ADVISOR BIO

James Paul Gahagan is a financial advisor currently registered with LPL Financial LLC. James has been in the financial industry since August 1996. James has worked with Pruco Securities, LLC and The Prudential Insurance Company of America. James is licensed in the states of California, Nevada, Oregon, South Carolina, and Washington. James also provides non-variable insurance services. James is registered as an investment advisor representative in California. James offers services in financial planning, pension consulting, and educational seminars. James has a special interest in investments for individual clients, business clients, charitable organizations, pension and profit sharing plans, and corporations. James is also registered to offer other non-discretionary advisory services.

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ADVISOR BIO

James Arthur Hayes is a financial professional with over 25 years of experience in the industry. He has been affiliated with Cetera Investment Advisers LLC since 2003. James Arthur Hayes is a Registered Investment Advisor in California and Texas and has passed the Series 6, Series 63 and Series 65 examinations. He specializes in providing financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and individuals, and portfolio management for investment companies. Cetera Investment Advisers LLC is a Registered Investment Advisor with approximately $104.5 Billion in regulatory assets under management as of 2024.

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ADVISOR BIO

James Brian Olmore is an investment advisor representative with United Capital Financial Advisors. James has been in the industry since 1993. James has a Series 6, 7, 31, 63, and 65 licenses, and is also a Certified Financial Planner. James has a strong background in financial planning, portfolio management, and investment advisory services.

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ADVISOR BIO

James Rothwell is a financial advisor with over 2 years of experience in the industry. James currently works at Morgan Stanley. James has a Series 7TO, Series 63 and Series 65 license and is registered in 53 states and the District of Columbia as well as Texas and California for investment advisory services. James previously worked at Equitable Advisors, LLC for one year. James has extensive experience working with high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. James offers a variety of financial services, including investment management, financial planning, asset allocation advice, and educational seminars.

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ADVISOR BIO

James Matthew Watts is a financial advisor with Edward Jones. James has been in the financial services industry since 2004. James is a Certified Financial Planner and holds Series 7, 63, and 66 securities licenses. James is registered with the state of Texas as an Investment Advisor Representative and the state of California as a Registered Representative. James is committed to providing a personalized experience to each client and helping them achieve their financial goals.

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ADVISOR BIO

James Joseph Rosenquist is a registered investment advisor representative with Next Financial Group, Inc. based in Newport Beach, CA. James has been in the financial industry since November 2006. He has a Series 6, Series 7, and Series 63 license. He is registered to provide investment advisory services in California, Nebraska and the District of Columbia. James's previous experience includes time spent with Pruco Securities, LLC. and ProEquities, Inc.

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ADVISOR BIO

James Wigen is an investment advisor representative with Independent Financial Partners, a firm registered with the SEC. James has been in the financial industry since 1997 and has experience in providing financial planning services, investment advisory services, and pension consulting. James holds Series 7, 63 and 65 licenses and has been registered with the state of California, Florida, Montana, Texas and Utah. James has a background in financial planning and investment advising.

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ADVISOR BIO

James Willard Burmane is a financial professional with over 16 years of experience in the financial services industry. James is a Registered Representative with Eagle Strategies LLC. The firm offers a range of financial services, including financial planning, portfolio management, pension consulting, and educational seminars. James is registered to provide investment advice in California, Arizona, and Texas. He is also registered with FINRA and the state of California as a Registered Representative. James's expertise and experience make him a valuable resource for individuals and families seeking financial guidance.

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ADVISOR BIO

James William Filippi is an active investment advisor representative with LPL Financial LLC, located in Rancho Cucamonga, CA. James William Filippi has been in the financial services industry for over 20 years. James William Filippi is registered with the state of California as an investment advisor representative. James William Filippi also holds Series 7, 31, and 63 securities licenses, as well as a Series 65 license. James William Filippi has previous experience with D.A. Davidson & Co., Crowell Weedon & Co., and Morgan Stanley Smith Barney.

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ADVISOR BIO

James Needy is a financial advisor with Edward Jones. James has been in the industry since 2021 and is registered in 23 states. James has a wide range of experience, including previous employment with NYLIFE SECURITIES LLC, San Diego Padres, Miami Marlins, Luxxotica, Fairway Golf USA, Sioux City Explorers, and the University of Phoenix. James is committed to providing his clients with personalized financial advice and guidance.

SPECIALIZATIONS