ADVISOR BIO

Oralia Valenzuela is a registered representative with Wells Fargo Clearing Services, LLC. Oralia has been in the industry since 2024 and holds the Series 7TO and SIE licenses. She specializes in a variety of investment services, including retirement planning, investment management, and financial planning. Oralia is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.

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ADVISOR BIO

Oren Abrahams is a registered representative and investment advisor representative with J.p. Morgan Securities LLC in San Ramon, California. Oren has been in the industry since July 2022 and holds the Series 63, Series 6TO, and SIE licenses. Oren is a licensed representative in California and has been active in the industry for less than a year.

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ADVISOR BIO

Oren Cohen is a financial advisor registered with LPL Financial LLC. Oren has been in the industry since 2004 and holds a Series 7, Series 63, and Series 66 license, as well as the SIE exam. Previously Oren was affiliated with CROWN CAPITAL SECURITIES, L.P. and ING FINANCIAL PARTNERS, INC. Oren is located in the Encino, CA office of LPL Financial LLC. Oren's areas of specialization include: Retirement Planning, College Savings, Estate Planning, Insurance & Annuities, and Business Planning. Oren's professional focus includes financial planning, investment management, and consulting.

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ADVISOR BIO

Oreste A. Volkert has been in the financial industry since 2002 and is currently registered with UBS Financial Services Inc. Oreste A. Volkert has also previously worked for Morgan Stanley and CITIGROUP GLOBAL MARKETS INC. Oreste A. Volkert is registered to provide investment advice in multiple states across the country.

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ADVISOR BIO

Orianna Alexandra Uribe is a registered representative with J.P. Morgan Securities LLC. Orianna Alexandra Uribe is licensed in California and has been in the securities industry for less than a year. Orianna Alexandra Uribe has passed the Series 63, Series 6TO and SIE exams.

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ADVISOR BIO

Orin Winick is a financial advisor with Manhattan West Asset Management, LLC. Orin has been in the financial industry for over 20 years. Orin is registered with the state of California. Orin's previous employers include Barclays Capital Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Orin has passed the Series 66 and Series 7 exams.

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ADVISOR BIO

Orin Matthew Green is a financial advisor with over 20 years of experience in the industry. Orin is registered as an Investment Advisor Representative in Louisiana and is currently pending registration in California. Orin Green is a Certified Financial Planner™ and holds the Series 7, Series 63, and Series 65 licenses. Currently, Orin is associated with Orin Green Financial, LLC, a firm headquartered in San Diego, California. Orin has also been employed by Ameriprise Financial Services, Inc., and IDS Life Insurance Company.

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ADVISOR BIO

Orion Richardson is a financial advisor with Equitable Advisors, LLC. Orion has been in the financial services industry since September 4, 2014. Orion has a Series 7 license and a Series 66 license and holds registrations in Arkansas, California, Florida, Massachusetts, Nevada, New York, Oregon, and Washington. Orion is registered with both the Securities and Exchange Commission (SEC) and FINRA. Orion provides financial planning, pension consulting, educational seminars, and portfolio management services for both individuals and businesses.

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ADVISOR BIO

Orissa Kruse is a Registered Representative with Merrill Lynch, Pierce, Fenner & Smith Inc. since January 2007. She has been in the securities industry since July 1997. Orissa Kruse has Series 7, 31, 63, and 65 licenses and holds registrations in California and Massachusetts. She is located in the SANTA ROSA office of Merrill Lynch, Pierce, Fenner & Smith Inc. Orissa Kruse has experience with individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit sharing plans, and insurance companies.

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ADVISOR BIO

Orlando Torres is a financial professional with over 16 years of experience in the industry. Orlando is currently an Investment Advisor Representative at NFP Retirement Inc. Orlando is registered with the state of California as an Investment Advisor Representative. In addition to their current role, Orlando has previously worked at FINANCIAL TELESIS INC, where they were registered as both a Broker-Dealer and an Investment Advisor Representative.

SPECIALIZATIONS