ADVISOR BIO

Strauss Elliot Cooperstein is an active financial advisor with J.P. Morgan Securities LLC, registered in both California and Texas. Cooperstein has been in the industry since August 2015 and holds Series 66, Series 7TO and SIE licenses.

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ADVISOR BIO

Stuart Arakelian is a financial advisor with over 30 years of experience in the financial industry. Stuart is registered with the state of California as a Registered Investment Advisor and with FINRA as a Registered Representative. Stuart currently works with Mariner Independent, an independent investment advisor firm, and has previously worked with Cetera Advisor Networks LLC, PRUCO Securities Corporation, The Prudential Insurance Company of America and NYLIFE Securities Inc.. Stuart is dedicated to providing personalized financial advice and investment management services to individuals, families, and businesses.

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ADVISOR BIO

Stuart Tweedie is a registered representative at J.p. Morgan Securities LLC. Stuart holds a Series 63, Series 79TO, and SIE license. Stuart is a registered representative in 53 states and has been in the industry since August 4, 2023.

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ADVISOR BIO

Stuart Jay Birdt is a financial advisor who is registered with Cresset Asset Management, LLC. Stuart has been in the financial services industry for over 25 years. Stuart holds the Series 7, 16, 63, and 87 licenses. Stuart is also a Chartered Financial Analyst (CFA). Stuart has experience working at several firms including Bear, Stearns & Co. Inc., Exane, Inc., BNP Paribas Securities Corp., Deutsche Bank Securities Inc., and Goldman, Sachs & Co. Stuart provides financial planning, portfolio management, and other services to individuals, businesses, and institutions.

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ADVISOR BIO

Stuart Ng is a financial advisor with over 29 years of experience in the financial services industry. Stuart is currently registered with D.A. Davidson & Co. in California and Texas. Stuart is a Certified Financial Planner and has experience in providing financial planning, portfolio management, and investment advisory services. Stuart previously worked with SunAmerica Securities, Inc., Hornor, Townsend & Kent, Inc., NYLIFE Securities Inc., and Emmett A Larkin Company, Inc. Stuart is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.

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ADVISOR BIO

Stuart Blair is a registered investment advisor representative at Canterbury Consulting Inc. located in Newport Beach, CA. Stuart Blair has been in the financial services industry since 2008 and has held previous positions at Canterbury Consulting Incorporated. Stuart Blair has a Series 65 license and a Series 7 license. Stuart Blair's firm, Canterbury Consulting Inc., offers a variety of investment advisory services, including portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and selection of other advisors. The firm also provides pension consulting. The firm's client base includes charitable organizations, high-net-worth individuals, and pooled investment vehicles.

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ADVISOR BIO

Stuart Pollard is a financial advisor registered with Equitable Advisors, LLC. Stuart has been in the industry since 2024 and holds a Series 7TO, Series 63 and SIE license. Stuart is located in IRVINE, CA and has a history of providing financial advice to individuals and families. Stuart specializes in providing financial planning, portfolio management and educational seminars.

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ADVISOR BIO

Stuart Tamotsu Iritani has been in the financial services industry since 1994. Stuart is currently registered with Osaic Wealth, Inc. in California. Stuart has a strong track record of providing investment advice to individuals, families, and businesses. Prior to joining Osaic Wealth, Inc. Stuart worked for Woodbury Financial Services, Inc., LPL Financial LLC, Citigroup Global Markets Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Stuart is committed to providing clients with personalized financial planning and investment management services that meet their individual needs.

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ADVISOR BIO

Stuart Epstein is a financial advisor with over 30 years of experience in the industry. Stuart is currently registered with Morgan Stanley in California and Texas and has previously worked with CITIGROUP GLOBAL MARKETS INC., Lehman Brothers Inc., and Venture Funding. Stuart holds a variety of licenses including Series 3, 4, 5, 7, 10, 15, 22, 24, 27, 53, 63, 65, 99TO, and SIE. Stuart provides financial planning, portfolio management, and asset allocation advice to individuals, families, businesses, investment companies, charitable organizations, and insurance companies.

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ADVISOR BIO

Stuart Kesselhaut is a financial advisor with over 30 years of experience in the financial industry. He is currently registered with United Planners' Financial Services of America a Limited Partner, a firm that provides financial planning and investment management services. Stuart is also registered as an Investment Advisor Representative in California. Stuart has worked with a variety of clients, including individuals, families, businesses, and charitable organizations. His areas of expertise include retirement planning, college savings, estate planning, and investment management. Stuart is committed to helping his clients achieve their financial goals.

SPECIALIZATIONS