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.

SPECIALIZATIONS

ADVISOR BIO

Connor Gutrich is an investment advisor representative with Assetmark, Inc. Connor has been working in the financial industry since 2022 and is registered in Alabama, Georgia, Illinois, Mississippi, South Carolina, and Tennessee. Connor has passed both the Series 63 and Series 65 exams, as well as the Series 6TO and SIE. Connor's experience includes previous roles at J.P. Morgan Securities LLC and AssetMark Brokerage, LLC. Connor works with individual clients, businesses, and investment companies.

SPECIALIZATIONS

ADVISOR BIO

Connor McGuire is a financial advisor with Morgan Stanley. Connor has been in the financial industry since 2015. Connor holds the Series 31, 7, and 66 licenses and has a specialization in providing investment advice. Connor is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed to sell securities in several states.

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 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.

SPECIALIZATIONS

ADVISOR BIO

Connor Hayden Brumfield is a financial advisor registered with Wedbush Securities Inc. Connor has been in the financial services industry since 2019 and is active in both broker-dealer and investment advisory roles. Connor is registered in California, Florida, Idaho, Missouri and Tennessee. Connor has Series 7TO, Series 65, and Series 63 licenses. Connor holds a Bachelor of Science in Finance. Connor is also active in business development and client relations for Runyan Capital Advisors, a DBA for Wedbush Securities business. Connor has experience working with high net worth individuals, corporations, and other businesses, and is a specialist in financial planning, pension consulting, educational seminars, and selection of other advisors.

SPECIALIZATIONS

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 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 Gray is a financial advisor registered with Equitable Advisors, LLC in Walnut Creek, California. Connor is licensed to provide investment advice in California. Connor Gray has been in the financial services industry since June 16, 2024. Connor Gray is also the owner of Shoester Resale L.L.C., a business that resells shoes.

SPECIALIZATIONS

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