ADVISOR BIO

Miles Irish is a financial advisor with over 30 years of experience in the financial services industry. Irish is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Miles has been associated with Merrill Lynch since 1992 and has a broad range of experience serving individuals, corporations, and institutions. Miles holds Series 63, 7 and SIE licenses. Miles's areas of specialization include financial planning, retirement planning, and investment management. Irish provides services to individuals, high-net-worth individuals, corporations, and retirement plans. Miles has a diverse client base and has a strong understanding of the needs of different types of clients. Irish is dedicated to providing personalized financial advice and helping clients achieve their financial goals.

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ADVISOR BIO

Miles Logan Fleming is a financial advisor with LPL Financial LLC. Miles has been in the financial services industry since July 2015. Miles is licensed to provide financial advice in California. Prior to joining LPL Financial LLC, Miles worked at Waddell & Reed. Miles has passed the Series 66, Series 7 and SIE exams. Miles has experience in both investment and insurance services. Miles is affiliated with LPL Financial LLC, but provides financial advice through Lumena Financial Strategies, Inc.

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Milicent Gazan is a financial professional with over 20 years of experience in the industry. Milicent is currently registered with Wells Fargo Clearing Services, LLC and is located in ROLLING HILLS ESTATES, CA. Previously Milicent worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wachovia Securities, LLC, Citigroup Global Markets Inc., and RBC Dain Rauscher Inc. Milicent holds licenses in Series 63, SIE, and Series 7 and is licensed in over 20 states. Milicent specializes in providing investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

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Milind Pinak Dalal is a registered investment advisor representative with Clarity Wealth Advisors in San Jose, California. Milind has been in the financial services industry since 1993 and has a broad range of experience, including working with individuals, families, businesses, and charitable organizations.

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Millu Chang Ramirez is a financial advisor with Highline Wealth Partners. Millu has been in the financial industry since 2013, and holds the Series 6, Series 63, Series 65, and SIE licenses. Millu is also a Certified Financial Planner. In addition to her financial planning services, Millu is also a CA Insurance Agent. Millu focuses on providing financial planning, portfolio management for individuals and businesses, and pension consulting services.

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Milo Talmage Gates is a financial advisor with over 28 years of experience in the financial services industry. Milo is registered with Morgan Stanley and has been with the firm since 2009. Prior to joining Morgan Stanley, Milo held positions at Morgan Stanley DW Inc. and Bidwell & Company.

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Milos Vrzic is an investment advisor representative associated with Commonwealth Financial Network. Milos has been in the industry for over 7 years and has a strong track record of success. Milos is dedicated to providing personalized financial advice to individuals, families, and businesses. Milos is committed to helping clients achieve their financial goals. Milos offers a range of services, including financial planning, investment management, and retirement planning.

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Milton Greenberg is a financial advisor with Raymond James Financial Services Advisors, Inc. Milton has been in the industry since 2000 and is registered with FINRA, and the state of California. Milton has a strong background in financial planning, portfolio management, and insurance. Milton is committed to providing personalized service and helping clients reach their financial goals.

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Milton Lee Watson is a financial advisor with over 20 years of experience in the financial industry. Milton is currently registered with Innovation Partners LLC in Beverly Hills, CA. Milton previously worked for Equity Services, Inc. in Beverly Hills, CA and AXA Advisors, LLC in Los Angeles, CA. Milton holds the Series 6, Series 63 and SIE licenses. Milton's areas of expertise include financial planning, pension consulting, and portfolio management for businesses and individuals. Milton specializes in providing consulting services to qualified retirement plans.

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ADVISOR BIO

Milton Rodriguez is a financial advisor who has been in the industry since 2014. He is currently registered with Avantax Advisory Services, where he has worked since 2021. He is a Certified Financial Planner™ professional, and he offers a variety of services to his clients, including financial planning, pension consulting, educational seminars, and portfolio management. Milton has a long history of working in the financial services industry, and he has experience working with a variety of clients, including high-net-worth individuals, businesses, and retirement plans.

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