ADVISOR BIO

Garren Mayer is a financial advisor registered with Planmember Securities Corp. Garren has been in the financial services industry since November 24, 2000. Garren has a Series 6, Series 63, and Series 65 license and has been registered in California, Oregon, Washington, and the District of Columbia.

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ADVISOR BIO

Garret Scott Giglia is an investment advisor representative at IEQ Capital, LLC. Garret has been in the financial services industry for over a decade and has experience in wealth management and financial planning. Garret is a Chartered Financial Analyst (CFA) and holds the Series 66, Series 7, and SIE licenses. Garret has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, and First Republic Securities Company, LLC. Garret focuses on providing financial planning and portfolio management services to high-net-worth individuals, families, and charitable organizations.

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ADVISOR BIO

Garret Collins is a registered investment advisor representative with J.p. Morgan Securities LLC, and is licensed in 53 states and the District of Columbia. Garret has been in the industry since February 5, 2019. Garret is also registered with the Securities and Exchange Commission (SEC). J.p. Morgan Securities LLC has approximately $50 billion in assets under management, and serves a wide range of clients including individuals, businesses, and institutions. The firm provides financial planning, portfolio management, and other investment advisory services. Garret is qualified to provide financial and investment advice to a broad range of clients.

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ADVISOR BIO

Garreth Lautz is a financial advisor associated with Fidelity Personal And Workplace Advisors, located in Woodland Hills, CA. Garreth has been a registered professional in the financial industry since 2022. Garreth holds a Series 63, Series 66, and Series 7TO licenses. Garreth specializes in financial planning and portfolio management for individuals and businesses.

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ADVISOR BIO

Garrett Tognozzi is an investment advisor representative registered with J.P. Morgan Securities LLC in Tarzana, CA. Garrett has been in the securities industry since October 2011. Garrett is also registered as an investment advisor representative in Texas. Garrett has passed the Series 7, Series 66, and SIE exams. Prior to joining J.P. Morgan Securities LLC, Garrett was employed by Morgan Stanley, and Merrill Lynch.

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ADVISOR BIO

Garrett Stanton Wong is a financial advisor with Crescent Bay Advisors, LLC. Garrett has been in the industry since 2011. Garrett has a Chartered Financial Analyst designation and is registered in California and Texas as an Investment Advisor Representative. The firm primarily provides financial planning and portfolio management services to individuals. Garrett is also a specialist in providing other consultation services. Crescent Bay Advisors, LLC is a Registered Investment Advisor with a total of 4 investment advisor representatives. The firm has approximately 29 clients and primarily manages assets for individuals.

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ADVISOR BIO

Garrett Justin Stinson is an investment advisor representative at Sageview Advisory Group, LLC, a firm with over $200 billion in assets under management. Garrett is a registered investment advisor representative in California, Georgia, Michigan, Nebraska and Texas. Garrett has been in the securities industry since 1997. Garrett has experience providing financial planning and investment advice to individuals and families, businesses, and retirement plans. He is dedicated to providing his clients with personalized financial solutions and helping them achieve their financial goals.

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ADVISOR BIO

Garrett Michael O'Grady is a financial advisor with J.P. Morgan Securities LLC. Garrett has been in the financial services industry since September 14, 2016. He is registered in five states: Arizona, California, Idaho, Indiana, and Nevada. Garrett has a Series 6 and Series 63 license as well as the SIE.

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ADVISOR BIO

Garrett Paul Morgan is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., specializing in investment advisory services. Garrett has been in the financial services industry since 2014 and holds licenses in several states, including California, Nevada, and North Carolina. Prior to joining Merrill Lynch, Garrett worked with several well-known firms including J.P. Morgan Securities LLC, Edward Jones, and Morgan Stanley. Garrett has a strong background in portfolio management, financial planning, and investment research. He is committed to providing his clients with personalized financial advice and helping them reach their financial goals.

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ADVISOR BIO

Garrett M. Schaeffer is a financial advisor with J.P. Morgan Securities LLC, a well-established financial services firm with a global presence. Garrett M. Schaeffer has been in the industry since 2009 and is registered to provide investment advice in California and Texas. Garrett M. Schaeffer has a wide range of experience and holds numerous licenses and certifications, including the Series 6, 7, 63 and 66. Garrett M. Schaeffer specializes in providing financial advice and portfolio management services to individuals, high-net-worth individuals, businesses, and institutions.

SPECIALIZATIONS