ADVISOR BIO

Wesley MacDonald is an investment advisor representative registered with Merrill Lynch, Pierce, Fenner & Smith Inc., in California and Texas. Wesley has been working in the financial industry since April 2016, providing investment advice to a diverse client base including high-net-worth individuals, corporations, and pension plans. Before joining Merrill Lynch, Wesley has experience at UBS Financial Services, Inc. and NYLIFE Securities LLC. Wesley earned licenses including Series 6, 7, 66, and SIE.

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ADVISOR BIO

Wesley Thomas Holcomb is an Investment Advisor Representative at LPL Financial LLC. Wesley has been in the industry since August 8, 2005. Wesley has a wide range of experience, including working at Principal Securities, Inc., Principal Funds Distributor, Inc., and E*TRADE Securities, Incorporated. Wesley is a registered representative in California, South Carolina, and is a registered Investment Advisor in California. Wesley is also a registered principal with LPL Financial LLC.

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ADVISOR BIO

Wesley Jiang is a financial professional registered with J.P. Morgan Securities LLC. Wesley is based in Monterey Park, CA. Wesley is licensed in California and has Series 63, Series 6TO and SIE licenses.

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ADVISOR BIO

Wesley Brown is a financial advisor with over 18 years of experience in the industry. Wesley is a Certified Financial Planner™ and holds the Series 66, Series 31 and Series 7 licenses. Wesley is registered with OneDigital Investment Advisors and is also registered with the state of California and Texas. Wesley has previously worked at Wells Fargo Advisors, LLC, A. G. Edwards & Sons, Inc., and Morgan Stanley DW Inc.

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ADVISOR BIO

Wesley McCain is a Managing Director at Towneley Capital Management, Inc. Wesley has been in the industry since 1971. Wesley McCain is a Chartered Financial Analyst and has been registered with the state of California since 2013, New York since 2021, and Texas since 2013. Wesley has 35-45 hours per month dedicated to managing activities for ITAWA ASSOCIATES, INC. in New York.

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ADVISOR BIO

Wesley Alan Schevers is a registered Investment Advisor Representative. Wesley has been in the industry since 2021 and has been with Alpha & Omega since January 2024. He is licensed in California and has passed the Uniform Investment Adviser Law Examination. Wesley's background also includes other business experience with flooring companies and management. Wesley has an interest in managing the investment portfolios of individuals, businesses, and as a third party administrator.

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ADVISOR BIO

West James Bowler is a financial advisor with UBS Financial Services Inc. West has been in the industry since 2017 and is registered to provide investment advice in 53 states and the District of Columbia. West has a Series 7, Series 66, and SIE license. Before joining UBS Financial Services Inc., West worked as a financial advisor at Morgan Stanley.

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ADVISOR BIO

Westen Cantu is a registered representative with J.P. Morgan Securities LLC, a firm with over $249 billion in assets under management. Westen's office is located in Carmel, California. Westen specializes in providing financial advice and investment management services to individuals, businesses and charitable organizations.

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ADVISOR BIO

Westley Hayes King is a registered representative with Centaurus Financial, Inc. Westley has been in the financial services industry since 1994. Westley has Series 3, 7, 24, 63 and 66 registrations as well as SIE. Centaurus Financial, Inc. is a financial advisory firm that provides services to high-net-worth individuals, corporations, and other businesses. The firm offers financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisors, portfolio management for businesses and individuals, and other investment-related services.

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ADVISOR BIO

Weston Paul Patton is a financial advisor with Mission Wealth Management, LP, based in SANTA BARBARA, CA. Weston is a Certified Financial Planner. He has been in the industry since 2015. Prior to joining Mission Wealth Management, LP, Weston worked for EDWARD JONES. Weston is licensed to provide investment advice in CA. Weston specializes in investment advisory services for individuals, businesses, families, and charitable organizations.

SPECIALIZATIONS