ADVISOR BIO

Ian Thomas Fraley is a Registered Investment Advisor in California. Ian joined Mission Creek Capital Partners, Inc. in January 2014 and has been active as an Investment Advisor Representative since November 26, 2014. Ian obtained the Series 65 license in January 2002. Ian's firm provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles.

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ADVISOR BIO

Ian Kelly-hedrick is a financial advisor at Fidelity Personal AND Workplace Advisors with over 2 years of experience in the financial industry. Ian is registered with the state of California and Texas. Ian's areas of expertise include financial planning, portfolio management for businesses and individuals, and selection of other advisors. He has been with Fidelity since 2021, previously working at Hear.com LLC, Slater's 50/50, Basta and the University of Colorado Boulder.

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ADVISOR BIO

Ian Gordon McIntosh is a financial advisor registered with Ameriprise Financial Services, LLC. Ian has been in the securities industry since March 2005. Ian works in the Santa Clara, CA branch office of Ameriprise Financial Services, LLC. Ian holds the Series 66, SIE, and Series 7 licenses and is licensed to sell securities in Arizona, California, Maryland, New Mexico, Ohio, Oregon, Pennsylvania, and Washington. Ian is registered to provide investment advisory services in California.

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ADVISOR BIO

Ian Parker is a financial professional with over 30 years of experience in the industry. Ian has a strong background in investment banking and municipal securities. Currently, Ian is a registered representative at RBC Capital Markets, LLC. Ian has held previous positions at Goldman Sachs & Co. LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Ian holds several licenses and certifications including Series 7, Series 50, Series 52, Series 53, and Series 79.

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ADVISOR BIO

Ian James Wardle is an investment advisor representative registered with Lifeworks Advisors, LLC. Ian is based in Laguna Beach, CA. Ian has been in the securities industry for over 7 years. Ian holds the Series 6, Series 63, and Series 65 licenses. He has also passed the SIE exam. Ian is a licensed insurance agent and focuses on selling life, health, and variable insurance products. Ian specializes in providing financial planning, portfolio management, and pension consulting services to individuals, high-net-worth individuals, and pension plans. Ian previously worked for Northwestern Mutual Investment Services, LLC and McIlrath & Eck, LLC.

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Ian Carr is a financial advisor with Commonwealth Financial Network. Ian has been in the industry since 2005, and has a Series 6, 7, 63 and 65 licenses. Ian has worked with JPMorgan Chase Bank and PNC Investments in the past. Ian specializes in retirement planning, investments, and insurance. Ian has been recognized for his commitment to providing exceptional client service and his expertise in financial planning.

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ADVISOR BIO

Ian Perales is a financial professional with over 12 years of experience in the financial services industry. Ian is registered with J.P. Morgan Securities LLC, a firm with over $50 billion in assets under management, and is licensed to provide investment advice in California and Texas. Ian has a strong understanding of various investment strategies and products, including securities, variable contracts, and mutual funds. Ian is dedicated to helping clients achieve their financial goals and providing personalized investment advice that meets their individual needs.

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Ian Jeffrey Stern is a financial advisor with Ameriprise Financial Services, LLC. Ian is registered with FINRA and has been in the industry since 2004. Ian specializes in providing financial advice and services to individuals, high-net-worth individuals, corporations, trusts and estates, pension and profit sharing plans, and charitable organizations. Ian also holds a real estate license and is a part owner of a real estate business. In addition to working for Ameriprise Financial Services, LLC, Ian also works for Comerica Bank, which he started working for in 2012.

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ADVISOR BIO

Ian Grimbleby is a registered investment advisor representative with Integrated Wealth Concepts LLC. Ian is located in Modesto, California and has been in the industry since December 2010. Ian's firm manages assets for individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Ian specializes in financial planning, portfolio management for individuals, and selection of other advisors.

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ADVISOR BIO

Ian Matthew is a financial professional with a Series 63, Series 6TO, and SIE license, registered with the state of California. Ian Matthew has been in the industry since September 13, 2021, and is currently employed by Tiaa-cref Individual & Institutional Services, LLC. He specializes in offering financial planning, selection of other advisors, and portfolio management for individuals.

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