ADVISOR BIO

M. Kenneth Penwell Jr. is a financial advisor at UBS Financial Services Inc. M. Kenneth Penwell Jr. has been in the financial industry since 1968 and has experience with Paine, Webber, Jackson & Curtis Incorporated and Mitchum, Jones & Templeton Incorporated. M. Kenneth Penwell Jr. is registered with the state of California as an investment advisor. M. Kenneth Penwell Jr. is also registered with FINRA as a registered representative.

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ADVISOR BIO

M. Benay Curtis-bauer is an investment advisor representative who has been in the financial industry since 1992. M. Benay Curtis-bauer is currently registered with Cetera Investment Advisers LLC in California. M. Benay Curtis-bauer has previously been employed with Liberty Group, LLC, Alamo Capital, Portsmouth Financial Services, and Morgan Stanley DW Inc.

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ADVISOR BIO

Ma Asuncion Mendoza Tapang is a financial advisor with Crux Wealth Advisors. Ma has over 39 years of experience in the financial services industry. Ma is a Certified Financial Planner and holds the Series 7, 24, 51, 63 and 65 licenses. Ma specializes in providing financial planning, pension consulting, and selection of other advisors services to individuals and high net worth individuals. Ma's previous employers include RAYMOND JAMES FINANCIAL SERVICES, INC., AMERICAN EXPRESS FINANCIAL ADVISORS INC., IDS SECURITIES CORP., and IDS FINANCIAL SERVICES INC. Ma's clients have access to a wide range of investment products and services through Crux Wealth Advisors, including portfolio management, mutual funds, and insurance. Ma is committed to providing her clients with the highest quality financial advice and service.

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ADVISOR BIO

Maarten Rietveld is a financial advisor with LPL Financial LLC. Maarten has been working in the financial services industry since 1984 and has a strong background in both brokerage and investment advisory services. Maarten is registered with both FINRA and the SEC. Maarten currently serves clients in California and Maryland.

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ADVISOR BIO

Maarten Lorreto Koornwinder is a financial advisor with over 30 years of experience in the industry. Maarten currently works at Morgan Stanley and has previously held positions at CITIGROUP GLOBAL MARKETS INC., Lehman Brothers Inc., PaineWebber Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Charles Schwab & Co., Inc. Maarten has a broad range of experience and expertise, including providing financial planning, portfolio management, and asset allocation advice. He serves a wide range of clients, including individuals, corporations, charitable organizations, and high-net-worth individuals.

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ADVISOR BIO

Mabel Chan is a financial advisor associated with Wells Fargo Clearing Services, LLC. Mabel has 11 approved SRO Registrations and 1 approved FINRA Registration. Mabel is registered in California. Mabel also has 2 approved state registrations, including one for the state of California. Mabel offers a wide variety of investment advisory services including financial planning, pension consulting, selection of other advisors, portfolio management for businesses and individuals.

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ADVISOR BIO

Mable Tsui is a financial advisor with Wells Fargo Clearing Services, LLC. Mable has been in the financial services industry since March 13, 2014. Mable holds the Series 6, 7, 63, and 65 licenses. Mable is also registered with the states of California and New York.

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ADVISOR BIO

Mac James Thatcher is an Investment Advisor Representative with Bright Lake Wealth Management, LLC, registered with the state of California. Mac has been in the industry since 2023. Mac is a Series 65 license holder, having passed the Uniform Investment Adviser Law Examination in July 2023. Mac specializes in providing financial planning, selecting other advisers, and portfolio management for individuals and businesses. Mac's professional experience includes time at Pine Brook Financial, Dutch Bros Coffee, and Foothill High School.

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ADVISOR BIO

Macaria Aure Rosel is a financial advisor with over 19 years of experience in the industry. Macaria currently works for Transamerica Financial Advisors, Inc. Macaria is registered with the state of California. Macaria specializes in life insurance and variable contracts, and has passed the Series 6 and Series 63 exams. Macaria previously worked at WORLD GROUP SECURITIES, INC. Macaria focuses on individual and high net worth client accounts.

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ADVISOR BIO

Macario Ruano is a financial advisor with over 16 years of experience in the industry. Macario is registered with Transamerica Financial Advisors, Inc. and has a Series 6, 26 and 63 license. Macario specializes in financial planning, portfolio management for individuals, and selection of other advisors. Macario has been registered with the state of California since January 6, 2012.

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