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 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.

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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 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 Austin Hamashige is a financial advisor with over 6 years of experience in the industry. Shane holds Series 66, SIE and Series 7 licenses, and is a Certified Financial Planner. Shane is currently registered with Osaic Wealth, Inc. and Osaic Advisory Services, LLC. Shane provides investment advice, financial planning, insurance and corporate consulting. Shane works with individuals, high-net-worth individuals, corporations, charitable organizations and pension plans.

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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 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 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 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.

SPECIALIZATIONS