ADVISOR BIO

Cory Synnestvedt is a financial advisor with over 25 years of experience in the financial services industry. Cory is registered to provide investment advice in both California and Texas. Cory is currently employed by Wells Fargo Clearing Services, LLC and has been with the firm since 2016. Prior to that, Cory was registered with Prudential Securities Incorporated.

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ADVISOR BIO

Cosimo Favaloro is an investment advisor representative with Wells Fargo Clearing Services, LLC. Cosimo Favaloro has been in the industry since September 2020. Cosimo Favaloro is registered with FINRA and the state of California. Prior to joining Wells Fargo Clearing Services, LLC, Cosimo Favaloro was with Hilltop Securities Inc. and PFS Investments Inc. Cosimo Favaloro holds a Series 66, Series 7, and Series 6 license.

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ADVISOR BIO

Cosmin George Serban is a registered representative with Morgan Stanley in Beverly Hills, California. Cosmin has been in the industry since 2009 and has held previous positions with WELLS FARGO ADVISORS, LLC, CHASE INVESTMENT SERVICES CORP., and WELLS FARGO INVESTMENTS, LLC. Cosmin has a Series 66, Series 7, and SIE licenses and specializes in providing financial planning, asset allocation advice, and portfolio management services to individuals, businesses, and institutional clients.

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ADVISOR BIO

Cosmo Charles Gould is a registered representative with Global Retirement Partners LLC and RPA Financial, LLC. Cosmo has been in the financial services industry since 2005. Cosmo holds the Series 7, 9, 10, 14, 23, 24, 63, 66, 99TO, and SIE licenses. Cosmo specializes in financial planning, retirement planning, and portfolio management. Cosmo provides financial services to a variety of clients, including individuals, families, businesses, and retirement plans.

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ADVISOR BIO

Courtland Blake Alex is a financial advisor with over 28 years of experience in the industry. Courtland is currently registered with McManus Cooper in Irvine, CA. Prior to joining McManus Cooper, Courtland was registered with Securities America, Inc. and State Farm VP Management Corp. Courtland has a broad range of experience working with individuals, corporations, charitable organizations, and pension plans.

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ADVISOR BIO

Courtland Mulliken is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. based in Roseville, CA. Courtland has been in the financial services industry since 2004. Courtland is a registered representative and investment advisor in several states.

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ADVISOR BIO

Courtney Chynces is a financial advisor with over 14 years of experience in the financial services industry. Courtney is currently registered with United Planners' Financial Services of America A Limited Partner and Proxy Freedom. Courtney's experience includes working with a wide range of clients, including individuals, families, and businesses. Courtney is committed to providing personalized financial advice and helping clients achieve their financial goals.

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ADVISOR BIO

Courtney Liddy is a financial advisor with over 30 years of experience in the financial services industry. Courtney is a registered representative with UBS Financial Services Inc. and holds Series 6, 7, 31, and 63 licenses, as well as the SIE. Courtney is also a registered investment advisor and holds a Series 65 license. Courtney has previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated, EquiCo Securities, Inc., and The Equitable Life Assurance Society of the United States. Courtney specializes in working with high-net-worth individuals, corporations, and other businesses. She is also experienced in providing financial planning, portfolio management, and investment advisory services.

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ADVISOR BIO

Courtney Bonacci is a financial advisor with Sanctuary Advisors, LLC. Courtney has been in the financial services industry since 2002 and holds a Series 7, Series 63, Series 66, and SIE license. Courtney specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Courtney has been a registered representative with Sanctuary Advisors, LLC since 2019. Previously, Courtney worked at UBS Financial Services Inc. for 16 years.

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ADVISOR BIO

Courtney Hershberger is a financial advisor working with Morgan Stanley. Courtney has been in the financial services industry since May 18, 2000. Courtney has worked at several firms in the past, including RBC Capital Markets, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Banc of America Investment Services, INC. Courtney is licensed in 53 states and is registered with both FINRA and the SEC. Courtney has a number of specialties including asset allocation advice, financial planning, pension consulting and portfolio management for individuals, businesses and investment companies.

SPECIALIZATIONS