ADVISOR BIO

Diana Labruna is a financial advisor with J. Derek Lewis & Associates, Inc., an investment advisory firm based in Newport Beach, California. Diana is registered with the state of California as an Investment Advisor Representative. Diana has a Series 63, Series 65 and SIE licenses. Diana's focus is on financial planning, pension consulting and portfolio management for both individuals and businesses. Diana has experience working with a variety of client types, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Diana is committed to providing her clients with personalized financial advice and guidance. Diana's experience includes working with The Siegfried Group, LLP, PKS Investments, and 49 Wealth Management.

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ADVISOR BIO

Diana Van winden is a financial advisor registered with Wells Fargo Clearing Services, LLC. Diana has been in the industry since 1994 and has a wide range of experience in financial planning, portfolio management, and investment consulting. Diana holds the Series 7, 31, and 63 licenses and is also a Certified Financial Planner. Diana is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals. Diana's previous experience includes working with Morgan Stanley and Morgan Stanley & Co. Incorporated.

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ADVISOR BIO

Diana Chan is a financial advisor with over 30 years of experience in the financial services industry. Diana is a Certified Financial Planner™ and holds a variety of licenses and certifications, including the Series 6, 7, 26, 63 and 65 securities licenses, as well as the SIE exam. Diana is currently registered with Osaic Wealth, Inc. where she provides financial planning and investment management services to individuals, families, and businesses. Prior to joining Osaic Wealth, Inc., Diana was a financial advisor at Woodbury Financial Services, Inc., where she provided financial planning and investment management services for over 30 years. Diana is committed to providing her clients with personalized financial advice that meets their unique needs and goals.

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ADVISOR BIO

Diana Mei is a financial advisor registered with Independent Financial Group, LLC, located in San Diego, California. Diana has been in the industry since June 2023 and holds the Series 63, 6TO, and SIE licenses. Diana specializes in portfolio management for individuals and businesses, financial planning, and pension consulting. Diana Mei has a strong track record of providing personalized financial advice to individuals and families.

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ADVISOR BIO

Diana Strader is a financial professional with over 12 years of experience in the industry. Diana is currently registered with J.P. Morgan Securities LLC in Costa Mesa, California. Previously, Diana was registered with Chase Investment Services Corp. in Santa Ana, California. Diana holds the Series 6, Series 63, and SIE licenses. Diana has a wide range of experience and expertise in financial services, including investment advisory, portfolio management, and financial planning. Diana is dedicated to providing personalized financial guidance and solutions to help clients achieve their financial goals.

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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 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 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 Kwon is a registered representative with J.p. Morgan Securities LLC, working in the SAN FRANCISCO, CA office. Diana has been in the financial industry since December 2018. Diana is registered to provide investment advisory services in California and Texas, and also holds Series 7TO, Series 66, and SIE licenses.

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ADVISOR BIO

Diana Corazon marquez Peters is a financial advisor with Edward Jones and has been in the industry since June 13, 2021. Diana Corazon marquez Peters holds the Series 66, Series 7TO, and SIE licenses and is registered in 27 states. Before joining Edward Jones, Diana Corazon marquez Peters worked with Fidelity Brokerage Services LLC in Mission Viejo, CA.

SPECIALIZATIONS