ADVISOR BIO

Dede Liu is an investment advisor representative associated with Main Management, LLC in San Francisco, California. Dede has been in the industry since at least 2012 and has been associated with Main Management, LLC since July 2024. Dede holds the Series 65 license and has been approved for registration as an Investment Advisor Representative in California. Dede has expertise in portfolio management for individuals and businesses, as well as portfolio management for pooled investment vehicles.

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ADVISOR BIO

Delal Ali is a financial professional with over a decade of experience in the industry. Delal is currently registered as a Registered Representative with Blackrock Investment Management, LLC. Prior to joining Blackrock, Delal has held positions at Foreside Fund Services, LLC and CCO Capital, LLC. Delal holds multiple licenses including Series 7, 63, 66 and 24. Delal provides portfolio management for individuals, businesses, investment companies and pooled investment vehicles. Delal has a strong track record of success in helping clients achieve their financial goals.

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Delaney Burkart is a registered representative and investment advisor representative with Blackrock Investment Management, LLC. Delaney has been in the financial services industry for over 2 years. Delaney holds Series 7TO, Series 63, and Series 65 licenses. Delaney has a strong background in investment management and financial planning. Prior to joining Blackrock, Delaney worked at Citigroup Global Markets Inc. Delaney has worked in San Francisco, CA, Charlottesville, VA, McLean, VA and Princeton, NJ.

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Demetrius Marcelle Edwards is an investment advisor representative at Iconiq Capital, LLC. Demetrius has been in the financial services industry since 2014 and has experience working with various financial institutions. Demetrius holds licenses Series 6, 7, 63, 65, and 66.

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Dennis Janssen is a financial advisor at Stifel, Nicolaus & Company, Inc. Dennis has been in the financial industry for over 30 years and has a wide range of experience in providing financial advice to individuals and businesses. Dennis holds a Series 6, 7, 22 and 63 licenses, and is also a Chartered Financial Consultant. Dennis is a dedicated and experienced financial advisor who is committed to providing personalized service and tailored solutions to meet each client's unique needs.

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Derek Robert Tam is a financial advisor in San Francisco, CA with over 15 years of experience. Derek has a Series 7 and Series 66 license and is a Certified Financial Planner. Derek currently works at Lido, where Derek focuses on providing financial planning and portfolio management services to individuals, families, and businesses.

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ADVISOR BIO

Derek Ku is a registered representative with Goldman Sachs & Co. LLC. Derek is based in San Francisco, California and has been in the industry since October 2011. Derek is licensed in all 50 states.

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ADVISOR BIO

Derek Sanders is a financial advisor with Stifel, Nicolaus & Company, Inc. Derek has been in the industry since 2008. Derek is a registered representative with FINRA and holds the Series 7 and Series 63 licenses. Derek is also a registered investment advisor in California and New York. Prior to joining Stifel, Nicolaus & Company, Inc., Derek worked at STONE & YOUNGBERG LLC. Derek specializes in a variety of financial services including investment management, financial planning, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles.

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ADVISOR BIO

Devin Warner is a registered representative with Goldman Sachs & Co. LLC, a leading global investment banking, securities and investment management firm. Devin has been in the financial services industry since 2007 and holds the Series 3, 7, and 63 licenses. Devin is also a registered representative in all 50 states and the District of Columbia.

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ADVISOR BIO

Diana Dorn is a financial advisor registered with Stifel, Nicolaus & Company, Inc.. Diana has been working in the financial services industry since 1985. Diana has a long history of working with individuals, businesses, high net worth individuals, and retirement plans. Diana is registered to provide investment advice in all states. Diana is a Series 7, 63, 65, 24, 4, 8, 9, 10, and 53 licensed principal. Diana is also a SIE licensed representative.

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