ADVISOR BIO

Christine Kovalek is a registered investment advisor representative with Wells Fargo Advisors Financial Network, LLC. Christine has been in the industry since March 11, 2007, and has held previous positions with Wells Fargo Clearing Services, LLC and Ameriprise Financial Services, Inc. Christine has passed the Series 66, Series 7 and the Securities Industry Essentials Examination. Christine is registered with the state of Texas and California, and is also registered with FINRA. Christine provides financial planning, pension consulting, investment consulting services to institutional clients, selection of other advisers, and portfolio management for individuals and businesses.

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ADVISOR BIO

Christine Paige Alexander is a financial advisor with LPL Financial LLC and has been in the industry since June 2010. She is registered with the state of California as a both a Registered Representative and an Investment Advisor Representative. Christine has experience working with Union Bank and Unionbanc Investment Services, LLC. Christine holds a Series 6, 7TO, 63, and 65 license as well as the SIE. She also holds certifications in 1, 2, 3, 4, 5 and 6. Christine specializes in working with individuals, corporations, trusts, and businesses. She offers financial planning, portfolio management, and consulting services.

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ADVISOR BIO

Christine Kerolos is a financial advisor with J.p. Morgan Securities LLC in CORONA, CA. Christine is licensed to provide financial advice in California and Texas. Christine Kerolos's experience in the financial industry began in June 2016. Christine specializes in providing advice to individuals, high-net-worth individuals, corporations, and other businesses.

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ADVISOR BIO

Christine Shepherd is a financial advisor registered with Ameriprise Financial Services, LLC. Christine has been in the financial industry since 2021. Christine is licensed to provide financial advice in California and Texas. Ameriprise Financial Services, LLC is a large financial services firm with approximately $1 billion to $10 billion in assets under management. Ameriprise provides investment advice, financial planning and other services to individuals, businesses, and institutions.

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ADVISOR BIO

Christine Mina Choe is a registered representative with Equitable Advisors, LLC, where she is licensed to offer financial services in California, North Carolina and Oregon. Christine specializes in providing financial planning, educational seminars and selection of other advisors for businesses and individuals. Christine also holds licenses to conduct advisory services for businesses and individuals in the state of California.

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ADVISOR BIO

Christine Stern is a financial advisor at LPL Financial LLC. Christine has been in the financial industry for over 30 years. Christine is registered to offer investment advice and securities in several states including California, Texas and New York. Christine is also a registered representative with LPL Financial LLC. Christine has Series 63, 65, 7 and SIE licenses. Christine has worked at LPL Financial LLC since 2005. Christine is also affiliated with the Financial Services Group at SAG-AFTRA Federal Credit Union.

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ADVISOR BIO

Christofer Boyadjian is a registered representative with J.P. Morgan Securities LLC, based in Pasadena, California. Christofer has passed the Series 6TO, Series 63, and SIE exams, and holds a valid California license. Christofer specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses.

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ADVISOR BIO

Christoph Marc Menzl is an investment advisor representative (IAR) and a registered representative (RR) with Edward Jones, a well-established firm with a vast client base. Christoph has been active in the financial industry since 2021. His registration as a broker-dealer and an investment advisor is active in multiple states. His area of specialization includes financial planning, portfolio management for individuals and businesses, and pension consulting. Christoph holds the Series 7TO, SIE, and Series 66 licenses. Previously, he was employed at Abbott Laboratories. Currently, he is also a director of the board for PetroplastVinora AG Jona, SG.

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ADVISOR BIO

Christoph Stapleton is a financial professional with over 30 years of experience in the financial services industry. Christoph is registered with Ameriprise Financial Services, LLC and has offices in Monterey and Marina, California. Christoph provides a wide range of financial services to individuals, families, and businesses, including financial planning, asset allocation, investment management, and retirement planning. Christoph has a strong commitment to helping clients achieve their financial goals and has a proven track record of success.

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ADVISOR BIO

Christopher Hardt is a financial advisor with over 25 years of experience in the industry. Christopher is a CERTIFIED FINANCIAL PLANNER™ professional and has been registered with Edward Jones since 1997. Christopher is currently registered with the Securities and Exchange Commission (SEC) and has a Series 7, 24 and 63 license. Christopher has also passed the SIE exam. Christopher is registered as a broker-dealer in 35 states and is also registered as an Investment Advisor Representative (IAR) in two states, California and Texas. Christopher is a dedicated financial advisor with a passion for helping individuals and families achieve their financial goals.

SPECIALIZATIONS