ADVISOR BIO

Ryan T. Fox is a financial advisor registered with SVB Wealth. Ryan has been in the industry for over 17 years. Ryan's primary focus is investment advisory services to high-net-worth individuals and families. Ryan is also an active member of the community, with previous employment history at Northern Trust and Boston Private Wealth LLC.

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ADVISOR BIO

Ryan Domenico is a financial advisor at Fidelity Personal And Workplace Advisors. Ryan has been in the financial industry since 2011 and is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 66, and SIE licenses. Ryan's firm manages assets for individuals, businesses, and charitable organizations. Fidelity Personal And Workplace Advisors provides financial planning, portfolio management, educational seminars, and selection of other advisors.

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ADVISOR BIO

Ryan Curtis Wehr is a financial advisor with over 20 years of experience in the financial services industry. Ryan is currently registered with Valic Financial Advisors, Inc. and has been with the firm since June 2003. Ryan is also an active insurance agent in Texas. Ryan's focus is on providing financial planning and portfolio management services to individuals and businesses. Ryan is committed to helping his clients achieve their financial goals.

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ADVISOR BIO

Ryan Christopher Perry is a financial advisor with over 20 years of experience in the industry. Ryan is a Certified Financial Planner™ professional and has held various positions at prominent firms such as Merrill Lynch and MetLife Securities. Currently, Ryan is a Registered Representative with Falcon Wealth Planning, Inc. Ryan specializes in providing comprehensive financial planning services, portfolio management for individuals and businesses, and selection of other advisors.

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ADVISOR BIO

Ryan Botsford is a financial advisor with J.P. Morgan Securities LLC. Ryan has 14 years of experience in the financial services industry. Ryan has a Series 7, Series 31, and Series 66 license. Ryan is registered to offer investment advisory services in Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Massachusetts, Michigan, Mississippi, Nevada, New Jersey, New Mexico, New York, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Vermont, Washington, and Wisconsin. Ryan was previously registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, WELLS FARGO ADVISORS, LLC, and MORGAN STANLEY SMITH BARNEY. Ryan's primary office is in Santa Monica, California.

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ADVISOR BIO

Ryan Maley is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Ryan has been in the industry since 2005 and has experience with a variety of financial products and services. Ryan is registered with the state of California as both a broker-dealer and an investment advisor. Ryan also holds Series 6, 7, 63, 66, and SIE licenses. Ryan is committed to providing clients with personalized financial advice and guidance.

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ADVISOR BIO

Ryan Stephen Leonard is a financial advisor registered with J.p. Morgan Securities LLC and holds a Series 63, Series 6TO, and SIE license. Ryan has been in the industry for over 3 months, and is currently licensed in California. Ryan is available to provide financial services to individuals, corporations, and other businesses.

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Ryan Michael Thomason is a registered investment advisor representative at Optivest, Inc. Ryan has been in the financial services industry since November 20, 2014. Ryan is licensed to provide investment advisory services in California. Ryan also holds Series 7 and Series 66 licenses. Ryan has previously been registered with CNR Securities, LLC and has experience providing investment advice to individuals, high-net-worth individuals, and charitable organizations. Ryan's specializations include financial planning, portfolio management, and selection of other advisors. Ryan provides advisory services through Optivest, Inc., which is a registered investment advisor with a strong focus on providing comprehensive financial planning and investment management services to individuals and families.

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ADVISOR BIO

Ryan Duffy is a financial advisor with UBS Financial Services Inc. based in Walnut Creek, California. Ryan has been a registered representative in the securities industry since June 2017. Ryan has passed the Series 66, Series 7 and SIE exams. Ryan holds registrations in 25 states for both broker-dealer and investment advisory activities. Ryan specializes in providing financial planning, portfolio management for businesses and individuals, and educational seminars.

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ADVISOR BIO

Ryan Jordan is a financial advisor with Planmember Securities Corp. Ryan has been in the industry for over eight years and specializes in investment and retirement planning. He also provides financial advisory services through CS Planning Corp., DBA Financial Alternatives, and has experience as an advisor for Foresters Financial Services, Inc. and Foresters Advisory Services. Ryan holds Series 6, 7, 63, and 66 licenses. Ryan is registered in Arizona, California, Colorado, Idaho, Oregon, Utah, and Washington.

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