ADVISOR BIO

Stephanie Nichole Hartmire is an investment advisor representative with Morgan Stanley. Stephanie has been in the financial services industry since 2008 and is registered with FINRA and the states of Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, Wisconsin, and Wyoming. Stephanie is a licensed Series 7 and Series 66 representative. Stephanie's previous experience includes CITIGROUP GLOBAL MARKETS INC. where she was a registered representative.

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ADVISOR BIO

Stephanie Wong is a registered representative with Wells Fargo Clearing Services, LLC. Stephanie has been in the securities industry since December 14, 2022. Stephanie is licensed to provide investment advice in 41 states. Stephanie specializes in providing investment advice to individuals, corporations, and charitable organizations.

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ADVISOR BIO

Stephanie Bemerer is a Registered Investment Advisor Representative who is licensed in Ohio and is affiliated with Allworth Financial, LP, which is a financial firm based in Folsom, California. Stephanie has over 15 years of experience in the financial services industry. She is committed to providing clients with personalized financial advice and guidance. Stephanie's areas of expertise include financial planning, pension consulting, and portfolio management. Stephanie is also a Registered Representative with Series 7 General Securities Representative Examination.

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ADVISOR BIO

Stephanie Fitzpatrick is a registered representative with Stifel, Nicolaus & Company, Inc., a firm with over $149 billion in assets under management. Stephanie's expertise includes providing financial planning, pension consulting, educational seminars, and selection of other advisors. Stephanie has been active in the financial services industry since October 20, 2011, and is licensed in 47 states.

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ADVISOR BIO

Stephanie Ellor is a financial advisor currently registered with UBS Financial Services Inc. Stephanie has been in the industry since January 30, 2023. Stephanie works out of the UBS Financial Services Inc. office in Los Angeles, CA. Prior to joining UBS Financial Services Inc., Stephanie worked at MORGAN STANLEY in Santa Monica, CA. Stephanie has passed the Series 66, Series 7TO and SIE exams.

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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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ADVISOR BIO

Stephanie Nyce is a financial advisor with Wells Fargo Clearing Services, LLC. Stephanie has over 15 years of experience in the financial services industry and is a Certified Financial Planner. Stephanie's primary office is located in Pasadena, California. Stephanie is registered to provide investment advice in 13 states and holds licenses to offer securities and insurance products. Stephanie's previous employers include Merrill Lynch, Pierce, Fenner & Smith Incorporated and A. G. Edwards & Sons, Inc.

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ADVISOR BIO

Stephanie Karpow is a financial advisor who has been working in the industry since October 2009. Stephanie is currently registered with Ameriprise Financial Services, LLC in California and Texas. Stephanie also has previous experience with MML INVESTORS SERVICES, LLC, MSI FINANCIAL SERVICES, INC., and NEW ENGLAND SECURITIES. Stephanie specializes in providing financial planning, portfolio management, and other advisory services for a variety of clients, including individuals, businesses, trusts, and estates.

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ADVISOR BIO

Stephanie Crean is a financial advisor who has been in the industry since September 10, 2018. Stephanie holds a Series 7, Series 66, and SIE license. Stephanie is registered with LPL Financial LLC and is licensed to provide financial advice in California and Texas.

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ADVISOR BIO

Stephanie Gormley is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Stephanie has been in the financial services industry since January 2017 and has a Series 7, Series 66 and SIE. Stephanie's focus is on providing a range of services for a variety of clients including individuals, corporations, charitable organizations, high-net-worth individuals, and pension and profit-sharing plans.

SPECIALIZATIONS