ADVISOR BIO

Carl Donahue is a financial professional with over 20 years of experience in the financial services industry. Carl has held various roles at several firms, including Advisors Asset Management, Inc. and PaineWebber Incorporated. Currently, Carl is an active representative with Charles Schwab & CO., Inc. Carl is registered with the state of California and Colorado as a broker. Carl is licensed to offer securities and investment advice, and has passed the General Securities Representative Examination (Series 7), the Uniform Securities Agent State Law Examination (Series 63), the General Securities Principal Examination (Series 24) and the Securities Industry Essentials Examination (SIE).

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ADVISOR BIO

Carl Wesley Large is an Investment Advisor Representative at Carl W. Large, An Accountancy Corp. Carl is registered with the state of California, and has been in the industry since 1980. Carl has taken the Uniform Investment Adviser Law Examination and passed the exam on November 4, 1999. Carl W. Large, An Accountancy Corp. offers referral services and portfolio management for individuals.

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ADVISOR BIO

Carl James Pinkard is a financial advisor currently registered with Aldrich Wealth LP in Carlsbad, California. Carl has been in the industry since 2003 and holds licenses in both California and Texas. Carl is a Certified Financial Planner and has experience working with high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses. Carl specializes in financial planning, portfolio management, and tax services. Carl has previously worked with LINSCO/PRIVATE LEDGER CORP. and AKT Wealth Advisors, LLC.

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ADVISOR BIO

Carl Robert Montgomery is a financial advisor with over 30 years of experience in the industry. Carl is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since November 2016. Prior to joining Wells Fargo, Carl was with Morgan Stanley and Citigroup Global Markets Inc. Carl has a wide range of experience in providing financial advice to individuals, families, and businesses. Carl holds several licenses and designations, including Series 3, 7, 63, and 65. Carl is committed to providing his clients with personalized financial advice and guidance.

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ADVISOR BIO

Carl C Ilg is a financial professional with over 20 years of experience in the industry. Carl is currently registered with RBC Capital Markets, LLC. Carl has held previous roles with Merrill Lynch, Pierce, Fenner & Smith Incorporated and State Farm VP Management Corp. Carl is registered in a total of 32 states and has a Series 7, Series 6, Series 66, and SIE license. Carl's professional experience spans a variety of industries, including banking and financial services. Carl specializes in providing services to high-net-worth individuals, corporations, and institutional clients. Carl's commitment to helping clients achieve their financial goals is reflected in his extensive experience and knowledge of the financial markets.

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ADVISOR BIO

Carl Jason Pestelos is a financial advisor registered with J.p. Morgan Securities LLC. Carl is currently registered in California and Texas. He is also a registered investment advisor in California and Texas. Carl has been in the industry since April 12, 2006 and has experience with UBS Financial Services Inc. and Morgan Stanley & Co. Incorporated. Carl offers investment advice for individuals, businesses and pension plans.

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ADVISOR BIO

Carla Stephanie Ulloa is a registered representative with J.p. Morgan Securities LLC in San Francisco, California. Carla specializes in providing financial advice and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit sharing plans, and other investment advisors. Carla has been in the industry since 2024, and holds a Series 63, Series 6TO, and SIE licenses. Carla has a strong understanding of investment strategies and financial products, and is committed to helping clients achieve their financial goals.

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ADVISOR BIO

Carla Taylor Adams is an Investment Advisor Representative with Nectarine. Carla has been in the industry since May 2013 and has worked at various firms, including Diversified Portfolios, Inc, Ametrine Wealth Management LLC, and Nectarine. Carla is registered in Michigan and Texas. Carla holds a Series 65 license and is a Certified Financial Planner. Carla specializes in providing financial planning and selection of other advisors.

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ADVISOR BIO

Carla Hooker is a financial advisor with Cuso Financial Services, LP. Carla has over 18 years of experience in the financial services industry. Carla is registered with the state of North Carolina as an investment advisor representative and has a Series 63, 66 and 7 license. Carla is also a Certified Financial Planner. Carla is passionate about helping her clients achieve their financial goals.

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ADVISOR BIO

Carla Koren is a registered representative with Morgan Stanley. Carla has over 37 years of experience in the securities industry. Carla is also a registered Investment Advisor. Carla's previous employment includes positions at CITIGROUP GLOBAL MARKETS INC., DEAN WITTER REYNOLDS INC. and PAINEWEBBER INCORPORATED. Carla has a broad range of experience in providing financial and investment advice to individuals, corporations, and institutions. Carla is also a board member of Girls Inc of Alameda County and is active in the community.

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