ADVISOR BIO

Bennett McDermott is an Investment Advisor Representative at IEQ Capital, LLC. Bennett has been in the industry for several years, and has experience working with high net worth individuals and charitable organizations. Bennett is registered with the state of California as an Investment Advisor Representative. Bennett has a Series 65 license. IEQ Capital, LLC is a firm with a focus on financial planning, pension consulting, and portfolio management for individuals and businesses. IEQ Capital, LLC manages over $23 Billion in assets.

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ADVISOR BIO

Bennett Canady is a registered investment advisor representative with RBC Capital Markets, LLC. Bennett has been active in the financial services industry since August 2021 and is licensed in multiple states. Bennett holds Series 63, 65, 7 and SIE licenses and has experience working with individual investors, corporate clients, pension plans and other institutions. Bennett's previous work experience includes roles at Fidelity Brokerage Services LLC and Three Fat Guys Wine.

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ADVISOR BIO

Benny Vallejo is a registered investment advisor with J.p. Morgan Securities LLC. Benny is licensed in California and Texas and has been active in the industry since 2014. Previously, Benny Vallejo was employed with Wells Fargo Advisors, LLC in Lodi, California. Benny has passed the Series 6, Series 7TO, SIE, and Series 63 exams.

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ADVISOR BIO

Benny Robert Varon is a financial advisor with Wedbush Securities Inc. Benny has been in the industry since 1987 and is licensed to offer investment advice in multiple states. Benny's career in the financial services industry includes previous roles at Pacific Growth Equities, LLC, and J.P. Morgan Securities Inc. Benny specializes in offering financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations.

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ADVISOR BIO

Benny Ching is a registered representative with J.P. Morgan Securities LLC in San Francisco, CA. Benny has been in the financial services industry since 2017. Benny holds Series 6, Series 63 and SIE licenses. Benny specializes in investment company products, variable contracts, and financial planning. J.P. Morgan Securities LLC is a large, national firm with offices across the United States. The firm provides a wide range of financial services, including investment advisory services, brokerage services, and banking services.

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ADVISOR BIO

Benson Tieu Lien is a financial advisor with Wedbush Securities Inc. Benson has been in the financial services industry since 2001 and has a wide range of experience, including working with high net worth individuals, corporations, and charitable organizations. Benson is registered with FINRA as a general securities representative and a principal. Benson also holds several other licenses and certifications, including Series 63, Series 7, Series 10, Series 9, Series 24, Series 55, Series 57TO, and Series 99TO.

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ADVISOR BIO

Bereket Kelile is a financial advisor currently registered with Cambridge Investment Research Advisors, Inc. and Bereket Kelile Financial Planning, Inc. Bereket is licensed in California and has been active in the financial industry since 2020. Bereket specializes in providing financial planning, investment management, and insurance services to individuals, families, and businesses. Bereket's approach to financial planning is tailored to each client's unique needs and goals.

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ADVISOR BIO

Berenice Valdez is a financial professional with over six years of experience in the industry. Berenice is currently registered with J.P. Morgan Securities LLC and is located in Whittier, California. Berenice has Series 6 and Series 63 licenses, as well as the SIE exam. Berenice previously worked for J.P. Morgan Securities LLC in Downey, California. Berenice specializes in a variety of financial products and services, including retirement planning, investment management, and insurance.

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ADVISOR BIO

Berenice Garcia is a registered representative with Wells Fargo Clearing Services, LLC and has been in the industry since October 2014. Berenice is licensed in California. Berenice's specialties include investment consulting services to institutional clients, financial planning, and pension consulting. Berenice provides portfolio management for businesses and individuals.

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ADVISOR BIO

Berenice Sanchez is an investment advisor representative with Wells Fargo Clearing Services, LLC. Berenice is registered with the state of California, and Texas. Her firm, Wells Fargo Clearing Services, LLC, is headquartered in St. Louis, Missouri. Berenice is a seasoned professional with over 10 years of experience in the financial services industry. She has a strong understanding of the financial markets and a commitment to providing her clients with personalized investment advice. Berenice specializes in working with high-net-worth individuals, corporations, and other businesses. She offers a range of financial services, including portfolio management, financial planning, and investment consulting. Berenice is dedicated to helping her clients achieve their financial goals and she is committed to providing them with the highest level of service.

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