ADVISOR BIO

Dominique Nicole Dangelo is a registered Investment Advisor Representative associated with Merrill Lynch, Pierce, Fenner & Smith Inc. Dominique has been in the securities industry for over 15 years. She is a Series 63, Series 65, and Series 7TO licensed representative.

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ADVISOR BIO

Dominique Abou-zeid is an Investment Advisor Representative at Citigroup Global Markets Inc. Dominique has been in the financial industry since 2013. Dominique is registered with the Financial Industry Regulatory Authority (FINRA) and has held licenses with both FINRA and the Securities and Exchange Commission (SEC). Dominique has earned the Series 6, 7, and 66 licenses.

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ADVISOR BIO

Don Henry Eidam is a financial advisor in San Francisco, CA. Don has over 30 years of experience in the financial services industry. Don is currently registered with Roof Eidam Maycock Peralta LLC and previously worked with LPL Financial LLC, Associated Securities Corp., North Coast Securities Corporation and Patterson Financial Services, Inc.. Don holds a Series 7, 24 and 63 license. Don has been a Certified Financial Planner since 1991. Don specializes in providing financial planning, portfolio management for individuals, and pension consulting.

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ADVISOR BIO

Don Philip Grijalva is a financial advisor registered with Raymond James & Associates, Inc. Don has over 45 years of experience in the financial services industry. Don is also a registered Investment Advisor Representative (IAR) in California and Idaho. Don is a Series 4, 7, 63, and 65 licensed professional. Prior to joining Raymond James & Associates, Inc., Don was employed by Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Don specializes in providing financial advice and portfolio management services to individuals, businesses, corporations, high-net-worth individuals, pension and profit-sharing plans, insurance companies, banking or thrift institutions, charitable organizations, and state or municipal government entities.

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ADVISOR BIO

Donald Trabert is a financial advisor with UBS Financial Services Inc., specializing in providing investment advice to individuals, businesses, and institutions. Donald has been in the industry for over 40 years, with experience working at several prominent financial firms, including Credit Suisse Securities (USA) LLC, Donaldson, Lufkin & Jenrette Securities Corporation, Kidder, Peabody & Co. Incorporated, and Morgan Stanley & Co., Incorporated. Donald currently holds Series 7, 63, and 66 securities licenses. Donald has been associated with UBS Financial Services Inc. since March 2009.

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ADVISOR BIO

Donial Nikooei is a financial advisor at Morgan Stanley. Donial has over 10 years of experience in the financial services industry. Donial holds Series 7, 9, 10, 66 licenses and has been registered with FINRA since 2020. Donial has worked for U.S. Bancorp Investments, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Prior to entering the financial services industry, Donial was a real estate agent with Pacific Sotheby's International Realty. Donial has a Bachelor of Science degree in Business Administration from the University of California, Irvine.

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Douglas Moss is a registered Investment Advisor Representative with Parallel Advisors, LLC in San Francisco, CA. Douglas has been in the industry since October 2018. Douglas specializes in financial planning, pension consulting and selection of other advisors for individual and business clients. Douglas holds the Series 66, Series 7 and SIE licenses. Douglas was previously an employee of Edward Jones Investments in Walnut Creek, CA.

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ADVISOR BIO

Douglas Keys Gapper is a financial advisor at RBC Capital Markets, LLC. Douglas has been working in the financial industry since 1991. Douglas has a Series 3, 7, and 63 licenses as well as a Series 65 license. Douglas is also registered with 26 states. Prior to joining RBC Capital Markets, Douglas worked at J.P. Morgan Securities LLC. Douglas specializes in providing financial planning, portfolio management, and pension consulting services.

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ADVISOR BIO

Douglas Scott Raetz is a Registered Investment Advisor Representative with Cresset Asset Management, LLC, in San Francisco, California. Douglas has been in the financial services industry since 1998. Douglas specializes in providing financial planning, portfolio management, and tax services to individuals, families, and businesses. Douglas has experience working with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Douglas is committed to providing his clients with personalized financial advice and guidance. Prior to joining Cresset Asset Management, LLC, Douglas was employed by TRUE CAPITAL MANAGEMENT, LLC. He holds a Series 6, Series 7, and Series 63 license. Douglas is also a member of the Board of Directors of Proto and Positive Coaching Alliance.

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ADVISOR BIO

Douglas Fiek is a financial advisor with over 27 years of experience in the industry. Douglas is currently registered with J.P. Morgan Securities LLC and J.P. Morgan Private Wealth Advisors LLC. Douglas has been a registered investment advisor for over 7 years and holds licenses in 53 states and the District of Columbia. Douglas specializes in providing financial planning, pension consulting and selection of other advisers. Douglas has a strong track record of success in helping clients achieve their financial goals.

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