ADVISOR BIO

John Patrick Toohig is a financial advisor who has been in the industry since May 1997. John is currently registered with The Ayco Company, LP in Newport Beach, CA. John holds the Series 63, 65, 7, and SIE licenses. John also has experience at Mercer Allied Company, L.P. in Irvine, CA. John specializes in providing financial planning, educational seminars, and publication of periodicals to individuals and businesses.

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ADVISOR BIO

John Conners is a financial advisor with The Ayco Company, LP based in Newport Beach, CA. John has been in the industry since December 2015. John holds the Series 3, SIE, 7 and 66 licenses. John has experience with Mercer Allied Company, L.P., and Goldman Sachs & Co. LLC. John Conners specializes in financial planning, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

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ADVISOR BIO

John Wang is a financial professional with over 6 years of experience in the securities industry. John is registered with J.P. Morgan Securities LLC and holds the Series 6, Series 63, and SIE licenses. John is dedicated to providing financial advice and portfolio management services to a wide range of clients, including individuals, businesses, and institutions.

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ADVISOR BIO

John Luis Allen is a financial advisor with over 25 years of experience in the industry. John began his career in 1997 at Merrill Lynch, Pierce, Fenner & Smith Incorporated, where he gained valuable experience in the securities industry. He is currently registered with Morgan Stanley and holds both Series 63 and 65 licenses, as well as a Series 7 license. John is registered with the state of California and Texas. John is an experienced financial advisor with a strong commitment to providing personalized financial guidance to individuals and families. John also has a passion for community involvement, serving as a board member for several organizations including the Sacramento Angels and Big River Vista Mutual Water Company. John is committed to helping his clients achieve their financial goals.

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ADVISOR BIO

John Randall Frye is an Investment Advisor Representative associated with Carnegie Investment Counsel. John is registered with the state of California and Texas. John has the designation of Chartered Financial Analyst. John is associated with Carnegie Investment Counsel, which is a registered investment adviser with the Securities and Exchange Commission (SEC). The firm manages approximately $4,519,647,788 in assets under management and caters to high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and individuals other than high-net-worth. The firm offers a range of advisory services, including financial planning, portfolio management, and selection of other advisers. John's primary focus is on providing personalized financial advice and portfolio management services to help clients achieve their financial goals.

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ADVISOR BIO

John Yohan Kim is an investment advisor representative at Corient, a firm with offices in Miami and San Francisco. John Kim has been in the industry since January 2014. John Kim is a Chartered Financial Analyst, and holds a Series 65 license. Corient is a Registered Investment Advisor with approximately $118 billion in assets under management. Corient provides a range of advisory services to individual and institutional clients including financial planning, portfolio management, and pension consulting.

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John McMichael is a financial advisor with J.P. Morgan Securities LLC. John has over 11 years of experience in the financial services industry. John is registered with FINRA and the state of California and Texas. John is a Series 3, 7, 63 and 65 licensed professional. John also holds the Securities Industry Essentials Examination. John's prior experience includes roles at Goldman Sachs & Co. LLC and Loop Capital Markets LLC. John's specialties include providing financial planning, pension consulting, and portfolio management for both individuals and businesses.

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ADVISOR BIO

John Evan Schooler is a financial professional with over 30 years of experience in the financial services industry. John is a registered representative of Cetera Investment Advisers LLC, a national financial services firm headquartered in Schaumburg, Illinois. John specializes in a wide range of financial services, including financial planning, portfolio management for individuals and businesses, and pension consulting. John is committed to providing personalized financial guidance to help clients achieve their financial goals.

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ADVISOR BIO

John Herzog is a financial advisor with Osaic Wealth, Inc. in Irvine, CA. John Herzog has been in the financial industry for over 10 years and is licensed to provide advisory services in California. John Herzog specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. John Herzog is also a licensed insurance agent and provides insurance services through a sole proprietorship. John Herzog is committed to helping clients reach their financial goals.

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ADVISOR BIO

John Andrew Mitchell is an active advisor registered with both FINRA and the state of California. John has been in the securities industry since 2009. Currently, John is registered with Citigroup Global Markets Inc. and works in the SAN FRANCISCO office. John has been with Citigroup Global Markets Inc. since 2007. John has a Series 66 and a Series 7 license and holds registrations in 22 states.

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