ADVISOR BIO

Carolyn James is a financial advisor registered with Wells Fargo Clearing Services, LLC. Carolyn James has been in the financial industry since 1994. She is licensed to offer securities and advisory services in the following states: Alabama, Alaska, Arizona, California, Colorado, Connecticut, Delaware, Florida, Hawaii, Idaho, Illinois, Indiana, Louisiana, Maryland, Massachusetts, Minnesota, Montana, Nebraska, Nevada, New Mexico, Ohio, Oregon, Rhode Island, Tennessee, Texas, Utah, Washington and Wyoming. Carolyn James was previously registered with Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc.

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ADVISOR BIO

Carolyn Matson is a financial advisor with LPL Financial LLC in Redlands, California. Carolyn has been in the financial industry since 2011 and holds Series 6, 7, 63, and 65 licenses. Carolyn is also a registered Investment Advisor in Texas. Carolyn Matson has previously worked at UNIONBANC INVESTMENT SERVICES, LLC and NATIONAL PLANNING CORPORATION.

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ADVISOR BIO

Carolyn Clifford Mowlds is a registered representative of Morgan Stanley, with over 40 years of experience in the financial services industry. Carolyn has held positions at several firms including Morgan Stanley Smith Barney LLC, Morgan Stanley Private Bank, N.A. and Emmett A Larkin Company, INC. She is currently registered in 20 states including California, Texas, Alabama, Arizona, Arkansas, Colorado, Florida, Hawaii, Idaho, Kentucky, Maryland, Nevada, New York, North Carolina, Oregon, Virginia, Washington, and Wisconsin. Carolyn holds the Series 7, 31, 63 and SIE securities licenses. Carolyn is a dedicated financial professional who is committed to helping her clients achieve their financial goals.

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ADVISOR BIO

Carolyn Antonette Bogaty is a registered representative with Morgan Stanley in Irvine, CA. Carolyn has been in the securities industry since December 2007. Carolyn is licensed to sell securities in California. Carolyn has passed the Series 7, Series 63, and SIE exams. Carolyn has been associated with Morgan Stanley since June 2009 and previously worked at Morgan Stanley & Co. Incorporated.

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Carolyn Wyatt is a registered representative with Western International Securities, Inc. Carolyn has been in the securities industry for over 22 years and is active in both Broker-Dealer and Investment Advisor roles. Carolyn is also an insurance agent with Arrowhead Wealth Advisors. Carolyn specializes in working with high net worth individuals, individuals other than high net worth, pension and profit sharing plans, and corporations and other businesses. Western International Securities, Inc. is a large firm headquartered in Pasadena, California. The firm provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

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ADVISOR BIO

Carolyn Cahill-asher is a financial advisor who has been working in the industry since 1984. She is currently registered with Raymond James & Associates, Inc. and holds a Series 7, Series 3, Series 63, and Series 65 licenses. Carolyn has experience working with a variety of clients including individuals, corporations, and pension plans. She offers a wide range of financial services including financial planning, portfolio management, and educational seminars. Carolyn is committed to providing her clients with the highest quality of service and helping them achieve their financial goals.

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ADVISOR BIO

Carolyn Her Chi Sheu is a financial advisor with Beacon Pointe Advisors, LLC. Carolyn has been in the financial services industry since 1997. Carolyn has a broad range of experience, having worked with firms including J.P. Morgan Securities LLC, Western International Securities, Inc., Morgan Stanley, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Charles Schwab & Co., Inc., WMA Securities, Inc. Carolyn holds the Series 3, 7, 9, 10, 63, 65, and SIE licenses. Carolyn is also a Certified Financial Planner. Carolyn provides investment advisory services to individuals, corporations, charitable organizations, and pooled investment vehicles.

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ADVISOR BIO

Carolyn J. Tomlinson is a registered investment advisor representative in California. Carolyn has been in the industry since 1989 and has worked with clients in both New York and California. Carolyn is a graduate of the University of California, Los Angeles and is a member of the National Association of Personal Financial Advisors. Carolyn J. Tomlinson offers investment consulting, educational, evaluation, and review services, as well as pension consulting and selection of other advisors. Carolyn has approximately 40 clients and works with individuals, corporations, and other businesses. The firm's fee structure includes fixed fees, hourly charges, and a percentage of assets.

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ADVISOR BIO

Carolyn Herzog is a financial advisor based in Templeton, CA. Carolyn is a Certified Financial Planner and a Chartered Financial Analyst. Carolyn is registered with Corvus Wealth Advisors LLC and has been in the financial services industry since 2007. Carolyn's areas of specialization include financial planning, pension consulting and portfolio management. The firm manages approximately $720,917,850 in client assets.

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ADVISOR BIO

Carolyn Sellick is a financial advisor with Wells Fargo Clearing Services, LLC in WALNUT CREEK, CA. Carolyn has been in the industry since January 24, 2001.

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