ADVISOR BIO

Stephanie Sevilla is a financial advisor currently registered with J.p. Morgan Securities LLC in LINCOLN, CA. Stephanie has been in the industry since 2018 and has experience with LINCOLN FINANCIAL SECURITIES CORPORATION and PRUCO SECURITIES, LLC.. Stephanie has passed the Series 63, SIE, and Series 6 exams. Stephanie specializes in various financial products and services for individuals and businesses.

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ADVISOR BIO

Stephanie Mui is a registered representative and investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Stephanie has been in the industry since 2007. Stephanie's registrations are active in 29 states and 2 other jurisdictions. Stephanie is licensed to conduct business in 31 states and other jurisdictions. Stephanie has experience working with high-net-worth individuals, corporations, and charitable organizations. Stephanie has a range of licenses and certifications including the Series 7, Series 66, and SIE exams.

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ADVISOR BIO

Stephanie Cecilia Leon is a financial advisor with J.P. Morgan Securities LLC. Stephanie has been in the industry since June 4, 2024, and holds the Series 6TO and SIE licenses. Stephanie is registered with FINRA as a registered representative and has been working with J.P. Morgan Securities LLC since June 5, 2024.

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ADVISOR BIO

Stephanie Alexis Lusardi is a registered investment advisor representative at Merrill Lynch, Pierce, Fenner & Smith Inc. Stephanie has been in the industry since September 2020, and holds the Series 66, Series 7TO and Series 24 licenses. Stephanie specializes in providing a wide range of services including portfolio management for individuals and businesses, pension consulting and educational seminars. Stephanie is licensed to offer investment advisory services in the states of California, Connecticut, New York and Texas.

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ADVISOR BIO

Stephanie Rumold is a financial advisor at Beacon Pointe Advisors, LLC. Stephanie has been in the financial services industry for over 20 years. She is a Certified Financial Planner and holds the Series 6, 7, 63, and 66 licenses. Stephanie has experience working with individuals, families, businesses, and institutions. She specializes in financial planning, portfolio management, and retirement planning. Stephanie is also a licensed insurance agent and offers a variety of insurance products to her clients.

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Stephanie Poche is a financial advisor with Onyx Bridge Wealth Group LLC. Stephanie has been in the industry for over 10 years and has experience providing financial advice to individuals, businesses, and retirement plans. Stephanie is registered in California as an Investment Advisor Representative.

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ADVISOR BIO

Stephanie Konopisos is a financial professional with over 13 years of experience in the industry. Stephanie currently works with J.P. Morgan Securities LLC. Prior to her current role, Stephanie worked with First Republic Securities Company, LLC. Stephanie is registered in California and Nevada.

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ADVISOR BIO

Stephanie Mozur Smith is a registered representative with Morgan Stanley. Stephanie has been in the financial services industry since April 2005 and has been with Morgan Stanley since June 2009. Stephanie holds Series 63 and 66 licenses, as well as Series 7 and SIE. She has a broad range of experience and is licensed to sell securities in 53 states. In addition to her current role with Morgan Stanley, Stephanie has previous experience with Citigroup Global Markets Inc.

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Stephanie Bennett is a financial advisor with over 27 years of experience in the industry. Stephanie is currently registered as a Broker/Dealer with D.A. Davidson & Co. in Pasadena, California. Stephanie also holds registrations in Idaho and Texas. Prior to joining D.A. Davidson & Co. in 2013, Stephanie worked with Crowell Weedon & Co. in Pasadena, California, and with Royal Alliance Associates, Inc. in Scottsdale, Arizona. Stephanie specializes in providing financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for both businesses and individuals.

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ADVISOR BIO

Stephanie Wu is an investment advisor representative at Citigroup Global Markets Inc.. Stephanie is registered with FINRA and 53 state securities regulators. Stephanie has been in the industry for over 2 years. Stephanie holds a Series 63, Series 79TO, and SIE license.

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