ADVISOR BIO

Jeff Fluharty is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Jeff has been in the industry since December 2000 and has experience working with various clients including individuals, corporations, insurance companies, charitable organizations, and pension and profit-sharing plans. Jeff is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7, 31 and 66 licenses. Jeff also has experience working with Wells Fargo Investments, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

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ADVISOR BIO

Jeff Ellena is a financial advisor and Certified Financial Planner™ professional with over 10 years of experience in the industry. Jeff is currently registered with Creative Planning, where they specialize in providing comprehensive financial planning and portfolio management services to individuals, families, and businesses. Jeff has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, TD Ameritrade, Inc., Morgan Stanley Smith Barney, Chase Investment Services Corp., and WAMU Investments, Inc.

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ADVISOR BIO

Jeff Jen, C is a registered investment advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Jeff is a securities professional with over 20 years of experience in the industry. He is licensed to provide investment advice in California, Arizona, Colorado, Florida, Hawaii, Michigan, Nevada, New York, North Carolina, Tennessee, Texas, and Utah. Jeff has a strong track record of success in helping clients achieve their financial goals. He offers a wide range of investment services, including portfolio management, financial planning, and retirement planning. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc., Jeff worked at MML INVESTORS SERVICES, LLC and CHARLES SCHWAB & CO., INC. Jeff has a deep understanding of the financial markets and is committed to providing his clients with the highest level of service and expertise.

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ADVISOR BIO

Jeff King is a financial advisor with Edward Jones. Jeff has been in the industry for a few years and holds a Series 7TO, Series 66, and SIE licenses. Jeff is registered with the state of California and Texas, and has offices in Clovis, CA. Jeff provides financial planning services to individuals, families, and businesses.

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ADVISOR BIO

Jeff Weitzman is a financial advisor at Transamerica Financial Advisors, Inc. with over 11 years of experience in the industry. Jeff has a Series 6 and Series 63 license and the SIE exam. Jeff specializes in investments and insurance. Jeff is registered to provide investment advice in California. Jeff was previously employed at World Group Securities, Inc. in Agoura Hills, CA.

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ADVISOR BIO

Jeff Ogston is an investment advisor representative with Mariner Wealth Advisors in Corte Madera, California. Jeff holds the Series 65, Series 66 and Series 7 securities licenses. Jeff has been in the financial services industry for over 20 years. Jeff has worked for MetLife Securities Inc. and Metropolitan Life Insurance Company. Jeff is a CERTIFIED FINANCIAL PLANNER™ professional and has a strong track record of providing financial advice to individuals and families. Jeff specializes in financial planning, portfolio management and wealth management.

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ADVISOR BIO

Jeff Loventhal is an Investment Advisor Representative at J.p. Morgan Securities LLC, based in Oakland, CA. Jeff has been in the securities industry since 1991, with experience at Chase Investment Services Corp., WAMU INVESTMENTS, INC., and GREAT WESTERN FINANCIAL SECURITIES CORPORATION. Jeff holds Series 6, 7, and 63 licenses, as well as the Securities Industry Essentials Examination (SIE). Jeff is registered in 34 states and the District of Columbia.

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ADVISOR BIO

Jeff Main is a financial advisor with Morgan Stanley. Jeff is a registered representative of the firm and has been in the financial industry since 2000. Jeff's specializations include: * **Financial Planning:** Jeff can help clients create personalized financial plans to achieve their goals. * **Portfolio Management:** Jeff can help clients manage their investments to meet their risk tolerance and investment objectives. * **Investment Advisory Services:** Jeff can help clients make informed investment decisions. * **Educational Seminars:** Jeff offers educational seminars to clients on various financial topics. Jeff is committed to providing his clients with the highest quality financial advice and services. Jeff is also dedicated to building long-term relationships with his clients and helping them achieve their financial goals.

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ADVISOR BIO

Jeff Luebe is an Investment Advisor Representative with ONE Degree Advisors, Inc. Jeff has over 20 years of experience in the financial services industry. Jeff provides financial planning and investment management services to individuals, families, and charitable organizations. Jeff is registered with the state of California and is a Series 7 and Series 66 licensed representative. Jeff has been with ONE Degree Advisors, Inc. since 2017. Previously, Jeff was with Securities America, Inc. and TD Ameritrade, Inc. Jeff is committed to providing his clients with personalized advice and guidance to help them achieve their financial goals.

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ADVISOR BIO

Jeff Kim, J. is a financial advisor with Gerber Kawasaki Wealth & Investment Management. Jeff Kim has been a registered investment advisor since 2008, and has experience with a variety of clients including individuals, corporations, and retirement plans. Jeff Kim specializes in financial planning, portfolio management, and pension consulting. Jeff Kim is a Certified Financial Planner™ professional and is licensed as an insurance agent.

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