ADVISOR BIO

Rajiv Dadlani is an investment advisor representative associated with Merrill Lynch, Pierce, Fenner & Smith Inc. Rajiv has been in the securities industry for over 9 years, with experience as an advisor at Bank of America, N.A. and Merrill Lynch. Rajiv has a broad base of experience across industries, including insurance companies, charitable organizations, high-net-worth individuals, and pension and profit-sharing plans. Rajiv also provides a range of services, including performance measurement reports, allocation modeling, IPS, research reports and services, portfolio management for businesses, and portfolio management for individuals.

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ADVISOR BIO

Rajiv Rebello is an investment advisor representative with Colva Capital LLC, based in San Diego, California. Rajiv has been working in the financial services industry since 2017 and has a wide range of experience. Rajiv holds a Series 63 and Series 65 licenses. Rajiv specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and pooled investment vehicles. Rajiv is also a licensed insurance agent and has worked as an independent consultant for various firms.

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Rajni Saini is a financial advisor registered with J.P. Morgan Securities LLC. She is licensed in California and has been in the industry since October 2013. Rajni specializes in providing financial planning, pension consulting, and portfolio management services to individuals and businesses.

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Rajvi Berry is a financial advisor with over 25 years of experience in the industry. Berry is currently registered with Morgan Stanley and has been with the firm since 2011. Previously, Berry worked for Goldman, Sachs & Co. Berry is licensed in 31 states, including California, Florida, and Texas. Berry holds the Series 3, 7, 63, and 66 licenses. Berry specializes in providing asset allocation advice, financial planning, and portfolio management for individuals, businesses, and investment companies.

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ADVISOR BIO

Rajvinder Budwal has been in the financial services industry since January 1994. Rajvinder Budwal is currently an Investment Advisor Representative with Osaic Wealth, Inc. Rajvinder Budwal has also previously worked with Sagepoint Financial, Inc., Sunamerica Securities, Inc., WMA Securities, Inc., and InterSecurities, Inc. Rajvinder Budwal is registered with FINRA and is licensed in Arizona, California, Georgia, Illinois, Indiana, Maryland, Massachusetts, Michigan, Missouri, Nebraska, Nevada, New Jersey, New York, Oklahoma, Oregon, Pennsylvania, Texas, and Washington. Rajvinder Budwal specializes in providing financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals.

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ADVISOR BIO

Rakan Fares Sawalha is a financial advisor in Union City, CA with Wells Fargo Clearing Services, LLC. Rakan has been in the industry since July 2018. Rakan holds a Series 7, Series 66, and SIE license. Rakan specializes in providing financial planning, portfolio management, and investment consulting services to individual and institutional clients.

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Rakesh Patel is a financial advisor with over 10 years of experience in the industry. Rakesh is currently registered with Stifel Independent Advisors, LLC, and is licensed to provide financial advice in California and Texas. Rakesh has a strong track record of providing personalized financial planning and investment management services to individuals, families, businesses, and charitable organizations. Prior to joining Stifel Independent Advisors, LLC, Rakesh worked for Wells Fargo Advisors Financial Network, LLC and LPL Financial LLC.

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Rakhi Sood Pritchard is a financial professional with over 9 years of experience in the industry. Rakhi Sood Pritchard is currently registered with Raymond James & Associates, Inc. and has been with the firm since July 2019. Previously, Rakhi Sood Pritchard was affiliated with LPL FINANCIAL LLC, Farmers Financial Solutions, LLC, and KINECTA FINANCIAL & INSURANCE SERVICES, LLC. Rakhi Sood Pritchard holds a Series 66, Series 7, Series 10, Series 9, Series 51 and Series 24 license. Rakhi Sood Pritchard is registered in 48 states and the District of Columbia for both securities and investment advisory services.

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R. alexander Mattrey is a financial advisor with over 8 years of experience in the financial services industry. R. alexander Mattrey is currently registered with LPL Financial LLC and has previously worked with TD Ameritrade, INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. R. alexander Mattrey is licensed in California and holds the Series 66, 7, 24, and SIE licenses. R. alexander Mattrey provides a range of services, including financial planning, portfolio management, consulting and other non-discretionary advisory services, pension consulting, and educational seminars. R. alexander Mattrey works with a variety of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations.

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ADVISOR BIO

Ralph Thomas Bryan is a registered representative with Wells Fargo Clearing Services, LLC. Ralph Bryan has been working in the securities industry since November 1991. Ralph Bryan is licensed in 31 states and holds the Series 3, 7, 30, 31, 63, and 65 licenses. Ralph Bryan has a diverse background in the financial industry, specializing in providing investment consulting services to institutional clients, financial planning, and pension consulting. Ralph Bryan's previous experience includes Prudential Securities Incorporated.

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