ADVISOR BIO

Connor Smith is a registered representative with Morgan Stanley. Connor has been in the financial services industry since May 2023. Connor has Series 7TO, Series 66 and SIE licenses. Connor is registered in 43 states, the District of Columbia and Texas. Connor's office is located at 1333 North California Boulevard, Suite 133 in Walnut Creek, CA.

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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.

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ADVISOR BIO

Connor Christopher Campbell is a financial advisor registered with the state of California. Connor is currently employed with CLG LLC dba CLG Wealth Management in Long Beach, California. Connor's previous employment includes positions at PKS Investments, CETERA INVESTMENT ADVISERS LLC, and CETERA ADVISOR NETWORKS LLC. Connor has a Series 7 and Series 66 license. Connor specializes in financial planning, pension consulting, and portfolio management. Connor's firm, CLG LLC, manages over $953 million in assets for a variety of clients, including high-net-worth individuals, charitable organizations, and corporations. Connor has a background in golf and worked for Loyola Marymount University and Loyola Marymount University Golf Summer Camp before starting a career in finance.

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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.

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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 McCormack is a registered representative with Osaic Wealth, Inc. based in San Francisco, CA. Connor is active in the securities industry, working in the field for over 6 years. Connor is currently registered with FINRA as a Registered Representative and is also registered in CA. Connor has passed both the Series 7TO and SIE exams. In addition to being registered with Osaic Wealth, Inc., Connor is also employed by Old Mill Advisory Services, providing administrative services. Connor is an insurance agent offering health, disability, fixed annuities, long-term care insurance, and traditional life insurance.

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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 Mulholland is an Investment Advisor Representative at Wahdy Capital. Connor has been in the industry since 2020 and has a Series 65 license. Connor holds a specialization in several areas, including Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisers, Portfolio Management for Businesses, Portfolio Management for Individuals, and Portfolio Management for Pooled Investment Vehicles. Wahdy Capital is a Registered Investment Advisor with offices in Madison, WI and San Francisco, CA. The firm manages approximately $2,300,000 in assets.

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ADVISOR BIO

Connor David Schlecht is a financial advisor registered with Ameriprise Financial Services, LLC. Connor David Schlecht has been working in the financial services industry since October 8, 2019. Connor David Schlecht is registered in Alabama, California, Idaho, Michigan, Nevada, Oregon, Tennessee, Texas, and Washington. Connor David Schlecht is also registered as an investment advisor representative in California and Texas. Connor David Schlecht has passed the Securities Industry Essentials Examination, General Securities Representative Examination, and the Uniform Combined State Law Examination. Connor David Schlecht has previously worked at Commonwealth Financial Network.

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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