ADVISOR BIO

Bertha Valentine is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Bertha has been in the securities industry since January 25, 2002. Bertha is licensed to provide investment advice in 28 states.

SPECIALIZATIONS

ADVISOR BIO

Berting Sabalboro is a registered representative with J.P. Morgan Securities LLC. Berting has been in the industry since 2009. Berting is licensed in California and has worked for Chase Investment Services Corp. and Princor Financial Services Corporation in the past. Berting has a Series 6, Series 63 and SIE license. Berting specializes in various financial products and services.

SPECIALIZATIONS

ADVISOR BIO

Bertrand Ginsberg is an active investment advisor representative with Alliancebernstein LP. Bertrand has been in the industry since 1995 and is registered in 26 states and territories. Bertrand has a Series 7, Series 31, Series 63, Series 65, and SIE license. Bertrand has worked at Alliancebernstein LP since 2000 and previously worked at SANFORD C. BERNSTEIN & CO., INC. Bertrand provides financial planning, asset allocation, and portfolio management services to individuals, businesses, and pooled investment vehicles.

SPECIALIZATIONS

ADVISOR BIO

Besart Morina is a financial advisor with over 16 years of experience in the financial industry. Besart is currently registered with LPL Financial LLC and has been with the firm since May 2020. Besart has held previous roles at UnionBanc Investment Services, LLC, Wells Fargo Advisors, LLC, Wells Fargo Investments, LLC, Chase Investment Services Corp. and Morgan Stanley DW Inc. Besart holds the Series 7, Series 31 and Series 66 securities licenses. Besart also holds the SIE exam. Besart is registered in Arizona, California, South Carolina, and Washington. Besart provides a wide range of financial services to individuals, families, and businesses.

SPECIALIZATIONS

ADVISOR BIO

Besjana Husted is a financial advisor with over 12 years of experience in the industry. Besjana has a current registration with Charles Schwab & CO., Inc. in San Diego, CA. Besjana holds the Series 63, Series 66, Series 7, and SIE exams. Besjana has also worked with TD Ameritrade, Inc., Independent Financial Group, LLC and LPL Financial LLC, across a variety of locations, including Carlsbad, CA, Omaha, NE and San Diego, CA.

SPECIALIZATIONS

ADVISOR BIO

Bess McKay is a financial advisor with over 25 years of experience in the financial services industry. Bess is currently registered with Morgan Stanley and holds Series 3, 7, 8, 9, 10, 31, 63, 66, 79, and SIE licenses. Bess has a broad range of experience providing financial advice to individuals, families, and institutions. Bess is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Beth Doehler is a financial advisor with over 25 years of experience in the financial services industry. Beth is registered with Transamerica Financial Advisors, Inc. and is licensed to provide investment advice in California and Ohio. Beth specializes in working with individuals, high-net-worth individuals, businesses, and charitable organizations. She provides a variety of financial services including investment advice, financial planning, and retirement planning.

SPECIALIZATIONS

ADVISOR BIO

Beth Williams is a financial professional with experience in the financial services industry. Beth Williams has a Series 65 license and has been registered as an Investment Advisor Representative with Future Wallet since December 2023. Beth Williams also provides paraplanning and consulting services to other investment advisors.

SPECIALIZATIONS

ADVISOR BIO

Beth Westburg is a financial advisor with Commonwealth Financial Network. Beth has been in the financial services industry since 1999. Beth is licensed to provide financial advice in California. Beth previously worked at LPL Financial LLC and Waddell & Reed. Beth has a Series 7 and Series 66 license. Beth specializes in financial planning, investment management, and retirement planning.

SPECIALIZATIONS

ADVISOR BIO

Beth Wyatt is a financial advisor with over 30 years of experience in the industry. Beth has been with Morgan Stanley since 2009. Previously, Beth worked for Morgan Stanley DW Inc. and Morgan Stanley & Co. Incorporated. Beth has a Series 7, 31, and 63 license, as well as a Series 65. Beth holds the Certified Financial Planner designation. Beth provides financial planning, portfolio management, and other advisory services to a variety of clients, including high-net-worth individuals, corporations, and institutions.

SPECIALIZATIONS