ADVISOR BIO

John Carlo Bernabei is a financial advisor with Robertson Stephens in San Francisco. John specializes in financial planning, portfolio management and pension consulting. John has been in the industry since 1992 and has a strong background in wealth management. John previously worked for CLSA Americas, LLC, Credit Agricole Securities (USA) Inc. and Wachovia Capital Markets, LLC. John is a Certified Financial Planner.

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ADVISOR BIO

John McGrath is a financial advisor with over 20 years of experience in the industry. John holds both Series 6 and 7 licenses, as well as a Series 63 and Series 65. John is a Certified Financial Planner and specializes in retirement planning, investment management, and financial planning services. John is currently registered with EP Wealth Advisors in California and Texas. Prior to joining EP Wealth Advisors, John worked at Charles Schwab & Co., Inc. and Signator Investors, Inc.

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ADVISOR BIO

John F. Raile is a financial advisor with over 30 years of experience in the financial services industry. John is currently registered with Charles Schwab & CO., Inc. and has been with the firm since August 2017. John holds Series 6, 7, 9, 63 and 66 licenses, as well as the SIE designation. John is also a Certified Financial Planner. John offers financial planning and portfolio management services to individual investors and families.

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ADVISOR BIO

John Florian Rollins is a financial advisor with Osaic Wealth, Inc. John has been in the industry since 1999. John specializes in providing financial planning and investment management services to individuals, families, and businesses. John is also a registered investment advisor representative (IAR) in California. Prior to joining Osaic Wealth, Inc. John worked for Raymond James Financial Services, Inc., Allianz Life Financial Services, LLC, UBS Financial Services Inc., AXA Distributors, LLC, SunAmerica Capital Services, Inc., and Prudential Securities Incorporated.

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ADVISOR BIO

John Edward Lococo is a registered investment advisor representative with American Investors Co.. John has been in the industry since April 22, 2010. John has a Series 66, Series 7, and SIE license and is registered in Arizona, California, Connecticut, Idaho, Nevada, and Oregon. John specializes in retirement planning, mutual funds, variable annuities, and fixed annuities. John is also an insurance agent and is not investment related with First Street Wealth Advisors.

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ADVISOR BIO

John E. Ray is a registered representative with Wells Fargo Clearing Services, LLC and has been in the industry for over 10 years. John is registered in California and has passed the Series 7TO, SIE and Series 66 exams. John provides investment consulting services to institutional clients, as well as financial planning, pension consulting and portfolio management for businesses and individuals.

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ADVISOR BIO

John Joseph Barba is a financial advisor with Voya Financial Advisors, Inc. and has been in the industry since 1992. John Joseph Barba is registered with both the state of California and Texas. John Joseph Barba is also registered with the Financial Industry Regulatory Authority (FINRA) and has been employed at Voya Financial Advisors, Inc. since 2014. John Joseph Barba has experience working at other firms such as ING Financial Advisors, LLC, ING Financial Partners, Inc., and Sentra Securities Corporation.

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ADVISOR BIO

John Phillip Evans is an investment advisor representative with Sageview Advisory Group, LLC. John has been in the industry since 2003 and is currently registered with the state of Arizona, California, Maryland and New Jersey. He has a Series 6, Series 63, Series 65 and SIE. Prior to joining Sageview Advisory Group, John was a registered representative with MMC Securities Corp. John is a Managing Director at Sageview Advisory Group, LLC and provides asset management and 401k consulting services. The firm has offices in Newport Beach, California and Fulton, Maryland.

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ADVISOR BIO

John Lee is a financial advisor at Edward Jones. John has been in the financial services industry for over 10 years and holds a Series 7 and Series 66 license. John has a strong track record of helping clients achieve their financial goals.

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ADVISOR BIO

John Howell Swift is a financial advisor with over 25 years of experience in the industry. John currently works with LPL Financial LLC and has been registered with the firm since 2019. Previously, John worked at Neuberger Berman BD LLC, Wells Fargo Clearing Services, LLC, Levco Securities, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. John has been registered as an Investment Advisor Representative for the State of California and has a combined Series 66 and Series 7 license.

SPECIALIZATIONS