ADVISOR BIO

Adam White is a financial advisor with Robert W. Baird & Co. Inc. with over 10 years of experience in the industry. Adam holds Series 6, 7, 63, and 66 licenses and the SIE exam. Adam's previous experience includes Eaton Vance Distributors, Inc and Eaton Vance Management. Adam White is registered in 30 states and is an active advisor in California and Massachusetts. Adam White's primary office location is in San Francisco, California.

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ADVISOR BIO

Adam Hospodar is a financial advisor at UBS Financial Services Inc. Adam has been working in the financial industry since 2023. Adam specializes in providing financial advice to individuals, businesses, and institutions. Adam holds a Series 7TO, Series 66, and SIE license. Adam is also registered as an investment advisor representative in California, Colorado, District of Columbia, Georgia, Illinois, Michigan, New Jersey, Oklahoma, Pennsylvania, South Dakota, Texas, and Washington. Adam's professional experience includes roles at Point Digital Finance, Better Mortgage, Swit Technologies Inc., Yao Interactive, San Jose State University, and Ohlone College.

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ADVISOR BIO

Adam Phillips is a financial advisor at EP Wealth Advisors in Torrance, California. Adam has been in the financial industry since 2013, and has experience in providing financial planning and investment management services to individuals, families, and businesses. Adam is a Certified Financial Planner and a Chartered Financial Analyst. Adam's primary focus is on providing comprehensive financial planning services, including retirement planning, investment management, and tax planning. Adam is also a registered representative in California and Texas.

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ADVISOR BIO

Adam Gorham is an active registered investment advisor representative, licensed in California and Texas. Adam is affiliated with J.P. Morgan Securities LLC, a well-established firm with a strong track record in the financial industry. Adam has extensive experience in the investment industry, having worked with several firms including Wells Fargo Clearing Services, LLC, Northern Trust, and JPMorgan Chase Bank NA. Adam's focus is on providing comprehensive financial planning and investment advice to individuals and businesses. He is well-equipped to provide professional guidance and support to meet diverse financial needs.

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ADVISOR BIO

Adam Simon is a Registered Representative and Investment Advisor Representative with Concorde Asset Management, LLC, a firm with offices in Ann Arbor, MI and San Francisco, CA. Adam Simon has over 10 years of experience in the financial industry, and has a strong background in real estate. He is a Series 63, 65, 7TO and SIE licensed professional. He is also a Director of his father's securities holding company. Prior to joining Concorde Asset Management, Adam Simon worked at Emerson Equity LLC and Realized Financial, Inc.. Adam Simon provides financial planning, portfolio management for businesses and individuals, and selection of other advisers to a diverse client base, including high net worth individuals, corporations, and pension and profit sharing plans.

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ADVISOR BIO

Adam Zachary is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc., having joined the firm in May 2023. Adam Zachary is currently licensed in Arizona, California, Florida, Idaho, Louisiana, Montana, Nevada, Oregon, Texas, Utah, Washington, and Wyoming. Adam Zachary holds both Series 7TO and Series 66 securities licenses. Previously Adam Zachary was with EQUITY SERVICES, INC., and NATIONAL LIFE GROUP. Adam Zachary has over 10 years of experience in the financial services industry.

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ADVISOR BIO

Adam Perez is a financial advisor with U.S. Bancorp Investments, Inc. Adam has been in the financial services industry since 2004, and is registered with FINRA as a Registered Representative and in California as an Investment Advisor Representative. Adam has passed the Series 63, Series 65, Series 7, and SIE exams. Adam provides financial planning, portfolio management services, and other financial advice to individuals, families, and businesses. Adam is also a junior varsity football coach.

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ADVISOR BIO

Adam Zedan is a financial advisor at Charles Schwab & Co., Inc. based in Newport Beach, CA. Adam has been working in the financial services industry since 2006 and is a Certified Financial Planner. Adam is registered with FINRA and the state of California. Adam provides financial planning and other advisory services to individuals, including investment management and selection of other advisors. Adam has a strong track record of success in helping clients achieve their financial goals.

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ADVISOR BIO

Adam Nieto is a financial advisor with over 28 years of experience in the financial services industry. Adam is currently registered with Sorrento Pacific Financial, LLC and is licensed to provide financial advice in several states. Previously, Adam worked with LPL Financial LLC, Uvest Financial Services Group, Inc., Fiserv Investor Services, Inc., Wellington Securities, Inc., and First Investors Corporation. Adam specializes in helping individuals, families, businesses, and charitable organizations with their financial planning and investment needs.

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ADVISOR BIO

Adam Gensler is a Certified Financial Planner and investment advisor representative at Frank, Rimerman Advisors LLC. Adam has been a tax partner at a public accounting firm since 2012. Adam has been registered with the state of California as an investment advisor representative since 2024. Adam has a Series 65 license, and has been in the industry since 2002. Adam is a specialist in providing financial planning, investment management, and other advisory services to high-net-worth individuals, charitable organizations, and other investment advisors.

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