ADVISOR BIO

Shannon Clark is an active investment advisor representative with U.S. Bancorp Advisors, LLC, with a Series 27, Series 99TO, and SIE license. Shannon has over 12 years of experience in the industry. Shannon also previously held a position with PFM Fund Distributors, Inc. and U.S. Bancorp Investments, Inc. Shannon's primary office is located in Glendale, California.

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ADVISOR BIO

Shannon Maree Hurte is a financial advisor with Edward Jones. Shannon has over 20 years of experience in the financial services industry. Shannon specializes in financial planning, portfolio management, and retirement planning. Shannon holds a Series 6, 7, and 63 license and is also a registered representative with FINRA. Shannon has a strong commitment to helping her clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Shannon Lorraine Corpuz is a financial advisor currently registered with LPL Financial LLC and King Wealth Planning, Inc. in California. Shannon has been in the financial services industry since 2014 and holds the Series 66, Series 7TO, and SIE licenses. Shannon provides financial planning and consulting services through King Wealth Planning, Inc., an independent investment advisor firm.

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ADVISOR BIO

Shannon Schmidt is a financial advisor with LPL Financial LLC. Shannon has been in the industry for over 5 years, starting in March 2018. Shannon is registered with FINRA and the state of California. They hold the Series 7, Series 66, and SIE licenses. In addition to working as a financial advisor, Shannon is also the owner of SDS Fine Art.

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ADVISOR BIO

Shannon Tara Ryan is a financial advisor who has been in the industry since 1993. Shannon has experience working with a wide range of clients, including individuals, families, businesses, and institutions. Shannon currently works at Wells Fargo Clearing Services, LLC. Shannon's focus is on providing financial planning and investment management services to help clients reach their financial goals.

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ADVISOR BIO

Shannon Beahan is a financial advisor with McManus Cooper. Shannon has been in the financial services industry since 2008 and is registered with FINRA and the State of California. Shannon is a Certified Financial Planner and provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals to clients. Shannon's firm manages over $2.5 billion in assets.

SPECIALIZATIONS

ADVISOR BIO

Shannon Chavez is an investment advisor representative registered with City National Securities, Inc. Shannon has been in the securities industry since December 2010 and has passed the Series 66, Series 7, and SIE exams. Shannon has held previous positions with Crowell, Weedon & Co. and City National Securities, Inc. Currently, Shannon is also a partner in Bird Brain Products LLC, and managing member of Bird Brain Smokies LLC. Shannon’s firm specializes in providing financial planning and portfolio management services to individuals, businesses, and institutions.

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ADVISOR BIO

Shannon Liesl Stepper is a financial professional with over 20 years of experience in the industry. Shannon is currently registered with Charles Schwab & CO., Inc. and has been with the firm since March 28, 2000. Shannon is a Series 7, Series 55, Series 57TO, and Series 63 licensed professional. Shannon is a registered representative in California. Prior to joining Charles Schwab & CO., Inc., Shannon was employed with SCHWAB CAPITAL MARKETS L.P. from September 17, 2002 to November 8, 2004. Shannon’s firm provides a wide range of financial services including financial planning, portfolio management for individuals, selection of other advisers, and a wrap fee program.

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ADVISOR BIO

Shannon Horton is a Registered Investment Advisor, licensed in California. Shannon has over 10 years of experience in the financial services industry. Shannon is affiliated with Financial Coaching Partners LLC, an independent investment advisory firm based in Somis, CA. Financial Coaching Partners LLC specializes in financial planning. The firm offers financial planning services to individuals. Shannon's previous affiliations include Sagepoint Financial, Inc. and Sunamerica Securities, Inc.

SPECIALIZATIONS

ADVISOR BIO

Shannon Luann Sahli is a licensed Investment Advisor Representative with Lido. Shannon is registered to offer advisory services in California and Texas. Shannon has been in the financial industry since May 2023. Shannon specializes in offering financial planning services, educational seminars, selection of other advisers, and portfolio management for individuals, businesses, and investment companies.

SPECIALIZATIONS