ADVISOR BIO

Alisa Ann Sharp is an investment professional with over 11 years of experience in the financial services industry. Alisa Ann is currently registered as a Registered Representative and an Investment Adviser Representative with Morgan Stanley. Alisa Ann previously worked for SANFORD C. BERNSTEIN & CO., LLC. Alisa Ann is licensed to offer securities products and advisory services in 38 states and the District of Columbia.

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ADVISOR BIO

Alisan Martin is a financial advisor with over 17 years of experience in the financial services industry. Alisan has a wide range of experience and holds multiple licenses, including Series 7, 63, 55, 3, 57TO and SIE. Alisan is currently registered with Morgan Stanley and has previously been registered with firms including BNP Paribas Securities Corp., Foreside Fund Services, LLC, and Citigroup Global Markets Inc.. Alisan is registered to provide investment advice in 55 states and territories and has specialized in 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.

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ADVISOR BIO

Alison Wharton is a financial advisor with over 20 years of experience in the industry. Alison is currently registered with Morgan Stanley in San Francisco, California. Alison previously worked for CITIGROUP GLOBAL MARKETS INC. in San Francisco, California and BANC OF AMERICA INVESTMENT SERVICES, INC. in Boston, Massachusetts. Alison has passed numerous exams, including the Series 7, Series 63, Series 65, and SIE exams. Alison is a licensed broker-dealer in over 50 states and an investment advisor representative in California and Texas. Alison is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC).

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ADVISOR BIO

Alla Kravtsov is an investment professional registered with J.P. Morgan Securities LLC. Alla has been in the financial services industry since June 19, 2024. Alla is licensed to provide investment advisory services in 53 states and the District of Columbia. Alla has a Series 79TO and SIE license.

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ADVISOR BIO

Allan Yuan Dong is a registered investment advisor in California. Allan Dong is a Registered Representative of Equitable Advisors, LLC, a wholly owned subsidiary of Equitable Holdings, Inc. Allan Dong has been working in the financial services industry since 2006. Allan Dong has experience with Ameriprise Financial Services, Inc. and AXA Advisors, LLC. Allan Dong is licensed to sell insurance and has experience with various outside insurance companies.

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ADVISOR BIO

Allen F. Damon is a financial advisor registered with UBS Financial Services Inc. in SAN FRANCISCO, CA. Allen has over 25 years of experience in the financial services industry. Allen has passed the Series 3, 7, and 63 exams, as well as the SIE and Series 65. Allen specializes in providing financial advice to individuals, businesses, and institutions. UBS Financial Services Inc. provides financial advice to individuals, businesses, and institutions. They offer a wide range of financial services, including investment management, financial planning, and retirement planning.

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ADVISOR BIO

Allen Lu is a registered investment advisor representative with Cetera Investment Advisers LLC. Allen has been in the financial services industry for over 20 years. Allen holds licenses Series 63, Series 66, Series 7 and SIE. Prior to joining Cetera Investment Advisers LLC, Allen was associated with TD Ameritrade, Inc., Scottrade, Inc., and White Pacific Securities, Inc. Allen specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Allen has a proven track record of success and is dedicated to providing his clients with the highest level of service.

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ADVISOR BIO

Allison Walters is an Investment Advisor Representative registered with Merrill Lynch, Pierce, Fenner & Smith Inc.. Allison has been in the industry for 1 year and 9 months. Allison is licensed to provide securities advice in 36 states and has been registered with the Securities and Exchange Commission since September 4, 2020. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc., Allison worked with Equitable Advisors, LLC. Allison is located at the Merrill Lynch, Pierce, Fenner & Smith Inc. branch office in San Francisco, California and has been with Merrill Lynch, Pierce, Fenner & Smith Inc. for 3 years and 6 months.

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ADVISOR BIO

Allison Fitch is a financial advisor with over 13 years of experience in the financial services industry. Allison is currently registered with J.P. Morgan Securities LLC and J.P. Morgan Private Wealth Advisors LLC. Allison has held previous roles at First Republic Securities Company, LLC and CircleUp. Allison holds the Series 66, SIE and Series 7 licenses. Allison is a highly experienced financial advisor with a strong track record of success in helping clients achieve their financial goals.

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ADVISOR BIO

Allison McAdam is a registered representative with J.p. Morgan Securities LLC and J.p. Morgan Private Wealth Advisors LLC. Allison has been in the financial industry for over 9 years and has experience in providing financial planning, portfolio management, and selection of other advisors to individuals and businesses. Allison is registered in Connecticut, New York, and Texas.

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