ADVISOR BIO

Douglas Cowles is a financial advisor with over 30 years of experience in the industry. Douglas currently works at Merrill Lynch, Pierce, Fenner & Smith Inc. and is registered to provide investment advice in 30 states. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc., Douglas worked at Bank of America Investment Services, Inc. for 10 years, and previously worked at NationsBanc Montgomery Securities LLC, Atlas Securities, Inc. and Bank of America Investment Services, Inc.. Douglas has a wide range of experience serving clients including high-net-worth individuals, corporations, charitable organizations, and pension plans.

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Douglas Waisner is a financial advisor registered with Western International Securities, Inc., based in Westlake Village, California. Douglas has been in the industry since 1984 and has extensive experience in securities and investments. Douglas has been registered with Western International Securities, Inc. since 2008 and is licensed to provide investment advice in California and Texas. Douglas has experience working for Oppenheimer & Co., Inc., Financial West Group, and Shearson Lehman Hutton Inc. Douglas has also held executive roles in other businesses and provides financial planning, portfolio management, and pension consulting services.

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ADVISOR BIO

Douglas Guy Bolles is an Investment Advisor Representative at Worthpointe with over 20 years of experience in the financial services industry. Douglas has a Series 65 license and holds registrations in California and Texas. Douglas specializes in financial planning, portfolio management, and selection of other advisors.

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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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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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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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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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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.

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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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