ADVISOR BIO

Frank Gomez is a financial professional with over nine years of experience in the financial services industry. Frank has a proven track record of success in providing financial planning and portfolio management services to a diverse range of clients, including individuals, corporations, and charitable organizations. He is also a registered representative with J.p. Morgan Securities LLC and holds multiple licenses and certifications, including the Series 7, Series 66, and SIE exams. Prior to joining J.p. Morgan Securities LLC, Frank worked at Citigroup Global Markets Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Frank has a deep understanding of the financial markets and is committed to providing his clients with personalized financial advice and investment solutions.

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ADVISOR BIO

Frank Lavin is a financial advisor registered with Osaic Wealth, Inc. Frank is also a registered Investment Advisor Representative (IAR) and has been in the industry since May 2018. Frank specializes in providing financial planning, pension consulting, and portfolio management services for individuals and businesses. Frank's expertise is demonstrated by Frank's Certified Financial Planner designation and Frank's affiliation with Columbus Advisors, where Frank provides advisory services. Frank has a comprehensive understanding of the financial services industry, and Frank is committed to providing clients with personalized and professional advice.

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ADVISOR BIO

Frank Gavidia is an investment advisor representative with Globe & Anchor Wealth Management & Financial Planning, LLC. Frank has over 30 years of experience in the financial services industry. Frank is registered with the Securities and Exchange Commission (SEC) and holds a Series 7, Series 63, Series 65, Series 9 and Series 10 licenses. Frank is a Certified Financial Planner (CFP®) and is a member of the Financial Planning Association. Frank is a resident of Walnut Creek, California and is committed to providing his clients with personalized financial planning and investment management services. Frank was previously an advisor representative for WELLS FARGO CLEARING SERVICES, LLC and CITIGROUP GLOBAL MARKETS INC., both in Walnut Creek. Frank also holds an appointment as a City Planning Commissioner for the City of Clayton, California, and an Auditor for the Mount Diablo Soccer Association.

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ADVISOR BIO

Frank Wu is a financial professional with over 30 years of experience in the industry. Frank is registered with Wells Fargo Clearing Services, LLC and holds Series 7, Series 31, Series 63, and Series 65 licenses, as well as the SIE exam. Frank has previously worked with Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Lehman Brothers Inc. and Baraban Securities, Inc. Frank specializes in providing financial planning and investment consulting services to institutional and individual clients. Frank is also a FINRA arbitrator.

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ADVISOR BIO

Frank Harvey Almendarez has been working in the financial services industry since June 3, 1999. Frank is currently registered as a Registered Representative with Morgan Stanley in California and Texas. Previously, Frank worked as a Registered Representative at J.P. MORGAN SECURITIES LLC in San Francisco, California. Frank has earned the Series 7, Series 63, and Series 65 licenses, as well as the Securities Industry Essentials (SIE) Examination. Frank offers a wide range of financial services including portfolio management for individuals, businesses, and investment companies. Frank also provides financial planning and pension consulting services.

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ADVISOR BIO

Frank Bisceglia is an Investment Advisor Representative with UBS Financial Services Inc. Frank has been in the industry since December 4, 1977. He is registered with FINRA and has passed the Series 7, 8, 9, 10, 63 and 65 exams. Frank is registered in 14 states and has worked in the industry since 1977, currently focusing on investment advisory services. He is an experienced advisor, specializing in portfolio management for individuals and businesses. His firm, UBS Financial Services Inc., is headquartered in Weehawken, NJ and manages over $700 Billion in assets.

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ADVISOR BIO

Frank Debenedittis is an Investment Advisor Representative associated with J.P. Morgan Securities LLC. Frank has been in the industry since November 20, 2011. Frank is licensed in 53 states and has several professional designations. Frank is able to provide investment advice for a variety of clients, including individuals, businesses, and institutions. Frank has a strong track record of success in the investment industry and is committed to providing clients with the highest level of service and expertise.

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ADVISOR BIO

Frank Evangelist is a financial advisor registered with Kestra Advisory Services, LLC and has been in the industry since February 5, 2009. Frank is active in both California and Texas as a registered representative and investment advisor representative. Frank specializes in portfolio management for individuals and businesses and also provides financial planning services. Frank is committed to helping clients achieve their financial goals and has a proven track record of success. Frank also works with NFP CA Insurance Services, Inc. as an employee.

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ADVISOR BIO

Frank Dieu-tho Phu is a financial advisor based in San Ramon, CA. Frank has been in the financial industry since 1998. Frank is currently registered with Osaic FA, Inc., where he has been employed since July 27, 1998. Frank has a broad range of experience in the industry and holds licenses and certifications in securities and investments. Frank's focus is on providing financial advice to individuals, corporations, and other businesses. Frank's expertise includes financial planning, investment management, and retirement planning. Frank is committed to providing clients with personalized financial advice and guidance that meets their individual needs. Frank's previous employment was with THE LINCOLN NATIONAL LIFE INSURANCE COMPANY in Fort Wayne, IN, where he was employed from July 27, 1998, to April 6, 2006.

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ADVISOR BIO

Frank Landon Walters is a financial professional with over 30 years of experience in the financial services industry. Frank has a broad range of experience, having worked at firms like Alex. Brown & Sons Incorporated, Deutsche Bank Securities Inc., and Goldman Sachs & Co. LLC. Frank's current role is at Goldman Sachs & Co. LLC, where he is a Registered Representative. Frank specializes in providing financial advice to individuals, businesses, and pooled investment vehicles.

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