ADVISOR BIO

Matthew Jason Kay is a financial advisor with Ameritas Advisory Services, LLC. Matthew has been in the financial industry since 1998. Matthew holds a Series 6, 7, 63, and 66 license. Matthew is also a Certified Financial Planner and a licensed independent insurance agent. Matthew is registered to provide investment advisory services in California and Texas.

SPECIALIZATIONS

ADVISOR BIO

Matthew Halick is a financial advisor with Ameritas Advisory Services, LLC. Matthew Halick is registered with the Securities and Exchange Commission as an investment advisor representative (IAR) in California and Texas. Matthew Halick has been in the securities industry since 2018. Matthew Halick has his Series 6, 7, 63, 65, and SIE licenses. Matthew Halick provides investment advice and financial planning services to individuals, corporations, charitable organizations, and pension plans.

SPECIALIZATIONS

ADVISOR BIO

Matthew Dolan has been in the financial services industry since 1998. Matthew Dolan is currently registered with Ameritas Advisory Services, LLC in California and Texas. Matthew Dolan is a licensed insurance agent. Matthew Dolan is also registered with the state of California as an Investment Advisor Representative. Matthew Dolan has prior experience at Carillon Investments, Inc. and Woodbury Financial Services, Inc.. Matthew Dolan holds licenses for Series 6, 7, 63, 65, 66 and 26. Matthew Dolan provides services for individuals, corporations, pension and profit-sharing plans, high-net-worth individuals, insurance companies and charitable organizations.

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ADVISOR BIO

Maureen Peer is a financial advisor with over 20 years of experience in the financial services industry. Maureen holds multiple securities licenses, including Series 6, 7, 63, and 65. Currently, Maureen is registered with Osaic Wealth, Inc. as a Registered Representative. Maureen offers financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. She is also a licensed insurance agent. Maureen is committed to providing her clients with personalized advice and strategies to help them achieve their financial goals.

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ADVISOR BIO

Megan Lee is a registered representative with Charles Schwab & CO., Inc. in San Ramon, CA. Megan's professional experience includes positions with United States Liability Insurance, Starbucks in Target, and Charles Schwab Bank, SSB. Megan holds the Series 66, Series 7TO, and SIE licenses. Megan offers financial planning and selection of other advisers as part of Charles Schwab & CO., Inc.'s services.

SPECIALIZATIONS

ADVISOR BIO

Melissa Kielberg is an Investment Advisor Representative at Delta Investment Management, LLC. Melissa is also a registered representative and has over 25 years of experience in the financial services industry. Melissa is dedicated to providing her clients with personalized financial advice and investment management services. Melissa is committed to helping her clients achieve their financial goals.

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ADVISOR BIO

Melissa Elizabeth Rosen is a financial advisor with Osaic FA, Inc., based in SAN RAMON, CA. Melissa is a registered representative with FINRA and holds the Series 7, Series 24, and SIE licenses. Melissa has been in the financial services industry since 2008, and her prior experience includes work at Lincoln Financial Advisors Corporation.

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ADVISOR BIO

Mengchen Xu is a financial advisor at U.S. Bancorp Investments, Inc. with over 2 years of experience in the financial industry. Mengchen is a Series 6TO and SIE licensed professional. Mengchen is registered with FINRA and is currently active in California.

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ADVISOR BIO

Michael Tate is a financial advisor with over 35 years of experience in the industry. Michael is currently registered with Osaic Wealth, Inc. and has previously held positions with Woodbury Financial Services, Inc., Securian Financial Services, Inc., MetLife Securities Inc., New England Securities, Park Avenue Securities LLC, WS Griffith Securities, Inc., Baraban Securities, Inc., M.A. Gillespie Investment Corp., M.S. Equities, Inc., EIC Capital Corporation, Security First Financial, Inc., E.F. Daly Financial Group, Brad Peery Inc., and Cigna Securities, Inc. Michael's expertise lies in providing financial planning and wealth management services to individuals, families, and businesses. Michael holds the Series 7, Series 22, Series 24, Series 39, Series 63 and SIE licenses and is a Certified Financial Planner. Michael is committed to helping clients achieve their financial goals through personalized investment strategies.

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ADVISOR BIO

Michael Herberger is a registered investment advisor representative with Cetera Investment Advisers LLC in San Ramon, CA. Michael has been in the financial services industry since 2001. Michael has passed the Series 66, Series 7 and the SIE examinations. Michael has experience working with VOYA FINANCIAL ADVISORS, INC., LINCOLN FINANCIAL ADVISORS CORPORATION, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, CETERA ADVISOR NETWORKS LLC and Cetera Investment Advisers LLC.

SPECIALIZATIONS