ADVISOR BIO

Gregory Robert Lai is a registered Investment Advisor Representative associated with Affinity Investment Advisors, LLC. Gregory Lai's professional experience includes working with Affinity Investment Advisors since July 1992 in Irvine, California. Gregory Lai holds the Series 2 General Securities Representative Exam license, earned on July 30, 1992, and is also a Chartered Financial Analyst. The firm is headquartered in Newport Beach, CA. Gregory Lai is registered with the state of California.

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ADVISOR BIO

Gregory Curtis Jung is a financial advisor with State Farm Investment Management Corp. Gregory Jung is a registered investment advisor representative, licensed in California. Gregory Jung has been in the financial services industry since 1999. Gregory Jung has worked for Edward Jones and Merrill Lynch, Pierce, Fenner & Smith Incorporated in the past. Gregory Jung holds the Series 66, Series 7, and Series 6TO securities licenses as well as the Series 26 principal license. Gregory Jung also holds the Chartered Financial Consultant designation. Gregory Jung is also a vice president of the Chinese American Council of Sacramento and the Folsom History Museum. Gregory Jung is a board member of the Locke Management Association.

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ADVISOR BIO

Gregory Paul Kushner is a financial advisor with over 20 years of experience in the industry. Gregory Paul Kushner is currently registered with Lido and IDB Lido Wealth, LLC. Gregory Paul Kushner is a registered investment advisor representative in California, Florida, New York, and Texas. Gregory Paul Kushner specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Gregory Paul Kushner also provides financial planning and educational seminars to clients.

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ADVISOR BIO

Gregory Laetsch is a financial advisor with over 40 years of experience in the industry. Gregory is currently registered with Morgan Stanley and is also a registered investment advisor in both California and Texas. Gregory has previously worked with Citigroup Global Markets Inc., where he was registered from January 1980 to June 2009. Gregory holds several licenses and certifications, including Series 7, 8, 9, 10, 52, 63, and 65, and has experience working with a variety of clients including individuals, high-net-worth individuals, corporations, and institutions. In addition to his work at Morgan Stanley, Gregory is also involved in other business ventures, including Laetsch Properties LLC, LAETSCH INVESTMENTS LLC, and Chateau Montelena.

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ADVISOR BIO

Gregory Anthony Ratto is an investment professional with over 25 years of experience in the financial services industry. Gregory has worked for a number of firms including Columbia Management Distributors, Inc., Northstar Distributors, Inc., NYLife Distributors Inc., Stephens Inc., and Aragon Financial Services, Inc. Gregory is currently registered with PGIM Investments LLC as an Investment Advisor Representative. Gregory holds a Series 6, Series 7, Series 24, Series 63 and Series 65 licenses.

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ADVISOR BIO

Gregory Michael Orrell is an investment advisor representative with Orrell Capital Management, Inc. Gregory Orrell is registered with the state of California. Gregory Orrell has been in the industry for 26 years. Gregory Orrell has passed the Series 7, Series 24, and Series 63 exams. Gregory Orrell has experience with Mutual Securities, Inc. and Orrell and Company, Inc. Gregory Orrell is the president of Orrell Capital Management, Inc. and is involved in portfolio management. The firm has a total of 2 accounts with assets under management of $51,300,000.

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Gretchen Ricker is a financial advisor with Summit Global Investments, LLC. Gretchen has been in the financial industry for over 10 years. Her primary office is located in Bountiful, UT, but Gretchen Ricker also services clients from her branch office located in Atascadero, CA. Prior to joining Summit Global Investments, LLC, Gretchen was affiliated with TRANSAMERICA FINANCIAL ADVISORS, INC. Gretchen is a registered representative with both the state of California and FINRA. Gretchen specializes in providing investment advice to individuals, businesses, investment companies and pooled investment vehicles. Gretchen Ricker is a licensed life insurance agent and also provides financial planning services to her clients.

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ADVISOR BIO

Gretchen Marie Zierolf is a financial advisor with Lido. Gretchen has been in the financial services industry since 1999. Gretchen has a strong background in financial planning, portfolio management, and investment advisory services. Gretchen has held various positions at several firms, including Janney Montgomery Scott LLC, Farr Miller & Washington, LLC, Hightower Advisors, and Lido. Gretchen is a Certified Financial Planner and holds several securities licenses, including Series 6, 7, 63, and 66. Gretchen specializes in providing financial advice to individuals, families, and businesses.

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Gretchen Marie Hostetter is a financial advisor registered with Morgan Stanley. Gretchen has been in the industry for 33 years and has a wide range of experience in the financial services sector. Gretchen currently has a total of 56 active state securities registrations across 49 states. She also has 3 active Investment Advisor registrations. Gretchen is currently registered with Morgan Stanley in Menlo Park, CA. Gretchen's experience includes previous roles with Fidelity Brokerage Services LLC, E*TRADE Securities LLC, CITIGROUP GLOBAL MARKETS INC. and Charles Schwab & Co., Inc.

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ADVISOR BIO

Gretchen Golembewski has been working in the financial industry since 1997. Currently, Gretchen is registered with Assetmark, Inc. in Concord, California and Centerville, Massachusetts. Gretchen holds Series 6, 7, 24, 63, and 65 licenses, and the SIE exam. Gretchen has previously worked for Capital Brokerage Corporation, LPL Financial LLC, Fidelity Brokerage Services LLC, FIS Securities, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Gretchen specializes in providing financial services to high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, charitable organizations, insurance companies, and pension and profit-sharing plans.

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