ADVISOR BIO

Eric Haupt is a financial advisor with Cetera Investment Advisers LLC. Eric has been in the industry for over 45 years and has a wide range of experience. He has a comprehensive understanding of a variety of financial products and services, including insurance, fixed income, and investment management. Eric is committed to providing personalized financial advice that meets his clients' individual needs and goals. He believes in building long-term relationships with his clients and works closely with them to develop and implement financial plans. Eric also holds several designations and licenses, including Series 6, 7, 24, 63, and 65.

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ADVISOR BIO

Eric Vaughn Garrison is a financial advisor registered with D.A. Davidson & Co. and has been in the industry since 2002. Eric has held previous positions at Morgan Stanley, Midamerica Financial Services, Inc., RBC Dain Rauscher Inc., First Union Securities, Inc., and Prudential Securities Incorporated. Eric holds multiple licenses and certifications including Series 7, Series 63, Series 65 and Series 66. Eric is based in Roseville, California and is registered to provide investment advice in multiple states.

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ADVISOR BIO

Eric Ritossa is a registered representative with Charles Schwab & Co., Inc.. Eric has been in the industry for over 10 years and is registered in 23 states. Eric is a financial advisor who provides investment advice and financial planning services.

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ADVISOR BIO

Eric Paul Stryker is a financial advisor with Ameriprise Financial Services, LLC, with a career in the financial services industry that started on April 7, 1998. Eric is registered as a Registered Representative in both California and Texas. Eric has a broad range of licenses and certifications including the Series 7, Series 63, Series 31, and the SIE exams. Eric is also a Certified Financial Planner.

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ADVISOR BIO

Eric Slack is a financial advisor currently registered with LPL Financial LLC. Eric has been in the financial services industry since 1999 and is licensed in California. Eric previously held registrations with firms including Transamerica Capital, Inc., AMG Distributors, Inc., Realty Capital Securities, LLC, Cole Capital Corporation, Allianz Life Financial Services, LLC, Jackson National Life Distributors LLC and National Planning Corporation. Eric holds the Series 6, Series 7, Series 63 and Series 65 licenses. Eric offers a variety of financial services to individuals, families and businesses including financial planning, investment management and consulting.

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ADVISOR BIO

Eric Shannon Smith is a financial advisor who has been in the industry since 1999. Eric is registered with LPL Financial LLC, Cornerstone Wealth Management, LLC and has previously worked with Securities America, Inc.. Eric is a Certified Financial Planner® and holds Series 7, Series 24, and Series 66 licenses. Eric is registered with the state of California, New Jersey, and Texas. Eric provides financial planning and consulting services through Lifetime Planning, Inc., an independent investment advisor firm, and Cornerstone Wealth Management, LLC.

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ADVISOR BIO

Eric Allbin is a financial advisor who has been in the industry since 2002. Eric is currently registered with Seven Post Investment Office LP in San Francisco, CA. Before joining Seven Post Investment Office LP, Eric was employed by Goldman, Sachs & Co., Lincoln Financial Advisors Corporation, and The Lincoln National Life Insurance Company. Eric is a Certified Financial Planner and holds Series 7 and Series 66 licenses. Eric specializes in working with high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and other private endowments. Eric provides investment consulting services, financial planning, educational seminars, and selection of other advisors. Eric's firm, Seven Post Investment Office LP, manages approximately $7.5 billion in assets for various clients.

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ADVISOR BIO

Eric Furstner is a financial advisor with Fountainhead Advisors, a firm based in Warren, NJ. Eric is a Certified Financial Planner™ and Chartered Financial Consultant and has been in the financial industry for over 20 years. Eric's specialties include financial planning, retirement planning, and portfolio management. Eric has a deep understanding of the financial markets and a commitment to providing personalized financial advice to individuals and families. Eric holds Series 6, 7, 63, and 65 licenses.

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ADVISOR BIO

Eric Nieto is a financial advisor with over 17 years of experience in the industry. Eric is currently registered with Osaic Wealth, Inc. in California, Florida, Nevada, and Rhode Island. Eric is also a Certified Financial Planner. Eric has previously worked at SAGEPOINT FINANCIAL, INC. and AMERICAN GENERAL SECURITIES INCORPORATED.

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ADVISOR BIO

Eric Michael Clark is a registered investment advisor representative with Accuvest Global Advisors, Inc. in Walnut Creek, California. Eric has been in the securities industry since 2002. Eric Michael Clark has passed the Series 63, Series 65 and Series 66 exams. Eric is also a registered representative with FINRA. Eric has previously been registered with Pacer Financial, Inc., Transamerica Capital, Inc., Lord Abbett Distributor LLC, IXIS Asset Management Distributors, L.P., Quasar Distributors, LLC, First Fund Distributors, Inc., and SunAmerica Securities, Inc. Eric holds a position as a company officer with Alpha Brands, LLC.

SPECIALIZATIONS