ADVISOR BIO

Mara Lauren Litman is a financial advisor registered with Morgan Stanley since June 2009. Mara has experience in the industry since September 1993. She is registered as a broker and an investment advisor. Mara holds the Series 63, Series 65, Series 7, and SIE exams. Mara is also registered in 18 states as a broker and 2 states as an investment advisor. In addition, she is an Arbitrator with FINRA. Previously, Mara worked for Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. as well as Smith Barney Inc. Mara is also registered as an investment advisor with Morgan Stanley in Texas.

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ADVISOR BIO

Mara Tebben is a financial advisor with over 15 years of experience in the industry. Mara currently works at Assetmark, Inc., based in Concord, CA. She is registered as an Investment Advisor Representative with the state of Ohio. Prior to her current position, Mara held roles at Capital Brokerage Corporation and Nationwide Securities, LLC. She holds the Series 66, Series 7 and SIE licenses. Her experience includes working with 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

Marc Crosby is a financial advisor with Saratoga Research & Investment Management. Marc has been in the financial services industry since March 2011. Marc is a Certified Financial Planner and a Chartered Financial Analyst. Marc specializes in working with individuals, investment companies, pooled investment vehicles and charitable organizations. Marc is registered with the state of California.

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ADVISOR BIO

Marc Kessler is an active investment advisor representative with Morgan Stanley. Marc is registered with FINRA and has been in the securities industry since 2001. Marc has previously worked with UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Marc currently holds Series 66, Series 7, Series 31 and SIE licenses. Marc specializes in financial planning, pension consulting and educational seminars. Marc's current employment is with Morgan Stanley in Santa Monica, CA. The firm has offices in Santa Monica, CA, Malibu, CA and others. Morgan Stanley is headquartered in Purchase, NY and has 15,700 licensed agents, 22,500 investment advisor representatives, 26,100 registered representatives and 13,000 investment advisory functions. The firm manages approximately $10 billion - $50 billion in assets.

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ADVISOR BIO

Marc Rodriguez is a financial advisor with Morgan Stanley. Marc has been in the securities industry since 2017. Marc has a Series 6, Series 7TO, Series 63 and Series 65 licenses and holds a current registration in multiple states, including California, Texas, Arizona, Arkansas, Connecticut, Florida, Hawaii, Idaho, Illinois, Kansas, Louisiana, Minnesota, Missouri, Nevada, New Hampshire, New York, North Carolina, Ohio, Oregon, Tennessee, Virginia and Washington. Marc previously worked at UNIONBANC INVESTMENT SERVICES, LLC in Glendora, CA.

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ADVISOR BIO

Marc C. Roggenkamp is a financial advisor with over 20 years of experience in the industry. Marc is currently registered with Morgan Stanley and has been with the firm since January 2014. Previously, Marc was registered with UBS Financial Services Inc. and Lehman Brothers Inc. Marc specializes in a variety of financial services, including asset allocation advice, financial planning, pension consulting, and portfolio management for individuals, businesses, and investment companies.

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ADVISOR BIO

Marc Castellani is a financial advisor with Aspiriant, LLC in Los Angeles, CA. Marc has been in the financial services industry since 1997. Marc's previous employers include J.P. Morgan Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Securities LLC, and J.P. Morgan Securities Inc. Marc holds the following licenses: Series 63, Series 66, Series 7 and SIE. Marc is a Certified Financial Planner and specializes in providing financial planning, investment management, and portfolio management for individuals, businesses, investment companies, and pension plans.

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ADVISOR BIO

Marc Wolff is a financial advisor with over 29 years of experience in the industry. Marc is currently registered with Beacon Pointe Advisors, LLC. Marc has a wide range of experience in the financial services industry, including experience with Securities America, Inc., Moors & Cabot, Inc., Moors & Cabot Financial Advisors, LLC, First Southeastern Securities Group, Incorporated, and Meridian, Dunhill & Co., Inc. Marc holds the following licenses: Series 7, Series 9, Series 10, Series 63, Series 66, SIE, and 99TO. Marc is also registered as an Investment Advisor Representative in Florida. Marc provides a variety of services to his clients, including financial planning, portfolio management, and consulting services.

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ADVISOR BIO

Marcella Gutierrez is a financial advisor registered with State Farm Investment Management Corp. Marcella has been in the financial industry for over 24 years and is registered in Arizona, California, Nevada, and Oregon. Marcella specializes in investment advisory services for individuals and investment companies. Marcella is also a Chartered Financial Consultant.

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ADVISOR BIO

Marco Giovanni Salerno is an active investment advisor representative with Morgan Stanley. Marco has been in the securities industry since September 2012. Marco holds a Series 66 license, as well as the Series 7 and SIE exams. Marco is registered in 38 states. Marco is registered with the firm in California and Texas.

SPECIALIZATIONS