ADVISOR BIO

Steven I Balaban is a financial advisor with over 30 years of experience in the financial services industry. Steven has been registered with the Securities and Exchange Commission (SEC) since 1992 and holds several industry designations, including Certified Financial Planner. Steven currently works at Concorde Asset Management, LLC in San Diego, CA. Steven is a registered investment advisor representative and provides financial planning, portfolio management, and other related services to individual and institutional clients.

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ADVISOR BIO

Steven Nearpass is a registered representative with Charles Schwab & CO., Inc. and has been in the securities industry since 1998. Steven has worked at TD Ameritrade, Inc. and Royal Alliance Associates, Inc. in previous roles. Steven is registered in California and Colorado and is licensed to provide securities and investment advice.

SPECIALIZATIONS

ADVISOR BIO

Steven Simpson is an investment advisor representative at Coastedge Partners, LLC. Steven has been in the industry since 2003 and has experience with investment advisory services, including financial planning and portfolio management. Steven has a Series 7 and Series 66 license. Prior to joining Coastedge Partners, LLC, Steven was with Gurtin Fixed Income Management, LLC, and Morgan Stanley & Co., Incorporated.

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ADVISOR BIO

Steven Patrick Ford is an Investment Advisor Representative with Alpha Cubed Investments, LLC. Steven has been in the financial services industry for over 15 years. He holds a Series 7, Series 63 and Series 65 license and the SIE exam. Steven has experience working with clients in a variety of financial services capacities.

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ADVISOR BIO

Steven Duplain is an Investment Advisor Representative with Planmember Securities Corp. Steven has 35 years of experience in the industry. Steven holds Series 6, 26 and 63 licenses and has passed the Series 65 exam. Steven specializes in providing investment advisory and financial planning services for individuals, businesses, pension plans and charitable organizations. Steven is also a Managing Member/Agent for Humanitas LLC dba Humanitas Financial and Insurance Services.

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ADVISOR BIO

Steven James Fischer is a financial advisor at LPL Financial LLC with over 15 years of experience. Steven has been registered with FINRA since 2007 and has held licenses in several states. Steven has also worked for other firms in the past, including Wachovia Securities, LLC and A. G. Edwards & Sons, Inc. Steven's areas of specialization include financial planning, portfolio management for individuals and businesses, and pension consulting. Steven is committed to helping his clients achieve their financial goals.

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ADVISOR BIO

Steven Edward Simmons is a financial advisor with over 26 years of experience in the industry. Steven is currently registered with Osaic Wealth, Inc. in California and Texas. Steven holds Series 6, 7, 63, and 65 securities licenses as well as the SIE exam. Steven is a licensed agent for ICM and has worked with them for over 26 years. He is also a Certified Citadel Estate Planner. Prior to joining Osaic Wealth, Steven was a registered representative at SagePoint Financial, Inc. in California and SunAmerica Securities, Inc. in Arizona.

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ADVISOR BIO

Steven Edwin Glick is a financial professional with Wells Fargo Clearing Services, LLC. Steven has been in the industry since 2023. He is registered with the state of California as a broker-dealer. Steven has passed the Series 63, Series 6TO, and SIE exams. He specializes in providing investment consulting services to institutional clients, financial planning, pension consulting and selection of other advisers. Steven has experience in providing portfolio management for individuals and businesses.

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ADVISOR BIO

Steven Klahorst is a financial advisor with Cetera Investment Advisers LLC. Steven has been in the financial services industry since 1987. Steven is registered with the state of California and Texas, and holds a Series 63, Series 65, Series 7, and Series 24 securities license. Steven also holds a Series 4 principal license. Steven's previous employer was First Allied Securities, Inc.

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ADVISOR BIO

Steven Charles Kuhtz is a financial advisor associated with LPL Financial LLC, a firm with over $50 billion in assets under management. Steven has been in the industry for over 20 years and has a wide range of experience. Steven is registered to provide investment advice in California.

SPECIALIZATIONS