ADVISOR BIO

Sheila Medina Edesan is a financial advisor with Transamerica Financial Advisors, Inc. Sheila has been in the financial services industry since 2009. Sheila holds a Series 6 license, as well as the Series 63 and SIE exams. Sheila is registered to offer securities in California. Sheila is located in Santa Clara, CA, and has been with Transamerica Financial Advisors, Inc. since 2012. Prior to that, Sheila was registered with WORLD GROUP SECURITIES, INC. She has a strong understanding of investment strategies and financial planning. Sheila is dedicated to providing her clients with personalized advice and guidance to help them achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Sheila Elizabeth Little is a registered investment advisor representative with Perigon Wealth Management, LLC, located in San Francisco, CA. She is also a registered representative with Fortune Financial Services, Inc. Sheila has over 10 years of experience in the financial services industry, specializing in financial planning, portfolio management, and investment advisory services. She has a strong commitment to helping clients achieve their financial goals.

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ADVISOR BIO

Sheila Carlson is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Sheila Carlson has been in the industry since 1998. Sheila Carlson has passed the Series 66, Series 7, and SIE exams and is licensed in several states. Sheila Carlson specializes in a variety of areas, including investment advisory services, financial planning, and portfolio management. Sheila Carlson works with a variety of clients, including individuals, families, businesses, and retirement plans. Sheila Carlson provides her clients with personalized service and advice to help them achieve their financial goals.

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ADVISOR BIO

Sheila Lynette Gray is a registered representative and investment advisor representative with RBC Capital Markets, LLC. Sheila has been in the financial industry for 17 years and is currently based out of Fresno, California. Sheila specializes in working with a wide range of clients, including individuals, high-net-worth individuals, corporations, businesses, and pension and profit-sharing plans. Sheila is committed to providing her clients with personalized financial advice and guidance.

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ADVISOR BIO

Sheila Braun is a financial advisor working with Commonwealth Financial Network. Sheila has been in the financial services industry since 2011. Sheila has both Series 7 and Series 66 securities licenses and is registered with the state of California. She specializes in providing financial advice to individuals, families, and small businesses. Sheila is committed to helping her clients achieve their financial goals.

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ADVISOR BIO

Shekinah Anoh Kablan is a registered representative with Citigroup Global Markets Inc., a firm that manages more than $50 billion in assets. Shekinah is registered in Colorado, District of Columbia, Florida, Louisiana, Maryland and Puerto Rico. Shekinah holds the Series 79TO and SIE licenses.

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ADVISOR BIO

Shelbi Cleaver is a financial advisor with J.P. Morgan Securities LLC in Healdsburg, California. She is also registered as an Investment Advisor Representative. Shelbi has been in the industry since January 30, 2021, and has previously worked with Equitable Advisors, LLC. Shelbi holds the Series 7, SIE and Series 66 licenses.

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ADVISOR BIO

Shelby Augusta Bullion is a registered representative and investment advisor representative with Charles Schwab & CO., Inc. Shelby has been in the industry since 2021. Shelby currently works out of the Charles Schwab & CO., Inc. branch office located in Menlo Park, California. Shelby is licensed in 51 states to sell securities, and is also registered as an Investment Advisor Representative in California.

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ADVISOR BIO

Shelby Jay is a financial advisor who has been in the industry since August 2018. Shelby is currently registered with LPL Financial LLC and is based in San Diego, CA. Shelby has previously worked at Cambridge Investment Research, Inc. in Fairfield, IA. Shelby has passed the Securities Industry Essentials Examination (SIE) and the Operations Professional Examination (Series 99).

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ADVISOR BIO

Shelby Wells Seivert is an Investment Advisor Representative at Lido. Shelby is a registered Investment Advisor Representative in the state of California. Shelby has been in the industry since 2017 and has experience at several firms, including Echelon Partners LLC, Owen James, FiComm Partners, University of San Diego, Manhattan West Asset Management, MRKTSpace, and Lido Advisors, LLC. Shelby holds the Series 65 license.

SPECIALIZATIONS