ADVISOR BIO

Mark Brian Canlapan is an investment advisor representative at Merrill Lynch, Pierce, Fenner & Smith Inc. with over 2 years of experience in the financial services industry. Mark Brian has a strong background in financial planning and portfolio management, having previously worked with Citigroup Global Markets Inc. and J.P. Morgan Securities LLC. Mark Brian holds Series 63, 65, and 7 licenses, as well as the SIE exam. Mark Brian is registered in multiple states to provide investment advice to individuals, corporations, and other entities.

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ADVISOR BIO

Mark christopher Banzon is a financial advisor registered with Transamerica Financial Advisors, Inc. Mark has been in the financial industry since 2018 and is licensed in California, Georgia, Hawaii, Nevada, New Mexico, and Texas. Mark has passed the Series 63, SIE, and Series 6 exams. Mark specializes in retirement planning, investments, and life insurance.

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ADVISOR BIO

Mark Christopher Toreja Reyes is a financial advisor with Nerdwallet Advisory. Mark has been in the financial services industry for over 10 years. Mark has a Series 7TO, Series 63 and SIE licenses. Mark's previous experience includes roles at Albert Securities, LLC, Albert Corporation, California Capital Management, and Wilshire Associates. Mark specializes in providing financial planning services and collaborating with clients on financial plans. Mark is a Certified Financial Planner. Mark is also a volunteer teacher for Financial Beginnings, a volunteer financial advisor for the Financial Planning Association of Los Angeles, and an advisory board member for the Pilipino Alumni Association of UCLA.

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ADVISOR BIO

Markelle H Luke is a financial advisor in Lodi, CA, with over 7 years of experience in the industry. Markelle is currently registered with Edward Jones and holds Series 66, SIE and Series 7 licenses. Prior to joining Edward Jones, Markelle worked at Goldman Sachs & Co. LLC and Cetera Advisor Networks LLC. Markelle has a strong background in providing financial planning and portfolio management services for both individuals and businesses.

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Markellos Marcou is an investment advisor representative currently registered with LPL Financial LLC. Markellos has been in the industry since August 16, 1994 and has previously worked with firms such as Securities America, Inc., PNC Investments, Chase Investment Services Corp., BNY Investment Center Inc., Banc of America Investment Services, Inc., Quick & Reilly, Inc., M. H. Meyerson & Co., Inc., Patterson Travis, Inc., Seaboard Securities, Inc., Thomas James Associates, Inc., and Hibbard Brown & Co., Inc.. Markellos is also registered in several states including California, Delaware, Florida, New Jersey, New York, and North Carolina.

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ADVISOR BIO

Mark F. Hales is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., serving clients since August 20, 1985. Mark Hales is registered as a broker and investment advisor, with registrations in 36 states. Mark Hales is a Series 7, Series 31, Series 63, Series 66, and SIE licensed advisor, offering investment advice and portfolio management services. Mark Hales also specializes in providing financial planning, pension consulting, educational seminars, and selection of other advisors. Mark Hales and the firm are actively involved in various business and community endeavors.

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Markham Tuttle has been in the financial industry since December 2006. Markham is a registered representative of Osaic Wealth, Inc. in Cameron Park, California. Markham has also worked for Woodbury Financial Services, Inc. and Questar Capital Corporation. Markham offers financial planning, pension consulting, and portfolio management services for individuals and businesses. Markham is also a fixed insurance sales agent.

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Markita Ann Wilson is a financial professional with over 20 years of experience in the financial industry. Markita is currently registered with Charles Schwab & CO., Inc. and is located in San Francisco, CA. Prior to joining Charles Schwab & CO., Inc., Markita was a registered representative with TD Ameritrade, Inc., Stifel, Nicolaus & Company, Incorporated, Scottrade, Inc. and Edward Jones.

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Mark John Gomez Tobias is a financial advisor registered with U.S. Bancorp Investments, Inc. Mark John Gomez Tobias has been in the industry since August 10, 2017 and has been with U.S. Bancorp Investments, Inc. since August 11, 2017. Mark John Gomez Tobias specializes in portfolio management for individuals and businesses, as well as financial planning. Mark John Gomez Tobias has Series 63, Series 7, and SIE licenses. Mark John Gomez Tobias is registered to provide investment advice in California.

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Mark Lawrence Cortez is a registered investment advisor representative with Citigroup Global Markets Inc. Mark Cortez is licensed in California and other states including Arizona and Nevada. Mark Cortez has been in the securities industry since September 26, 2019 and currently works out of the Citigroup Global Markets Inc. office in San Francisco, California.

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