ADVISOR BIO

Eric Burkhardt is an investment advisor representative with Assetmark, Inc.. Eric Burkhardt is registered in Alaska, Idaho, Montana, Oregon, and Washington. Eric Burkhardt is also an investment advisor representative registered in Washington. Eric Burkhardt has been in the industry since 2014 and is an active member of the industry. Assetmark, Inc. is a registered investment advisor with over $65 billion in assets under management and serves individuals, families, businesses, and institutions.

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ADVISOR BIO

Eric Krawitt is a financial advisor with Morgan Stanley, a firm that manages between $10 billion and $50 billion in client assets. Eric is active in 44 states and has been in the industry since 1993. The firm is a large broker-dealer with a focus on institutional clients and is registered in the state of New York. Eric has worked at Morgan Stanley since 2009 and is licensed to sell securities and give investment advice.

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Eric Stjernstrom is a financial advisor currently registered with Assetmark, Inc. Eric has been in the industry since November 2009. Eric has passed the Series 66, Series 7 and SIE exams. Eric has worked with various financial firms such as Charles Schwab & Co., Inc. and USAA Financial Advisors, Inc. Eric is a registered Investment Advisor in the state of Arizona. Eric specializes in providing financial advice for individuals, investment companies, and pension plans.

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ADVISOR BIO

Eric Philippart is a financial advisor with over 15 years of experience in the financial services industry. Eric currently works at Morgan Stanley, a leading global financial services firm. Previously, Eric was a financial advisor at CITIGROUP GLOBAL MARKETS INC. Eric is registered as a broker-dealer in several states.

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Eric Blaine Wiltfang is a financial advisor registered with Morgan Stanley. Eric has been in the financial services industry since 1994. Eric currently holds Series 7, 31, 63, and 65 licenses as well as the SIE exam.

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ADVISOR BIO

Eric Lamas is a financial professional with over 12 years of experience in the industry. Eric is currently registered with State Farm Investment Management Corp. as a Registered Representative (RA) in Arizona, California and Nevada. Eric is also a licensed insurance agent with State Farm Mutual Automobile Insurance Company and its affiliates. Eric's professional designations include a Chartered Financial Consultant designation. Eric specializes in providing investment advice and financial planning services to individuals and investment companies.

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ADVISOR BIO

Eric Speron is an Investment Advisor Representative with First Foundation Advisors. Eric is licensed in California. Eric has been with First Foundation Advisors since June of 2007. Eric has a Series 7 and a Series 63 license. Eric has a Chartered Financial Analyst designation. Eric has worked at J.P. Morgan Securities Inc. previously. Eric is a director at Keweenaw Land Association, Limited and Tandy Leather Factory, Inc., both of which are investments recommended to clients by First Foundation Advisors.

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Eric Jungling is a registered investment advisor representative associated with Summitry, LLC. Eric is a licensed investment advisor in California with a Series 63 license and a Series 65 license. Eric is also licensed to conduct business in California. Eric has been in the industry since 2002. Eric's previous employment history includes Charles Schwab & Co., Inc. and The Golub Group, LLC. Eric specializes in providing financial planning, selection of other advisers, and portfolio management for individuals, businesses, and investment companies. Summitry, LLC is a registered investment advisor that offers a range of financial services, including financial planning and portfolio management for individuals, businesses, and investment companies. The firm has assets under management in excess of $2.4 Billion.

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Eric Xie is a financial advisor with Morgan Stanley. Eric has been in the financial services industry since 2021. Eric has passed the Series 66, Series 7TO and SIE exams. Eric is licensed to provide investment advice in 53 states and the District of Columbia. Prior to joining Morgan Stanley, Eric was an advisor with CHARLES SCHWAB & CO., INC. Eric specializes in providing financial planning, portfolio management, and asset allocation advice.

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ADVISOR BIO

Eric Douglas Smith is a financial professional with over 20 years of experience in the industry. Eric is currently registered with State Farm Investment Management Corp. and is licensed to provide investment advice in Arizona, California, Kansas, and Missouri. Eric has a strong background in insurance, having also owned Eric Smith Insurance Agency since June 2022. Eric focuses on providing personalized investment advice and financial planning services to individuals and families. Eric has experience working with clients to meet their investment goals, such as retirement planning, college savings, and estate planning. Eric holds the Series 6, Series 63, and Series 65 licenses.

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