ADVISOR BIO

Trevor Johansen is a financial advisor at Blackrock Investment Management, LLC. Trevor has been in the industry since March 2, 2020. Trevor has earned the Series 7TO, Series 66, and SIE licenses and is registered with the state of California and New Jersey. Trevor can assist clients with portfolio management for individuals, investment companies, businesses, and pooled investment vehicles.

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ADVISOR BIO

Trevor P. Durham is a registered Investment Advisor Representative with Charles Schwab Investment Management, Inc. Trevor has been in the financial industry since 2015 and holds a Series 65 license. Trevor specializes in working with high net worth individuals, corporations or other businesses, investment companies, pooled investment vehicles, pension and profit-sharing plans, and charitable organizations.

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ADVISOR BIO

Tristan Gerra is a financial advisor who has been active in the industry since 1995. He currently works at Robert W. Baird & Co. Inc. Tristan has previously worked at a variety of financial institutions, including Soundview Technology Corporation, Charles Schwab & Co., Inc., Prudential Securities Incorporated, NationsBanc Montgomery Securities, Inc., Montgomery Securities, and Dean Witter Reynolds Inc. Tristan's expertise includes a range of financial products and services, including securities, investments, and research. Tristan is licensed to offer investment advice in California, Nevada, and Wisconsin.

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ADVISOR BIO

Troy Wickett is a registered representative at Goldman Sachs & Co. LLC. Troy has been in the securities industry since August 26, 2012. Troy holds the Series 79 and SIE licenses and is registered with FINRA. The firm provides financial planning, educational seminars, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles. The firm has more than $50 billion in assets under management.

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ADVISOR BIO

Turner Miller is an investment advisor representative who has been active in the industry since October 2009. Miller is a Chartered Financial Analyst and currently holds registrations as a broker-dealer and investment advisor representative with Parnassus Investments, LLC in San Francisco, California. Prior to that, Miller was employed with LPL FINANCIAL LLC. Miller has a strong focus on portfolio management for individuals, businesses, pooled investment vehicles and investment companies.

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ADVISOR BIO

Tye Gray is a registered representative with HSBC Securities (USA) Inc., holding both Series 63 and Series 79TO licenses. Tye has been in the industry since September 2022 and has experience in investment banking. Tye is currently registered in California and New York.

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ADVISOR BIO

Tyler Michael Joern is a registered investment advisor representative with AllianceBernstein LP. Tyler has been in the industry since October 7, 2018. Tyler has a Series 63, Series 66, and Series 7 license, and is registered in 28 states and the District of Columbia. Tyler holds a SIE license and is affiliated with the firm's San Francisco office. AllianceBernstein LP, based in Nashville, TN, is a leading global investment management firm with over $650 billion in assets under management. The firm provides a wide range of investment services to individuals, institutions, and corporations.

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ADVISOR BIO

Tyler James Potretzke is a financial advisor with RBC Capital Markets, LLC. Tyler is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Tyler has been in the financial industry since 2010 and has experience in various areas, including financial planning, portfolio management, and pension consulting. Tyler is registered with the state of California and Minnesota.

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ADVISOR BIO

Tyler Pender is a registered investment advisor representative with Iconiq Capital, LLC. Tyler has been in the industry since October 2009 and holds a Series 65 license. Tyler is registered in California. The firm offers a range of services, including portfolio management for individuals, pooled investment vehicles, and selection of other advisors. Tyler has a background in law, having previously worked at Davis Polk & Wardwell LLP.

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ADVISOR BIO

Usman Ashraf is a financial advisor with over 7 years of experience in the industry. Usman is currently registered with Goldman Sachs & Co. LLC in San Francisco, CA. Usman's previous roles include positions at BOFA SECURITIES, INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Usman holds the Series 63, Series 79 and SIE licenses.

SPECIALIZATIONS