ADVISOR BIO

Stephen Michalski is an investment advisor representative with BMB Advisers LLC. Stephen is registered with the state of California as an Investment Advisor Representative. Stephen has been in the industry since March 1999. Stephen has a Series 65 license. Stephen's areas of specialization include retirement planning, estate planning, and investment management. Stephen also provides accounting services through Freedman Broder & Company Accountancy Corp., where he is a shareholder and officer.

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ADVISOR BIO

Stephen Dohler is a financial advisor with UBS Financial Services Inc., registered with FINRA and the state of California. Stephen is also registered as an Investment Advisor Representative. Stephen has been in the industry since March 24, 2000 and works in the firm's San Francisco branch office. Stephen specializes in a wide range of services, including portfolio management for businesses and individuals, financial planning, pension consulting, educational seminars, and publication of periodicals. Stephen is committed to providing clients with personalized financial advice to help them achieve their goals.

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ADVISOR BIO

Stephen Charles Mattoon is a financial professional with Equitable Advisors, LLC. Stephen has been in the financial services industry since December 2017. Stephen holds the Series 6, SIE and Series 63 licenses. Stephen is registered in California. Stephen specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.

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ADVISOR BIO

Stephen Wight is an Investment Advisor Representative at Charles Schwab & CO., Inc.. Stephen has over 20 years of experience in the financial services industry. Stephen has been with Charles Schwab since December 2022. Prior to that, Stephen was with TD AMERITRADE, INC. for over 20 years. Stephen is registered to provide investment advisory services in 23 states and is also a Registered Representative in California. Stephen holds Series 7, 9, 10, 63, and 66 licenses. Stephen specializes in providing financial planning and investment advisory services to individuals and families.

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ADVISOR BIO

Stephen Paul Weatherby is a financial advisor with over 20 years of experience in the financial services industry. Stephen is a Certified Financial Planner™ and holds both the Series 6 and Series 63 licenses. Stephen joined Parallel Advisors, LLC in January 2023. Before that, Stephen worked at Autus Asset Management, LLC, Sharkey, Howes, and Javer, and Integrated Financial Planning. Stephen has experience working with individuals, families, businesses, and charitable organizations. Stephen focuses on financial planning, portfolio management, and pension consulting.

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ADVISOR BIO

Stephen Llewellyn Byers is a registered investment advisor representative with LPL Financial LLC. Stephen has been in the financial services industry since 2013. Stephen has earned the Series 7, Series 66 and SIE securities licenses. Stephen is a registered investment advisor in California. Stephen is affiliated with Scarbrough Financial Group, LLC.

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ADVISOR BIO

Stephen Arthur Boyle is a financial advisor registered with Cuso Financial Services, LP, based in San Diego, CA. Stephen Boyle's registration with Wescom Financial Services, LLC, was terminated on 2/6/2023. Stephen Boyle has been in the industry since 2012-03-15. Stephen Boyle has licenses for both broker-dealer and investment advisor services. Stephen Boyle has had previous roles at BEAR, STEARNS & CO. INC. and MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY. Stephen Boyle's specializations include portfolio management for individuals, portfolio management for businesses, and financial planning.

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ADVISOR BIO

Stephen Michael Westlake is a financial advisor with Ameriprise Financial Services, LLC in Roseville, California. Stephen Westlake has been in the industry since November 1985 and has a wide range of experience in financial planning, asset allocation services, portfolio management for businesses and individuals, and educational seminars. Stephen is registered in multiple states including California, Nevada, and Texas. Stephen's past employment includes IDS LIFE INSURANCE COMPANY in Minneapolis, Minnesota. Stephen has a broad range of experience in serving a variety of clients, including individuals, corporations, and institutions.

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ADVISOR BIO

Stephen Gurley is a registered representative with Morgan Stanley and has been in the financial industry since July 1986. Stephen has a wide range of experience in the financial industry and holds Series 63, 65, 7, and SIE licenses. Stephen has a proven track record of success in helping clients achieve their financial goals. Stephen is committed to providing personalized service and building strong relationships with clients. Stephen is active in the Carlsbad community and is a strong advocate for financial literacy.

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ADVISOR BIO

Stephen Parry is a financial professional with over 35 years of experience in the industry. Stephen is currently registered with Concourse Financial Group Securities, Inc. and holds licenses in multiple states. Stephen specializes in providing financial planning and investment management services to individuals, businesses, and institutions. Stephen also offers insurance products through his business (dba) Steve Parry, CLU, CHFC. Stephen has earned the Chartered Financial Consultant (ChFC) designation.

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