ADVISOR BIO

James Robert Goodin is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc.. James has been in the industry since 2001. James is registered to provide investment advice in 30 states and holds Series 31, 7, and 66 licenses. James is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. and an investment advisor representative of Merrill Lynch, Pierce, Fenner & Smith Inc.

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ADVISOR BIO

James Herbert Forcella is a financial advisor with over 40 years of experience in the industry. James is registered with LPL Financial LLC in California and Texas. Previously, James was registered with VALIC Financial Advisors, INC., LINSCO/PRIVATE LEDGER CORP., GATEWAY INVESTMENT SERVICES, INC., AMERICAN GENERAL FINANCIAL ADVISORS, INC., and THE VARIABLE ANNUITY MARKETING COMPANY. James holds the Series 6, 7, 24, 63, and 65 licenses and has earned the Certified Financial Planner designation. James specializes in portfolio management for individuals and businesses, as well as financial planning and pension consulting. James also provides consulting and other non-discretionary advisory services.

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ADVISOR BIO

James Edward Grace is a registered representative of Commonwealth Financial Network, offering investment advisory services in California. James has been in the financial industry since 2014 and holds an Investment Advisor Representative (IA Rep) license. The individual's current firm is Commonwealth Financial Network, headquartered in Waltham, MA.

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ADVISOR BIO

James Woolley is a financial advisor with Western International Securities, Inc. based in Northridge, California. James has over 30 years of experience in the financial services industry. He is registered in California and Idaho as a broker-dealer and investment advisor representative. James specializes in providing financial planning, portfolio management, and pension consulting services to individuals, corporations, and charitable organizations.

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ADVISOR BIO

James Dean McDonald is a financial advisor with over 27 years of experience in the industry. James is currently registered with Sageview Advisory Group, LLC and is also active in the state of Minnesota as an investment advisor representative. James has a history of working with various firms, including TRIAD ADVISORS LLC, LPL FINANCIAL LLC, and NRP FINANCIAL, INC. James holds the Series 66, Series 63, Series 26, SIE, and Series 7 licenses. James has experience in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

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ADVISOR BIO

James Ronald King is a financial advisor with over 20 years of experience in the industry. James has a broad range of experience in the financial services industry and has held positions at several firms including Centaurus Financial, Inc., Crown Capital Securities, L.P. and Grove Point Investments, LLC. James is a Registered Representative and Investment Advisor Representative and is licensed in California. James specializes in providing financial planning, portfolio management, and investment advisory services to individuals and businesses.

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ADVISOR BIO

James Okland Cannon is an investment advisor representative with Cannon Wealth Group LLC. James Cannon has been in the industry since 2014. The advisor is registered in California and Maryland. Cannon Wealth Group LLC has been in business since 2014 and manages more than $10 million in assets for both high-net-worth individuals and individuals other than high-net-worth. James Cannon's firm provides financial planning and portfolio management services to individuals.

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ADVISOR BIO

James Duncan is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. based in NEWPORT BEACH, CA. James has been in the financial services industry since December 26, 2002. James specializes in providing a variety of services to individuals, corporations, and institutions.

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ADVISOR BIO

James L. Losey is a financial advisor with Osaic Wealth, Inc. James has over 35 years of experience in the financial services industry. James specializes in a variety of services, including financial planning, portfolio management, and pension consulting. James is a registered representative with FINRA and is licensed to sell securities in California. He is also a Registered Options Principal. James has been with Osaic Wealth, Inc. since 1989, and is committed to providing his clients with personalized, comprehensive financial advice.

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ADVISOR BIO

James Lawrence Marchetti is an Investment Advisor Representative with Rockefeller Financial LLC. James has been in the industry since 2009 and has extensive experience in providing financial advice. He has held previous positions with First Republic Securities Company, LLC, First Republic Investment Management, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. James is registered in 37 states and holds the Series 7 and Series 66 licenses. He specializes in providing financial planning, pension consulting, selection of other advisers, and portfolio management for businesses and individuals.

SPECIALIZATIONS