ADVISOR BIO

Grace Chen is an Investment Advisor Representative at Auspicious Financial Planning, LLC. Grace has been in the financial industry for over 4 years and holds the Series 65, Series 7 and SIE licenses. Grace is a registered Investment Advisor in California. Grace specializes in providing financial planning and portfolio management services to high-net-worth individuals, corporations, and businesses. Grace focuses on providing financial planning advice to individuals and assisting them in reaching their financial goals.

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ADVISOR BIO

Gregory Bentley is an investment advisor representative with Prosperity Wealth Management, Inc. Gregory is a 25% owner of Prosperity Wealth Management, Inc. and also the CEO of Fortune Financial Services, Inc. Gregory has been working in the financial industry since March 17, 1984. Gregory is currently registered with the state of California. Gregory specializes in portfolio management for individuals and selection of other advisers.

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ADVISOR BIO

Harold Porter is an investment advisor representative with Summit Wealth And Retirement Partners, a firm located in San Ramon, CA. Harold has been in the financial services industry for over 30 years and has extensive experience in various areas. Harold is committed to providing personalized financial advice and investment management services to help individuals and families achieve their financial goals. Harold specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. Harold is registered with the state of California and Oregon and is licensed to provide investment advice in these jurisdictions.

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Harry Bonn is a financial advisor with Osaic Wealth, Inc., a firm headquartered in Scottsdale, Arizona. Harry has been in the financial industry since 1976. He is a Chartered Financial Consultant. Harry specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting services. He has a long history of working with clients across the country.

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Harvey Tegeler is an Investment Advisor Representative at Prosperity Wealth Management, Inc.. Harvey has over 20 years of experience in the financial services industry. Harvey is licensed to provide investment advice in Delaware, Florida, Maryland, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Virginia and West Virginia. Harvey specializes in providing financial planning and portfolio management services to individuals and families.

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Henry Anthony Fanger is a financial advisor with over 30 years of experience in the industry. Currently, Henry is registered with Prosperity Financial Group, Inc. and is an active Investment Advisor Representative (IAR) in California. Henry's previous experience includes working with Fortune Financial Services, Inc., Financial Telesis Inc, Raymond James Financial Services, Inc., Capital Alliance Investments Incorporated, IFG Network Securities, Inc., KW Securities Corporation, Intrust Investor Services, Inc., and G. R. Phelps & Co., Inc.. Henry has earned the Chartered Financial Consultant designation. Henry is also licensed to sell insurance in California.

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ADVISOR BIO

Hugh Cannon is a financial advisor registered with Prosperity Wealth Management, Inc. based in San Ramon, CA. Hugh Cannon is a licensed Investment Advisor Representative. Hugh Cannon has over 30 years of experience in the financial services industry. Hugh Cannon has been a registered representative since 1981 and has held multiple licenses and registrations throughout their career, including a Series 65 license. Hugh Cannon's professional background spans multiple firms, including First Heartland Capital Inc, Cambridge Investment Research Inc, and Questar Capital Corporation. Hugh Cannon holds a Series 65, Series 7, Series 22, Series 24, Series 39, and Series 53 license. Hugh Cannon is an active Investment Advisor Representative in California. Hugh Cannon specializes in financial planning, selection of other advisors, and portfolio management for individuals.

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Huy Gia Trieu is a financial advisor in San Ramon, California. Huy is an investment advisor representative for Key Focus Wealth LLC. Huy is registered with the state of California. Huy has been in the financial services industry since 2003.

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ADVISOR BIO

Ionatan Pop is a registered representative and investment advisor representative. Ionatan is currently affiliated with Park Avenue Securities LLC in San Ramon, California, and also holds registrations in several other states. Ionatan has been in the securities industry since 2022. Ionatan's previous employment includes Ameriprise Financial Services, LLC in Pleasant Ridge, Michigan.

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Isaac Damien Cowen is a financial advisor with Charles Schwab & CO., Inc. in San Ramon, CA. Isaac has been in the industry since June 29, 2020, and is registered with the state of California. Isaac holds a Series 7TO, Series 66, and SIE license and has prior experience with BancWest Investment Services, Inc.

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