ADVISOR BIO

Carolyn Hemann is a financial advisor with Ameriprise Financial Services, LLC. Carolyn has been in the financial services industry since 1987. Carolyn holds Series 63, 65, 7, and SIE licenses and is registered in 33 states as well as the District of Columbia. Carolyn's specializations include asset allocation, financial planning, pension consulting, and educational seminars. Carolyn's current firm is Ameriprise Financial Services, LLC, which has approximately $1 billion - $10 billion in regulatory assets under management. The firm has a history of providing financial services to a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.

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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 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 Ruth Smith is an Investment Advisor Representative with Beacon Pointe Advisors, LLC. Carolyn is a licensed professional with over 20 years of experience in the financial industry. Carolyn has previously worked with Financial Telesis Inc and United Planners' Financial Services of America a Limited Partner. Carolyn currently holds a Series 63 license as a Uniform Securities Agent and a Series 65 license as a Uniform Investment Advisor.

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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 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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ADVISOR BIO

Carolyn Bethany Hurley is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Carolyn has been in the financial services industry since 1999. She holds Series 7TO, Series 6, and Series 63 licenses. Carolyn has experience with RBC CAPITAL MARKETS, LLC and UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER. Carolyn is also registered as an investment advisor in California and Texas. Carolyn offers a range of investment advisory services including portfolio management for individuals and businesses, pension consulting, and educational seminars.

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ADVISOR BIO

Carolyn Taylor is an investment advisor representative with Weatherly Asset Management. Carolyn has been in the industry since 1984 and holds the Series 3, 63, and 65 licenses. She has worked for several firms including NEUBERGER & BERMAN and DEAN WITTER REYNOLDS INC. Carolyn is currently registered in Arizona, California, Florida, Illinois, Louisiana, Massachusetts, Nevada, New Hampshire, New York, Oregon, Texas and Washington. Carolyn specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses.

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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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ADVISOR BIO

Carolyn Beasley is a financial advisor with J.P. Morgan Securities LLC. Carolyn is a registered representative in California and Texas, with a strong track record of providing comprehensive financial guidance to individual investors and businesses. With over 10 years of experience in the industry, Carolyn has a deep understanding of the financial markets and a commitment to helping clients achieve their financial goals. Carolyn is known for her personalized approach and ability to develop tailored financial plans that meet each client's unique needs. Whether you are planning for retirement, saving for college, or seeking to manage your investments, Carolyn can provide the expertise and support you need to make informed financial decisions.

SPECIALIZATIONS