ADVISOR BIO

Wilson Sheng Yang is an investment advisor representative associated with Cetera Investment Advisers LLC in San Marino, CA. Wilson Sheng Yang has been in the industry since June 30, 2014, and has experience with J.P. Morgan Securities LLC and Wells Fargo Advisors, LLC. Wilson Sheng Yang specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors and portfolio management for businesses and individuals. Wilson Sheng Yang holds a Series 6, Series 7TO, Series 63 and Series 66 license.

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ADVISOR BIO

Wilson Tien is a financial advisor with J.P. Morgan Securities LLC. Wilson has been a registered representative since 2010 and is licensed in 13 states. Wilson works out of the firm's Monterey Park, CA branch office. Wilson has a strong background in financial planning and portfolio management, and has experience working with a wide range of clients, including individuals, businesses, and institutions. Wilson has held previous positions at Chase Investment Services Corp. Wilson is committed to providing his clients with personalized financial advice and guidance, and to helping them achieve their financial goals.

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ADVISOR BIO

Wilton Wai Owyang is a financial advisor at Morgan Stanley. Wilton has been in the financial industry since 1998. Wilton has been registered with the Securities and Exchange Commission (SEC) since 1998. Wilton is licensed to provide investment advisory services in California and Texas. Wilton's previous employer was WELLS FARGO CLEARING SERVICES, LLC, where they worked for 22 years. Wilton specializes in providing asset allocation advice, financial planning, pension consulting, educational seminars, and selection of other advisers. Wilton also provides portfolio management for businesses, individuals, and investment companies.

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ADVISOR BIO

Windus Allison Fernandez brinkkord is a financial advisor with over 20 years of experience in the industry. Windus is currently registered with Trilogy Capital, Inc. and has held previous registrations with NATIONAL PLANNING CORPORATION and LPL FINANCIAL LLC. Windus holds multiple licenses, including Series 6, 7, 63, and 65, and is qualified to offer a wide range of financial services. Windus specializes in financial planning, pension consulting, and portfolio management for individuals.

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ADVISOR BIO

Windy Fino is an investment advisor representative with World Investment Advisors, LLC. Windy has been in the financial industry since 2012 and is registered with the state of Rhode Island. Windy also holds a Series 6, 26, 51, 63, 65, 99 and SIE licenses. Windy specializes in providing financial planning services to individuals, businesses, pension plans, charitable organizations, and pooled investment vehicles.

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ADVISOR BIO

Wineka Puspowardojo Boendi is a financial advisor with over 20 years of experience in the industry. Wineka currently works as a financial advisor at Transamerica Financial Advisors, Inc., where she has been registered since January 2012. Wineka specializes in investment company products and variable contracts. Prior to joining Transamerica, Wineka was a registered representative with WORLD GROUP SECURITIES, INC. and WMA SECURITIES, INC.. Wineka holds Series 6, Series 63 and SIE licenses.

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ADVISOR BIO

Winfield James Western is a financial advisor with Wells Fargo Clearing Services, LLC. Winfield has been in the financial services industry since 1993. Previously, Winfield worked at UBS Financial Services Inc. and Citigroup Global Markets Inc. Winfield specializes in providing financial advice to individuals and businesses. Winfield holds Series 63, 65, 7, and 8 licenses as well as SIE designation and is registered to offer financial advice in 30 states.

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ADVISOR BIO

Winfield Scott Stauffer is a financial advisor at Betterwealth LLC, with offices in San Jose, California, and Park City, Utah. Winfield has been a registered investment advisor for over two decades. Winfield has worked with numerous clients, including high-net-worth individuals and families, pension and profit-sharing plans, corporations and other businesses. Winfield’s experience and qualifications have earned Winfield the prestigious Certified Financial Planner designation.

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ADVISOR BIO

Winfred Lai is a financial advisor with Fidelity Personal AND Workplace Advisors. Winfred is registered with the state of California and Texas. Winfred is a Series 7, Series 63, and Series 66 licensed professional. Winfred has worked in the financial industry for over 4 years. Winfred's firm has over $800 billion in assets under management and provides a range of services including financial planning, portfolio management for businesses and individuals, educational seminars and the selection of other advisors.

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ADVISOR BIO

Wing Ng is a financial advisor at Voya Financial Advisors, Inc., a firm that has been in operation for over 100 years. Wing Ng has been a registered financial advisor since 2003 and has a strong track record of success in helping clients reach their financial goals. Wing Ng focuses on providing financial planning, educational seminars, and investment management services to individuals, corporations, and charitable organizations. Wing Ng specializes in retirement planning, college savings, and estate planning.

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