ADVISOR BIO

Philip Dressler is a financial professional with over 1 year of experience in the industry. Philip is currently registered with J.p. Morgan Securities LLC in San Francisco, CA. Philip has also worked for FTP Securities LLC in San Francisco. Philip specializes in providing financial advice to a variety of clients, including high net worth individuals, corporations, and charitable organizations. Philip has a strong background in investment banking and is licensed to sell securities in California and New York.

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ADVISOR BIO

Philip Fogli is a financial advisor with over 20 years of experience in the industry. Philip is a CERTIFIED FINANCIAL PLANNER™ professional and currently works with Global Retirement Partners LLC. Previously Philip was with Geneos Wealth Management, Inc., Raymond James Financial Services, Inc. and Princor Financial Services Corporation. Philip has been registered as an investment advisor representative (IAR) with Global Retirement Partners, LLC and as a broker with LPL Financial LLC. Philip is licensed in multiple states. Philip specializes in financial planning, portfolio management, and pension consulting. Philip serves individuals, families, businesses, and retirement plans.

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ADVISOR BIO

Philip Yi is a financial advisor registered with J.P. Morgan Securities LLC and has been in the industry since July 31, 2022. Philip Yi has a Series 63, Series 7TO, Series 79TO, and SIE licenses. Philip Yi's expertise includes specializations in various financial areas. Philip Yi specializes in various areas such as Securities, Mutual Funds and Variable Annuities, Annuities, Equity, Fixed Income, and Options. Philip Yi is registered in 53 states and holds an active registration with FINRA.

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ADVISOR BIO

Philip Moston is an investment advisor representative with Osaic Wealth, Inc. based in Westlake Village, California. Philip has been in the securities industry since 2003. He is a registered investment advisor in California and holds licenses for Series 3, 7, 24, 55, 63, 65, and 66. Philip has experience with various firms including FSC Securities Corporation, Wells Fargo Clearing Services, LLC, U.S. Bancorp Investments, Inc., Citigroup Global Markets Inc., J.P. Morgan Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and UBS Securities LLC. Philip specializes in financial planning, portfolio management for individuals and businesses, and pension consulting.

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ADVISOR BIO

Philip Thomas Winterson is a financial advisor at Wells Fargo Clearing Services, LLC. Philip has been in the financial services industry since 1991 and holds licenses to sell securities in multiple states, including California. Philip's professional experience spans several firms, including CitiCorp Investment Services and Quick & Reilly, Inc. Philip has extensive experience in portfolio management, and Philip is also a licensed Investment Adviser Representative in California.

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ADVISOR BIO

Philip Edwin Rogers is a registered representative with Wells Fargo Clearing Services, LLC. Philip Rogers is a veteran financial advisor with over 20 years of experience in the industry. Philip Rogers specializes in providing investment advice and portfolio management for individuals, businesses, and institutions. Philip Rogers is also registered to offer investment advisory services in several states including California, Idaho, Nevada, and Utah. Philip Rogers has been affiliated with Wells Fargo Clearing Services, LLC since September 2019. Prior to that, Philip Rogers was a registered representative with JPMorgan Securities LLC, Chase Investment Services Corp., WAMU Investments, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

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ADVISOR BIO

Philip Gilbert Garcia is an Investment Advisor Representative associated with Coppell Advisory Solutions LLC. Philip has been in the industry since 2009 and is registered to provide investment advice in California, Louisiana, and Texas. Philip holds a Series 65 license and is a managing member of VG Capital Financial Services, a life and health insurance agency. Philip specializes in providing financial planning services, portfolio management for individuals and businesses, and selection of other advisors.

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ADVISOR BIO

Philip Catalan is a financial advisor with over 25 years of experience in the industry. Philip currently works at Citigroup Global Markets Inc., where he has been employed since September 2023. Philip is registered in California as a Registered Representative (RR) and Investment Advisor Representative (IAR). Prior to joining Citigroup Global Markets Inc., Philip worked at Charles Schwab & Co., Inc., LPL Financial LLC, VALIC Financial Advisors, Inc., WELLS FARGO ADVISORS, LLC, and BANCWEST INVESTMENT SERVICES, INC. Philip holds the Series 7, Series 63, Series 65, and SIE licenses. Philip specializes in portfolio management for individuals and businesses, asset allocation advice, financial planning, and pension consulting. Philip has experience working with a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.

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ADVISOR BIO

Philip Alan Carpenter is an investment advisor representative with UBS Financial Services Inc. Philip Carpenter has been in the industry since July 22, 1985. The advisor is currently registered with the following states: Alaska, Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Kansas, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nebraska, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia, Washington, Wisconsin, and Wyoming. Philip Carpenter is a registered representative of UBS Financial Services Inc. Philip Carpenter has passed the Series 3, Series 7, and Series 63 exams. Philip Carpenter also has a designation from the National Futures Association as an arbitrator.

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ADVISOR BIO

Philip Mathias is a financial advisor currently working at Wells Fargo Clearing Services, LLC. Philip has over 27 years of experience in the financial services industry. Philip is a registered representative with FINRA and holds the Series 7, 9, 10, 31 and 63 licenses. Philip has a strong background in investment management and financial planning. Philip provides a range of services, including investment consulting, financial planning, pension consulting, selection of other advisors and portfolio management. Philip's previous employers include Morgan Stanley and Morgan Stanley Smith Barney.

SPECIALIZATIONS