ADVISOR BIO

Susanna Leung-zabala is a financial advisor at U.S. Bancorp Investments, Inc. with over 13 years of experience in the industry. Susanna is registered with the state of California and holds the Series 6, SIE and Series 63 licenses. Susanna specializes in retirement planning, mutual funds, variable annuities, life insurance and investment advisory services.

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ADVISOR BIO

Terence Richard Johnson has been in the financial services industry since 1983. Terence has a Series 63, Series 65 and Series 7 license. Terence is currently registered as a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. in California and Texas. Before joining Merrill Lynch, Pierce, Fenner & Smith Inc., Terence worked for DEAN WITTER REYNOLDS INC. Terence is a registered Investment Advisor Representative with the firm in California and Texas.

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ADVISOR BIO

Theresa Ann Currier has been in the financial industry for over 26 years. Theresa is currently a registered representative and investment advisor representative with Wells Fargo Clearing Services, LLC. Theresa has a broad range of experience in the financial services industry, including working for Nationwide Investment Services Corporation, Wells Fargo Advisors, LLC, AXA Distributors, LLC, American Express Financial Advisors Inc., IDS Life Insurance Company, American Skandia Marketing, Inc., and Aetna Investment Services, Inc.

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ADVISOR BIO

Timothy Stanford is a financial advisor at Onedigital Investment Advisors. Timothy has been in the industry since 2024 and is licensed in California. Timothy specializes in a wide range of advisory services including portfolio management for individuals, businesses and pooled investment vehicles, financial planning, and pension consulting. Timothy has a Series 65 license, and the firm he works for has over $107 billion in assets under management.

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ADVISOR BIO

Timothy Garner is a financial advisor with over 20 years of experience in the financial services industry. Timothy is registered with MML Investors Services, LLC and has a Series 66, Series 7, and SIE license. Timothy's previous experience includes working at MSI Financial Services, Inc., Ameriprise Financial Services, Inc., and IDS Life Insurance Company. Timothy Garner is also registered in the state of California, Texas, Michigan, and Illinois.

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ADVISOR BIO

Tjindiwati Suttio is a financial advisor with Morgan Stanley and has over 20 years of experience in the industry. Tjindiwati holds a Series 7, Series 9, Series 10, Series 66 and SIE licenses, and is registered in 44 states. Prior to joining Morgan Stanley, Tjindiwati was a registered representative with UBS Financial Services Inc. and UBS International Inc. Tjindiwati's specializations include investment and financial planning, and portfolio management for businesses and individuals. Tjindiwati's clients include individuals, high net worth individuals, investment clubs, pension and profit sharing plans, corporations, charitable organizations and state and municipal government entities.

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ADVISOR BIO

Tracy Annette Parker is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. with over 27 years of experience in the industry. Tracy holds Series 7, 63, and 65 licenses, as well as the SIE. Tracy has been registered with FINRA since 1996 and is currently registered in 42 states, including California and Texas. Tracy has a background in providing financial advice to individuals, corporations, businesses, and pension and profit-sharing plans.

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ADVISOR BIO

Victor Lee is a financial advisor with over 15 years of experience in the industry. Victor is registered with MML Investors Services, LLC and has offices in Pleasanton and San Leandro, California. Victor is a Certified Financial Planner and holds Series 6, 7, 63 and 65 licenses. Victor has a proven track record of success in helping clients achieve their financial goals. Victor specializes in providing financial planning, portfolio management, and asset allocation services. Victor has experience working with a variety of clients, including individuals, families, businesses, and retirement plans.

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ADVISOR BIO

Wendy Lam is an investment advisor representative at U.S. Bancorp Investments, Inc. Wendy has been in the financial services industry since March 2000. Wendy holds Series 6, 7, and 63 licenses. Wendy specializes in helping individuals, corporations, charitable organizations, and pension and profit sharing plans develop and implement financial plans. Prior to joining U.S. Bancorp Investments, Wendy worked at BANC OF AMERICA INVESTMENT SERVICES, INC. and CHARLES SCHWAB & CO., INC.

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ADVISOR BIO

Wenxin Yu is a financial advisor with over 14 years of experience in the industry. Wenxin is registered with Morgan Stanley and has a Series 7, Series 66, and SIE license. Wenxin is also registered in 10 states and has a strong track record of success in providing financial advice to a wide range of clients, including individuals, high-net-worth individuals, corporations, and institutions. Previously Wenxin worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and MetLife Securities Inc.

SPECIALIZATIONS