ADVISOR BIO

Shawna Terese Shevlin Partain has over 20 years of experience in the financial services industry, holding both Securities and Investment Advisor licenses. Shawna is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. She specializes in providing portfolio management for individuals, businesses, and pension plans. Shawna’s past experience includes roles at Sanctuary Securities, Inc. and Wells Fargo Investments, LLC.

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ADVISOR BIO

Shawndeep Sandhu is a registered representative with J.p. Morgan Securities LLC and has been in the financial industry since July 2023. Shawndeep holds Series 63, Series 6TO, and SIE licenses. Shawndeep is registered to offer securities in California. The firm is headquartered in New York, NY.

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ADVISOR BIO

Shayan Savoji is a financial advisor with Wells Fargo Clearing Services, LLC. Shayan has been in the financial services industry since 2008 and holds a Series 7, Series 66 and SIE license. Shayan has experience working with a variety of clients including high net worth individuals, corporations, pension and profit sharing plans, and charitable organizations. Shayan is registered to provide investment advice in California and Texas. Before joining Wells Fargo Clearing Services, LLC, Shayan worked with Wells Fargo Investments, LLC. Shayan is also the owner of Porter Ranch Exotics, LLC, which is not investment related.

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ADVISOR BIO

Shayan Lankarani is an Investment Advisor Representative with O'Boyle Wealth Management, Inc.. Shayan has been in the industry since August 2022. Shayan is registered with the state of California. Shayan has Series 65. Shayan is based in Beverly Hills, CA and works in the firm's Beverly Hills office.

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ADVISOR BIO

Shayla Rose Cloutier is a financial advisor with Edward Jones, a firm that manages approximately $10 billion - $50 billion in assets. Shayla has been in the financial industry since March 2013. Shayla has passed the Series 6, Series 7, Series 63 and Series 66 exams, as well as the Securities Industry Essentials Examination. Shayla provides financial planning, pension consulting, and selection of other advisors. Shayla specializes in working with individuals, high-net-worth individuals, corporations and other businesses, insurance companies, charitable organizations, pension and profit sharing plans, investment clubs and limited liability companies.

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ADVISOR BIO

Shaylee Marie Seaton is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Shaylee has been in the industry since 2019, working with individuals, families, and businesses on a variety of financial needs. Shaylee is dedicated to providing personalized financial advice and guidance to her clients. Shaylee has a strong understanding of the financial markets and is committed to helping her clients achieve their financial goals.

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ADVISOR BIO

Shayna Marie Forbes felix is a financial advisor at Ameriprise Financial Services, LLC. Shayna has been in the industry since September 16, 2003. Shayna has a Series 66 license, as well as a Series 7 and Series 31 license. Shayna is registered with the state of California, Kansas, and Texas. Shayna is also registered with FINRA. Shayna has been with Ameriprise Financial Services, LLC since March 2020. Shayna previously worked at IDS LIFE INSURANCE COMPANY. Shayna provides financial planning, asset allocation services, portfolio management, and pension consulting to individuals and businesses.

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ADVISOR BIO

Shayne Layton has been in the financial services industry since April 2004. Shayne Layton is currently registered with Ascensus Investment Advisors, LLC in Massachusetts and California. Previously, Shayne Layton was employed with ALIGHT FINANCIAL SOLUTIONS, LLC, AMERIPRISE FINANCIAL SERVICES, INC., TD AMERITRADE, INC., U.S. BANCORP INVESTMENTS, INC., PRINCIPAL FUNDS DISTRIBUTOR, INC., WM FINANCIAL SERVICES, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and MORGAN STANLEY DW INC. Shayne Layton has earned the Series 31, 7, 63, 65 and 66 licenses. Shayne Layton has a total of 9 clients and manages $9,878,077,323 in assets.

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ADVISOR BIO

Shayne Fleming is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Shayne has been in the securities industry since 12/19/2017. Shayne is registered in 30 states and 2 jurisdictions. Shayne is also a part-time chaperone/assistant coach for De Anza Cupertino Aquatics. Shayne holds the following licenses: Series 66, Series 7 and SIE. Shayne also holds the following registrations: RA in CA, TX.

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ADVISOR BIO

Shayne Cooper is an Investment Advisor Representative at Fiduciary Financial Group, LLC. Shayne is registered with the state of California and is licensed with the state of California. Shayne is a partner and tax manager at Cooper & Vogelheim LLP. Shayne has over 10 years of experience in the financial services industry. Fiduciary Financial Group, LLC is an independent registered investment advisor headquartered in San Rafael, CA. The firm provides financial planning, portfolio management, and pension consulting services to individuals, families, and businesses.

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