ADVISOR BIO

Forrest Wendell Morrow is an Investment Advisor Representative at Evidence Based Investing, LLC, a firm based in San Clemente, CA. Forrest has been in the industry since 1992. Forrest is a registered Investment Advisor in California. Forrest has passed several industry exams, including the Series 63, 65, 7, and SIE exams. In addition to his work at Evidence Based Investing, LLC, Forrest provides financial planning, estate planning, insurance, and risk management services to clients.

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ADVISOR BIO

Forrest Wilder is an investment advisor representative with U.S. Bancorp Investments, Inc. based in Redding, CA. Forrest holds the Series 7, Series 66, and SIE licenses and is registered with the Financial Industry Regulatory Authority (FINRA). Forrest has been in the financial industry since 2015. Prior to joining U.S. Bancorp Investments, Inc., Forrest worked at Raymond James Financial Services, Inc. and Ball Jones Gans Gowen. Forrest is a member of the Shasta Highlanders Rugby Club, Community Foundation of the North State, and several other non-profit organizations. Forrest is a resident of Redding, CA.

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ADVISOR BIO

Forrest Randall Blair is a registered representative with American Investors Co. Forrest has been in the financial services industry since January 1996. Forrest has a Series 7, Series 63 and SIE license. Forrest has been registered with the state of California since September 1997 and is a registered investment advisor. Prior to joining American Investors Co. Forrest was a registered representative with ROYAL ALLIANCE ASSOCIATES, INC. in Scottsdale, Arizona from January 1996 to September 1997. Forrest specializes in providing investment advice to individuals and businesses, portfolio management, financial planning, and selection of other advisors.

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ADVISOR BIO

Forrest James MacNeil is a financial advisor registered with Wells Fargo Clearing Services, LLC. Forrest has been in the industry for 1 year and 5 months and is active in California. Forrest is a registered representative and investment advisor representative and holds several licenses and certifications including Series 63, Series 66, Series 7TO, and SIE. Forrest is a specialist in several areas including Fixed Income, Equity, Mutual Funds, Annuities, Variable Annuities and Life Insurance. Forrest is based out of the Wells Fargo Clearing Services, LLC office in Granite Bay, California.

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ADVISOR BIO

Forrest St john Kim is a financial advisor with over seven years of experience in the industry. Forrest is currently registered with Rockefeller Financial LLC and is licensed in Texas and Washington. Forrest holds a Series 66 license, a Series 7 license, and the SIE exam. Forrest holds the designation of a Certified Financial Planner. Before joining Rockefeller Financial LLC, Forrest worked as a financial advisor at Morgan Stanley. Forrest is dedicated to providing personalized financial advice to help clients achieve their financial goals.

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ADVISOR BIO

Forrest Paul MacIerez is a financial advisor associated with U.S. Bancorp Investments, Inc. with 2 years of experience in the financial services industry. Forrest Paul MacIerez is registered in California. Forrest Paul MacIerez's current firm is U.S. Bancorp Investments, Inc., with a branch office located in Aptos, California. Forrest Paul MacIerez has been with U.S. Bancorp Investments, Inc. since November 3, 2021, and previously worked at J.P. MORGAN SECURITIES LLC. Forrest Paul MacIerez holds Series 63, Series 6TO and SIE licenses.

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ADVISOR BIO

Foster Hayato Matsukubo is a financial professional registered with J.P. Morgan Securities LLC in MISSION VIEJO, California. Foster has been in the financial industry since 2022 and holds the Series 63, Series 6TO and SIE licenses. Foster is a registered representative and investment advisor representative for J.P. Morgan Securities LLC. The firm has been in business for many years and manages more than $50 billion in assets. J.P. Morgan Securities LLC provides a variety of financial services, including investment management, financial planning, and pension consulting.

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ADVISOR BIO

Franc Burzotta is an investment advisor representative registered with Wells Fargo Clearing Services, LLC. Franc has been in the financial industry for over 7 years and has experience working with various firms such as Charles Schwab & Co., Inc., USAA Financial Advisors, Inc., and J.P. Morgan Securities LLC. Franc holds licenses for Series 6, 7, 9, 10, 63, and 65 examinations and is currently registered in numerous states for both brokerage and investment advisory services. In addition to their role with Wells Fargo Clearing Services, Franc is also a single member of HEX3N LLC, a publishing company based in Norwalk, California. Franc provides investment consulting services to institutional clients and offers financial planning and portfolio management services to individuals and businesses.

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ADVISOR BIO

Frances Pascua is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. Frances has been in the securities industry since 2014. Frances holds the following licenses: Series 66, Series 7, Series 9, Series 10, and SIE. Frances specializes in providing portfolio management services to individuals, corporations, businesses, and charitable organizations. Frances is also a member of the Investments and Wealth Institute Conference Committee. Frances is registered with the state of California and Texas and has been providing financial advice to clients for nine years.

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ADVISOR BIO

Frances Michele Comarshhein is a financial advisor with LPL Financial LLC. Frances is based in San Diego, CA and has been in the industry since 1989. Frances holds the Series 3, 7, 24, 63, 79TO, 99TO and SIE licenses. Frances has previously worked at FIRST AFFILIATED SECURITIES, INC. and LINSCO/PRIVATE LEDGER CORP. Frances specializes in the areas of financial planning, portfolio management for businesses and individuals, and selection of other advisors.

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