ADVISOR BIO

Tanner Motske is an investment advisor representative with Trilogy Capital, Inc., a registered investment advisor firm. Tanner is a Series 7, 63, and 65 licensed professional. Tanner specializes in providing investment advisory services and financial planning to individuals, families, and small businesses. Tanner has worked in the financial services industry since 2022. Trilogy Capital, Inc. specializes in providing comprehensive financial planning and investment management services to individuals, families, and businesses. The firm has a team of experienced professionals who are dedicated to helping clients achieve their financial goals.

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ADVISOR BIO

Tanner Hamilton is an investment advisor representative currently registered with Mariner Wealth. Tanner has been in the financial industry for over 8 years. Prior to joining Mariner Wealth, Tanner worked for Foresters Financial Services, Inc. Tanner holds a Series 63, Series 65, and Series 26 licenses, in addition to having passed the SIE and Series 6 examinations. Tanner is registered with the state of California.

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ADVISOR BIO

Tanner Suard is a registered investment advisor representative with J.P. Morgan Securities LLC. Tanner has been in the industry since August 2020 and has a Series 63 and Series 65 license. Tanner is registered to provide investment advisory services in California and Texas. Tanner specializes in providing financial planning, pension consulting and selecting other advisors. Tanner's firm, J.P. Morgan Securities LLC, is a large firm with over $50 billion in assets under management and over 262,000 clients.

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ADVISOR BIO

Tanner Orndorff is a registered representative with Raymond James & Associates, Inc. Tanner has a Series 7, 66, and SIE license, and is currently registered with the State of Washington. Tanner is also registered as an Investment Advisor Representative with the State of Washington, and is pending registration with the State of California. Tanner has been in the securities industry since 2023. Tanner is also a residential solar broker and has been working in this industry since 2023. Tanner is committed to helping clients reach their financial goals and believes that working together with clients is the key to success.

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ADVISOR BIO

Tanner Mckendrick Kohl is a financial advisor registered with Edward Jones. Tanner has been in the industry since June 2018 and holds Series 7, Series 66 and SIE licenses. Tanner is also a Certified Financial Planner and is registered in multiple states. The advisor is located in Sunnyvale, California and has provided investment advice to individuals, corporations, partnerships, charitable organizations and pension and profit sharing plans.

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ADVISOR BIO

Tanveer Gill is a registered representative with J.p. Morgan Securities LLC. Tanveer is licensed in California and holds the Series 63, Series 6TO, and SIE licenses. Tanveer has been in the financial services industry since January 12, 2022.

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ADVISOR BIO

Tanya Anderson is a financial advisor with over 22 years of experience in the industry. Tanya is currently registered with J.P. Morgan Securities LLC and J.P. Morgan Private Wealth Advisors LLC. Tanya's previous experience includes working at FIRST REPUBLIC SECURITIES COMPANY, LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Tanya holds Series 7 and Series 66 securities licenses and is registered in 54 states and territories. Tanya specializes in providing financial planning, pension consulting, selection of other advisors, and portfolio management services for individuals and businesses.

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ADVISOR BIO

Tanya Denise Hosner is a registered representative with Morgan Stanley. Tanya is a licensed advisor in several states, including California and Texas. She has been in the financial industry for over 14 years. Tanya specializes in providing financial planning, portfolio management, and asset allocation advice to individuals and families.

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ADVISOR BIO

Tanya Tong is an Investment Advisor Representative at Legacy Investment Services, LLC, located in Rancho Cucamonga, CA. Tanya has been in the industry since June 2021. Tanya has a Series 65 license and is registered with the state of California. Tanya is a specialist in Insurance Sales and Services, as well as Pension Consulting. Tanya holds a specialization in retirement planning and in insurance, and has a previous employment history in finance, education and child care. Tanya is committed to providing clients with financial advice and services that meet their individual needs.

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ADVISOR BIO

Tanya Ann Thomasson is a financial advisor with over 20 years of experience in the industry. Tanya is registered with Mercer Global Advisors Inc. and is licensed to provide investment advice in California. Tanya has a strong background in financial planning, investment management, and retirement planning. Tanya specializes in providing financial advice to high-net-worth individuals, families, and businesses. Tanya holds the Series 7, 63, and 65 licenses and is a Certified Financial Planner. Tanya is committed to providing her clients with personalized financial advice that is tailored to their individual needs and goals.

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