ADVISOR BIO

Shane Johnson is a registered representative with J.p. Morgan Securities LLC in Tracy, CA. Shane is a Series 63, Series 6TO and SIE licensed professional who has been in the industry since January 31, 2022. Shane's areas of expertise include Retirement Planning, College Savings, and Investment Strategies. Shane is committed to providing clients with personalized financial advice and guidance.

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Shane Michael Monaco is a registered representative with Oppenheimer & Co. Inc. Shane Monaco has been active in the industry since December 17, 2023, and has worked for Oppenheimer & Co. Inc. since July 2023. Shane Monaco is registered in 24 states as a broker and one state as an investment advisor representative. Shane Monaco offers a range of financial services including portfolio management for individuals and businesses, financial planning, and pension consulting.

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Shane Brosnan is an Investment Advisor Representative at West Wealth Group, LLC, based in Irvine, CA. Shane has been in the industry for over 20 years and has extensive experience in financial planning and portfolio management. His firm focuses on providing personalized financial advice to individuals, families, and businesses. They offer a variety of services, including financial planning, investment management, retirement planning, and insurance planning. Shane's primary focus is on providing customized financial solutions to meet the unique needs of each client.

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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.

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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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ADVISOR BIO

Shane Anthony Hall is an active investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. based in LOS ANGELES, CA. Shane has been in the securities industry since 2003. Shane is registered with the states of Arizona, California and Texas, and is also registered with the FINRA. Shane has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since October 2009. Prior to that, Shane was employed by BANC OF AMERICA INVESTMENT SERVICES, INC. in LOS ANGELES, CA from March 2004 to October 2009 and by CITICORP INVESTMENT SERVICES in LONG ISLAND CITY, NY from November 2003 to February 2004.

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Shane Gold is a financial advisor who has been in the industry since 2016 and is currently registered with J.P. Morgan Securities LLC in Brea, CA. Shane is a registered representative and investment advisor representative in California and Texas. Shane has earned the Series 7, 6, 63 and 66 licenses and has specialized experience in Portfolio Management for Individuals, Portfolio Management for Businesses, Financial Planning and Pension Consulting. Shane's firm, J.P. Morgan Securities LLC, is a large financial institution managing more than $50 billion in assets for over 262,000 clients.

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ADVISOR BIO

Shane J Kochon is an Investment Advisor Representative at Harvestwise Wealth Planning, a firm based in Escondido, CA. Shane has been in the financial services industry since 2008 and has experience in providing financial planning, portfolio management, and other advisory services to individuals, families, and businesses. Shane holds Series 7 and Series 66 registrations as well as a real estate license and is a member of the Board of Directors for a company based in Palomar Mountain, CA.

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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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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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