ADVISOR BIO

Joseph A. Gass is a financial advisor with over 20 years of experience in the industry. Joseph is currently registered with Mariner Independent and is licensed in several states. Joseph's previous experience includes working for CETERA ADVISORS LLC and LEGACY FINANCIAL SERVICES, INC. Joseph has passed the Series 7, Series 24, Series 63, and Series 66 examinations. Joseph specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. Joseph provides investment advisory services through Mariner Independent Advisor Network LLC, an independent investment advisor firm. Joseph can assist clients with a variety of needs, including retirement planning, investment management, and estate planning.

SPECIALIZATIONS

ADVISOR BIO

Joseph Anderson is a financial advisor with Pure Financial Advisors, LLC in San Diego, California. Joseph has been in the financial services industry for over 20 years. Joseph holds the Series 63, 66, 7, 24, and 51 licenses and is a Certified Financial Planner.

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ADVISOR BIO

Joseph Chavez is a financial professional with over 6 years of experience in the financial services industry. Joseph is currently registered with J.P. Morgan Securities LLC. Joseph has passed the Series 66, Series 6TO, Series 7TO, and SIE exams. Joseph holds licenses in California, Georgia, Illinois, and Virginia and offers a wide range of financial services to individuals, corporations, high-net-worth clients, and charitable organizations.

SPECIALIZATIONS

ADVISOR BIO

Joseph Cappuccino is a financial advisor with Commonwealth Financial Network, a firm that provides financial planning, portfolio management, and other investment-related services to individuals, families, and businesses. Joseph has been in the financial services industry since 2014 and has a wide range of experience in helping clients achieve their financial goals. He is a Certified Financial Planner™ and is registered to provide investment advice in several states. Joseph holds Series 63, 65, and 7 securities licenses as well as the SIE exam. Commonwealth Financial Network is a Registered Investment Advisor and a member of FINRA/SIPC.

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ADVISOR BIO

Joseph Rust is a financial advisor with Perigon Wealth Management, LLC. Joseph has been in the financial industry since 1985 and has a broad range of experience. Joseph is a Certified Financial Planner and is registered with the state of California as a Registered Investment Advisor (RIA). Joseph's specializations include providing financial planning, portfolio management, and selection of other advisors. Joseph also holds a partnership at Prager Metis CPAs, LLC.

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ADVISOR BIO

Joseph Longo is an attorney at law and Investment Advisor Representative at Joseph C. Longo, Attorney At Law. Joseph Longo has been in the industry since 2006 and specializes in sports, tax, litigation and estate planning. Joseph Longo is registered in California and Arizona and has a Series 65 license. Joseph C. Longo, Attorney At Law provides advisory services for individuals and other investment advisors.

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ADVISOR BIO

Joseph Kalmanovitz is an Investment Advisor Representative with Canter Wealth. Joseph has over 20 years of experience in the financial services industry, having previously worked at Crown Capital Securities, L.P., Charles Schwab & Co., Inc., Signator Investors, Inc., and Trautman Wassernan & Company, Inc. Joseph is a Certified Financial Planner™ and holds the Series 7, 24, 65, and 66 licenses. He specializes in providing financial planning and investment management services to high-net-worth individuals, families, and charitable organizations. Joseph provides financial planning services, pension consulting, educational seminars and selection of other advisors. At Canter Wealth, Joseph helps clients create and implement financial plans that meet their unique goals and objectives.

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ADVISOR BIO

Joseph Estabillo is a financial advisor currently registered with J.p. Morgan Securities LLC, in San Jose, CA. Joseph Estabillo is a Series 66, 7TO and SIE licensed individual. Joseph Estabillo has worked in the financial industry since 2017 and has experience with CUSO Financial Services, LP, Wells Fargo Clearing Services, LLC, and Patelco Credit Union. Joseph Estabillo also has experience with banking or thrift institutions, corporations or other businesses, high-net-worth individuals, pension and profit-sharing plans, insurance companies, and charitable organizations.

SPECIALIZATIONS

ADVISOR BIO

Joseph Corner is a financial advisor with Cetera Investment Advisers LLC, a firm based in Schaumburg, Illinois. Joseph has been in the industry since August 12, 2015. Joseph is registered with the state of California as a Registered Investment Advisor. Joseph is also registered with the state of Texas as a Registered Investment Advisor. Joseph specializes in a range of financial services, including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.

SPECIALIZATIONS

ADVISOR BIO

Joseph Jay Runyan is a financial advisor associated with Charles Schwab & CO., Inc. Joseph has been in the financial industry since 2014, working for firms such as J.P. Morgan Securities LLC and TD Ameritrade, Inc. Joseph is registered with FINRA as a General Securities Representative and holds both Series 6 and Series 66 licenses. He is also licensed to provide investment advice in the state of California. Joseph specializes in providing financial planning services and referral programs.

SPECIALIZATIONS