ADVISOR BIO

Chad Stanley Thomas is a registered representative with Citigroup Global Markets Inc. in San Francisco, California. Chad has been working in the financial industry since 1998. Prior to joining Citigroup, Chad worked at J.P. Morgan Securities LLC for nearly a decade. Chad holds Series 7, 31 and 66 licenses as well as the SIE exam. Chad specializes in providing financial advice to high-net-worth individuals, corporations, charitable organizations and pension and profit sharing plans.

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ADVISOR BIO

Chad Michael Worozaken is a financial advisor with Eagle Strategies LLC, a firm that provides financial planning, educational seminars, and portfolio management for individuals and businesses. Chad has been in the financial services industry since 2009. He is registered with the state of California and holds Series 66, SIE, and Series 7 licenses. Chad previously worked with Wells Fargo Advisors LLC and New York Life Securities LLC. He specializes in a broad range of areas including retirement planning, college savings, estate planning, and insurance.

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ADVISOR BIO

Chad Anderson is a registered representative with Centaurus Financial, Inc. Chad has been in the securities industry since December 2018 and is licensed to provide securities and investment advisory services in 24 states. Centaurus Financial, Inc. is a full-service independent broker/dealer and registered investment advisor headquartered in Anaheim, California. The firm offers a wide range of financial products and services, including investment advice, financial planning, and portfolio management. Chad specializes in providing personalized financial advice to individuals and businesses.

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ADVISOR BIO

Chad William Parker is a financial advisor registered with EP Wealth Advisors. Chad has over 20 years of experience in the financial services industry. Chad's expertise includes retirement planning, investment management, and tax preparation. Chad holds both Series 6 & 7 registrations and is a Certified Financial Planner (CFP) and a Chartered Financial Consultant (ChFC). In addition to his role at EP Wealth Advisors, Chad also manages his own business, Parker Advisory Group, LLC, which offers investment advisory services.

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ADVISOR BIO

Chad Matthew Weber is a financial advisor with over 24 years of experience in the industry. Chad is a registered representative with Tiaa-Cref Individual & Institutional Services, LLC. Previously, Chad has held positions at National Planning Corporation, Independent Financial Group, LLC, Compak Securities, Inc., Charles Schwab & Co., Inc., Terra Nova Trading, L.L.C. and PaineWebber Incorporated. Chad is a registered representative in Alabama, Arizona, California, Colorado, Kentucky, New Mexico, North Carolina, Pennsylvania, Texas, Virginia, Washington, and Wyoming. Chad holds the Series 4, 7, 9, 10, 55, 63, 65, and 66 licenses. Chad specializes in financial planning, portfolio management for individuals, and selection of other advisers.

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ADVISOR BIO

Chad Michael Webster is a financial advisor with LPL Financial LLC. Chad has been in the financial industry since 2008 and is licensed to provide financial advice in Arizona, California, Colorado, Florida, Montana, Nevada, New Mexico, and Texas. Chad has experience working with individuals, businesses, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations. Chad's previous experience includes working with BANCWEST INVESTMENT SERVICES, INC., SORRENTO PACIFIC FINANCIAL, LLC, and WELLS FARGO ADVISORS, LLC.

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ADVISOR BIO

Chad Seegers is a financial advisor with Insight Wealth Strategies, LLC, based in San Ramon, CA. Chad specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars. Chad has been in the industry since 2006 and holds the Series 7 and Series 66 licenses. Chad has worked with Lincoln Financial Advisors Corporation and Mutual Securities, Inc. previously. Chad has a focus on providing financial services to high-net-worth individuals and other individuals.

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ADVISOR BIO

Chad Schiel is a financial advisor with Independent Financial Group, LLC, working in the San Juan Capistrano, CA office. Chad has been in the financial services industry since October 2009 and has a Series 7, Series 66 and SIE licenses. Chad specializes in working with individuals, high net worth individuals, corporations and pension and profit-sharing plans. Chad's focus is on providing financial planning and investment management services to individuals and businesses.

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ADVISOR BIO

Chad Brian Saclolo is an investment advisor representative with UBS Financial Services Inc. Chad has been in the industry since March 2019 and has a Series 7TO, SIE and Series 66 license. Chad is registered with both FINRA and the states of California and Nevada. Chad has previously worked with Ameriprise Financial Services, LLC.

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ADVISOR BIO

Chad Mortenson is a financial advisor with Raymond James Financial Services Advisors, Inc. Chad has been in the industry since May 2012. Chad holds the Series 7, Series 66, and SIE licenses and is registered in 30 states. Chad's current practice focuses on providing financial advice to individuals, corporations, and businesses. Chad has a strong track record of success and a deep understanding of the financial markets.

SPECIALIZATIONS