ADVISOR BIO

Scott Robert Kreymborg is a financial advisor with MML Investors Services, LLC, based in Sacramento, CA. Scott has over 30 years of experience in the financial services industry, working with clients of all types, including high net worth individuals, corporations, and individuals, and specializes in providing asset allocation programs, financial planning, and portfolio management for businesses and individuals. Scott's career began in 1986. He joined MML Investors Services, LLC in 2017 after working at MSI Financial Services, Inc., Metropolitan Life Insurance Company, and Allstate Financial Services, LLC. Scott has earned the Series 7 and the Securities Industry Essentials Exam. Scott is registered in California.

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ADVISOR BIO

Scott Thomas Sargent is an Investment Advisor Representative with Wells Fargo Clearing Services, LLC. Scott has been in the industry since 1994 and is registered with both the state of California and Texas. Scott holds the Series 7, Series 31, Series 63 and Series 65 licenses, as well as the SIE exam. Scott's specialties include providing financial planning services, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. Scott's prior employment includes working with Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, and Morgan Stanley DW Inc.

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ADVISOR BIO

Scott Henry Weber is a registered investment advisor representative with RBC Capital Markets, LLC. Scott has been in the industry since March 10, 2002 and holds the Series 66, Series 10, Series 9, SIE, Series 31, and Series 7 licenses. Scott is registered to provide investment advice in 28 states. Scott is a licensed representative of RBC Capital Markets, LLC.

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ADVISOR BIO

Scott David Nelson is a financial advisor with over 17 years of experience in the industry. Scott is a Certified Financial Planner™ professional and holds the Series 7, Series 66, and SIE licenses. Scott is currently registered with LPL Financial LLC and is licensed to provide investment advice in 27 states. Scott has a wide range of experience, working with individuals, families, and businesses to create comprehensive financial plans. Scott's previous experience includes working with Lincoln Financial Advisors. Scott's specializations include retirement planning, college savings, and estate planning.

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ADVISOR BIO

Scott Sugarman is a financial advisor associated with UBS Financial Services Inc. Scott has been a registered representative for over 33 years. Scott is registered with the Securities and Exchange Commission (SEC) and FINRA, as well as in many states. Scott holds a Series 3, 7, 31 and 63 licenses and has passed the SIE and Series 65 exams. Scott also has experience working at Citigroup Global Markets Inc. and PaineWebber Incorporated.

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ADVISOR BIO

Scott Allison is a financial advisor with City National Securities, Inc., a firm based in Los Angeles, CA. Scott has over a decade of experience in the financial services industry. Scott specializes in working with high-net-worth individuals, families, and businesses. Scott provides a wide range of financial services, including financial planning, portfolio management, and investment advisory services. Scott has a strong track record of success and is committed to helping clients achieve their financial goals.

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ADVISOR BIO

Scott Frunzi is a financial advisor at LPL Financial LLC. Scott has been in the financial services industry since 2017. Scott has worked at Vanguard Marketing Corporation and LPL Financial LLC. Scott is registered with the state of California as a Broker-Dealer and Investment Advisor Representative. Scott's specializations include a wide range of financial services, including financial planning, portfolio management, and pension consulting. Scott also provides educational seminars to clients.

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ADVISOR BIO

Scott Matthew Cruse is a financial advisor with over 36 years of experience in the financial services industry. Scott currently works at Morgan Stanley and is registered as a Registered Representative (RR) in the states of California and Texas. Scott has a Series 65 license for Investment Advisor Representatives (IAR), and is also licensed in Arizona, Colorado, Florida, Hawaii, Idaho, Illinois, Indiana, Nevada, New Mexico, Ohio, Oregon, Texas and Washington. Scott's career includes previous roles at MORGAN STANLEY & CO. INCORPORATED and MORGAN STANLEY DW INC.

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ADVISOR BIO

Scott Whitney is a financial advisor in Westlake Village, California. Scott has over 28 years of experience in the financial services industry. Scott is a Registered Representative and Investment Advisor Representative. Scott is licensed to provide investment advice in Arizona, California, and Texas. Scott is currently employed by Manchester Financial Inc., located in Westlake Village, California. Scott has previously worked at Canterbury Capital Services, Inc., located in Newport Beach, California. Scott's areas of expertise include financial planning, portfolio management, and consulting services. Scott specializes in working with high-net-worth individuals, corporations or businesses, and pension and profit-sharing plans. Scott is a committed professional who is dedicated to helping clients achieve their financial goals.

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ADVISOR BIO

Scott Mahkorn is a financial advisor with Transamerica Financial Advisors, Inc. Scott has been in the financial services industry since 2011. Scott is licensed to provide financial advice in Arizona, California, Colorado, Maryland, Oregon and Washington. Scott holds the Series 6, Series 63 and SIE securities licenses. Scott specializes in providing financial planning services and portfolio management. Scott is committed to providing clients with the highest level of service and expertise.

SPECIALIZATIONS