ADVISOR BIO

Aaron Jasper is a financial advisor with Mutual Advisors, LLC. Aaron has been in the financial industry since 2006 and is registered with the state of California as an Investment Advisor Representative and a Broker. Aaron has experience working with high-net-worth individuals, corporations, and pension and profit-sharing plans. Aaron offers a range of services, including financial planning, portfolio management, pension consulting, and selection of other advisors.

SPECIALIZATIONS

ADVISOR BIO

Abbie Lorraine Nelson is a registered representative with Commonwealth Financial Network. Abbie is a financial professional with over 30 years of experience in the financial services industry. Abbie has a strong background in providing financial planning and investment management services to individuals, families, and businesses. Abbie holds the Series 63, SIE, and Series 7 licenses. She is a registered representative in California and is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.

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ADVISOR BIO

Adonis V Campillo is an investment advisor representative with Edward Jones, a firm with over 20,000 investment advisor representatives across the United States. Adonis has over 8 years of experience in the financial services industry and is registered to provide investment advice in 14 states. Adonis is committed to providing personalized financial planning and investment management services to individuals, families, and small businesses. Adonis focuses on helping clients reach their financial goals through a variety of investment strategies and products.

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ADVISOR BIO

Albert Jose Cornel is an investment advisor representative with Osaic Wealth, Inc. Albert has been in the industry since 2004 and has experience in investment advisory and brokerage services. Albert holds licenses for the Series 6, Series 63, and Series 65 examinations, as well as the SIE. Albert is also licensed to provide investment advice in Arizona, California, Florida, Massachusetts, Pennsylvania and Utah.

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ADVISOR BIO

Alex Mendoza Vargas is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. with an active license in California. Alex Mendoza Vargas has been working in the financial industry since 2014.

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ADVISOR BIO

Alexander Lyskin is a financial advisor at Commonwealth Financial Network. Alexander has over 30 years of experience in the financial industry. Alexander is a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 6, 7, 63 and 65 licenses as well as the SIE exam. Alexander has a wide range of experience working with individuals, high net worth individuals, corporations, businesses, charitable organizations, pension and profit sharing plans and state and municipal governments. Alexander is dedicated to helping clients reach their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Andres Castellon is a financial professional registered with J.P. Morgan Securities LLC. Andres is licensed to conduct securities business in California and Oregon. Andres has been active in the securities industry since August 4, 2022 and holds Series 63, Series 6TO, and SIE licenses.

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ADVISOR BIO

Anthony Michael Coyne is a registered investment advisor representative with Householder Group Estate & Retirement Specialists. Anthony has been in the financial services industry since 1993 and has experience working with high-net-worth individuals, corporations and other businesses, pension and profit-sharing plans, and individuals other than high-net-worth. Anthony also provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for businesses and individuals.

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ADVISOR BIO

Barbara Susan Shufani is a financial advisor associated with Osaic Wealth, Inc. Barbara is a Registered Representative with over 17 years of experience in the financial services industry. Barbara holds FINRA Series 6, 63, and SIE securities licenses as well as the Series 65 Investment Advisor Representative license.

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ADVISOR BIO

Barbara Joan Whatley is a financial advisor registered with Avantax Advisory Services. Barbara has been in the industry since September 30, 2015. Barbara has passed the Uniform Combined State Law Examination, the Securities Industry Essentials Examination, and the General Securities Representative Examination. Barbara is registered in California, Colorado, and North Carolina.

SPECIALIZATIONS