ADVISOR BIO

Dwight Nakata is a financial advisor with Cetera Investment Advisers LLC, a firm with over 100,000 clients and $100 billion in assets under management. Dwight is a Certified Financial Planner with over 20 years of experience in the industry. Dwight has a strong understanding of financial planning, portfolio management, and retirement planning. Dwight has been registered as a broker since 1999. He is currently registered in California, Delaware, Florida, Nevada, New York and Wisconsin, and has held positions at Cetera Investment Advisers LLC, Yamada & Nakata CPAS, and Cetera Financial Specialists LLC. In addition to being a financial advisor, Dwight is also an active member of the community. Dwight is a committee member of the California Society of CPAs, a board member of the Orange County Academic Decathlon and a member of the Finance Committee of the California State University Alumni Association.

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ADVISOR BIO

Dwight Matheson is an active investment advisor representative and registered representative with Morgan Stanley. Dwight has over 25 years of experience in the financial services industry, having previously worked at Morgan Stanley & Co. Incorporated, Wachovia Securities, LLC, and A. G. Edwards & Sons, Inc.. Dwight holds the Series 63, Series 65, Series 7 and SIE licenses. Dwight is licensed in 24 states and offers investment advisory services to a broad range of client types including individuals, high net worth individuals, corporations, charitable organizations, and insurance companies. Dwight's experience and credentials make him a valuable resource for investors seeking financial advice and wealth management services.

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ADVISOR BIO

Dylan Mortenson Colby is a financial advisor with Raymond James & Associates, Inc. with over 30 years of experience in the industry. Dylan is registered with FINRA and the state of California. Dylan has a wide range of experience and holds several licenses and certifications. In addition to Raymond James & Associates, Inc., Dylan has previously been employed at Deutsche Bank Securities Inc., RBC Capital Markets Corporation, Sutro & Co. Incorporated, Smith Barney Inc., and Lehman Brothers Inc. Dylan focuses on providing financial planning, portfolio management, and investment advice to individuals and businesses.

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ADVISOR BIO

Dylan James Evans is a Registered Investment Advisor Representative with AE Wealth Management, LLC. Dylan is registered to provide investment advice in California and Texas. Dylan has been in the financial services industry since 2018 and previously worked at Korbin Financial Services. Dylan has a Series 65 license, the Uniform Investment Adviser Law Examination. Dylan specializes in providing financial planning, portfolio management, pension consulting and educational seminars.

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ADVISOR BIO

Dylan Suttner is a financial advisor at UBS Financial Services Inc. in Westlake Village, California. Dylan has been in the financial services industry for over 1 year. Dylan is registered as a registered representative in California and is also a registered investment advisor representative. Dylan is licensed to sell securities in 45 states and the District of Columbia. Dylan's services include financial planning, pension consulting, educational seminars, portfolio management for individuals, and portfolio management for businesses.

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ADVISOR BIO

Dylan Ray Aschoff is a financial advisor who is registered in multiple states. Dylan has been in the industry since November 16, 2014, and has worked at both Edward Jones and LPL Financial LLC. Dylan is currently a registered representative of LPL Financial LLC and provides investment advisory services to individuals, corporations and trusts.

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ADVISOR BIO

Dylan Bishop is a financial advisor with J.P. Morgan Securities LLC. Dylan is registered with the state of California, and has passed the Series 63, 6TO and SIE exams. Dylan has been in the industry since July 2022. Prior to joining J.P. Morgan Securities LLC, Dylan worked at NYLIFE Securities LLC and PURSHE KAPLAN STERLING INVESTMENTS.

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ADVISOR BIO

Dylan Linsky is a registered representative with Centaurus Financial, Inc. Dylan has been in the industry since 2022. Dylan's primary office location is in Anaheim, CA but is also registered in Florida and Minnesota. Dylan has passed the Series 7TO, SIE and the Series 66 exams. Dylan works with individuals and corporations and focuses on financial planning, pension consulting and portfolio management.

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ADVISOR BIO

Dylan Gois is a financial professional registered with LPL Financial LLC. Dylan's professional experience includes serving clients in the state of California. Dylan has successfully completed the Series 66 exam and is currently licensed to provide financial advice in California. The advisor has held positions with LPL Financial LLC. The advisor is affiliated with LPL Financial LLC. The firm manages more than $50 billion in assets and has over 1.6 million clients. The firm provides financial planning, portfolio management, and other investment advisory services.

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ADVISOR BIO

Dylan Cabral is a registered representative with Wells Fargo Clearing Services, LLC. Dylan has been in the industry since April 2023. Dylan is registered in California, where he holds a Series 63, Series 6TO, and SIE license. Dylan specializes in the following areas: investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.

SPECIALIZATIONS