ADVISOR BIO

Andrej Simunac is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Andrej has been in the financial services industry since 2009. Andrej is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Andrej holds the Series 7, Series 66, and SIE securities licenses. Andrej has worked for several financial institutions, including Wells Fargo Clearing Services, LLC and Wells Fargo Advisors, LLC. Andrej specializes in providing investment advice to a variety of clients, including high-net-worth individuals, corporations, and institutions. Andrej is committed to providing his clients with personalized financial advice and investment strategies that are tailored to their individual needs and goals.

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ADVISOR BIO

Andres Han is a financial advisor with over 10 years of experience in the industry. Andres is registered with LPL Financial LLC and has a Series 6, 7, and 66 license. Andres has been with LPL since May 2022. Prior to joining LPL, Andres was with CUNA Brokerage Services, Inc. and WESCOM FINANCIAL SERVICES. Andres has a wide range of experience and specializes in providing financial planning, portfolio management, and other advisory services to individuals, families, and businesses.

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ADVISOR BIO

Andres Garcia is a registered representative with J.P. Morgan Securities LLC. Andres is licensed in California. Andres has been in the industry since 2024 and has passed the Series 63, Series 6TO and SIE exams.

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ADVISOR BIO

Andres Pio is an active investment advisor representative registered with J.p. Morgan Securities LLC. Andres has been working in the financial industry since 2010 and is registered in multiple states including Arizona, California, Colorado, Connecticut, Florida, Georgia, Hawaii, Idaho, Illinois, Louisiana, Mississippi, Nevada, New York, Ohio, Oregon, Texas, Utah, Washington, Wisconsin and Wyoming. Andres has earned the Series 7, Series 31 and SIE licenses, in addition to the Series 66 license for investment advisor representatives. Andres has experience providing financial planning, portfolio management services to individuals and businesses, as well as pension consulting and selection of other advisors. Previous firms Andres has worked at include Chase Investment Services Corp. and Morgan Stanley Smith Barney.

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ADVISOR BIO

Andres Vargas is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Andres has been active in the financial services industry since 2001. The advisor's professional experience includes previous roles at BANC OF AMERICA INVESTMENT SERVICES, INC., WELLS FARGO INVESTMENTS, LLC and EMPIRE SECURITIES CORPORATION OF SOUTHERN CALIFORNIA. The advisor holds the Series 7, Series 7TO, Series 24, Series 66 and SIE licenses. Andres Vargas is registered with the state of California.

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ADVISOR BIO

Andres Marek is a financial advisor with over 35 years of experience in the industry. Andres has been with Morgan Stanley since August 2016. Prior to joining Morgan Stanley, Andres was with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Andres is registered in 23 states and holds Series 7, 31, 63, and 65 licenses.

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ADVISOR BIO

Andres Dela Torre is a financial advisor who has been active in the industry since 2022. Andres is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in Berkeley, California. Andres has also previously worked for WELLS FARGO CLEARING SERVICES, LLC. Andres has a Series 7TO and SIE, and the Uniform Combined State Law Examination (Series 66). Andres holds active licenses in California and Texas.

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ADVISOR BIO

Andres Guzman is a financial advisor with Portside Wealth Group, LLC. Andres has been in the financial industry for over 10 years. Andres holds the Series 7 and Series 66 licenses and is a Certified Financial Planner. Andres has experience working with a variety of clients including individuals, high-net-worth individuals, corporations, and charitable organizations. Andres specializes in financial planning, portfolio management, and pension consulting. Prior to joining Portside Wealth Group, Andres worked at Baker Tilly Capital, LLC, Northwestern Mutual Investment Services, LLC, and Charles Schwab & Co., Inc.

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ADVISOR BIO

Andres Cervantes is an active Registered Representative and Investment Advisor Representative who has been in the financial industry since 2021. Andres is currently registered with J.P. Morgan Securities LLC. Andres's specializations include financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

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ADVISOR BIO

Andres Mejia alfaro is a financial advisor at B. Riley Wealth Advisors, Inc. in Los Angeles. Andres has been in the securities industry since April 7, 2016 and holds Series 7, Series 66 and SIE licenses. Andres previously worked at Oppenheimer & Co. Inc. in Los Angeles. The Padilla Group, of which Andres is a member, provides investment-related services. Andres specializes in a wide range of client needs, including individuals, corporations, trusts, endowments, pension plans, and charitable organizations.

SPECIALIZATIONS