ADVISOR BIO

Alpesh Patel is a financial advisor registered with Rockefeller Financial LLC. Alpesh Patel is registered in 27 states and has been in the industry since 1998. Alpesh Patel provides financial planning, pension consulting and portfolio management services to individuals, businesses and high net worth individuals.

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Alphe Zechariah Springer is a Certified Financial Planner™ and has been working in the financial industry since June 2012. Alphe is registered as an Investment Advisor Representative with Eide Bailly Advisors, LLC. Alphe is currently licensed in Arizona, California, Minnesota, Nevada, Oklahoma, Utah and Washington. Alphe is a specialist in a variety of financial areas including business planning, college savings, estate planning, retirement planning, and wealth management. The individual has a wide range of experience with clients including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Alphe is also registered with Reunite Financial, LLC in Henderson, Nevada and was previously registered with The Bank of New York Mellon Corp / BNY Mellon Wealth Management in Las Vegas, Nevada. Alphe specializes in investment advisory services, and Alphe has a broad range of experience in financial planning and wealth management.

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Alphonse Alexandre is a financial advisor with Fidelity Personal and Workplace Advisors, based in Larkspur, CA. He has been in the industry since November 23, 2007. Previously, Alphonse Alexandre worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Citigroup Global Markets Inc., and Banc of America Investment Services, Inc. Alphonse Alexandre has Series 6, 7, and 66 licenses, along with his SIE. He is registered with the states of Alabama, Arizona, California, Colorado, Connecticut, Florida, Georgia, Hawaii, Illinois, Michigan, Minnesota, New York, Oregon, Tennessee, Texas, Vermont, and Washington. He is also a registered Investment Advisor in California and Texas. Alphonse Alexandre specializes in providing financial advice to individuals, corporations, high-net-worth individuals, and charitable organizations.

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Alphonse Ignatius Chan is an investment advisor representative at Silvercrest Asset Management Group LLC. Alphonse has been in the industry since 1994. Alphonse is registered as an investment advisor in California and Texas and has a Series 65 and 63 license. Alphonse's specialties include portfolio management, financial planning, and selection of other advisors. Alphonse is a Chartered Financial Analyst.

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Alson Chao has been in the financial services industry since June 28, 2000. Currently, Alson is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc., offering investment advice and brokerage services to individual and institutional clients. Alson holds a Series 66 license, a Series 7 license, and has passed the Securities Industry Essentials Examination. Alson has been with Merrill Lynch since January 2005. Prior to that, Alson worked for Citigroup Global Markets Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York. Alson is licensed to provide investment advice in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands.

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Altan od Baatar is a financial advisor registered with J.p. Morgan Securities LLC. Altan od has been in the industry for over 3 years and is licensed in California. Altan od specializes in a wide range of investment products and services, including variable annuities, mutual funds, stocks, bonds, and investment advisory services. Altan od has a strong understanding of the financial markets and can help clients develop investment strategies that meet their individual needs. Altan od has a proven track record of success in helping clients achieve their financial goals.

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Alton Lamont Clipper is a financial advisor with Wells Fargo Clearing Services, LLC. Alton is a registered representative with the firm, which is headquartered in St. Louis, Missouri. Alton's career in the financial services industry began in 2006.

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Altynai Abdilmanova is an investment advisor representative at Raymond James & Associates, Inc. Altynai has been in the industry for over 2 years and has a Series 66, Series 7TO and SIE license. Altynai has been registered with FINRA since 2022. Altynai specializes in financial planning, pension consulting, educational seminars, selection of other advisors and portfolio management. Altynai is registered with the following states: Arizona, California, Colorado, Connecticut, Florida, Illinois, Iowa, Louisiana, Missouri, Montana, Nevada, New York, Ohio, Texas and Washington.

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Alvariana Gonzalez is a financial professional with a strong background in both the financial services industry and customer service. Alvariana is registered to provide financial advice and services in the state of California. Alvariana is currently associated with Equitable Advisors, LLC, and is located in their Los Angeles, California office. Prior to joining Equitable Advisors, LLC, Alvariana has held roles in various fields, including customer service, marketing, and education. Alvariana's diverse work history combined with her educational background has provided her with the experience and skills necessary to help clients achieve their financial goals.

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ADVISOR BIO

Alvaro Enrique Perez is a registered representative with J.p. Morgan Securities LLC. Alvaro is licensed in California and holds the Series 63, Series 6TO, and SIE exams. Alvaro has been in the financial services industry since June 2024 and is located in the Scotts Valley, CA office of J.p. Morgan Securities LLC. Alvaro's firm manages over $249.73 Billion in regulatory assets under management.

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