ADVISOR BIO

Ryan Makoto Yee is a financial advisor with Centaurus Financial, Inc. located in SAN JOSE, CA. Ryan has been in the financial industry since January 18, 2018. Ryan is licensed in seven states: Arizona, California, Colorado, Nevada, Oregon, Texas, and Washington. Ryan is also a registered investment advisor representative in these seven states. Ryan has earned several professional designations and has completed the following exams: Series 6, Series 63, Series 65, Series 26, and SIE. Ryan provides a variety of financial services to clients, including financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, market timing services, and publication of periodicals. Ryan is dedicated to helping clients achieve their financial goals.

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ADVISOR BIO

Ryan Wetsel is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Ryan has been in the financial services industry since June 26, 2000. Ryan is a registered representative in California and Texas. Ryan has a Series 7, 31, and 66 license and a SIE exam certificate. Ryan has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since May 2009. Previously, Ryan was employed by Citigroup Global Markets Inc. and Morgan Stanley DW Inc. Ryan provides a wide range of investment advisory services, including portfolio management for businesses and individuals, as well as pension consulting and educational seminars.

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ADVISOR BIO

Ryan Bird is a registered Investment Advisor Representative with Pioneer Advisory. Ryan has been in the industry for over 20 years, and has experience working with high-net-worth individuals and individuals other than high-net-worth. Pioneer Advisory is a Registered Investment Advisor (RIA) based in Moraga, California. The firm provides financial planning, selection of other advisors, and portfolio management for individuals.

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ADVISOR BIO

Ryan Mayer is a registered representative with Neuberger Berman BD LLC. Ryan has been in the financial industry since 2015. Ryan has passed the Series 7, Series 99, Series 24, SIE and Series 66 exams. Ryan has been registered with the state of California since 2018 and is also registered with the state of New York. Ryan has also been previously registered with Infinity Financial Services. Ryan is currently licensed as a registered representative.

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ADVISOR BIO

Ryan Hastie is a financial advisor associated with Commonwealth Financial Network and Hastie Financial Group. Ryan has been active in the securities industry since February 2022. Ryan is registered with the state of California as a Registered Representative and Investment Advisor Representative. Ryan specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and retirement plans. Ryan is committed to providing personalized financial advice and guidance to help clients achieve their financial goals. Ryan’s office is located at 307 Main Street, Suite 300, Salinas, CA 93901.

SPECIALIZATIONS

ADVISOR BIO

Ryan Steven Serrecchia is a financial advisor with Ep Wealth Advisors. Ryan has been in the financial services industry since 1999. Ryan holds a Series 63, Series 66, Series 7, Series 4 and Series 24. Ryan's professional experience includes roles at Securities Service Network, Inc., TD Ameritrade, Inc., AXA Advisors, LLC, Datek Online Financial Services LLC and Datek Online Brokerage Services LLC. Ryan is registered to provide investment advisory services in California, Hawaii, and Texas. Ryan is a Certified Financial Planner and specializes in Retirement Planning, College Savings, Insurance, Estate Planning, and Tax Planning. Ryan is committed to providing clients with personalized financial advice and strategies to help them achieve their financial goals.

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ADVISOR BIO

Ryan McKell is a financial advisor who has been in the industry since 2014. Ryan is a registered representative with Cambridge Investment Research Advisors, Inc., and is currently licensed in California and Texas. Ryan works with high net worth individuals, individuals other than high net worth, charitable organizations, and pension and profit-sharing plans. Ryan offers a variety of financial services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Ryan is also an independent insurance agent and provides tax preparation, accounting and payroll preparation services.

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ADVISOR BIO

Ryan J. Sittauer is a financial advisor with LPL Financial LLC in San Francisco, California. Ryan has been in the financial industry since 2012, specializing in a range of services, including portfolio management, financial planning, pension consulting, and educational seminars. Ryan holds the Series 6, Series 63, Series 65, and SIE licenses. Ryan is registered to provide investment advisory services in Arizona, California, Colorado, Idaho, and Washington. Ryan also offers a range of insurance products through Jackson Square Financial, JSF Benefits, Inc., Calender Robinson Insurance, and JSF Insurance Services.

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ADVISOR BIO

Ryan Samuel Naser is a financial advisor with over 9 years of experience in the industry. Ryan is currently registered with LPL Financial LLC and has been with the firm since July 2022. Ryan holds Series 7 and 66 securities licenses as well as the SIE exam. Ryan has experience with various financial products and services including financial planning, portfolio management, and pension consulting. Before joining LPL Financial, Ryan worked at Woodbury Financial Services, Inc. and Investors Capital Corp. Ryan has a wide range of client experience, including individuals, corporations, and charitable organizations.

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ADVISOR BIO

Ryan James Wood is a financial advisor with Morgan Stanley. Ryan has been in the industry since 2016 and is registered to provide investment advice in 53 states and the District of Columbia. Ryan is also registered with FINRA and has experience working for Merrill Lynch and Lincoln Financial Advisors.

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