ADVISOR BIO

Douglas Paul Caesare is a financial advisor with over 25 years of experience in the financial services industry. Douglas is currently registered with LPL Financial LLC and has previously held positions at Grove Point Investments, LLC, Sorrento Pacific Financial, LLC, and IFMG Securities, Inc. Douglas holds the Series 7, Series 63, and Series 65 licenses, as well as the Securities Industry Essentials Examination (SIE).

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ADVISOR BIO

Douglas M. Pryor II is a financial advisor registered with Wedbush Securities Inc., working in the Woodland Hills, CA branch office. Douglas has been working in the securities industry since 1994. Douglas holds a variety of licenses and credentials, including Series 3, 7, 9, 10, 31, 63, and 65. Douglas also holds licenses to offer investment advice in multiple states. Douglas specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals and businesses.

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ADVISOR BIO

Douglas Paul Medrano is a registered representative with Wells Fargo Clearing Services, LLC, located in Foster City, California. Douglas has been in the industry since 2022. Douglas has a Series 63, Series 6TO, and SIE license. Douglas is also registered in California as a broker. Douglas specializes in working with clients on their investment, financial, and retirement planning needs.

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ADVISOR BIO

Douglass John Cosgrove is a financial advisor with over 30 years of experience in the industry. Douglass has been registered with UBS Financial Services Inc. since 1994 and is currently licensed in California and Texas. Douglass is a Series 7, Series 31, Series 63, and Series 65 licensed professional. Douglass also holds the SIE designation. Douglass provides a variety of services to clients, including financial planning, portfolio management, and investment advisory services. Douglass is also a Reserve Police Officer for the Huntington Beach Police Department.

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ADVISOR BIO

Dragana Turkalj is a registered representative with Gold Coast Securities, Inc. Dragana has been in the securities industry since May 2007. Dragana is licensed to conduct business in California. The firm has a regulatory assets under management of 29,723,286, of which 5,411,849 are discretionary. The firm provides advisory services, including financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, portfolio management for businesses and portfolio management for individuals. The firm primarily works with high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses and pension and profit-sharing plans.

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ADVISOR BIO

Dragoljub Stevan Rajkovic is an investment professional with over 27 years of experience in the financial services industry. Dragoljub has held various roles at prominent firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley & Co., Incorporated, Banc of America Securities LLC, Lehman Brothers Inc., and Barclays Capital Inc. Dragoljub is currently a Registered Representative at J.p. Morgan Securities LLC. Dragoljub's areas of expertise include portfolio management, investment banking, and financial planning.

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ADVISOR BIO

Dragos Georgescu is an investment advisor representative registered in California with Alta Via Capital. Dragos has worked in the financial industry since 2005 and holds the Series 63, Series 65, Series 7, Series 86, Series 87 and SIE licenses. Dragos has experience with investment companies, pooled investment vehicles, insurance companies, corporations, high net worth individuals, pension plans, charitable organizations, and individuals. Dragos specializes in providing portfolio management for individuals and pensions.

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ADVISOR BIO

Drake J.d.h.k.n. Medeiros is a financial advisor in Santa Rosa, CA and is registered with Raymond James Financial Services Advisors, Inc. Drake is a registered Investment Advisor representative. Drake has been in the securities industry since March 2, 2014 and has passed the Series 66, Series 7 and SIE exams. Drake also works with First Tech Federal Credit Union in Santa Rosa, CA, where Drake is an associate providing investment financial advice to their members. Drake is registered with the following securities authorities: FINRA, and the states of Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Kentucky, Maryland, Massachusetts, Michigan, Missouri, Montana, Nevada, New Hampshire, New Jersey, New York, North Carolina, Oregon, Pennsylvania, Tennessee, Texas, Utah, Virginia, Washington and Wisconsin.

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ADVISOR BIO

Drake Lorenzo Wertlieb is a registered representative with J.p. Morgan Securities LLC. Drake is licensed in the state of California and Texas and has been actively involved in the financial services industry for over a year. Drake has a broad range of experience and expertise in providing financial advice, including financial planning, portfolio management, and pension consulting. Drake is dedicated to helping clients achieve their financial goals and objectives, and is committed to providing personalized advice and service.

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ADVISOR BIO

Drake Richie is a registered representative with Morgan Stanley. Drake has been in the industry since December 2016. Drake is registered with the state of California and Texas. Drake holds Series 6, 7, 63 and 66 licenses. Drake's previous employment was with Northwestern Mutual Investment Services, LLC. Drake's specialties include asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, portfolio management for individuals and portfolio management for investment companies.

SPECIALIZATIONS