ADVISOR BIO

Lorna F. Meyer is an active registered investment advisor and broker-dealer, currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Lorna has over 40 years of experience in the financial services industry, with past affiliations including J.P. Morgan Securities Inc. and Alex. Brown & Sons Incorporated. Lorna holds the Series 7, Series 63, Series 65 and SIE licenses. Lorna specializes in providing investment advice to high net worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.

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ADVISOR BIO

Louis Paul Hudson is a financial advisor with over 20 years of experience in the industry. Louis has been with Morgan Stanley since January 2023, and prior to that, worked for E*TRADE SECURITIES LLC for over 22 years. Louis has a wide range of experience and holds several professional licenses, including Series 7, 9, 10, 24, 63, 65, and 66. Louis offers a variety of financial services, including asset allocation, financial planning, and portfolio management for individuals, businesses, and investment companies.

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ADVISOR BIO

Louis Grant Bergamo is an Investment Advisor Representative with Cetera Investment Advisers LLC, which has offices in San Francisco, CA. Louis has been in the financial industry since 1994. Louis also has previous experience with First Allied Securities, Inc., Wells Fargo Clearing Services, LLC, Wells Fargo Investments, LLC, Wells Fargo Securities Inc. and RFS Partners. Louis holds the Series 7, 63, 65 and SIE licenses. Louis specializes in providing financial planning, portfolio management for businesses and individuals, pension consulting and educational seminars.

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ADVISOR BIO

Louise Clare Fung is an investment advisor representative with LPL Financial LLC, located in San Francisco, California. Louise has been in the financial services industry for 10 years, and holds multiple licenses including the Series 7, 6, 63, and 65 exams. Louise is committed to providing personalized financial advice to individuals, families, and businesses. Louise’s expertise includes retirement planning, investment management, and insurance. Louise specializes in providing financial advice to high-net-worth individuals, corporations, and charitable organizations. Louise also has a strong understanding of insurance products and can help clients find the right coverage for their needs.

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ADVISOR BIO

Lovisa Linnea Davidsson is a registered representative with Wells Fargo Clearing Services, LLC in San Francisco, California. Lovisa has been in the industry since October 11, 2023 and has passed the Securities Industry Essentials Examination, the Investment Company Products/Variable Contracts Representative Examination and the Uniform Securities Agent State Law Examination. Lovisa is also registered with the state of California. Lovisa is a financial professional with a strong understanding of the financial markets and a commitment to providing clients with personalized financial advice.

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ADVISOR BIO

Luc James Marshall is an investment advisor representative with Morgan Stanley. Luc has been active in the financial services industry since February 6, 2023, and holds a Series 66 license as well as Series 7TO and SIE licenses. Luc is registered in 53 states and the District of Columbia, and has been registered with Morgan Stanley since May 2023. Before joining Morgan Stanley, Luc was previously registered with First Republic Securities Company, LLC from February 7, 2023 to May 26, 2023.

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Lucas Sam is a financial advisor with Equitable Advisors, LLC. Lucas has been in the industry since 2019 and is registered in 22 states. Lucas specializes in financial planning, portfolio management for individuals and businesses, and pension consulting.

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ADVISOR BIO

Lucas B. Eveslage is a financial advisor at Morgan Stanley. Lucas has been in the industry for 10 years and has extensive experience in providing financial advice to a wide range of clients, including high-net-worth individuals, corporations, and institutions. Lucas holds the Series 7, 66, and SIE licenses. Lucas is passionate about helping clients achieve their financial goals and provides a personalized approach to financial planning.

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ADVISOR BIO

Lucille Hu is a financial advisor who has been in the industry since 2020. Lucille works for Morgan Stanley. Lucille holds the Series 66, Series 7TO and SIE licenses. Lucille has experience working with investment clubs, insurance companies, investment companies, charitable organizations, high net worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses and individuals other than high net worth individuals. Lucille can help you with financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, portfolio management for individuals and portfolio management for investment companies.

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ADVISOR BIO

Ludovic Pierre Thomasson is an Investment Advisor Representative at Corient, an investment advisory firm with a main office in Miami, Florida. Ludovic has been a registered investment advisor for over 19 years and holds Series 7 and Series 66 licenses. He is a Certified Financial Planner and has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Ludovic was previously an advisor with Ameriprise Financial Services and IDS Life Insurance Company.

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