ADVISOR BIO

Kevin Ver hage is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Kevin has been in the industry since December 3, 2010 and has experience with a number of firms, including Morgan Stanley, Wells Fargo Advisors, LLC, and MML Investors Services, LLC. Kevin is registered with the state of California and Texas and holds the Series 7, Series 66, and SIE licenses. Kevin's specialties include portfolio management for businesses, individuals, and pension consulting.

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ADVISOR BIO

Kevin Patrick Nuber is a registered investment advisor representative for Simplicity Wealth, a firm that provides a range of advisory services. Kevin has been in the industry since 2004 and holds the Series 65 license. Kevin has experience working with a wide range of clients, including high net worth individuals, corporations, and other investment advisors. Kevin specializes in providing financial planning, educational seminars, and portfolio management services. Kevin is a dedicated professional committed to helping clients achieve their financial goals.

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ADVISOR BIO

Kevin Douglas Finkle is a financial advisor with over 30 years of experience in the industry. Kevin is currently registered with J.p. Morgan Securities LLC and J.p. Morgan Private Wealth Advisors LLC. Previously, Kevin has worked for several other firms including FIRST REPUBLIC SECURITIES COMPANY, LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and BANC OF AMERICA INVESTMENT SERVICES, INC. Kevin is licensed to provide financial advice in over 50 states and holds several professional designations. Kevin specializes in providing financial planning, investment management, and portfolio management services to individuals, corporations, and other businesses.

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ADVISOR BIO

Kevin Cyr is a registered representative and investment advisor representative with Wells Fargo Clearing Services, LLC. Kevin has been in the industry since 2020. Kevin is registered with the state of California and holds FINRA Series 63, 66, 7TO, and SIE licenses. Previous employment history includes positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and Wells Fargo Bank, NA. Kevin has expertise in a variety of financial areas including investment consulting services to institutional clients, financial planning, pension consulting, and portfolio management for businesses and individuals.

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ADVISOR BIO

Kevin Kenyatta Cheeks is a financial advisor currently registered with Impactfi in San Francisco, CA. Kevin Cheeks has been in the industry for over 16 years and has experience with Charles Schwab & Co., Inc. and Wells Fargo Advisors, LLC. Kevin Cheeks holds the Series 66, SIE and Series 7 licenses and is a Certified Financial Planner. Impactfi is a financial advisory firm that has over $17 million in assets under management and provides advisory services to individuals and businesses. Kevin Cheeks specializes in financial planning, selection of other advisors and portfolio management for individuals.

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ADVISOR BIO

Kevin Dewey Hoyle is a financial advisor with The Colony Group, LLC. Kevin has been working in the financial services industry since 1983. Kevin is registered with the state of California to provide investment advisory services. Kevin's experience includes working with high-net-worth individuals, charitable organizations, corporations, and pooled investment vehicles.

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Kevin Christian Maas is a financial advisor at Charles Schwab & Co., Inc., a firm with over 900,000 clients. Kevin has been in the industry since 2007 and is registered as a Broker-Dealer and Investment Advisor in 24 states and the District of Columbia. Kevin is also a member of the Cal Baseball Foundation Board.

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ADVISOR BIO

Kevin Maeda is a registered Investment Advisor Representative with Natixis Advisors, LLC. Kevin Maeda is licensed in California and Massachusetts. Kevin Maeda has been in the industry since April 2003 and has passed the Uniform Investment Adviser Law Examination. Kevin Maeda is currently registered with the firm Natixis Advisors, LLC, and is located in San Francisco, California. The firm offers advisory services such as overlay portfolio management and model research provider. The firm provides portfolio management for individuals, businesses, and investment companies.

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ADVISOR BIO

Kevin Charles allen Keller is an Investment Advisor Representative with Assetmark, Inc., licensed to provide financial advice in Illinois. Kevin has been in the industry since 2022. Kevin is also registered as a Registered Representative in Illinois, providing financial services to individuals and businesses. Kevin has successfully completed the Uniform Securities Agent State Law Examination (Series 63), the Uniform Investment Adviser Law Examination (Series 65), and the Investment Company Products/Variable Contracts Representative Examination (Series 6TO).

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ADVISOR BIO

Kevin Andrew Messenger is a financial professional based in Newport Beach, California. Kevin Messenger has been in the financial services industry since 2010. He is currently registered with Signature Resources Capital Management, LLC. Kevin Messenger's prior experience includes positions at MML Investors Services, LLC and Signator Investors, Inc. Kevin Messenger holds Series 6, Series 63, Series 65 and SIE licenses. His primary focus is on providing financial planning, portfolio management, and pension consulting services for a variety of clients. He specializes in serving individuals, high-net-worth individuals, corporations, and pension plans.

SPECIALIZATIONS