ADVISOR BIO

Huy Duc Lam is a financial advisor with Hightower Advisors, LLC and has been in the industry since June 2007. Huy is registered with the state of California and Texas and holds the Chartered Financial Analyst designation. Huy specializes in providing financial planning, portfolio management for businesses and individuals, and treasury management for corporate clients. Huy is also a registered representative with Hightower Advisors, LLC.

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ADVISOR BIO

Ian McLeod is an Investment Advisor Representative with Impact Investors in SAN FRANCISCO, CA. Ian McLeod has been in the financial services industry since June 2004. Ian McLeod is a CERTIFIED FINANCIAL PLANNER™. Prior to joining Impact Investors, Ian McLeod was employed by COMMUNITAS FINANCIAL PLANNING INC. in SAN FRANCISCO, CA.

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ADVISOR BIO

Ian Harold Rosenfield is a financial advisor with over 20 years of experience in the financial services industry. Ian is registered with Raymond James Financial Services Advisors, Inc., and has a Series 7, Series 63, and Series 65 license. Ian is a member of FINRA and is registered to offer investment advice in 43 states, and provides investment advisory services to individuals, businesses, and institutions. Ian has a strong background in portfolio management and financial planning, and is committed to providing personalized financial advice to meet the unique needs of each client.

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ADVISOR BIO

Ian Jeffrey Stern is a financial advisor with Ameriprise Financial Services, LLC. Ian is registered with FINRA and has been in the industry since 2004. Ian specializes in providing financial advice and services to individuals, high-net-worth individuals, corporations, trusts and estates, pension and profit sharing plans, and charitable organizations. Ian also holds a real estate license and is a part owner of a real estate business. In addition to working for Ameriprise Financial Services, LLC, Ian also works for Comerica Bank, which he started working for in 2012.

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ADVISOR BIO

Ian Parker is a financial professional with over 30 years of experience in the industry. Ian has a strong background in investment banking and municipal securities. Currently, Ian is a registered representative at RBC Capital Markets, LLC. Ian has held previous positions at Goldman Sachs & Co. LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Ian holds several licenses and certifications including Series 7, Series 50, Series 52, Series 53, and Series 79.

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ADVISOR BIO

Ian Thomas Fraley is a Registered Investment Advisor in California. Ian joined Mission Creek Capital Partners, Inc. in January 2014 and has been active as an Investment Advisor Representative since November 26, 2014. Ian obtained the Series 65 license in January 2002. Ian's firm provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles.

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ADVISOR BIO

Ice B Liu is a financial advisor associated with UBS Financial Services Inc. Ice B Liu has been in the industry since November 2021, holding registrations in multiple states. Ice B Liu specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Ice B Liu also conducts educational seminars.

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ADVISOR BIO

Igor Pleshchuk is a registered investment advisor representative with J.P. Morgan Securities LLC. Igor has been in the industry since 2012. Igor holds the Series 6, 7, 63, and 66 licenses. Igor is registered with the state of California and Texas. Igor has been with J.P. Morgan Securities LLC since 2012. Previously, Igor worked at CHASE INVESTMENT SERVICES CORP. Igor provides portfolio management for individuals and businesses, financial planning, and selection of other advisors.

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ADVISOR BIO

Igor Grubac is a registered representative with J.P. Morgan Securities LLC, and is currently registered in California and Texas. Igor has been in the industry since December 2018 and holds the Series 63, 65, and 7 licenses. Igor is experienced in financial planning, pension consulting, and portfolio management. Igor's areas of expertise include: 1. **Financial Planning**, 2. **Retirement Planning**, 3. **Investment Management**, 4. **Estate Planning**, 5. **Insurance**, 6. **Tax Planning**. Igor Grubac works with individuals, corporations, and other businesses.

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ADVISOR BIO

Ilene Chau is a financial professional with over 10 years of experience in the industry. Ilene is currently registered with J.p. Morgan Securities LLC, and holds the Series 63, 24, SIE, and 79 licenses. Ilene has a broad range of experience providing financial services to individual clients, corporations, and other institutions. Ilene specializes in financial planning, pension consulting, and portfolio management for businesses and individuals.

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