ADVISOR BIO

Tony Minami is a registered representative with Osaic Wealth, Inc. and has been in the financial services industry since 2001. Tony has passed the Series 6, 7, 63, and 66 exams and is currently licensed in California. Tony has experience working with individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and state and municipal government entities. Tony specializes in providing financial planning, portfolio management, and selection of other advisors. Tony is dedicated to helping clients achieve their financial goals and is committed to providing personalized and comprehensive financial services.

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ADVISOR BIO

Tony Quang Nguyen is a financial advisor with over 20 years of experience in the industry. Tony is currently registered with Seia and has held previous positions at OSAIC WEALTH, INC., SIGNATOR INVESTORS, INC., CITY NATIONAL SECURITIES, INC., WEDBUSH SECURITIES INC., BANC OF AMERICA SECURITIES LLC, BANC OF AMERICA INVESTMENT SERVICES, INC., and WELLS FARGO INVESTMENTS, LLC. Tony specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars.

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ADVISOR BIO

Tony Wang is a financial advisor with over 20 years of experience in the industry. Tony is currently registered with Citigroup Global Markets Inc. Prior to that, Tony has also worked with Lehman Brothers Inc. and Dean Witter Reynolds Inc. Tony holds a Series 63, 65, 7, 31 and SIE licenses. Tony can provide a range of advisory services including financial planning, asset allocation advice, and portfolio management for individuals and businesses.

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ADVISOR BIO

Tony Kim is a financial advisor at J.P. Morgan Securities LLC. Tony has been in the industry since November 25, 2007, and has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Tony specializes in financial planning, portfolio management, and pension consulting. Tony is registered to provide investment advice in Arizona, California, Colorado, Florida, Illinois, Maryland, Massachusetts, Nevada, New Jersey, New York, North Carolina, Ohio, Oregon, Texas, Utah and Washington. Tony holds the Series 66, Series 7 and SIE licenses. Tony's primary office is located in San Gabriel, CA. Tony has previously worked at Chase Investment Services Corp., J.P. Morgan Securities LLC, J.P. Morgan Securities Inc., and Hold Brothers On-Line Investment Services L.L.C.

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ADVISOR BIO

Tony Sonsini is a financial advisor with Prosperity Wealth Management, Inc. Tony has been working in the financial services industry since 1996. Tony has a Series 6, Series 63, and Series 65 licenses and has experience working for a number of firms including Foresters Equity Services, Inc. and Securities America, Inc. Tony provides financial planning and portfolio management services to individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Tony also provides selection of other advisors services.

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ADVISOR BIO

Tony Yee is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Tony has been in the industry since 2023 and has a Series 7, 63, and 66 licenses. Tony is registered in California, Florida, Nevada, Oregon, Texas, and Washington. Tony is a licensed investment advisor representative. Tony provides financial advice to a variety of clients, including high-net-worth individuals, corporations, and institutions. Tony specializes in portfolio management, financial planning, and investment research. Tony is also a co-owner of a rental property.

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ADVISOR BIO

Tony Lemos is a financial advisor registered in 37 states with Wells Fargo Clearing Services, LLC, a firm with over $10 billion in assets under management. Tony has been working in the financial services industry since March 1996. Tony has experience working with individuals, corporations, businesses, institutions, and trusts.

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ADVISOR BIO

Tony Chang is a financial advisor with Cambridge Investment Research Advisors, Inc. with over 20 years of experience in the financial industry. Tony is also an independent insurance agent. Tony's office is located in Orange, California. Tony works with individuals and families providing financial planning services, pension consulting, educational seminars and market timing services. Tony also provides portfolio management services for individuals and businesses. Tony's prior registrations were with Investment Centers of America, Inc., Bancwest Investment Services, Inc., Chase Investment Services Corp., Wamu Investments, Inc., LPL Financial Corporation, Wells Fargo Investments, LLC and Wells Fargo Securities Inc.

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ADVISOR BIO

Tony Winkeljohn is a financial advisor with over 20 years of experience in the industry. Tony is registered with World Investment Advisors, LLC and is licensed to provide investment advice in Indiana, Michigan and Ohio. Tony has a strong background in financial planning and portfolio management. Tony is also licensed to provide financial planning services to businesses and individuals, and has experience working with pension and profit-sharing plans. Tony is committed to providing personalized service and helping his clients achieve their financial goals.

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ADVISOR BIO

Tony Sanchez is a financial advisor with J.p. Morgan Securities LLC and is licensed in California and Kentucky. Tony has been in the industry since 2013 and is currently located at the Torrance, CA branch office of J.p. Morgan Securities LLC. Tony is licensed to offer investment advice through his firm.

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