ADVISOR BIO

Cory Alan Kelly is a registered representative with Principal Securities, Inc. with over 20 years of experience in the financial services industry. Cory has a strong background in financial planning and portfolio management, and is committed to providing personalized financial advice to clients. Cory is licensed to sell securities in California and Texas, and is also a registered investment advisor. Cory has experience working with individuals, families, and businesses, and has a strong understanding of the needs of a diverse range of clients. Cory is committed to helping clients achieve their financial goals and objectives, and is passionate about providing exceptional client service.

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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 J. Furubotten is a registered representative with J.P. Morgan Securities LLC, operating out of the firm's Los Angeles, CA office. Courtney J. Furubotten has been in the securities industry since 2021 and is licensed in 52 states.

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ADVISOR BIO

Courtney Fisher is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Courtney has been in the industry since August 18, 2020, and is currently registered in California and Texas. Courtney holds the Series 66, Series 7TO and SIE licenses. Courtney is located in the San Leandro, CA branch office of Merrill Lynch. Courtney specializes in providing investment advisory services to individuals, businesses, corporations, charitable organizations, insurance companies, pension and profit sharing plans, and state or municipal government entities.

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ADVISOR BIO

Courtney Richars is an investment advisor representative with Assetmark, Inc. based in Concord, CA. Courtney has been in the industry since 2011. She has a series 63, 65, 6TO and SIE license. She has a total of 1 approved SRO registrations and 1 approved FINRA registrations. Courtney has a total of 2 state exams. She is registered in Arizona. Courtney's professional experience includes working at AssetMark Financial Holdings, Inc., Independent Contractor, event management, Fanatics, Chicago Cubs, Delaware North, Alliance Residential, SMG - Cox Business Center, Arizona Coyotes, Arizona State University and AssetMark Brokerage, LLC.

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ADVISOR BIO

Courtney J. Demars is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. since August 2006. Courtney holds multiple securities licenses including Series 66, Series 7 and SIE. Courtney has been active in the securities industry since June 2011. Courtney is registered to offer investment advice in 36 states and is currently registered in California and Texas. Courtney's firm manages over $1 trillion in assets and offers a wide range of investment services, including portfolio management for individuals and businesses, pension consulting, educational seminars, selection of other advisers, and performance measurement reports.

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