ADVISOR BIO

Diana Yvette Gonzalez is a financial advisor with Global Retirement Partners LLC. Diana has been in the financial services industry for 17 years. She is registered with the state of California as a broker-dealer and investment advisor representative. Diana holds Series 4, 7, 24, 52, 66, 99TO, and SIE licenses. Diana provides financial planning, pension consulting, and portfolio management services to individuals, businesses, pension and profit sharing plans, high-net-worth individuals, and charitable organizations.

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ADVISOR BIO

Diana Vosen is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been in the industry since 2017. Diana is licensed in 39 states. Diana previously worked at Empower Financial Services, Inc. in Milwaukee, WI.

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ADVISOR BIO

Diana Jocabeth Solorzano is a registered representative with Wells Fargo Clearing Services, LLC. Diana has been in the financial services industry since August 2023. Diana has passed the Series 63, Series 6TO, and SIE exams. Diana is licensed in California.

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ADVISOR BIO

Diana Ho Chan is a financial advisor with LPL Financial LLC and has been in the industry since 2012. Diana holds the Series 7, Series 66, and SIE licenses. Diana has previously worked at J.P. Morgan Securities LLC and BANCWEST INVESTMENT SERVICES, INC.. Diana is registered with the state of California and specializes in providing financial planning, portfolio management, and consulting services for individuals, businesses, and charitable organizations.

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ADVISOR BIO

Diana Manalang Sanchez is a financial advisor with Robert W. Baird & Co. Inc. Diana has been in the financial services industry since 1997 and is licensed in multiple states. Diana has been with Robert W. Baird & Co. Inc. since 2009. Before that, Diana worked at Wachovia Securities, LLC and Wells Fargo Investments, LLC. Diana offers a variety of financial services including financial planning, portfolio management, and educational seminars.

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ADVISOR BIO

Diana Shoemaker is a financial advisor with over 16 years of experience in the industry. Diana currently works for Morgan Stanley and has been with the firm since June 2009. Prior to that, Diana was employed with Citigroup Global Markets Inc. Diana holds a Series 7 and Series 66 license and a SIE. Diana is registered in California and has a history of working with clients including individuals, high net worth individuals, charitable organizations, insurance companies, pension and profit sharing plans, corporations or other businesses, banking or thrift institutions, and state or municipal government entities.

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ADVISOR BIO

Diana Vuong is a registered representative with Morgan Stanley, located in San Francisco, California. Diana has been in the financial industry since 2005. She is a Series 7, Series 24, and Series 63 licensed professional. Diana holds a Series 99TO license, which qualifies her to provide investment advice and execute trades for clients. Diana has held previous roles at Portsmouth Financial Services, Barclays Capital Inc., and White Pacific Securities, Inc., all based in San Francisco. Diana's experience and qualifications allow her to offer a comprehensive range of investment services, including financial planning, asset allocation advice, and portfolio management for individuals, businesses, and investment companies.

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ADVISOR BIO

Diana Lynn Fusco has been in the financial services industry since March 16, 2005. Diana is currently a Registered Representative with Morgan Stanley, a position Diana has held since June 2009. Prior to that, Diana was employed by DEAN WITTER REYNOLDS INC. Diana has a Series 63, Series 66, Series 7 and SIE licenses and is registered to provide investment advice in 46 states. Diana specializes in serving individuals, high-net-worth individuals, corporations, and charitable organizations.

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ADVISOR BIO

Diana Sawiris is a registered representative with Citigroup Global Markets Inc. Diana has been in the securities industry since August 26, 2004. Diana is registered in 28 states and holds the Series 66, SIE, and Series 7 licenses. Diana's previous firm was CITICORP INVESTMENT SERVICES.

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ADVISOR BIO

Diana Burton is a financial advisor with over 20 years of experience in the financial services industry. Diana is currently registered with LPL Financial LLC. Diana holds several licenses and certifications, including the Series 6, 7, 63, and 65 exams, as well as the SIE. Diana has a strong track record of providing financial advice to individuals, families, and businesses. Diana specializes in financial planning, portfolio management, and investment advisory services.

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