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.

SPECIALIZATIONS

ADVISOR BIO

Shane Anthony Holt is an investment advisor representative associated with Mission Wealth Management, LP. Shane is a Certified Financial Planner™ professional, with a Series 65 license obtained in March 2016. Shane has over 8 years of experience in the financial services industry.

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ADVISOR BIO

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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ADVISOR BIO

Shane McCoy is a financial advisor with Edward Jones. Shane has been a financial advisor for more than 5 years and holds a Series 7, Series 66, and SIE licenses. Shane specializes in providing financial advice to individuals, high-net-worth individuals, businesses, corporations, and retirement plans. Shane McCoy's previous employment includes Merrill Lynch, Pierce, Fenner & Smith Incorporated. Shane McCoy is registered to provide investment advisory services in Alabama, Alaska, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Idaho, Illinois, Indiana, Louisiana, Maine, Massachusetts, Michigan, Montana, Nebraska, Nevada, New Mexico, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Washington, and Wyoming.

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ADVISOR BIO

Shane Austin Bryan is a financial advisor with over 10 years of experience in the industry. Shane currently works with UBS Financial Services Inc. in Bakersfield, CA. Shane is registered with FINRA and holds the Series 7 and Series 66 licenses. Shane also holds the SIE license and is a Certified Financial Planner. Previously, Shane worked with VALMARK SECURITIES, INC., INDEPENDENT FINANCIAL GROUP, LLC, CHARLES SCHWAB & CO., INC., and MORGAN STANLEY. Shane specializes in retirement planning, college savings, and investment management. Shane is committed to providing clients with personalized financial advice and helping them achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Shane Nolan is a financial advisor with over 25 years of experience in the financial services industry. Shane is currently registered with Wells Fargo Clearing Services, LLC in the state of California. Prior to joining Wells Fargo Clearing Services, LLC, Shane held positions at Global Alternative Investment Services, Inc., Wedbush Morgan Securities Inc., Citigroup Global Markets Inc., Tower Square Securities, Inc., and Hartford Equity Sales Company Inc. Shane holds licenses including Series 3, 6, 7, 26, 30, 31 and 63. Shane is a member of the Financial Industry Regulatory Authority (FINRA) and the North American Securities Administrators Association (NASAA). Shane specializes in providing investment advice to individuals and businesses.

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ADVISOR BIO

Shane Jon Meares is a financial advisor with Mission Wealth Management, LP in Santa Barbara, CA. Shane has been in the industry since 2018 and has a Series 66, Series 24 and Series 7 licenses. Shane holds a CFP® designation and specializes in financial planning, family wealth management and portfolio management.

SPECIALIZATIONS

ADVISOR BIO

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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ADVISOR BIO

Shane D. l. Whippo is an investment advisor representative at Alpha Cubed Investments, LLC. Shane is registered with the state of California. Shane has been in the industry for several years and is a Chartered Financial Analyst. Shane’s primary area of expertise is investment management and financial planning. Shane provides services to both high-net-worth individuals and individuals other than high-net-worth.

SPECIALIZATIONS

ADVISOR BIO

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.

SPECIALIZATIONS