ADVISOR BIO

Courtney Elice Allen is a registered representative with RBC Capital Markets, LLC. Courtney has been in the securities industry since 2009. Courtney holds licenses for Series 6, 7, 63, and 66 and has been registered in 45 states. Courtney's previous experience includes working with Morgan Stanley and Vanguard Marketing Corporation.

SPECIALIZATIONS

ADVISOR BIO

Courtney McGregor is an Investment Advisor Representative with Iconiq Capital, LLC. Courtney is registered with the state of California. Courtney has been in the industry since 2019 and holds the Series 65 license. Courtney specializes in Portfolio Management for Private Foundations, Portfolio Management for Individuals, and Portfolio Management for Pooled Investment Vehicles.

SPECIALIZATIONS

ADVISOR BIO

Courtney J. Demars is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. since August 2006. Courtney holds multiple securities licenses including Series 66, Series 7 and SIE. Courtney has been active in the securities industry since June 2011. Courtney is registered to offer investment advice in 36 states and is currently registered in California and Texas. Courtney's firm manages over $1 trillion in assets and offers a wide range of investment services, including portfolio management for individuals and businesses, pension consulting, educational seminars, selection of other advisers, and performance measurement reports.

SPECIALIZATIONS

ADVISOR BIO

Courtney J. Furubotten is a registered representative with J.P. Morgan Securities LLC, operating out of the firm's Los Angeles, CA office. Courtney J. Furubotten has been in the securities industry since 2021 and is licensed in 52 states.

SPECIALIZATIONS

ADVISOR BIO

Courtney Chynces is a financial advisor with over 14 years of experience in the financial services industry. Courtney is currently registered with United Planners' Financial Services of America A Limited Partner and Proxy Freedom. Courtney's experience includes working with a wide range of clients, including individuals, families, and businesses. Courtney is committed to providing personalized financial advice and helping clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Courtney Fisher is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Courtney has been in the industry since August 18, 2020, and is currently registered in California and Texas. Courtney holds the Series 66, Series 7TO and SIE licenses. Courtney is located in the San Leandro, CA branch office of Merrill Lynch. Courtney specializes in providing investment advisory services to individuals, businesses, corporations, charitable organizations, insurance companies, pension and profit sharing plans, and state or municipal government entities.

SPECIALIZATIONS

ADVISOR BIO

Courtney Sprinkle is a registered investment advisor representative with Charles Schwab & CO., Inc. Courtney has been in the industry since 2022 and holds the Series 7TO, Series 66, and SIE licenses. Courtney has experience working with clients from various backgrounds, including corporations, high-net-worth individuals, and individuals other than high-net-worth. Courtney has specialized in financial planning and providing referrals for other advisors.

SPECIALIZATIONS

ADVISOR BIO

Courtney Hershberger is a financial advisor working with Morgan Stanley. Courtney has been in the financial services industry since May 18, 2000. Courtney has worked at several firms in the past, including RBC Capital Markets, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Banc of America Investment Services, INC. Courtney is licensed in 53 states and is registered with both FINRA and the SEC. Courtney has a number of specialties including asset allocation advice, financial planning, pension consulting and portfolio management for individuals, businesses and investment companies.

SPECIALIZATIONS

ADVISOR BIO

Courtney Irwin is a financial advisor who has been in the industry since July 19, 2016. Courtney is registered with Raymond James & Associates, Inc. and has been with the firm since July 2016. Courtney is also a certified financial planner and a chartered financial consultant. Courtney provides financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Courtney is registered in California, Florida, Texas, District of Columbia, Nevada, Washington, Idaho, Michigan, Montana, New York, Pennsylvania, Oregon and Utah.

SPECIALIZATIONS

ADVISOR BIO

Cozette Michelle Whitney bolden is an active financial advisor registered with Transamerica Financial Advisors, Inc. Cozette is licensed in Arizona, California, Colorado, Georgia, Michigan, New Jersey, New York, North Carolina, Oregon, Texas and Washington. Cozette has been in the industry since 2021. Cozette specializes in portfolio management for individuals and selection of other advisors.

SPECIALIZATIONS