ADVISOR BIO

Taylor Franzman is a registered representative and investment advisor representative with J.P. Morgan Securities LLC in Clovis, California. Taylor has been in the industry since 2018 and has a combined state law examination, general securities representative examination, and securities industry essentials examination. Taylor has previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fresno, California. Taylor is also a board member of the Forestiere Underground Gardens Conservancy and owner/partner of SheraChic LLC, a jewelry store.

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ADVISOR BIO

Taylor Roberts is a financial advisor with over 27 years of experience in the industry. Taylor is registered with LPL Financial LLC in both Alabama and Texas. Taylor has previously worked at Raymond James & Associates, Inc., Morgan Keegan & Company, Inc., Citigroup Global Markets Inc., The Robinson-Humphrey Company, LLC and Compass Brokerage, Inc. Taylor holds the Series 7, Series 63, and Series 65 licenses and is a registered representative of LPL Financial. Taylor offers a variety of financial services, including financial planning, portfolio management, and consulting.

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ADVISOR BIO

Taylor Joseph Parrillo is a financial advisor who has been in the industry since 2019. Taylor is registered with Cetera Investment Advisers LLC and First Allied Securities, Inc. and has a Series 7TO, Series 66, and SIE license. Taylor is currently registered as an Investment Advisor Representative in California and Texas. Taylor has 160 hours per month at Wealth Navigation Advisors as a financial advisor and 12 hours per month with University of California, Riverside on their advisory board.

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ADVISOR BIO

Taylor Boyd is a financial advisor with Burnham Gibson Wealth Advisors, LLC, an investment firm headquartered in Tampa, Florida. Taylor has been in the financial services industry since 2008 and has experience providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and retirement plans. Taylor holds Series 6, 7, and 66 securities licenses and is registered as an investment advisor representative in California and Texas. Taylor also holds a Series 63 license in California. In addition to their work with Burnham Gibson Wealth Advisors, LLC, Taylor is also a board member of a local chapter of Young Life National Service Center in Colorado Springs, Colorado.

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ADVISOR BIO

Taylor Richardson is a registered representative and investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Taylor has been in the industry since 2007 and is licensed in multiple states. Taylor has worked at Citigroup Global Markets Inc. and Wells Fargo Investments, LLC in the past. Taylor holds the Series 66, SIE and Series 7 licenses. Taylor focuses on providing investment advice to individuals, corporations, pension and profit sharing plans, charitable organizations, and insurance companies.

SPECIALIZATIONS

ADVISOR BIO

Taylor Novak is a financial advisor with Edward Jones, a firm with over 22,000 registered representatives. Taylor has been in the financial services industry since 2019. Taylor holds Series 66, 7TO and SIE licenses. Taylor specializes in portfolio management for individuals and businesses. Taylor provides financial planning, pension consulting and selection of other advisors. Taylor is registered to provide securities and advisory services in California, Colorado, Idaho, Illinois, Iowa, Massachusetts, Minnesota, Montana, Nevada, Oregon, Texas, Utah and Washington.

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ADVISOR BIO

Taylor Brad Dance is a financial advisor with over 10 years of experience in the industry. Taylor is currently registered with Global Retirement Partners LLC, and has been with this firm since July 2022. Taylor holds Series 66, Series 7 and SIE licenses. Taylor previously worked at TRIAD ADVISORS LLC and LPL FINANCIAL LLC. Taylor provides a range of financial advisory services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Taylor is committed to helping clients achieve their financial goals.

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ADVISOR BIO

Taylor Loughlin is an active investment advisor representative at Stifel, Nicolaus & Company, Inc. Taylor has been in the industry since 2014. Taylor holds licenses in several states, including California, Texas, and many others. Taylor has a series of certifications including SIE, Series 7, and Series 66.

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ADVISOR BIO

Taylor N. Bridges is a registered Investment Advisor Representative with IMA Advisory Services, Inc. Taylor has been in the financial services industry since October 2017. They have experience in employee benefits, insurance, and risk management services. Taylor's background also includes experience in non-profit organizations. Taylor provides financial planning, pension consulting and portfolio management services for individuals and businesses. Taylor is committed to providing their clients with the highest level of service and expertise.

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ADVISOR BIO

Tayra Tatiana Martinez is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. She is registered with the state of California and Texas. Tayra Martinez is a Series 66, Series 7, Series 10, and Series 9 licensed representative and is active in the industry.

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