ADVISOR BIO

Shane Anthony Brisbin is a registered investment advisor with Morgan Stanley. Shane has been working in the financial services industry since 1994 and has a wide range of experience. Shane holds the Series 3, 7, 63, and 65 licenses and has been registered in over 40 states. Shane has worked for several major financial institutions, including Lehman Brothers Inc. and Citigroup Global Markets Inc. Shane is also a board member of Alzeca Biosciences LLC. In addition to his investment advisory work, Shane is also active in the community and is a member of The Pacific-Union Club.

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ADVISOR BIO

Shane Garret Yonston is a financial advisor with Impact Investors. Shane has been in the financial services industry for over 14 years. Shane has experience working with a variety of clients including individuals, families, businesses and charitable organizations. Shane has a strong commitment to providing personalized financial advice and helping his clients achieve their financial goals. Shane holds the Series 7 and Series 66 licenses and the Certified Financial Planner designation. Shane's past experience includes roles at Cambridge Investment Research, Inc., Protected Investors of America, CETERA ADVISORS LLC, and PACIFIC WEST SECURITIES, INC.

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ADVISOR BIO

Shane Changook Kim is a registered representative with J.P. Morgan Securities LLC. Shane has been in the industry since October 2015 and has a strong track record of providing investment advice. Shane holds the Series 7, Series 6, Series 63, and Series 66 licenses. Shane is also registered in California as an Investment Advisor Representative.

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ADVISOR BIO

Shane Reniker is a financial advisor at Ameriprise Financial Services, LLC. Shane has been in the financial services industry since 2004. Shane holds Series 6, 7, 9, 10, 63, and 66 securities licenses and is a Certified Financial Planner. Shane has experience in portfolio management for individuals and businesses, financial planning, asset allocation, and pension consulting.

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ADVISOR BIO

Shane Lee Feist is a financial advisor registered with Ameriprise Financial Services, LLC. Shane is located in Palm Springs, CA and has been in the industry since 2021. Shane holds both a Series 66 and Series 7TO registration, in addition to a SIE. Ameriprise Financial Services, LLC is a large, well-established firm with offices across the US and manages over $479 Billion in assets. Shane specializes in providing financial planning, pension consulting, educational seminars and portfolio management for both individuals and businesses.

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Shane Siler is an active investment advisor registered in California and Texas. Shane is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been in the industry since April 2020. Shane has passed the Series 63, Series 65, Series 7TO and SIE exams. Shane was previously affiliated with Wiley Bros.-Aintree Capital, LLC in Nashville, Tennessee. Shane is a specialist in providing financial advice to corporations, high net worth individuals, insurance companies, charitable organizations, and pension and profit sharing plans.

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Shane McCurry is a financial advisor who has been in the industry since 2008. Shane is currently registered with Wells Fargo Clearing Services, LLC and previously worked with BANCWEST INVESTMENT SERVICES, INC. and GUARANTY BROKERAGE SERVICES, INC. Shane is licensed to provide financial advice in California. Shane specializes in financial planning and portfolio management for both individuals and businesses.

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Shane Smith is a financial advisor in Riverside, California. Shane has been in the financial services industry since October 1992. Shane is registered with UBS Financial Services Inc. in Riverside, California. Shane has a Series 7, Series 63, and Series 65. Shane is licensed in California, Arizona, Colorado, Florida, Georgia, Michigan, Nevada, North Carolina, Ohio, Oregon, Tennessee, Texas, and Washington. Shane's professional experience includes working at UBS Financial Services Inc. Shane's areas of specialization include Retirement Planning, College Savings, Estate Planning, Insurance, and Business Planning.

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ADVISOR BIO

Shane Waarbroek is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Shane has been in the industry since 2003. Shane is registered with the state of California as an Investment Advisor Representative and a Registered Representative. Shane is also registered with the state of Texas as an Investment Advisor Representative and a Registered Representative. Shane specializes in providing investment advice to individuals, businesses, insurance companies, charitable organizations, and pension plans.

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ADVISOR BIO

Shane Boex is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. located in NEWPORT BEACH, CA. Shane has been in the securities industry since 2002. Shane has a wide range of experience in the financial services industry and has held several positions at different firms. Before joining Merrill Lynch, Shane worked at BANC OF AMERICA INVESTMENT SERVICES, INC., SALOMON SMITH BARNEY INC., and MML INVESTORS SERVICES, INC. Shane is registered with FINRA and holds the following licenses: Series 6, Series 7, Series 63, and Series 65. Shane is also registered in Arizona, California, New Jersey, New York, North Carolina, Texas, Utah, and Washington. Shane specializes in providing financial advice to individuals, corporations, high net worth individuals, and other investment advisors.

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