ADVISOR BIO

Stephany Lemay Thompson is a financial advisor currently registered with Morgan Stanley in Walnut Creek, CA. Stephany holds Series 63, 65, 7, 8, 9, 10, and SIE licenses. She is also registered as an Investment Advisor Representative in California and Texas. Stephany has been in the financial services industry since August 1986. Previously, she worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated in SAN FRANCISCO, CA. Stephany Lemay Thompson provides financial advice to individuals, high-net-worth individuals, corporations, investment clubs, insurance companies, and pension and profit-sharing plans. She specializes in asset allocation advice, financial planning, pension consulting, educational seminars, and selection of other advisers. Stephany is also a board member of The SF Market in San Francisco, California, and holds a power of attorney in Apple Valley, Minnesota.

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ADVISOR BIO

Stephen Marius Schug is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Stephen is licensed to provide investment advice in California and Texas. Stephen has been in the industry since November 26, 2019. Stephen holds the Series 66, Series 7TO and SIE licenses. In addition to providing financial services Stephen also works at Schug Carneros Estate Winery as a Tasting Room Associate.

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ADVISOR BIO

Stephen Joseph Sustrick is an investment advisor representative. Stephen has been registered with the Securities and Exchange Commission since 2002 and is currently registered with Honu Wealth Management. Stephen is also registered in California. Previously, Stephen was registered with RAYMOND JAMES FINANCIAL SERVICES, INC. and MORGAN STANLEY DW INC. Stephen has passed the Series 7, Series 31, Series 65 and Series 66 exams. Stephen's firm is Honu Wealth Management and specializes in providing financial planning, pension consulting and selection of other advisors. Stephen also provides portfolio management for individuals. Stephen's firm, Honu Wealth Management, has approximately 302 clients with assets under management exceeding $136 million.

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ADVISOR BIO

Stephen Kenyon Johns is a financial advisor at Avantax Advisory Services. Stephen has been in the industry since 2012. Stephen is licensed in California, Nevada, Oregon, Washington and Wyoming. Stephen holds Series 63, 65, 7 and SIE licenses. Stephen works at the Valencia branch office. Stephen is a general partner in BSMJ properties, LLC, a managing member of BS Partners and an owner/CEO of SKJOHNS CORP.

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ADVISOR BIO

Stephen Schoen Baldwin is an Investment Advisor Representative registered with Kinetic Investment Management, Inc. Stephen has been in the industry since 2006 and holds a Series 65 license. Stephen has specialized in working with High Net Worth Individuals, Pension And Profit Sharing Plans, and Individuals Other Than High Net Worth. Stephen also has a strong background in Insurance sales and services.

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ADVISOR BIO

Stephen Platter is a financial advisor with over 30 years of experience in the financial services industry. Stephen is currently registered with Morgan Stanley and is licensed to provide investment advice in California and Texas. Stephen is also a registered representative of Morgan Stanley and can provide a variety of investment products and services, including investment advisory services, brokerage services, and financial planning. Prior to joining Morgan Stanley, Stephen was with UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

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Stephen Howard Davis is a financial advisor with over 38 years of experience in the financial services industry. He currently works with Morgan Stanley, a leading global financial services firm. Prior to joining Morgan Stanley, Stephen was a registered representative at Citigroup Global Markets Inc., Lehman Brothers Inc., and Paine Webber Incorporated. Stephen is licensed to provide financial advice in Arkansas, California, Colorado, Connecticut, Florida, Georgia, Massachusetts, Montana, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Washington, and Wyoming. Stephen is also a registered investment advisor in California and Texas. He is committed to providing personalized financial advice to meet the unique needs of each client.

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ADVISOR BIO

Stephen McCarthy is a registered representative with J.p. Morgan Securities LLC, based in San Francisco, California. Stephen has been active in the financial services industry since November 2020 and has a combined 25 years of experience in the financial services industry. Stephen is registered in 53 states and the District of Columbia as a broker and in 2 states as an investment advisor.

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ADVISOR BIO

Stephen Yuk hoi Cheng is an investment advisor representative with Transamerica Financial Advisors, Inc. Stephen has been in the securities industry since December 20, 1992. Stephen has been registered with Transamerica Financial Advisors, Inc. since January 6, 2012. Prior to working with Transamerica Financial Advisors, Inc. Stephen worked with World Group Securities, Inc., WMA Securities, Inc. and Intersecurities, Inc. Stephen holds Series 6, 63, 26 and 65 licenses. Stephen is also registered in California and Georgia as an Investment Advisor Representative. Stephen works out of the Santa Clara, California branch office of Transamerica Financial Advisors, Inc. Stephen's primary business is sales of insurance products for companies affiliated with Transamerica Financial Advisors, Inc..

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ADVISOR BIO

Stephen Donelan is a financial advisor with over 27 years of experience. Stephen works at Wells Fargo Clearing Services, LLC, a firm with over 14,000 employees. Stephen holds both Series 63 and Series 65 licenses as well as a Series 7. Stephen has a track record of successfully helping clients reach their financial goals and has a specialization in a variety of investment areas.

SPECIALIZATIONS