ADVISOR BIO

Balasubramanyam Karanam is a registered investment advisor representative with J.p. Morgan Securities LLC. Balasubramanyam Karanam has been in the industry since 2011 and has a broad range of experience in providing financial advice to clients. Balasubramanyam Karanam is licensed to provide investment advice in California, Michigan and Nevada. Balasubramanyam Karanam's services include portfolio management, financial planning, and selection of other advisors. Balasubramanyam Karanam is also licensed to sell securities in California, Michigan and Nevada. Balasubramanyam Karanam is committed to providing clients with the highest level of service and expertise.

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ADVISOR BIO

Baldwin Tony Chin is an active investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc.. Baldwin has been in the industry since January 11, 1993 and has licenses in California and Texas. Baldwin has successfully passed the Series 3, Series 7, Series 9, Series 10, Series 63, and Series 65 exams. Baldwin is registered in over 30 states.

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ADVISOR BIO

Balfoure Brenes is a financial advisor and registered representative with Aire Advisors, LLC based in Beverly Hills, California. Balfoure has been in the financial services industry since 2012. Previously Balfoure worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley Smith Barney. Balfoure Brenes offers a range of financial advisory services including financial planning, portfolio management for individuals and businesses, and selection of other advisors.

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Baltazar Moreno fuentes is an Investment Advisor Representative with Moreno Capital. Baltazar has been in the industry since 2019 and has experience in portfolio management, financial planning, and pension consulting. Baltazar is registered in California and Florida. Baltazar holds a Series 65 license. Moreno Capital is a firm based in Century City, California and Aventura, Florida. Moreno Capital provides financial planning, pension consulting, and portfolio management services for individuals and businesses. The firm has $16,200,000 in regulatory assets under management.

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Ban N Hong is a financial advisor with over 20 years of experience in the industry. Ban is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and is licensed to provide financial advice in a number of states, including California and Texas. Ban works with a wide range of clients, including individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Ban provides a variety of advisory services, including portfolio management, financial planning, and selection of other advisors.

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ADVISOR BIO

Banani Satpathy is a financial professional with J.P. Morgan Securities LLC. Banani is registered with FINRA and the state of California. Banani is also licensed to sell investment company products and variable contracts. Banani has been in the industry since 2019. Banani specializes in various areas including portfolio management for businesses and individuals, financial planning, and pension consulting. J.P. Morgan Securities LLC is a leading financial services firm with a vast network of resources and a commitment to providing comprehensive financial solutions.

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Bang K. Tran is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Bang has been in the industry since 2009 and is licensed in 53 states. Bang is a registered representative and investment advisor in both California and Texas. Bang has experience with individuals, businesses, pension and profit-sharing plans, charitable organizations, insurance companies and state and municipal government entities. Bang has a strong track record of success in the financial services industry and is committed to providing clients with the highest quality of service. Previous to this, Bang was employed by CHASE INVESTMENT SERVICES CORP. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.

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Bangzheng Wu is a registered representative with RBC Capital Markets, LLC, and holds the Series 63, Series 79TO and SIE licenses. Bangzheng joined RBC Capital Markets, LLC on August 21, 2023 and is based in San Francisco, CA. RBC Capital Markets, LLC is a leading investment bank and capital markets firm with a strong focus on providing financial advisory services to businesses, individuals, and institutions. Bangzheng specializes in helping clients achieve their financial goals.

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Banqi Yang is a financial advisor with Creative Planning in Newport Beach, CA. Banqi has been working in the financial industry since 2013. Banqi is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Analyst®. Banqi specializes in providing financial planning, portfolio management, and investment advice to individuals, businesses, and charitable organizations. Banqi is also registered to provide investment advisory services in several states, including Arizona, California, Colorado, Florida, Massachusetts, Nevada, New Jersey, New York, Oregon, South Dakota, Tennessee, Texas, Utah, Washington, and Wyoming.

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Bantu Bataju is a registered representative with Wells Fargo Clearing Services, LLC in SAN LEANDRO, CA. Bantu has been in the securities industry since June 2015. Bantu holds licenses for Series 6, 7, and 63 and the SIE exam. Bantu is registered in California and Texas.

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