ADVISOR BIO

Colleen Elizabeth Kelly is a financial advisor registered with the state of California. Colleen has been working in the financial services industry for over 10 years. Colleen is associated with Lido Advisors, LLC in the LOS ANGELES, CA branch office. Prior to working with Lido Advisors, LLC, Colleen was with Wells Fargo Clearing Services, LLC. Colleen holds the Series 7, Series 66 and SIE licenses.

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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

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

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 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 Gutrich is an investment advisor representative with Assetmark, Inc. Connor has been working in the financial industry since 2022 and is registered in Alabama, Georgia, Illinois, Mississippi, South Carolina, and Tennessee. Connor has passed both the Series 63 and Series 65 exams, as well as the Series 6TO and SIE. Connor's experience includes previous roles at J.P. Morgan Securities LLC and AssetMark Brokerage, LLC. Connor works with individual clients, businesses, and investment companies.

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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.

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ADVISOR BIO

Connor Mickelsen is an Investment Advisor Representative associated with Aristotle Capital Management, LLC. Connor has been in the industry since May 11, 2023, and is registered with the following states: Arizona, California and Colorado. Connor has passed the Series 66, Series 7TO and SIE exams. Connor's background includes experience at IMST Distributors, LLC and Foreside Financial Services, LLC. Connor also has experience as a Regional Associate at Aristotle Capital Management, LLC.

SPECIALIZATIONS