ADVISOR BIO

Bryant Michael Liu is a registered representative with BMO Capital Markets Corp. Bryant Michael Liu is licensed to provide investment advice and securities products in California, Illinois, and New York. Bryant Michael Liu has been in the industry since 2023. Bryant Michael Liu's firm is headquartered in New York, NY. The firm manages over $10 billion in client assets. The firm offers portfolio management services for pooled investment vehicles.

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ADVISOR BIO

Cameron Ribler is a Certified Financial Planner™ and Investment Advisor Representative at LNW with over eight years of experience in the financial services industry. Cameron has held previous roles at MARIN FINANCIAL ADVISORS, LLC and Robert W. Baird, bringing a diverse range of experience to LNW. Cameron specializes in providing financial planning, portfolio management, and investment advisory services for individuals, high-net-worth individuals, and families. Cameron's expertise is evident in his commitment to providing personalized financial guidance, tailored to each client's specific needs and goals.

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ADVISOR BIO

Cameron P. Connolly is a registered Investment Advisor Representative with Epiq Capital Group, LLC. Cameron is a financial professional with experience in the investment industry. Cameron previously worked with UBS Financial Services Inc. in Boston, MA. Cameron holds a Series 7, Series 66 and SIE licenses and is currently registered in California. Cameron has specialized expertise in managing investments for high-net-worth individuals, pooled investment vehicles, and businesses.

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ADVISOR BIO

Campbell Gulbin is an investment advisor representative at Iconiq Capital, LLC. Campbell is registered with the state of California. Campbell holds the Series 66 and Series 65 licenses. Campbell has been in the industry since August 2020. Campbell's previous employment was at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Campbell has experience in portfolio management for private foundations, individuals, and pooled investment vehicles.

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ADVISOR BIO

Carl Kwan-hsi Chiou is a registered representative with William Blair. Carl Kwan-hsi Chiou has been in the securities industry since 2005. Carl Kwan-hsi Chiou specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Carl Kwan-hsi Chiou also offers equity research services and financial planning.

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Carlos Lazalde is a financial professional with over 10 years of experience in the industry. Carlos is currently registered with Stifel, Nicolaus & Company, Inc. and has been with the firm since 2014. Prior to joining Stifel, Nicolaus & Company, Inc., Carlos worked at E.J. DE LA ROSA & CO., INC. Carlos holds the Series 63, Series 50, Series 52, and SIE licenses. Carlos's areas of expertise include: Investment advisory services, Financial planning, Pension consulting, Educational seminars, Selection of other advisors, Portfolio management for businesses, and Portfolio management for individuals. Carlos is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.

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Carolyn Barnette is a registered representative with Blackrock Fund Advisors. Carolyn has over 10 years of experience in the financial services industry and holds licenses for both securities and investment advisory services in multiple states. Carolyn is also a co-treasurer for the African Library Project. Carolyn specializes in portfolio management for investment companies and pooled investment vehicles.

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Carter Wesley Dunlap is a registered investment advisor representative with Dunlap Equity Management, LLC. Carter has been in the industry since 1982 and has worked at Robertson, Colman & Stephens before joining Dunlap Equity Management, LLC. Carter is licensed in California and has passed both the Series 7 and Series 2 exams. Dunlap Equity Management, LLC manages approximately $66,572,348 in assets for a single client. Carter specializes in providing portfolio management services for individuals and pooled investment vehicles.

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ADVISOR BIO

Casey Yan Zhu is a financial advisor who is actively registered with the Financial Industry Regulatory Authority (FINRA) and several state securities regulators. Casey has been in the securities industry since August 2009. Casey is currently registered with HSBC Securities (USA) Inc. and has worked at Goldman Sachs & Co. LLC and Wells Fargo Investments, LLC previously. Casey holds the Series 66, Series 7 and SIE licenses. Casey's areas of specializations include: Securities, Insurance, and Options.

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ADVISOR BIO

Catherine Birmingham Weigel is a Registered Investment Advisor representative at Charles Schwab Investment Management, Inc. Catherine has been in the industry since January 2012. Catherine is also a Certified Financial Planner. Catherine is registered to provide investment advisory services in Massachusetts and Texas. Catherine is a dedicated professional with a wealth of experience helping clients achieve their financial goals.

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