ADVISOR BIO

Laura jo Miles Reed is a financial advisor with over 15 years of experience in the industry. Laura jo currently works for LPL Financial LLC in TUSTIN, CA. Previously, Laura jo has worked at CUNA BROKERAGE SERVICES, INC. Laura jo offers a variety of financial services, including investment advice and financial planning. Laura jo is registered to provide securities-related services in the state of California. Laura jo holds Series 6, Series 63 and SIE licenses.

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ADVISOR BIO

Laurance Thornton Phister is a registered investment advisor with over 20 years of experience in the financial services industry. Laurance has been a registered representative with LPL Financial LLC since 2019. Prior to joining LPL, Laurance worked as a Financial Advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated and as a Financial Advisor at UMB Financial Services, Inc. Laurance is registered in the state of California.

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ADVISOR BIO

Laure Raymonde Mendoza is an investment advisor representative with UBS Financial Services Inc., located in Palo Alto, California. Laure has over 22 years of experience in the financial services industry. Laure's career began at UBS Financial Services Inc. in 2000. Laure's previous employment includes stints at Citigroup Global Markets Inc., Morgan Stanley Smith Barney, and Morgan Stanley. Laure has a Series 66 license, and a Series 7TO, SIE, and Series 7 license. Laure also has several state licenses in the United States.

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ADVISOR BIO

Laureal Love Lovinsky is a financial professional with experience in the securities industry. Laureal has been registered with FINRA since July 2022 and holds the Series 63, Series 6TO, and SIE licenses. Laureal's current employer is J.P. Morgan Securities LLC. Laureal specializes in providing investment advice to individuals, businesses, and other entities.

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ADVISOR BIO

Laureano Peralta has been a financial advisor for over 30 years. Currently registered with Transamerica Financial Advisors, Inc., Laureano has worked for a few other prominent financial institutions in the past. Laureano is registered to provide financial advice in California and Vermont, and holds several industry licenses, including Series 6 and 26.

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ADVISOR BIO

Laureen Schiller is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. based in San Francisco, California. Laureen has been in the financial services industry since 2001 and holds the Series 7, 63, and 66 licenses. Laureen has worked at BANC OF AMERICA INVESTMENT SERVICES, INC., and Merrill Lynch, Pierce, Fenner & Smith Inc., and is currently registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Laureen provides investment advisory services for individual, business, and institutional clients.

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ADVISOR BIO

Laurel Nelson is a registered investment advisor with over 20 years of experience in the financial services industry. Currently, Laurel works as a Financial Advisor at Neuberger Berman BD LLC, focusing on portfolio management for individuals and investment companies. Laurel has held previous positions at City National Securities, Inc., Morgan Stanley, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Citigroup Global Markets Inc. and CIBC World Markets Corp. Laurel holds Series 63, Series 65, Series 7, and SIE licenses.

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ADVISOR BIO

Laurel Michelle Packham is a financial advisor at Eagle Strategies LLC, located in San Ramon, CA. Laurel has been in the financial industry since 2003, and has extensive experience providing financial planning and portfolio management services to individuals, businesses, and charitable organizations. Laurel is also a registered representative with Eagle Strategies LLC and has a strong track record of providing excellent customer service and meeting client goals. Prior to joining Eagle Strategies LLC, Laurel worked at Cambridge Investment Research, Inc. and Woodbury Financial Services, Inc.

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ADVISOR BIO

Laurel Christine Clark is a registered representative with U.S. Bancorp Advisors, LLC and has been in the industry since 2018. Laurel Clark is also registered as an investment advisor representative in California and Utah. Her prior employment includes working with Wells Fargo Clearing Services, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Laurel Clark has earned several professional licenses including Series 7TO, Series 6, and Series 63. She specializes in working with high-net-worth individuals, corporations, and pension plans.

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ADVISOR BIO

Laurel Fierro is a financial advisor who has been in the industry since 2008. Laurel is registered with Raymond James & Associates, Inc. and has previously worked at Wells Fargo Clearing Services, LLC. Laurel has a Series 66, Series 7, and SIE license. Laurel is registered in 17 states and holds specializations in various areas, including retirement planning, college planning, and estate planning. Laurel is also a board member of the Madrone Plaza HOA, which is a non-investment related position.

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