ADVISOR BIO

Steven Moone is an Investment Advisor Representative at J.P. Morgan Securities LLC. Steven has been in the industry since December 2019 and has a Series 63, Series 66, Series 7TO, and SIE licenses. Steven is registered in 12 states and is active in both the Broker-Dealer and Investment Advisor fields. Steven is also an experienced financial planner and can assist clients with a variety of financial needs.

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ADVISOR BIO

Steven Richard Feehan is an investment advisor representative with Morgan Stanley. Steven has been in the securities industry since April 1996. Steven has passed the Series 3, Series 7, Series 63 and SIE exams. Steven also has passed the Uniform Securities Agent State Law Examination and the National Commodity Futures Examination. Steven is registered in California, Colorado, Florida, Hawaii, New York, Oregon, South Dakota, Texas, and Washington. Steven is also registered with the Financial Industry Regulatory Authority (FINRA). Steven has previously worked at Citicorp Global Markets Inc. and Morgan Stanley Smith Barney.

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Steven Fong is a financial advisor registered in California. Steven is affiliated with J.p. Morgan Securities LLC. Steven has been in the industry since 2023.

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ADVISOR BIO

Stewart Viets is a financial advisor with over 40 years of experience in the financial services industry. Stewart has been with Osaic Wealth, Inc. since 2025 and is a CERTIFIED FINANCIAL PLANNER™. Stewart is registered in 29 states and holds multiple industry licenses, including Series 6, 7, 22, 62, and 63. He has experience in providing investment advice to a wide range of clients, including individuals, families, businesses, and retirement plans. Stewart is dedicated to helping his clients achieve their financial goals and has a proven track record of success.

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Stewart Driscoll Preziose is a financial advisor at SVB Wealth with over 10 years of experience in the industry. Stewart has a strong background in investment advisory and portfolio management. Stewart holds Series 7, 65 and 66 licenses and has a passion for providing high-quality financial advice to clients. Previous experience includes working for BNY Mellon Wealth Management, Chequers Financial Management, LLC and Kayne Anderson Rudnick. Stewart is committed to building long-lasting relationships with clients and helping them achieve their financial goals.

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Stuart Clay Darby is a financial advisor with Citigroup Global Markets Inc. in San Francisco. Stuart has been in the industry since December 6, 2013. Stuart has Series 7, 79 and SIE licenses, and has also passed the Series 63 exam. Stuart has been registered with Citigroup Global Markets Inc. since September 6, 2017. Prior to that, Stuart worked at BNP PARIBAS SECURITIES CORP. from May 6, 2005 to February 3, 2009. Stuart is registered to sell securities in 53 states and territories.

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ADVISOR BIO

Stuart Collett is a financial advisor who has been working in the industry since 2008. He is currently registered with UBS Financial Services Inc. in San Francisco, CA. Stuart has previously worked with Credit Suisse Securities (USA) LLC and Girard Securities, Inc. Stuart is registered in 20 states and has a Series 7, Series 66 and SIE license.

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Sue Badgley is an investment advisor representative with over 35 years of experience in the financial services industry. Sue is currently registered with Rockefeller Financial LLC. Previously, Sue was an investment advisor representative for MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Sue is licensed in 29 states and holds the Series 7, Series 63 and Series 66 licenses. She provides portfolio management services for individuals, businesses and investment companies. Sue also specializes in financial planning, pension consulting and selection of other advisors.

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ADVISOR BIO

Sue Cheung is a financial advisor with Brighton Jones LLC, based in San Francisco, California. Sue has been in the financial services industry since 2004 and holds the Series 7, Series 9, Series 10, and Series 66 licenses. Sue also has a CFP designation. Before joining Brighton Jones LLC, Sue worked for Morgan Stanley, Growth Capital Services, Inc, Independent Financial Group, LLC, Charles Schwab & Co., Inc, and USAA Financial Advisors, Inc. Sue is a certified financial planner, and offers a variety of financial planning services to individuals, businesses, and investment companies. Sue's primary focus is providing financial planning, portfolio management, and retirement planning services to her clients.

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Sui kei Chan is a registered representative with J.p. Morgan Securities LLC. Sui kei has a Series 63, Series 6TO, and SIE license. Sui kei is registered in California. Sui kei has been in the industry for 18 days.

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