ADVISOR BIO

Adam Sadowy is a financial advisor registered with Wells Fargo Clearing Services, LLC. Adam holds a Series 63 license and a Series 6TO license. Adam also holds a SIE license. Adam's firm is located in Pleasonton, California.

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ADVISOR BIO

Aditi Damle is a financial professional with J.P. Morgan Securities LLC. Aditi has been in the industry since March 19, 2017. Aditi is a registered representative in California.

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Alfred Brian Pasaoa is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Alfred Brian Pasaoa has been in the industry since September 21, 2006 and is registered in 22 states. Alfred Brian Pasaoa has a Certified Financial Planner and Chartered Financial Consultant designation. Alfred Brian Pasaoa is also a Registered Representative of Wells Fargo Clearing Services, LLC. Alfred Brian Pasaoa has experience working for Merrill Lynch, Pierce, Fenner & Smith Incorporated.

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Allan Alcayde is an Investment Advisor Representative with LPL Financial LLC, a firm with over 1900000 accounts and more than $50 billion in regulatory assets under management. Allan has been in the financial services industry since 1997, providing investment advisory and financial planning services to individuals, businesses, and institutions.

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ADVISOR BIO

Allen Francis Lipscomb is a financial advisor with Ameriprise Financial Services, LLC. Allen has been working in the financial industry since 1987 and has held previous positions with firms such as Merrill Lynch, Pierce, Fenner & Smith Incorporated, UBS Financial Services Inc., Salomon Smith Barney Inc., and Lehman Brothers Inc. Allen is registered with the state of California as both a broker-dealer and an investment advisor. Allen also holds Series 3, 7 and 63 securities licenses.

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Ami Lynn Schelin is a financial advisor with over 10 years of experience in the industry. Ami is currently registered with Morgan Stanley and has been with the firm since 2009. Prior to joining Morgan Stanley, Ami worked with Morgan Stanley & Co. Incorporated. Ami has Series 63, SIE, and Series 7 licenses and holds registrations in multiple states. Ami specializes in providing investment advice to a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations.

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Ankit Shah is a financial advisor with Mariner Wealth Advisors in Pleasanton, CA. Ankit has been working in the financial services industry since 2004. He has a Series 7, Series 66, and SIE license. Ankit is also a Certified Financial Planner. Prior to joining Mariner Wealth, Ankit was a financial advisor at COMMONWEALTH FINANCIAL NETWORK. Ankit specializes in providing financial planning, portfolio management, and family office services to a wide range of clients, including individuals, families, businesses, and institutions.

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Anthony Giuliano is a financial advisor in Pleasanton, California. Anthony has been working in the financial services industry since June 1998 and is currently registered with Osaic Wealth, Inc.. Anthony Giuliano has also been registered with Securities America, Inc. and Foothill Securities, Inc. in the past. Anthony has a wide range of experience in financial planning, portfolio management, and investment advisory services. Anthony Giuliano is dedicated to helping clients reach their financial goals.

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Antonio Accardo is a financial advisor associated with MML Investors Services, LLC in Pleasanton, CA. Antonio has been in the industry since 2008. Antonio is registered as a securities agent in Arizona, California, Colorado, Connecticut, Idaho, Massachusetts, Nevada, and Oregon. Antonio is also registered as an investment advisor representative in California.

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ADVISOR BIO

Audrey Denise Glafkides is a financial advisor with Mirador Capital Partners, located in Pleasanton, CA. Audrey has been in the industry since 2009, and has experience working with individuals, high-net-worth individuals, corporations, and charitable organizations. Audrey is a Certified Financial Planner and provides a range of services including financial planning, portfolio management, and pension consulting.

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