ADVISOR BIO

Aaron Shuchatowitz is an investment advisor representative at Shucha Wealth Management LLC. Aaron has been in the industry since July 2021 and is registered with the state of California. Aaron has a Series 65 license. Aaron offers financial planning, educational seminars, selection of other advisors, and portfolio management for individuals.

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ADVISOR BIO

Aaron Morris is an investment advisor representative with Highline Wealth Partners, a firm based in Sherman Oaks, California. Aaron has been in the financial services industry since 2011. Aaron has a wide range of experience, including working with individuals, families, businesses, and non-profit organizations. Aaron is dedicated to providing his clients with personalized financial advice and guidance.

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ADVISOR BIO

Adam Worth is a financial advisor with Thepartners Wealth Management in Sherman Oaks, CA. Adam has been in the industry for over 10 years and has experience working with individuals, families, and businesses. Adam is registered to provide investment advice in California and has passed the Series 66, Series 7TO and SIE exams. Adam specializes in financial planning, portfolio management for individuals, and selection of other advisors.

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ADVISOR BIO

Adam Marcus is a financial advisor who has been active in the industry since 2004. Adam is a registered representative of Morgan Stanley. Adam has held previous roles at Morgan Stanley & Co. Incorporated, Citigroup Global Markets Inc., and Citicorp Investment Services. Adam specializes in investment management, retirement planning, and asset allocation. Adam holds a Series 6, Series 7, and Series 66 license.

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ADVISOR BIO

Adam Melville is a registered representative and investment advisor representative with Hilltop Securities Inc. Adam has been in the financial services industry since November 12, 2008. Adam is licensed in 23 states and the District of Columbia. Adam specializes in providing financial planning, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for individuals. Adam has been with Hilltop Securities Inc. since December 2008 and is located in Sherman Oaks, California. Adam's firm has been in business since 1995 and is headquartered in Dallas, Texas.

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ADVISOR BIO

Adam Prager is a registered representative with Hilltop Securities Inc. Adam has been in the securities industry for over 18 years. Adam holds a Series 7, Series 52, Series 50, and SIE license and the Series 63 license. Adam's previous experience includes time at Prager & CO., LLC and Prager, Sealy & CO., LLC. Adam is registered in 53 states, including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

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ADVISOR BIO

Ahmad Khalil is a financial advisor with Oppenheimer & Co. Inc., a firm with over $1 billion to $10 billion in assets under management. Ahmad has been in the industry since 2017 and has experience working with a range of clients, including individuals, corporations, and investment companies. Ahmad provides financial planning, pension consulting, and portfolio management services. Ahmad Khalil is registered in California and New York.

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ADVISOR BIO

Alejandro Cueva is a registered representative with J.P. Morgan Securities LLC in Sherman Oaks, CA. Alejandro has a Series 63, Series 6TO, and SIE. Alejandro joined J.P. Morgan Securities LLC on 12/23/2021. J.P. Morgan Securities LLC is a registered broker-dealer and investment advisor. Alejandro offers financial planning, portfolio management for individuals and businesses, and selection of other advisors. J.P. Morgan Securities LLC is an active member of FINRA and SIPC.

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ADVISOR BIO

Alejandro Gallegos is a financial advisor with Morgan Stanley. Alejandro has been in the industry since 2014. Alejandro is licensed in 28 states and provides financial advice to individuals, corporations and charitable organizations. Alejandro is also an investment advisor representative in California and Texas.

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ADVISOR BIO

Amanda Rocca is an investment advisor representative with Highline Wealth Partners, based in Sherman Oaks, CA. Amanda has over 25 years of experience in the financial services industry. Amanda is registered with the state of California. Amanda has been with Highline Wealth Partners since 2024, and has previously worked for Allworth Financial, M.S. Howells & Co., and Morgan Stanley. Amanda has a wide range of experience and expertise in providing financial advice to individuals, businesses and institutions.

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