ADVISOR BIO

Sheryl Renee O'Donnell is a financial advisor with Morgan Stanley. Sheryl has over 25 years of experience in the financial industry. Sheryl is registered with the state of California and Texas. Sheryl offers a range of financial services, including financial planning, portfolio management, and asset allocation advice.

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ADVISOR BIO

Sheryl Diane Rados is an investment advisor representative with NWF Advisory Services Inc. Sheryl has been in the industry since 1987 and has a wide range of experience, including positions at Lehman Brothers Inc., Citigroup Global Markets Inc., Morgan Stanley Smith Barney, Crowell, Weedon & Co., and First Midwest Securities, Inc. Sheryl is registered to provide investment advisory services in California, New York, and Texas. Sheryl is a Series 7 and Series 63 licensed representative and a Series 65 licensed investment advisor representative. Sheryl specializes in providing financial planning, portfolio management, and educational seminars.

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ADVISOR BIO

Sheryll Mae Yee is a registered representative and investment advisor representative with MMA Securities LLC in San Diego, California. Sheryll has been in the industry since 2011. Previously, Sheryll was employed by Commonwealth Financial Network and First Allied Securities, Inc. Sheryll's areas of expertise include retirement planning, pension consulting, and educational seminars.

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ADVISOR BIO

Suzy Shin is an active investment advisor representative with Morgan Stanley. Shin has been in the industry since August 2014 and has passed the Series 7, Series 66, and SIE exams. Shin is registered to provide investment advice in over 50 states and the District of Columbia. In addition to investment advice, Shin may offer financial planning, pension consulting, and educational seminars. Shin is also an active investment advisor representative in Texas.

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ADVISOR BIO

Shiela Imperial is a financial advisor with J.P. Morgan Securities LLC. Shiela has been in the industry since 2012, working at Chase Investment Services Corp. before joining J.P. Morgan. Shiela Imperial is licensed in California and Texas as a registered representative and an investment advisor representative. Shiela has passed the Series 6, 7TO, and 66 exams and the SIE exam.

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ADVISOR BIO

Shiela Hingorani is a financial advisor with over 25 years of experience in the industry. She is currently registered with Morgan Stanley in San Francisco, CA and has previously been registered with UBS Financial Services Inc., UBS Warburg LLC, and Morgan Stanley & Co., Incorporated. Shiela has a broad range of experience, including securities, commodities, and investment advisory services. Shiela has a strong track record of providing investment advice to a diverse clientele, including individuals, businesses, and institutions.

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ADVISOR BIO

Shifang Li is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Shifang Li has been in the industry since August 6, 2022. Shifang Li works in the Palo Alto, CA office. Shifang Li is registered with the Securities and Exchange Commission as an Investment Adviser Representative and is also registered with the state of California and Texas. Shifang Li holds the Series 66, 7TO and SIE licenses. Shifang Li is licensed to provide investment advice to insurance companies, charitable organizations, high net worth individuals, banking or thrift institutions, pension and profit sharing plans, corporations or other businesses, and individuals other than high net worth. Shifang Li is also registered with the state of Arizona, Florida, Idaho, Nevada, New Jersey, Oregon, Washington and Texas.

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ADVISOR BIO

Shih Yuin Liu is an Investment Advisor Representative associated with Merrill Lynch, Pierce, Fenner & Smith Inc. Shih has been in the industry since June 2014. They are licensed in 55 states. Shih Yuin Liu is registered as an Investment Advisor Representative with Financial Industry Regulatory Authority (FINRA) and holds Series 7, 66, and SIE licenses.

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ADVISOR BIO

Shih-hua Liu is a financial advisor with over 30 years of experience in the industry. Shih-hua is currently registered with Morgan Stanley, a leading financial services firm. Prior to joining Morgan Stanley, Shih-hua worked at Wells Fargo Clearing Services, LLC and A. G. Edwards & Sons, Inc. Shih-hua holds Series 3, 7, 63 and 65 licenses, as well as the SIE exam certification. Shih-hua Liu is a Certified Financial Planner (CFP) and has a wide range of experience in providing financial advice to individuals, families, businesses, and institutions.

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ADVISOR BIO

Shih-sheng Li is a financial advisor associated with Transamerica Financial Advisors, Inc. Shih-sheng has been in the industry since January 2015. Li is registered with the state of California. The advisor is licensed to provide investment advice and securities brokerage services. Their firm provides financial planning and portfolio management services for individuals and institutions.

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