ADVISOR BIO

Russell Patrick Huebschle is a financial advisor with over 20 years of experience in the financial services industry. He currently works as a Registered Representative for Morgan Stanley, focusing on providing personalized financial advice and investment management services to a wide range of clients, including individuals, families, businesses, and institutions. Prior to joining Morgan Stanley, Russell worked with Wells Fargo Clearing Services, LLC and Robert W. Baird & Co. Incorporated, gaining valuable experience in various aspects of wealth management. His background and expertise in providing financial planning, investment management, and asset allocation advice have equipped him to help clients achieve their financial goals.

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ADVISOR BIO

Russell Christopher Toth is a financial professional with over 13 years of experience in the industry. Russell is currently registered with Kayne Anderson Rudnick Investment Management, LLC, and has been with the firm since April 2024. Previous employers include Scottrade, Inc. and Fisher Investments. Russell holds several licenses, including Series 7, Series 63, and Series 66, as well as the Securities Industry Essentials Examination (SIE). Russell is a specialist in providing financial advice to a variety of clients, including high-net-worth individuals, corporations, and pooled investment vehicles. Russell's current firm, Kayne Anderson Rudnick Investment Management, LLC, is a well-established firm with a strong track record of success.

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ADVISOR BIO

Russell Joseph Martinez is a financial advisor with over 35 years of experience in the industry. Russell is currently registered with Morgan Stanley in Folsom, California. Prior to joining Morgan Stanley, Russell worked at Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. Russell has a wide range of experience and holds multiple licenses and designations. Russell specializes in providing financial advice to individuals, businesses, and institutions.

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ADVISOR BIO

Russell Porterfield is an investment advisor representative with State Farm Investment Management Corp. based in Mount Shasta, California. Russell has been in the financial industry since July 26, 1998. Russell is registered with the state of California as a Securities Agent and an Investment Advisor Representative. Russell is also a Chartered Financial Consultant.

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ADVISOR BIO

Ryan Travaille is an investment advisor representative at State Farm Investment Management Corp. Ryan has been in the securities industry since 2007 and holds Series 6, 63 and 65 securities licenses. Ryan is registered to offer investment advice in Arizona, California, Nevada, and Oregon. Ryan also owns and operates Ryan Travaille's Insurance Agency, which is also affiliated with State Farm. Ryan is also the head cross country coach for Pacific Grove Middle School and the head track and field coach for Pacific Grove High School.

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ADVISOR BIO

Ryan Dykmans is a financial advisor at Dunham & Associates Investment Counsel, Inc., a firm located in San Diego, CA. Ryan has been in the financial services industry since October 2004 and is registered as an investment advisor representative in California. Ryan holds the Series 7, Series 24, and Series 66 licenses, as well as the SIE exam. Ryan is also a Chartered Financial Analyst. Ryan specializes in asset allocation, financial planning, selection of other advisors, and portfolio management for individuals, businesses, and investment companies.

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ADVISOR BIO

Ryan Matthew Brown is a financial advisor with Morgan Stanley. Ryan has been in the financial industry since 2007 and joined Morgan Stanley in 2011. Ryan has passed the Series 66, Series 7 and SIE exams. He has a state registration in California. Ryan specializes in investment management, asset allocation, and financial planning. Ryan holds an active investment advisor representative registration with Morgan Stanley.

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ADVISOR BIO

Ryan Allen is a financial advisor with Robert W. Baird & Co. Inc. in Sacramento, California. Ryan has been in the financial industry since 2000. Ryan offers a range of services including financial planning, portfolio management for individuals and businesses, and investment company portfolio management. Ryan is a Certified Financial Planner. Ryan is registered to provide investment advice in 32 states and is licensed to offer securities in 32 states.

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ADVISOR BIO

Ryan Meirose is a financial advisor with Morgan Stanley, based in Palo Alto, California. Ryan has been in the financial services industry since 2013, and holds both Series 7 and Series 66 licenses. Ryan works with a wide range of clients, including high-net-worth individuals, businesses, and institutions. Ryan's areas of expertise include financial planning, asset allocation, and portfolio management.

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ADVISOR BIO

Ryan Parker is a financial advisor at Morgan Stanley. Ryan has been in the financial industry since 2007 and holds multiple licenses and certifications including the Series 7TO, Series 66 and SIE exams. Ryan is registered in all 50 states and the District of Columbia for both Broker-Dealer and Investment Advisory services. Ryan has experience working with a wide range of clients, including individuals, high-net-worth individuals, corporations, pension plans, and investment companies. Ryan is committed to providing personalized financial advice and helping clients achieve their financial goals.

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