since June 2004. Ian McLeod is a CERTIFIED FINANCIAL PLANNER™. Prior to joining Impact Investors, Ian McLeod was employed by COMMUNITAS FINANCIAL PLANNING INC. in SAN FRANCISCO, CA.

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ADVISOR BIO

Ian Ruebel is an Investment Advisor Representative at Hightower Advisors, LLC. Ian is licensed to provide investment advice in California and is registered as an Investment Advisor Representative. Ian has been in the financial services industry since 2012. Ian holds a Series 65 license. Ian has experience working with insurance companies, charitable organizations, high-net-worth individuals, corporations or other businesses, individuals other than high-net-worth, and pension and profit-sharing plans. Ian’s firm, Hightower Advisors, LLC provides a variety of financial services including financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

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ADVISOR BIO

Ian Michael Treacher is a financial advisor currently registered with Wells Fargo Clearing Services, LLC. Ian has been in the financial industry since 2010. Ian Michael Treacher has a Series 66, Series 7, Series 10, Series 9, and SIE license. Ian has specialized experience in providing financial advice to individual investors, businesses, pension plans, charitable organizations, insurance companies, investment companies, and banking institutions. Ian Michael Treacher has been with Wells Fargo Clearing Services, LLC, since April of 2019. Prior to joining Wells Fargo Clearing Services, LLC, Ian worked at MORGAN STANLEY.

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ADVISOR BIO

Ian Parker is a financial professional with over 30 years of experience in the industry. Ian is currently registered with Planmember Securities Corp. in California. Ian has also held previous positions with Planmember Securities Corporation in California. Ian is a Series 6 and Series 63 licensed representative. Ian specializes in financial planning, portfolio management, and investment supervisory services. Ian has extensive experience working with individuals, corporations, and charitable organizations. Ian has a strong track record of providing personalized financial advice and guidance to clients.

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ADVISOR BIO

Ian McDonald is an investment advisor representative with Wells Fargo Clearing Services, LLC. Ian is a registered investment advisor in California, Hawaii and Texas. Ian has been working in the financial services industry since 1992. Prior to joining Wells Fargo, Ian was affiliated with Morgan Stanley DW Inc. Ian is a registered representative in over two dozen states. Ian holds the Series 6, 7, 63, and 65 licenses. Ian is also a registered principal with the firm. Ian specializes in working with individual clients, high net worth individuals, businesses, and charitable organizations.

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