ADVISOR BIO

Wilson Lauren Lea is a financial advisor with over 20 years of experience in the industry. Wilson has worked for Osaic Wealth, Inc. since 2025, and prior to that worked at The Lincoln National Life Insurance Company and Scudder Distributors, Inc. Wilson is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 6, 7, 63 and 65 licenses. Wilson also holds the Securities Industry Essentials (SIE) designation. Wilson specializes in providing financial planning services and investment management for individuals and businesses.

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ADVISOR BIO

Wilson Wei Ma is a financial advisor with Wells Fargo Clearing Services, LLC. Wilson has been in the financial services industry since 2000 and holds several licenses and certifications. Wilson specializes in providing financial advice to individuals, businesses, and institutional clients. Wilson is dedicated to helping clients achieve their financial goals and is committed to providing them with the highest level of personalized service.

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ADVISOR BIO

Wilson Sheng Yang is an investment advisor representative associated with Cetera Investment Advisers LLC in San Marino, CA. Wilson Sheng Yang has been in the industry since June 30, 2014, and has experience with J.P. Morgan Securities LLC and Wells Fargo Advisors, LLC. Wilson Sheng Yang specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors and portfolio management for businesses and individuals. Wilson Sheng Yang holds a Series 6, Series 7TO, Series 63 and Series 66 license.

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ADVISOR BIO

Wilson Kwok is a registered investment advisor representative with Wells Fargo Clearing Services, LLC. Wilson Kwok is also registered with the state of California as an investment advisor representative and has been in the industry since March 18, 2006. Previously, Wilson Kwok was associated with Wells Fargo Investments, LLC, Wells Fargo Advisors, LLC, Citigroup Global Markets Inc., and Citicorp Investment Services. Wilson Kwok holds the Series 6, 7, 63, and 65 securities licenses and the SIE exam. Wilson Kwok also has a 20% ownership interest in BNW Investments LLC, which is an investment-related company.

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ADVISOR BIO

Wilson Hu is a registered investment advisor representative with Morgan Stanley. Wilson has over 6 years of experience in the financial services industry. Wilson is licensed to provide investment advice in California and Texas. Wilson holds the Series 66, Series 7, Series 6 and the SIE licenses. In addition to being a financial advisor, Wilson also manages rental properties.

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ADVISOR BIO

Wilson Daniel Bean is a financial advisor with over 30 years of experience in the industry. Wilson currently works with Wells Fargo Clearing Services, LLC, and has been with the firm since 2016. Before that, Wilson worked for Prudential Securities Incorporated, Smith Barney Inc., Lehman Brothers Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Wilson specializes in providing investment advice to individuals, businesses and institutional clients. Wilson holds several licenses including Series 7, Series 63, Series 31 and SIE. Wilson is also a registered Investment Advisor in California and Texas.

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ADVISOR BIO

Wilson H Tsang is a registered investment advisor representative with Morgan Stanley in San Francisco, California. Wilson has been in the industry since October 5, 2018. Wilson has held several positions in the financial industry, including roles with UBS Financial Services Inc., Wells Fargo Clearing Services, LLC, and J.P. Morgan Securities LLC. Wilson holds licenses in 53 states and the District of Columbia, and is approved to offer both Broker-Dealer and Investment Advisor services. Wilson is also a Series 66, Series 7, Series 9, Series 10 and SIE licensed individual. Wilson is specializes in providing investment advice to a variety of clients including individuals, corporations, and investment companies. Wilson is also able to provide asset allocation advice, financial planning, pension consulting, educational seminars, and selection of other advisors.

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ADVISOR BIO

Wilson Li is an Investment Advisor Representative at Abacus Wealth Partners, a firm based in Santa Monica, CA. Wilson has been in the industry since 2013, and has experience working with clients in California and North Carolina. Wilson holds the Series 65 license and specializes in working with individuals, corporations, charitable organizations, pension plans, and pooled investment vehicles.

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ADVISOR BIO

Wilson Abrego-orellana is a financial advisor at J.P. Morgan Securities LLC and has been in the industry since July 2022. Wilson is licensed in California and has passed the Series 63, Series 6TO, and SIE exams. Wilson specializes in financial planning, pension consulting, and portfolio management for businesses and individuals.

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ADVISOR BIO

Wilson Tien is a financial advisor with J.P. Morgan Securities LLC. Wilson has been a registered representative since 2010 and is licensed in 13 states. Wilson works out of the firm's Monterey Park, CA branch office. Wilson has a strong background in financial planning and portfolio management, and has experience working with a wide range of clients, including individuals, businesses, and institutions. Wilson has held previous positions at Chase Investment Services Corp. Wilson is committed to providing his clients with personalized financial advice and guidance, and to helping them achieve their financial goals.

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