ADVISOR BIO

Declan Thomas Redfern is a registered representative with Neuberger Berman BD LLC. Declan has been in the securities industry for over 10 years. Declan is registered with the state of California. Neuberger Berman BD LLC is a full-service investment firm that offers a wide range of financial products and services, including investment management, financial planning, and retirement planning. They are committed to providing their clients with personalized investment solutions that meet their individual needs.

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Declan Tolmachoff Lynch is a Certified Financial Planner® and an Investment Advisor Representative at Assembly Wealth. Declan has been with Assembly Wealth since March 2019 and has extensive experience in the financial services industry. Declan's experience includes working at Brandeis University and SkySource Atmospheric Water Generation. Declan specializes in Portfolio Management for Individuals, Financial Planning and Selection of Other Advisors.

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Dedrick Lywan Rhone is an investment advisor representative at Morgan Stanley. Dedrick has been in the securities industry since December 2014 and is registered in 35 states. Previously, Dedrick was registered with Oppenheimer & Co. Inc. Dedrick holds the Series 66, Series 7 and SIE licenses and is currently registered with the state of California and Texas. Dedrick provides portfolio management services to individuals, businesses, and investment companies. Dedrick also serves as a board member for Hidden Villa.

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Dee House is an Investment Advisor Representative at Belpointe Asset Management LLC. Dee has been in the industry since 1994 and has been registered with the state of California since 2023. Dee has Series 6, Series 22 and Series 63 licenses. Prior to joining Belpointe Asset Management LLC, Dee was a Financial Advisor at Securities America Advisors, Inc. and Pacific Premier Bank. Dee also owns Financial Network and Dee House and Company, which are not investment-related. Dee specializes in providing financial planning and investment advisory services to individuals, high net worth individuals, corporations, pension and profit-sharing plans, and charitable organizations.

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Deeann Costa is a financial professional with over 30 years of experience in the securities industry. Deeann is currently registered with Madison Avenue Securities, LLC and holds Series 6, 7, 22, and 63 licenses along with the SIE exam. Deeann has previously worked with MARKETING ONE SECURITIES, INC. and NYLIFE SECURITIES INC. Deeann focuses on providing financial planning and portfolio management services to high-net-worth individuals, corporations, and charitable organizations.

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Deeanne Olson is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Deeanne is a registered representative and investment advisor representative. Deeanne has been in the industry since November 2001. Deeanne is licensed in 48 states. Deeanne's offices are located in Newport Beach, California.

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Deeba Zaman is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Deeba is based in Ontario, California and has been working in the financial services industry since 2007. Deeba has a Series 7, Series 66, and SIE licenses. Deeba Zaman is also registered to provide investment advice in Alabama, Arizona, Arkansas, California, Colorado, Florida, Illinois, Indiana, Kentucky, Maine, Massachusetts, Michigan, Minnesota, Missouri, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, Tennessee, Texas, Virginia, and Washington.

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Deenie Wang is a financial advisor with Transamerica Financial Advisors, Inc. located in Pasadena, CA. Deenie has been a licensed financial advisor since April 2022 and holds the Series 63, Series 6TO, and SIE licenses. Deenie works with a wide range of clients, including individuals, corporations, and charitable organizations. Deenie's specialties include retirement planning and investment management.

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Deepa Venkatachalam is a registered representative with Wells Fargo Clearing Services, LLC. Deepa has been in the industry since January 14, 2019, and holds Series 66, 7TO and SIE licenses. Previously, Deepa worked at Morgan Stanley. Deepa is registered to provide investment advice in 47 states and the District of Columbia.

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Deepak Goyal is a financial advisor with over 10 years of experience in the industry. Deepak is currently registered with Cambridge Investment Research Advisors, Inc. and 3dhwealth LLC. Deepak also has experience working with Transamerica Financial Advisors, Inc. and World Financial Group, Inc. Deepak holds Series 3, 6, 7, 22, 63, and 65 licenses and has expertise in various financial services including financial planning, portfolio management, and pension consulting.

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