ADVISOR BIO

Sean Min Kang is a registered investment advisor representative with Morgan Stanley. Sean has been in the securities industry for over 20 years and has experience with a variety of firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANC of America Investment Services, Inc., WM Financial Services, Inc., and CITICORP Investment Services. Sean has a Series 7, Series 31, and Series 66 license. Sean is registered with the state of California and Texas.

SPECIALIZATIONS

ADVISOR BIO

Sean Buxton is a financial advisor with over 18 years of experience in the financial services industry. Sean is currently registered with Legacy Capital Group California, Inc., and has previously been registered with NFP ADVISOR SERVICES, LLC, BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC., AFA FINANCIAL GROUP, LLC, PRIMESOLUTIONS SECURITIES, INC., PRIVATE CONSULTING GROUP, INC., AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY. Sean is a Certified Financial Planner (CFP®) and holds the Series 7, Series 24, Series 63 and Series 66 securities licenses. Sean specializes in financial planning, portfolio management, and pension consulting. Sean works with a variety of clients including individuals, families, and businesses.

SPECIALIZATIONS

ADVISOR BIO

Sean Peter Angelis is a Certified Financial Planner with experience in the financial services industry. Sean has been registered with the state of California as an Investment Advisor Representative since November 2021. Sean is currently employed with Cerity Partners LLC. Sean is also a Registered Representative of Cerity Partners LLC in the state of California. Sean has a Series 65 license and has passed the Uniform Investment Adviser Law Examination.

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ADVISOR BIO

Sean Ovelmen is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc., based in Goleta, CA. Sean's career in the financial services industry began in 2022 and Sean is currently registered with the state of California and Idaho. Sean is a Series 66 and Series 63 license holder and holds the SIE and Series 6TO licenses. Sean offers investment advisory services to individuals, businesses, and institutions. Sean also serves as a volunteer instructor at the University of California at Santa Barbara, teaching meditation and breathwork workshops.

SPECIALIZATIONS

ADVISOR BIO

Sean Michael Fitzpatrick is a financial advisor with Cambridge Investment Research Advisors, Inc. Sean has been in the industry since December 2021 and is registered in California and Nevada. Sean holds the Series 63, 65, 6TO and SIE licenses. Sean is also a Chartered Financial Consultant. Sean has experience working with clients in a variety of industries, including education and insurance.

SPECIALIZATIONS

ADVISOR BIO

Sean Eldon Murphy is a financial advisor with Ameriprise Financial Services, LLC. Sean has been working in the financial industry since 1995 and has a strong track record of helping individuals and families reach their financial goals. Sean is a Registered Representative and Investment Advisor Representative, and is licensed in California and Texas. Sean specializes in financial planning, retirement planning, college savings, and estate planning.

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ADVISOR BIO

Sean Andersen is a financial professional with over 12 years of experience in the industry. Sean is registered with Eagle Strategies LLC in California and Texas, and holds a Series 6, 7, and 63 licenses as well as the SIE exam. Sean is also a Chartered Financial Consultant and has experience in providing financial planning, portfolio management, and educational seminars. Sean also has experience with Country Capital Management Company in Oregon.

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ADVISOR BIO

Sean Lockwood is an active investment advisor representative with J.p. Morgan Securities LLC. Sean has been in the industry since July 2016, and holds multiple securities licenses including the Series 7, 63, and 65. Sean has experience providing investment advice to clients in multiple states including California, Texas, Arizona, Arkansas, Indiana, and Nevada. Sean has specialized in portfolio management for both individuals and businesses. Sean is also registered as an investment adviser in California and Texas.

SPECIALIZATIONS

ADVISOR BIO

Sean J. Lucke is a registered representative with J.P. Morgan Securities LLC. Sean holds both a Series 7 and Series 63 license, as well as a Series 65 license. Sean has worked in the financial services industry since July 2018. Previously, Sean worked at JPMorgan Chase Bank, NA. Sean is currently registered with the state of Texas.

SPECIALIZATIONS

ADVISOR BIO

Sean Righter is a financial advisor with over 15 years of experience in the financial services industry. Sean currently works at Morgan Stanley. Sean has experience with Citigroup Global Markets Inc. Sean Righter specializes in providing financial advice to individuals, families, and businesses. Sean's services include portfolio management, financial planning, and investment advisory. Sean also holds the Series 7, Series 63, and Series 65 licenses.

SPECIALIZATIONS