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 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 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 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 Hobble is a financial advisor at LPL Financial LLC, with over 30 years of experience in the financial services industry. Carolyn holds a variety of licenses and certifications, including the Series 7, Series 63, and Series 66 exams. Carolyn has been registered with the Securities and Exchange Commission (SEC) since 1985, and is also registered as an Investment Advisor Representative (IAR) in both Kansas and Texas. Carolyn is committed to providing clients with personalized financial advice and services. Prior to joining LPL Financial, Carolyn was a financial advisor at Merrill Lynch for over 20 years.

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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 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 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 Jill Campbell is a financial advisor with LPL Financial LLC. Carolyn has been in the financial services industry for over 25 years and is registered to offer securities in 19 states. Her previous experience includes roles at National Planning Corporation and H.D. Vest Investment Securities, Inc. Carolyn holds the Series 6, 7, 24, 51 and 65 licenses, as well as the SIE exam. In addition to her work as a financial advisor, Carolyn is also a CPA and owns and operates a tax preparation and accounting business. Carolyn's expertise is in financial planning, portfolio management, and tax preparation, which provides her with a unique and well-rounded perspective on helping clients achieve their financial goals.

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ADVISOR BIO

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.

SPECIALIZATIONS