ADVISOR BIO

Stephen Kragen is a financial advisor with Raymond James & Associates, Inc., based in Walnut Creek, California. Stephen has been in the industry since May 15, 2022, and has a proven track record of success in providing comprehensive financial planning and investment management services to a diverse clientele. Stephen is committed to helping clients reach their financial goals by developing personalized strategies tailored to their individual needs and objectives. Stephen holds a Series 7TO and Series 66 license, and has a passion for assisting both individuals and businesses in achieving their financial aspirations. Stephen is a Registered Representative with Raymond James & Associates, Inc. and is also a Registered Investment Advisor (RIA) with the firm. Stephen is registered to offer investment advice and securities in Alabama, Arizona, California, Colorado, Connecticut, Florida, Georgia, Idaho, Iowa, Kentucky, Michigan, Mississippi, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Texas, Utah, and Washington.

SPECIALIZATIONS

ADVISOR BIO

Stephen Williams is a financial advisor with over 23 years of experience in the industry. Stephen is a registered representative with Cetera Investment Advisers LLC, a firm with over 104 billion dollars in assets under management. Stephen has worked in various roles within the financial services industry, including serving as a partner at GYL DECAUWER LLP, DBA, an accounting firm, and also as a deacon for Laguna Presbyterian. Stephen is also a Certified Public Accountant. Stephen's experience includes working with a diverse clientele, including individuals, businesses, pension and profit-sharing plans, and charitable organizations. Stephen is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Stephen Colato is a financial advisor with over 17 years of experience in the financial services industry. Stephen has held various roles at leading firms such as UBS Financial Services Inc and Citigroup Global Markets Inc. Stephen is currently registered as a Registered Representative (RR) with Morgan Stanley in the states of California and Texas. Stephen is also licensed to provide investment advisory services in California. Stephen's expertise spans a wide range of services, including financial planning, portfolio management for individuals, businesses, and investment companies, and pension consulting. Stephen has extensive experience working with clients of varying asset sizes and backgrounds.

SPECIALIZATIONS

ADVISOR BIO

Stephen Lucero is a financial advisor with UBS Financial Services Inc. Stephen has been in the industry since 1992 and has been with UBS Financial Services Inc. since August of 1999. Stephen is licensed to provide investment advice in several states including California, Texas, Arizona, Colorado, Florida, Hawaii, Idaho, Kentucky, Maryland, Massachusetts, Michigan, Missouri, Nevada, New Jersey, New Mexico, New York, Oregon, Pennsylvania, South Carolina, Virginia, Washington, and West Virginia. Stephen also serves on the Board of Directors for Camp Kesem which is a non-profit organization that supports children with parents who are terminally ill.

SPECIALIZATIONS

ADVISOR BIO

Stephen Edward Suzuki is a financial advisor with Osaic Wealth, Inc.. Stephen has been in the financial industry since 2003, working with both individuals and businesses. Stephen is registered in 12 states and holds the Series 7, Series 63, Series 65 and SIE licenses. Stephen provides financial planning, investment advice, pension consulting and educational seminars.

SPECIALIZATIONS

ADVISOR BIO

Stephen Jay Hardisty is a financial professional with over 30 years of experience in the industry. Stephen currently works at Equitable Advisors, LLC and is registered to provide investment advice in California, Idaho, and Nevada. Stephen has a strong track record of providing financial guidance to individuals, businesses, and charitable organizations. Stephen has previously worked with several other firms, including Metropolitan Life Insurance Company, Pruco Securities Corporation, and 1717 Capital Management Company. Stephen is committed to helping clients achieve their financial goals through a personalized approach.

SPECIALIZATIONS

ADVISOR BIO

Stephen Renden Thomas is a financial advisor with over 25 years of experience in the industry. Stephen has a strong track record of success, with a focus on retirement planning, investment management, and insurance. Stephen is a Certified Financial Planner and holds several licenses, including Series 7, 24, 51, 52, 53, and 63. Stephen is currently registered with Kestra Advisory Services, LLC.

SPECIALIZATIONS

ADVISOR BIO

Stephen OBrien Davalos is a registered investment advisor representative with Morgan Stanley. Stephen is also registered with the Securities and Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA). Stephen has over 25 years of experience in the financial services industry. Stephen has a Series 7, Series 31, Series 63, and Series 65 licenses. Stephen has previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association.

SPECIALIZATIONS

ADVISOR BIO

Stephen Parrish is an investment advisor representative with J.p. Morgan Securities LLC. Stephen has been working in the financial industry since 1998. Stephen is licensed in 53 states and the District of Columbia. Stephen also holds a Series 65 license and the Series 7 exam.

SPECIALIZATIONS

ADVISOR BIO

Stephen Richard Popper is an investment advisor representative with Sageview Advisory Group, LLC. Stephen has been in the industry since 2000. Stephen holds the Series 6, 7, 63 and 66 licenses. Stephen's previous employers include Putnam Retail Management Limited Partnership and Aetna Investment Services, Inc. Stephen is registered in California and Massachusetts. Stephen is a board member of the Pension Action Center at UMass.

SPECIALIZATIONS