ADVISOR BIO

Shweta Agarwal is a financial advisor with over 18 years of experience in the industry. Shweta is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since January 2011. Shweta previously worked at Wells Fargo Investments, LLC and Morgan Stanley DW Inc. Shweta is licensed to provide investment advice in California and Texas, and has a Series 66, Series 7, Series 31, and SIE license. Shweta specializes in providing financial planning, portfolio management, and investment consulting services to both individuals and businesses.

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ADVISOR BIO

Shweta Ralmilay is a financial professional with over two years of experience in the industry. Shweta is a registered representative with J.P. Morgan Securities LLC, where she is located in the San Ramon, CA branch office. Shweta holds the Series 63, Series 6TO, and SIE licenses. Shweta is a specialist in 1, 2, 4, 5, and 6, and provides a range of financial services to clients, including financial planning, portfolio management, pension consulting, and selection of other advisors. J.P. Morgan Securities LLC is a well-established firm with a strong track record of providing comprehensive financial services to individuals, corporations, and institutions.

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ADVISOR BIO

Shyan Ardalan is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. Shyan has been in the industry since 2014 and is currently registered in 28 states, including California and Texas. Shyan specializes in providing portfolio management for individuals and businesses. In addition to providing investment advice, Shyan is also a member of the Century City Chamber of Commerce advisory board.

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ADVISOR BIO

Shyla Rose is a financial advisor with Edward Jones. Shyla has been in the financial services industry since 2012. Shyla holds the Series 6, 7, 63 and 66 securities licenses and is registered with the state of California. Shyla is a licensed and registered investment advisor representative for Edward Jones. Shyla Rose is also registered as an investment advisor representative in Arizona, Idaho, Illinois, Michigan, Missouri, Nevada, Ohio, Oregon, and Tennessee. Shyla's practice specializes in providing financial advice to individuals, corporations, and other businesses.

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ADVISOR BIO

Shymaa Hamada Aref is a financial advisor with over 6 years of experience in the financial services industry. Shymaa Aref is currently registered with Fidelity Personal AND Workplace Advisors as an investment advisor representative and has been with the firm since December 2021. Before joining Fidelity Personal AND Workplace Advisors, Shymaa Aref worked at WELLS FARGO CLEARING SERVICES, LLC from September 2015 to December 2021. Shymaa Aref holds the Series 6, Series 7, Series 63, and Series 66 licenses. Shymaa Aref specializes in providing financial planning, portfolio management for businesses and individuals, and selection of other advisors.

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ADVISOR BIO

Sibi Joseph is a financial advisor with over 8 years of experience in the financial services industry. Sibi is registered with Transamerica Financial Advisors, Inc. and has held licenses to provide investment advice in California and Texas since 2017. Sibi specializes in providing financial planning services and portfolio management for individuals. Sibi is also a licensed insurance agent and can provide guidance on various insurance products. Sibi's areas of focus include retirement planning, college savings, and estate planning.

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ADVISOR BIO

Sibyl Woo is a financial advisor with over 4 years of experience in the industry. Sibyl is registered as a broker-dealer and investment advisor representative in over 50 states. She holds a Series 7, Series 63, and Series 65 license. Sibyl has a diverse background with work experience at Stanford Residential & Dining Enterprises, Charles Schwab & Co., Inc., and The Vanguard Group, Inc. Sibyl is currently employed at Morgan Stanley and has been with the firm since September 2021.

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ADVISOR BIO

Sicheng Tao is a financial advisor with Fidelity Personal And Workplace Advisors, working out of the NORTH HIGHLANDS, CA branch office. Sicheng joined Fidelity in January 2024, and brings with them a wealth of experience in the industry, having previously worked at UBS FINANCIAL SERVICES INC. and TD AMERITRADE, INC. Sicheng is registered to provide investment advice and securities services in 53 states. Sicheng is committed to helping clients achieve their financial goals.

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ADVISOR BIO

Sicong Kang is a financial advisor with Wells Fargo Clearing Services, LLC. Sicong is registered with the state of California and has been working in the industry since August 5, 2019. Prior to joining Wells Fargo Clearing Services, LLC, Sicong was employed by J.P. Morgan Securities LLC. Sicong is a licensed securities representative and an investment advisor representative.

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ADVISOR BIO

Sid Hukic is a registered investment advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Sid Hukic has been working in the financial services industry since 2014. Sid Hukic is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 66, and SIE licenses. Sid Hukic is registered in 13 states and is licensed to provide brokerage and investment advisory services. Sid Hukic is also licensed to provide investment advisory services in Texas.

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