ADVISOR BIO

Morgan Anders Baldwin is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. based in Palo Alto, California. Morgan has been in the industry since February 26, 2024. Morgan has successfully completed the Series 7TO, SIE, and Series 66 exams. Morgan has a strong background in financial services and a deep understanding of the investment industry. Morgan specializes in providing investment advice to a variety of clients, including individuals, businesses, and institutions.

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ADVISOR BIO

Morgan Marshall is a financial advisor with Fidelity Personal and Workplace Advisors. Morgan has been in the financial services industry for over 2 years. Morgan is licensed to provide financial advice in 39 states and is also registered as an investment advisor in California and Texas. Morgan has a Series 7, Series 66, and SIE license. Morgan specializes in providing financial advice to individuals, businesses, and retirement plans.

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ADVISOR BIO

Morgan Brennon Seymour is an investment advisor representative at Merrill Lynch, Pierce, Fenner & Smith Inc. Morgan has been in the industry since May 4, 2022. Morgan is registered with the state of California, Texas, and other states. Morgan specializes in a variety of investment products and services, including financial planning, portfolio management, and securities.

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ADVISOR BIO

Morgan Ryan Davis is a financial advisor in San Diego, California with over 7 years of experience. Morgan Ryan Davis works with individuals, high-net-worth individuals, corporations and other businesses, charitable organizations, and pension and profit-sharing plans. Morgan Ryan Davis is affiliated with THE Wealth Consulting Group, a firm with over 100 employees and approximately $1 billion - $10 billion in assets under management. Morgan Ryan Davis is registered with the state of California and holds the following licenses: Series 6, Series 7, Series 63, Series 65, and SIE.

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Morgane McNally is a financial advisor who has been working in the industry since 2016. Morgane is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and holds Series 7, 9, 10, and 66 securities licenses. Morgane also has experience working with clients from a variety of backgrounds, including individuals, families, businesses, and institutions. Morgane has a strong track record of success in helping clients achieve their financial goals, and is committed to providing personalized service and guidance.

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Morisea Davis is a financial advisor with Wells Fargo Clearing Services, LLC. Morisea has been in the industry since 2014 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. She is registered to provide financial advice in California and North Carolina. In addition to her work with Wells Fargo Clearing Services, LLC, Morisea also owns a retail business.

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ADVISOR BIO

Morrie Wolbrum Reiff is a financial advisor with Planned Asset Management in CALABASAS, CA. Morrie has been working in the financial industry since 1985. Morrie is a CERTIFIED FINANCIAL PLANNER™ professional and offers a range of advisory services to clients, including financial planning, estate planning, retirement planning, and portfolio management. Morrie also provides selection of other advisers. Morrie has a long history of working with individual clients and is also experienced in providing investment advice to retirement plans.

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Morris Amiri is a registered Investment Advisor Representative with Sowell Management. Morris has been in the industry since 2000 and has experience with both broker-dealer and investment advisor firms. Morris holds Series 7, 63, and 66 licenses and has been registered in California since 2018. Morris has also previously worked with Fallbrook Capital Securities Corp., RBC Capital Markets Corporation, Bear, Stearns & Co. Inc., and Klein Investment Group, L.P. Morris has a background in Real Estate and spends less than 5 hours a month on this activity outside of Sowell Management. Sowell Management is an investment advisory firm headquartered in North Little Rock, Arkansas. Sowell Management has over 13,000 clients with over 3 billion dollars in assets under management and offers services in financial planning, portfolio management for individuals and selection of other advisors.

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Morten Roness is an Investment Advisor Representative with Steelpeak Wealth, LLC. He is registered with the state of California. Morten has been in the industry for over 25 years and has experience with a variety of firms. He is dedicated to providing his clients with personalized financial advice and helping them reach their financial goals. Morten specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. Morten was previously with PURSHE KAPLAN STERLING INVESTMENTS and MML INVESTORS SERVICES, LLC.

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Morton Lee Lipman is a registered investment advisor representative with LPL Financial LLC in San Diego, CA. Morton has been in the industry since February 2021 and holds the Series 7, Series 24, and Series 66 licenses. Morton has experience providing financial planning and portfolio management for businesses and individuals. They also specialize in consulting and other non-discretionary advisory services.

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