ADVISOR BIO

Yolanda Tiffany Waters is a financial advisor in Plymouth Meeting, PA with over 20 years of experience in the financial services industry. Yolanda is currently affiliated with Edelman Financial Engines. Previously, Yolanda was associated with EF Legacy Securities, LLC; USAA Financial Advisors, Inc.; TIAA-CREF Individual & Institutional Services, LLC; and Vanguard Marketing Corporation. Yolanda holds the Series 6, 7, 63, and 65 licenses as well as the SIE exam. She is also a Certified Financial Planner.

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Yolanda Jones is a financial professional with Janney Montgomery Scott LLC. Yolanda has been in the industry since 2012, focusing on a range of specialties including security analysis, portfolio management, and financial planning. Yolanda holds a Series 99 and SIE license.

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Yongjun Li is a registered Investment Advisor Representative with Kailasa Capital Management LLC, based in Pittsburgh, Pennsylvania. Yongjun Li has been in the industry since June 2002 and has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Yongjun Li specializes in providing financial planning, portfolio management for businesses and individuals, and pension consulting. Kailasa Capital Management LLC is a firm that provides financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, and pension consulting.

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ADVISOR BIO

Yue Gu is a financial advisor registered with Vanguard Advisers, Inc. Yue has been in the industry since April 2020 and holds the Series 63, Series 7TO and SIE licenses. Yue is also a Certified Financial Planner. Yue's specializations include Financial Planning, Selection of Other Advisers, Portfolio Management for Businesses, Portfolio Management for Individuals, and Portfolio Management for Pooled Investment Vehicles.

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Yumei Huang is a registered investment advisor representative with Vanguard Advisers, Inc. Yumei has over 6 years of experience in the financial services industry. Before joining Vanguard, Yumei worked at J.P. Morgan Securities LLC, Citizens Securities, Inc., and AXA Advisors, LLC. Yumei holds a Series 66, Series 7, and SIE license and is registered in Georgia, New Jersey, Pennsylvania, and Texas. Yumei specializes in providing financial planning, portfolio management, and selection of other advisors. Yumei is committed to providing clients with personalized financial advice and helping them reach their financial goals.

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Yuqing Zhao is a registered investment advisor representative with The Ayco Company, LP. Yuqing has been in the industry since 2024, and holds the Series 7TO, Series 66, and SIE licenses. Yuqing is registered to offer investment advisory services in Pennsylvania and New York. Yuqing has experience in financial planning, portfolio management, and educational seminars. Yuqing is a graduate of Cornell University and has prior experience working with Goldman, Sachs & Co. LLC.

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Yves Roussel is a financial advisor with Wells Fargo Clearing Services, LLC. Yves has been a registered representative for 25 years and is licensed to provide investment advice in 11 states. Yves has experience providing investment advice to individuals, families, trusts, and businesses. Yves is also a registered investment advisor and can provide investment advice to institutional clients. Yves specializes in providing financial planning, investment management, and portfolio management services. Yves has a strong commitment to providing his clients with personalized service and helping them achieve their financial goals. Before joining Wells Fargo Clearing Services, LLC, Yves worked for LPL Financial LLC, M&T Securities, Inc., HSBC Securities (USA) Inc., and Citigroup Investment Services. Yves has a strong understanding of the financial markets and is committed to helping his clients make informed investment decisions.

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Yvonne Leslie Reitemeyer is a Registered Representative with Vicus Capital, Inc. Yvonne has been in the securities industry since 2007, and has experience with a variety of firms. Yvonne has earned the Series 66, SIE, and Series 7 securities licenses, and is also a Chartered Financial Consultant. Yvonne is registered with the Financial Industry Regulatory Authority (FINRA) and is also registered in 8 states. Yvonne specializes in financial planning, pension consulting, educational seminars, and selection of other advisors for individuals and businesses.

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Yvonne Wood is a registered representative with J.P. Morgan Securities LLC and has been in the industry since 2013. Yvonne holds the Series 6, Series 63, and SIE licenses and is currently registered in Pennsylvania. Prior to joining J.P. Morgan Securities LLC, Yvonne was affiliated with PFS INVESTMENTS INC.. Yvonne specializes in working with individual investors, corporations, businesses, insurance companies, charitable organizations, labor unions, and pension and profit sharing plans.

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Yvonne Fu is a Registered Investment Advisor Representative with Rational Capital Advisors LLC. Yvonne has been in the industry since 2000. Yvonne is registered with the state of Pennsylvania. Yvonne has passed the Uniform Investment Adviser Law Examination (Series 65). Yvonne focuses on providing financial planning services and portfolio management for individuals. Rational Capital Advisors LLC has approximately $2,500,000 under management for 4 clients. The firm provides investment advisory services to individuals and high-net-worth individuals. They charge fees based on a percentage of assets, hourly rates, and fixed fees.

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