ADVISOR BIO

Rachelle Fragnito-dufault is an investment advisor representative at The Ayco Company, LP. She is registered with the state of California and Texas and is licensed to provide investment advice in both states. Rachelle has been in the financial services industry since August 12, 1997, and has experience working with individuals, corporations, and charitable organizations. Rachelle is committed to providing her clients with personalized financial advice and guidance. She is a strong advocate for financial planning and believes that everyone should have access to quality financial advice. Rachelle is also a member of the Financial Industry Regulatory Authority (FINRA), a self-regulatory organization for the securities industry. She is a registered representative of FINRA and is subject to its rules and regulations.

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ADVISOR BIO

Rachelle Ng is an investment advisor representative with Stifel, Nicolaus & Company, Inc. in the Los Angeles, CA office. Rachelle has been in the industry since October 2003 and has a long history of experience, having previously worked at WELLS FARGO CLEARING SERVICES, LLC and UBS FINANCIAL SERVICES INC. . Rachelle is a registered representative in 49 states and holds Series 66, Series 7, and SIE licenses.

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ADVISOR BIO

Rachelle Ruiz is an Investment Advisor Representative with Morgan Stanley. She is a Registered Representative and Investment Advisor Representative with over 20 years of experience in the financial services industry. Rachelle is active in both Broker-Dealer and Investment Advisor capacities and has expertise in the financial planning, asset allocation advice, and portfolio management needs of high net worth individuals, corporations, and institutional clients.

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ADVISOR BIO

Rachelle Andrus is a financial advisor at J.P. Morgan Securities LLC and has been in the industry since July 28, 2009. Rachelle has a broad range of experience, working with a variety of clients, including individuals, corporations, pension and profit-sharing plans, insurance companies, charitable organizations, and labor unions. Rachelle holds Series 6, 7, 63 and 66 securities licenses and is registered in 16 states, including California, Texas, Arizona, Colorado, Florida, Idaho, Indiana, Nevada, New Mexico, Oregon, South Carolina, Tennessee, Virginia, and Washington. Rachelle is also registered as an Investment Advisor Representative in Texas and California. Rachelle specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors.

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ADVISOR BIO

Rachelle Torres is a financial advisor with J.p. Morgan Securities LLC. Rachelle has been in the financial industry since 2012. Rachelle is registered with the state of California and 14 other states. Rachelle specializes in investments, financial planning and portfolio management for businesses and individuals. Rachelle has also been registered with Chase Investment Services Corp. in the past. Rachelle is committed to providing her clients with the highest level of service and expertise.

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ADVISOR BIO

Racquel Leigh Kolsrud is a financial advisor with Vigilare Wealth Management LLC, and has over 20 years of experience in the financial services industry. Racquel has a Series 7, Series 63 and Series 66 licenses and is also a Certified Financial Planner. Racquel has previously worked for CHARLES SCHWAB & CO., INC..

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Radha M. Narayan is an investment advisor representative with UBS Financial Services Inc. Radha has been in the industry since August 25, 1994, and holds Series 3, 7, and 63 securities licenses. She has also passed the Series 65 exam, which qualifies her as an Investment Advisor Representative. Radha is licensed in 22 states and has experience working with clients from a range of backgrounds, including high-net-worth individuals, charitable organizations, corporations, and pension plans. Radha specializes in a variety of services, including financial planning, portfolio management, and educational seminars.

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ADVISOR BIO

Radhika Srinivasan is an investment advisor representative with Wells Fargo Clearing Services, LLC, in Walnut Creek, California. She has been in the financial services industry since April 2008. Radhika has Series 7, Series 66, and SIE licenses.

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ADVISOR BIO

Radia Caterina Hunter is a financial advisor at Ameriprise Financial Services, LLC. Radia has been in the financial services industry for over 10 years and is registered in 25 states. Radia is a Certified Financial Planner and has a Series 6, 7, 63, and 66 license. Radia specializes in providing financial planning, asset allocation services, portfolio management, and pension consulting. Radia also provides educational seminars and publications. Radia's experience and expertise make her a valuable resource for individuals and families seeking financial advice. Radia previously worked at Chase Investment Services Corp. Radia is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.

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ADVISOR BIO

Radoslav Mladineo is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Radoslav has been in the industry for over 20 years and is licensed in numerous states including California, Texas, Florida, Georgia, Idaho, Massachusetts, Nevada, North Carolina, Pennsylvania, South Carolina, Utah, and Washington. Radoslav provides financial services to individuals, businesses, corporations, and government entities. In addition to portfolio management, Radoslav provides a range of services such as performance measurement reports, allocation modeling, investment policy statements, research reports and services, pension consulting, and educational seminars.

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