ADVISOR BIO

Margaret Sangster Jimenez is a registered representative with Stifel, Nicolaus & Company, Inc. located in San Francisco, CA. Margaret has been in the securities industry since 2011. Margaret holds the Series 63, 65, 7 and SIE licenses. Margaret provides financial planning, portfolio management for individuals and businesses and educational seminars.

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Maria Teresa Aronoff is a financial advisor with City National Rochdale. Maria Teresa has been working in the financial industry since 2000. Maria Teresa is registered with FINRA, the State of California, and 6 other states. Maria Teresa specializes in providing investment advice to individuals, businesses, investment companies, and pooled investment vehicles. Maria Teresa is a licensed securities representative with Series 7 and 66 licenses.

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Maria Pyatigorsky is an Investment Advisor Representative at LNW. Maria is registered with the state of California. Maria has been in the industry for 6 years and is a Chartered Financial Analyst. Maria specializes in providing financial planning services and managing portfolios for individuals, pooled investment vehicles, and charitable organizations. LNW, a firm based in San Francisco, California, manages approximately $7.3 billion in client assets and offers investment advisory services to individuals, families, charitable organizations, and pooled investment vehicles.

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Maria Kristine Tovar is a financial advisor with over 25 years of experience in the industry. Maria is currently registered with Northern Trust Securities, Inc. as a Registered Representative and Investment Advisor Representative. Maria also previously held registrations with Vision Investment Services, Inc. and BANC of America Investment Services, Inc. Maria has a broad base of experience in the industry. Maria has expertise in portfolio management for individuals, businesses, and pooled investment vehicles.

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Maria Pejoro is a financial advisor with over 28 years of experience in the financial services industry. Maria is currently registered with Oppenheimer & Co. Inc. and has previously worked at Raymond James & Associates, Inc., Stifel, Nicolaus & Company, Incorporated, Morgan Stanley, and J.P. Morgan Securities LLC. Maria has a strong track record of success in helping clients achieve their financial goals. Maria is committed to providing her clients with personalized financial advice and guidance. Maria is a Series 7, Series 9, Series 10, and Series 63 licensed advisor.

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Maria Angela El gawargui is a licensed financial professional who has been working in the industry since 1999. Maria is currently affiliated with RBC Capital Markets, LLC as a Registered Principal and holds a number of industry licenses and qualifications including Series 7, Series 24, Series 4, Series 55, Series 57TO, Series 79TO, Series 9, Series 10, and the SIE exam. Prior to joining RBC Capital Markets, LLC, Maria was employed at J.P. MORGAN SECURITIES LLC, J.P. MORGAN SECURITIES INC., and HAMBRECHT & QUIST LLC. Maria specializes in providing financial advice to a wide range of clients, including individuals, high net worth individuals, corporations, and institutions. Maria is committed to helping her clients achieve their financial goals through a personalized and comprehensive approach to financial planning.

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Mariame Pierce is an Investment Advisor Representative with The Advisory Group Of San Francisco, LLC. Mariame has been in the industry since 2014 and is registered in both California and Virginia. Mariame holds the Certified Financial Planner designation.

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Mariel Diana Mendelsohn is a registered investment advisor representative at LNW. Mariel has been in the industry since May 2019. Mariel has a Series 66, Series 7TO, and SIE license. Mariel is registered in California. The firm is located in San Francisco, CA.

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Marina Elizabeth Van steen is an Investment Advisor Representative at Cresset Asset Management, LLC. Marina has been working in the financial services industry since 2014 and holds the Series 65 license. Marina provides a range of services to individuals and businesses including financial planning, portfolio management and selection of other advisors. Cresset Asset Management, LLC is a registered investment advisor with offices in Chicago and San Francisco. The firm manages over $50 billion in assets for a range of clients, including high-net-worth individuals, families, foundations and endowments.

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Marisa Anne Heiden is a Certified Financial Planner and Investment Advisor Representative. Marisa Anne Heiden is affiliated with Mission Creek Capital Partners, Inc. and has been in the industry for 13 years. Marisa Anne Heiden specializes in financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, and pension consulting.

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