ADVISOR BIO

Benjamin Yeh is a financial advisor at Citigroup Global Markets Inc. Benjamin has been in the industry since 2022 and is registered with the state of California as an investment advisor representative and a broker. Benjamin has experience working in the financial industry for Citigroup and is also registered in 51 other states for a total of 52 states. Benjamin holds a Series 31, Series 7TO and a Series 66 license.

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ADVISOR BIO

Benjamin Walker Lester is a financial advisor who has been in the industry since 2006. Benjamin Lester is currently registered with Jordan Park Group LLC. Benjamin Lester has also worked for Goldman Sachs & Co. LLC, Morgan Stanley, and William Blair & Company L.L.C. Benjamin Lester holds the Series 3, 7, 31, 63, and 65 licenses. Benjamin Lester specializes in providing financial planning, portfolio management, and selection of other advisers to individuals, high-net-worth individuals, investment companies, and pooled investment vehicles. Benjamin Lester has also been a member of the Investment Committee for the Ronald McDonald House at Stanford since 2017.

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ADVISOR BIO

Benjamin Kerelian is a financial advisor with Natixis Advisors, LLC. Benjamin has been in the financial services industry since 2017. Natixis Advisors, LLC is a Registered Investment Advisor based in Boston, Massachusetts with over 60 investment advisor representatives and 200 registered representatives. The firm has over $63 billion in assets under management. The firm's main focus is portfolio management for individuals, businesses, and investment companies. Natixis Advisors, LLC offers both fixed and percentage-based fees for their advisory services. The firm also offers overlay portfolio management and model research.

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ADVISOR BIO

Benjamin Russell Harris is an Investment Advisor Representative who has been in the financial services industry since September 19, 2019. Benjamin is currently registered with J.p. Morgan Securities LLC and has been with the firm since January 2025. He is licensed in both California and Texas. Benjamin has a strong background in providing financial services to individuals, corporations, and other entities. He also has experience working with pension and profit-sharing plans, and has a special focus on providing financial planning services. Benjamin is committed to helping his clients achieve their financial goals and provides a variety of services to help them manage their investments, including portfolio management, financial planning, and investment advisory. He is also committed to providing outstanding customer service and building strong relationships with his clients.

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ADVISOR BIO

Benjamin W. Goldhammer is a financial advisor with J.p. Morgan Securities LLC. Benjamin has been in the financial services industry since 2002. Benjamin's specializations include: Retirement Planning, College Savings Plans, Investments for Individuals, Investments for Businesses, and Insurance. Benjamin has been registered with the following regulatory organizations: FINRA, and the states of Alabama, Arizona, California, Colorado, Florida, Georgia, Hawaii, Idaho, Iowa, Louisiana, Minnesota, Missouri, Nevada, Oklahoma, Oregon, Pennsylvania, Texas, and Washington. Benjamin's previous employers include Chase Investment Services Corp., Waddell & Reed, Inc., Ameriprise Financial Services, Inc. and IDS Life Insurance Company. Benjamin is also a co-owner of a rental property in Sonoma, California.

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ADVISOR BIO

Benjamin Bowen is a financial advisor registered with Edelman Financial Engines. Benjamin has been in the industry since 2012 and holds the Series 7, Series 66, and SIE licenses. Benjamin is also a Certified Financial Planner. He has experience with Fidelity Brokerage Services LLC and Fidelity Investments. Currently, Benjamin is registered with the state of California and Texas. Benjamin is a financial advisor with Edelman Financial Engines and provides a range of financial services to individuals, families, and businesses.

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ADVISOR BIO

Benjamin Gutierrez is a financial advisor at J.P. Morgan Securities LLC, specializing in investments, financial planning and portfolio management. Benjamin has a wide range of experience, having worked in the financial industry for over 2 years. Benjamin is registered in California with a Series 63, Series 6TO and SIE license.

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ADVISOR BIO

Benjamin Dominguez is a registered representative and investment advisor representative with Wells Fargo Clearing Services, LLC. Benjamin is based in Brea, California and has been in the industry since October 14, 2019. Benjamin holds the Series 66, Series 7TO and SIE licenses.

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ADVISOR BIO

Benjamin Hansen Stauffer is an investment advisor representative with Mariner Wealth Advisors. Benjamin is registered with the state of California. Benjamin has been in the financial services industry since 2018 and has experience with Amerprise Financial Services, LLC and Northwestern Mutual Investment Services, LLC. Benjamin specializes in portfolio management for individuals and families. Benjamin also provides financial planning and educational seminars.

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ADVISOR BIO

Benjamin Lee Duell is a financial advisor based in Los Angeles, California. Benjamin is registered with Goldman Sachs & Co. LLC and has been in the industry since June 26, 2012. Previously, Benjamin was employed with Teneo Securities LLC in New York, New York. Benjamin holds a Series 63, Series 7, Series 79 and Series 24 license and has several years of experience in the financial services industry.

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