ADVISOR BIO

Anushree Dave is a financial advisor currently working for Merrill Lynch, Pierce, Fenner & Smith Inc. Anushree is registered to provide investment advice in 24 states and has been active in the financial industry since 2016. She previously worked at PRUCO SECURITIES, LLC. Anushree holds licenses for Series 6, 7, 63 and 66 and is licensed as an Investment Advisor Representative in California. Anushree provides investment advice to a variety of clients including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Anushree specializes in portfolio management for businesses and individuals, as well as pension consulting and educational seminars. She works out of Merrill Lynch's office in Palo Alto, California.

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ADVISOR BIO

Anya Bilivsky is a financial advisor with LPL Financial LLC in ROSEVILLE, CA. Anya is licensed to provide financial advice and products in the state of California. Anya has been in the industry for a short time, having joined LPL Financial LLC on 4/4/2024. Anya has successfully passed the General Securities Representative Examination (Series 7) and the Securities Industry Essentials Examination (SIE). Anya specializes in providing a variety of financial services, including investing, retirement planning, and insurance.

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ADVISOR BIO

Apolonia Villela is a registered representative with J.P. Morgan Securities LLC. Apolonia is currently licensed in California and Florida. Apolonia holds the Series 63, SIE and Series 6TO licenses and has been in the industry since 2022. Apolonia specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting services.

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Apostolos Kiriazis is an investment advisor representative with J.p. Morgan Securities LLC, based in San Jose, California. Apostolos is licensed to provide securities and investment advisory services in California and Texas. Apostolos has been in the financial services industry since 2020 and has a Series 7, Series 66, and SIE license. Apostolos specializes in providing financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

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April Lyn Manley is a registered representative with Wells Fargo Clearing Services, LLC in Lincoln, California. April has been in the financial services industry since September 2010. April has Series 6 and Series 63 licenses, as well as the SIE. April's previous role was with WELLS FARGO INVESTMENTS, LLC.

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ADVISOR BIO

April Burchard MacHado is an active advisor registered with the state of California and Texas, associated with Morgan Stanley. April has been in the financial industry since 2009 and specializes in providing financial planning, asset allocation advice, and portfolio management for individuals, businesses, and investment companies. April holds various licenses and certifications, including Series 7, 9, 10, 63, and 66. April has a strong track record of success in providing investment advice and helping clients achieve their financial goals.

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ADVISOR BIO

April Lovellette is a financial advisor with Osaic Wealth, Inc. located in Escondido, CA. April has been in the financial industry since October 24, 2012. April is registered with FINRA, and holds Series 7, 63, 66, SIE and 99TO licenses. April has a history of working for various financial institutions including LPL FINANCIAL LLC, Woodbury Financial Services, Inc., Cetera Advisor Networks LLC, Investment Centers of America, Inc., KJM Securities, Inc., Raymond James & Associates, Inc., MML Investors Services, LLC, Arque Capital, LTD., and Fox & Company Investments Inc.

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ADVISOR BIO

April Machelle Solis is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been in the industry since 1999. April holds both Series 63 and 66 licenses. April has been associated with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2000. Previously, April worked at Salomon Smith Barney Inc. and Merrill Lynch, Pierce, Fenner & Smith Inc. April is registered in 42 states and the District of Columbia. April focuses on providing financial advice and investment management services to individuals, corporations, insurance companies, charitable organizations, and pension and profit-sharing plans.

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ADVISOR BIO

April Latimer Heron is a financial advisor with over 30 years of experience in the industry. April currently works at Morgan Stanley and is registered with both the Broker-Dealer and Investment Advisor sectors. April is registered in 33 states. Before joining Morgan Stanley, April worked at CITIGROUP GLOBAL MARKETS INC. for 10 years. Previously, April was employed by Thomas James Associates, Inc.

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ADVISOR BIO

April Camp is an investment advisor representative with NFP Retirement Inc. April has been a registered investment advisor representative since September 2022 and has worked in the financial services industry since September 2012. April Camp is also registered as an investment advisor in Maryland. She is specialized in retirement planning, portfolio management, and investment consulting.

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