ADVISOR BIO

Connor Walton is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Connor has been in the industry since 2021 and is licensed in both California and Texas. Connor's credentials include passing the Series 7TO, SIE, and Series 66 exams, and Connor holds active registrations in several states. Connor provides financial advice to a wide range of clients, including individuals, corporations, and institutions. Connor specializes in portfolio management, financial planning, and investment advisory services.

SPECIALIZATIONS

ADVISOR BIO

Connor Antonson is an investment advisor representative for Ameriprise Financial Services, LLC and has been in the financial industry since November 2019. Connor holds Series 66, Series 7TO, and SIE licenses. Connor specializes in portfolio management for individuals and businesses, financial planning, and educational seminars. Connor is registered with the following states: Arizona, California, Colorado, Florida, Georgia, Illinois, Massachusetts, Michigan, Nevada, New Mexico, Oregon, Tennessee, Texas, and Washington.

SPECIALIZATIONS

ADVISOR BIO

Connor Joe is a registered investment advisor with Morgan Stanley. Connor has been in the financial services industry since 2022. Connor has a Series 7, Series 66 and SIE licenses. Connor is registered in 37 states as a broker and in 2 states as an investment advisor. Connor specializes in financial planning, pension consulting, and educational seminars. Connor is also registered as a broker in the states of California and Texas.

SPECIALIZATIONS

ADVISOR BIO

Connor Fratello Dominici is a Certified Financial Planner™ professional with Creative Planning. Connor has been in the financial industry for several years and has a diverse background. Connor has experience working in a variety of industries, including education, retail, and fitness. Connor holds a Series 65 license and a SIE license. Connor is dedicated to providing personalized financial planning and investment advice to individuals, families, and businesses.

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ADVISOR BIO

Connor Joseph Merrigan is a financial advisor with Raymond James Financial Services Advisors, Inc. Connor Joseph Merrigan is registered to provide investment advice in California and Texas. Connor Joseph Merrigan has been active in the securities industry since August 5, 2019. Connor Joseph Merrigan previously worked at Securian Financial Services, Inc. and holds the Series 66, Series 7TO, and SIE licenses. Connor Joseph Merrigan holds the Certified Financial Planner designation. Connor Joseph Merrigan offers financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisors.

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ADVISOR BIO

Connor Addiego is a financial advisor with Morgan Stanley. Connor has been in the financial industry for over 2 years. Connor has a Series 66 and Series 7TO licenses, as well as the SIE exam. Connor is registered with FINRA and is licensed to provide investment advice in 53 states and the District of Columbia. Connor specializes in providing financial planning, portfolio management for individuals, businesses, and investment companies, and asset allocation advice. Connor is also licensed to provide investment advice in Texas.

SPECIALIZATIONS

ADVISOR BIO

Connor Asch Smith is a financial advisor registered with Wells Fargo Clearing Services, LLC. Connor is a Series 7TO, Series 66, and SIE licensed financial advisor. Connor Asch Smith has been in the financial services industry since October 2021 and is currently registered in 26 states. Connor is registered as an Investment Advisor Representative (IAR) in California and Texas. Connor specializes in providing financial advice to individuals, businesses, and retirement plans.

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ADVISOR BIO

Connor Buckley is a financial advisor associated with Petix & Botte Financial. Connor Buckley is a Certified Financial Planner and specializes in financial planning, portfolio management, and selection of other advisors. Connor Buckley is registered with the state of California as an Investment Advisor Representative and is active in the state. Connor Buckley's background includes roles at Ace Parking, USD Vista, University of San Diego, Petix & Botte Tax, and Petix & Botte Financial.

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ADVISOR BIO

Connor Keim is an investment advisor representative registered with Alpha Cubed Investments, LLC. Connor has been in the financial services industry since 2014 and has experience working with various institutions, including Nelnet, Union Bank & Trust, and Baylor Evnen. Connor holds the Series 65 license and is a CFA charterholder. Alpha Cubed Investments, LLC is a Registered Investment Advisor (RIA) based in Irvine, California.

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ADVISOR BIO

Connor William Pearl is an Investment Advisor Representative with Beacon Pointe Advisors, LLC. Connor has worked as an Investment Advisor Representative since May 2024. Before that, Connor worked at a number of financial institutions, including Luminate Bank, Gateway First Bank, Wells Fargo Bank and Legacy Texas Bank DBA Prosperity Bank. Connor obtained his Series 65 license in January 2024. Connor focuses on portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

SPECIALIZATIONS