ADVISOR BIO

Troy Channing is a financial advisor in Dublin, CA. Troy has been a registered representative in the securities industry since June 2016. Troy is currently registered with Fidelity Personal and Workplace Advisors. Prior to joining Fidelity, Troy was employed by Edward Jones. Troy is a licensed securities professional in 15 states including Arizona, California, Florida, Idaho, Illinois, Nevada, Oregon, South Carolina, South Dakota, Tennessee, Texas, Washington, and Wisconsin. Troy has passed the Series 66, Series 7 and the SIE exams. Troy's firm, Fidelity Personal and Workplace Advisors, is a well-established firm with billions of dollars in assets under management and a large team of financial advisors.

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ADVISOR BIO

Troy Richard Peterson is a financial advisor with PGP Wealth Services, LLC, a registered investment advisor based in Burbank, CA. Troy Peterson is a Certified Financial Planner and a Chartered Financial Consultant. Troy Richard Peterson has been providing financial advice since 2009. The advisor has experience with financial planning, portfolio management for individuals, and publication of periodicals. The firm provides financial planning services to individuals, businesses, and high-net-worth individuals. The firm's assets under management are $83,122,000.

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ADVISOR BIO

Troy Pewitt is a financial advisor at Morgan Stanley. Troy has over 27 years of experience in the financial services industry. Troy has a Series 66, Series 63, Series 9, Series 10, Series 31, and Series 7 license and has earned the Certified Financial Planner designation. Troy also has experience as a Registered Representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Troy works with individual clients, high-net-worth individuals, families, trusts, estates, and charitable organizations. Troy's services include financial planning, investment management, and retirement planning. Troy is also licensed to sell life insurance, variable annuities, and mutual funds. Troy is dedicated to providing his clients with personalized financial advice that helps them achieve their financial goals.

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ADVISOR BIO

Troy Okumura is a financial advisor at Ameriprise Financial Services, LLC. Troy has been in the financial services industry for over 10 years and has a strong track record of providing personalized financial advice to individuals, families, and businesses. Troy is a Certified Financial Planner™ and holds the Series 66, Series 7 and SIE licenses. Troy is committed to helping clients achieve their financial goals, and he is passionate about providing a high level of service and support. Troy focuses on financial planning, investment management, retirement planning, and insurance planning.

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ADVISOR BIO

Troy Razeggi is a financial advisor at Morgan Stanley. Troy has been in the financial industry since May 18, 2013. Troy holds licenses to conduct business in California, Florida, Hawaii, Nevada, and New York. They are a registered representative with FINRA and has the Series 6, 7, 63, 66 and SIE licenses. Prior to working at Morgan Stanley, Troy worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and J.P. Morgan Securities LLC.

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ADVISOR BIO

Trudy Haussmann is a financial advisor with over 35 years of experience. Trudy currently works with LPL Financial LLC and Haussmann Financial Inc., offering a wide range of financial services including financial planning, investment management, and insurance. Trudy has a deep understanding of the financial markets and a proven track record of helping her clients achieve their financial goals. She holds numerous professional designations including a Certified Financial Planner designation.

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ADVISOR BIO

Trudy Lynn Nishita is a financial advisor who has been working in the industry since 2000. Trudy Lynn Nishita is currently registered with Wells Fargo Clearing Services, LLC and has a branch office in Roseville, CA. Trudy Lynn Nishita holds a Series 6, 7, 9, 10, 63 and 65 license. Previously, Trudy Lynn Nishita was registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo Clearing Services, LLC, Wells Fargo Investments, LLC and Wells Fargo Securities Inc. Trudy Lynn Nishita has experience working with individuals, high-net-worth individuals, corporations, businesses, charitable organizations, pension and profit-sharing plans, and insurance companies.

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ADVISOR BIO

Truett Waldon is a registered representative with Brokers International Financial Services, LLC in Redding, California. Truett has been in the industry since 2021 and holds Series 7TO, Series 63, and SIE licenses. Truett previously worked with PRUCO SECURITIES, LLC. in Phoenix, Arizona.

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ADVISOR BIO

Truett John Hardin is an investment advisor representative who has been in the industry since 2014. Truett John Hardin is registered with Ameriprise Financial Services, LLC. Truett John Hardin has passed the Series 63, Series 65, Series 7, and SIE exams. Truett John Hardin is licensed in California, Texas, Arizona, Colorado, Idaho, and Oklahoma. Truett John Hardin specializes in providing financial planning, asset allocation services, portfolio management, and educational seminars.

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ADVISOR BIO

Truman Day is a financial advisor with Stifel, Nicolaus & Company, Inc., located in Redlands, CA. Truman has been in the industry since July 20, 1978. Stifel, Nicolaus & Company, Inc. is a full-service investment firm that provides financial planning, portfolio management, and other investment services to individuals, families, and businesses. The firm has over $100 billion in assets under management. Truman has a wide range of experience in the financial services industry, having worked with several well-known firms such as Morgan Stanley and PaineWebber.

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