ADVISOR BIO

Stephanie Marie Gotts is a financial advisor with over 2 years of experience in the industry. Stephanie is currently registered with LPL Financial LLC and holds Series 63, 65, 7TO and SIE licenses. Stephanie previously worked at Securities America, Inc. in Whittier, CA. Stephanie specializes in financial planning, portfolio management, and consulting services for individuals, businesses, and charitable organizations. She is also a registered investment advisor in California and Arizona.

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ADVISOR BIO

Stephanie Luo is a financial advisor with J.P. Morgan Securities LLC, with over 6 years of experience in the industry. Stephanie is registered to provide securities and investment advisory services in 42 states and the District of Columbia. Stephanie is a licensed Series 6, 7, 63, and 66 securities representative. Stephanie provides financial planning, portfolio management for businesses and individuals, pension consulting, and selection of other advisors. Stephanie has been associated with J.P. Morgan Securities LLC since 2017.

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ADVISOR BIO

Stephanie Rojas is a financial professional with over 2 years of experience in the industry. Stephanie is registered with the state of California and holds the Series 63, Series 6TO and SIE licenses. Stephanie works with clients as an investment advisor representative for J.p. Morgan Securities LLC, a firm with over $50 billion in assets under management.

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ADVISOR BIO

Stephanie McDonald is a financial professional with over 6 years of experience in the industry. Stephanie is registered with J.P. Morgan Securities LLC in Santa Monica, CA. Stephanie holds the Series 6, Series 63 and SIE licenses. Stephanie is a licensed agent in California and South Carolina. Stephanie's areas of expertise include retirement planning, estate planning, and investment management. Stephanie is committed to helping clients achieve their financial goals.

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ADVISOR BIO

Stephanie Mondragon is an investment advisor representative at Merrill Lynch, Pierce, Fenner & Smith Inc. Stephanie has been in the industry for over 7 years and holds a Series 7, Series 66 and SIE licenses. Stephanie is registered to offer investment advice in multiple states and is actively involved in the community. Stephanie's expertise lies in working with individual investors, businesses and retirement plans.

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ADVISOR BIO

Stephanie Lynn Hepp is an active investment advisor representative, registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Stephanie Hepp has been in the industry since 2007 and has held previous positions at Wells Fargo Advisors, LLC, Stifel, Nicolaus & Company, Incorporated, Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, and Morgan Stanley DW Inc. Stephanie Hepp has a series of certifications including the Series 66, Series 7 and SIE exams. In addition to being registered in California, Stephanie Hepp is also registered in Texas and is active in numerous other states. Stephanie Hepp provides a range of services including Portfolio Management for Individuals, Portfolio Management for Businesses and Portfolio Management for Investment Companies. Stephanie Hepp also offers a number of services related to pension consulting and educational seminars.

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ADVISOR BIO

Stephanie Bruno is a financial advisor with over 15 years of experience in the industry. Stephanie is currently registered as an Investment Advisor Representative with Mission Wealth Management, LP. Stephanie has a strong track record of providing comprehensive financial planning and investment management services to a wide range of clients. Stephanie is committed to building strong relationships with her clients and helping them achieve their financial goals.

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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 Murphy is a Registered Representative and Investment Advisor Representative with Planmember Securities Corp., based in San Leandro, California. Stephanie has been in the securities industry since 2006 and holds the Series 66, Series 7, and SIE exams. Stephanie has several years of experience working with individuals, corporations, and charitable organizations to develop and implement financial plans. Stephanie is committed to providing her clients with personalized service and a tailored approach to meeting their financial goals.

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ADVISOR BIO

Stephanie Schmidt is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. based in San Francisco, California. Stephanie has been in the securities industry since July 2019. Stephanie holds the Series 7TO and the SIE licenses. Stephanie's expertise includes investments in equities, fixed income, options, and mutual funds. Stephanie is committed to providing her clients with personalized financial advice and investment solutions that are tailored to their specific needs.

SPECIALIZATIONS