ADVISOR BIO

Colleen O'Brien is a financial advisor at Morgan Stanley, a large financial services firm. Colleen is based in Santa Cruz, CA and has been working in the financial services industry since May 1996. She is registered with both the state of California and Texas, and is licensed to sell securities in all states. Colleen's background includes experience at Charles Schwab & Co., Inc. Colleen specializes in providing financial planning, portfolio management and investment advisory services to individuals, families, businesses, and institutions.

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ADVISOR BIO

Collin Christopher Dizon is a registered investment advisor representative with Morgan Stanley. Collin Christopher Dizon has been in the financial services industry for over 4 years. Collin Christopher Dizon is registered with FINRA and has passed the Series 66 and Series 7TO exams. Collin Christopher Dizon has specializations in Investment Clubs, Insurance Companies, Investment Companies, Charitable Organizations, High-Net-Worth Individuals, Banking or Thrift Institutions, Pension and Profit-Sharing Plans, Corporations or Other Businesses, Individuals Other Than High-Net-Worth, and State or Municipal Government Entities. Collin Christopher Dizon's current employer is Morgan Stanley, which is a firm with a history of providing comprehensive financial solutions for individuals, families, and institutions. The firm has a strong reputation for its commitment to client service and investment excellence. Collin Christopher Dizon is committed to providing clients with personalized financial advice and investment strategies tailored to their specific needs and goals.

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ADVISOR BIO

Collin Christopher Zines is a financial advisor with Assetmark, Inc.. Collin has been in the industry since 2019. Collin is registered in the state of California as both an Investment Advisor and a Broker-Dealer, and has additional registrations in Arizona, Idaho, Nevada and Utah. Collin has earned the Series 63, 65 and 6TO licenses, as well as the Securities Industry Essentials Examination (SIE). Collin has previous experience working for J.P. Morgan Securities LLC.

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ADVISOR BIO

Commie Stevens is an investment advisor representative with Beacon Pointe Advisors, LLC. Commie is registered with the state of California and has been in the industry since July 2008. Commie is a Series 65 licensed individual and holds a Uniform Investment Adviser Law Examination. Commie Stevens has experience working with high-net-worth individuals, charitable organizations, corporations or other businesses, individuals other than high-net-worth, and pension and profit-sharing plans. Beacon Pointe Advisors, LLC is an investment advisory firm that provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses, portfolio management for individuals, portfolio management for investment companies, and portfolio management for pooled investment vehicles.

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ADVISOR BIO

Conner Dabish is an Investment Advisor Representative at Lido. Conner has been in the financial services industry for over 10 years. Conner has been registered with FINRA and has passed the Series 63 and Series 65 exams.

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ADVISOR BIO

Conner Wilson Ascher is a financial advisor registered with Alliancebernstein LP. Conner has been working in the financial services industry since 2011 and has experience with various firms including Roth Capital Partners, LLC and William Blair. Conner is a registered representative with the State of California and holds the Series 7, 7TO, 55, 63, and 66 licenses. Conner specializes in working with a variety of clients including high-net-worth individuals, investment companies, corporations, and pension plans.

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ADVISOR BIO

Connor Bauer is an investment advisor representative with City National Rochdale, a firm that manages over $50 billion in assets. Connor holds the Series 7, Series 66, and SIE licenses. Connor specializes in portfolio management and offers services to a variety of clients, including individuals, businesses, investment companies, and pooled investment vehicles. Connor's experience includes working at Purdue University and City National Rochdale in various roles. Connor's clients include investment companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.

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ADVISOR BIO

Connor Joe is a registered investment advisor with Morgan Stanley. Connor has been in the financial services industry since 2022. Connor has a Series 7, Series 66 and SIE licenses. Connor is registered in 37 states as a broker and in 2 states as an investment advisor. Connor specializes in financial planning, pension consulting, and educational seminars. Connor is also registered as a broker in the states of California and Texas.

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ADVISOR BIO

Connor Addiego is a financial advisor with Morgan Stanley. Connor has been in the financial industry for over 2 years. Connor has a Series 66 and Series 7TO licenses, as well as the SIE exam. Connor is registered with FINRA and is licensed to provide investment advice in 53 states and the District of Columbia. Connor specializes in providing financial planning, portfolio management for individuals, businesses, and investment companies, and asset allocation advice. Connor is also licensed to provide investment advice in Texas.

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ADVISOR BIO

Connor Smith is a registered representative with Morgan Stanley. Connor has been in the financial services industry since May 2023. Connor has Series 7TO, Series 66 and SIE licenses. Connor is registered in 43 states, the District of Columbia and Texas. Connor's office is located at 1333 North California Boulevard, Suite 133 in Walnut Creek, CA.

SPECIALIZATIONS