ADVISOR BIO

Amit Rathod is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Amit has been in the securities industry since May 2010. Amit holds the Series 66, Series 7 and SIE licenses. Amit is registered in Arizona, California, Florida, Nevada, Oregon, Texas and Washington. Amit has been registered with Merrill Lynch, Pierce, Fenner & Smith Inc. since August 2017.

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ADVISOR BIO

Annjanette Varela is a financial professional with J.P. Morgan Securities LLC. Annjanette has been in the industry for over 2 years and has a Series 63, Series 6TO and SIE. Annjanette is registered in California and New York. Annjanette specializes in providing financial advice to individuals, corporations and other businesses, insurance companies, pension and profit-sharing plans, and charitable organizations.

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Archimedes Chua Gomez is a financial advisor with over 9 years of experience in the industry. Archimedes Gomez is currently registered with LPL Financial LLC, in Lakewood, CA. Previously, Archimedes Gomez was registered with Wells Fargo Clearing Services, LLC in South Pasadena, CA, J.P. Morgan Securities LLC in Glendale, CA, Merrill Lynch, Pierce, Fenner & Smith Incorporated in Glendale, CA and Farmers Financial Solutions, LLC in Pomona, CA. Archimedes Gomez holds the Series 6, 7, 63 and 66 securities licenses and the SIE exam. Archimedes Gomez has also held roles at Farmers Insurance, Farmers Financial Solutions, Bank of America, N.A., Lyft, Bonanno Investment Enterprises, Inc., J.P. Morgan Securities LLC, JP Morgan Chase Bank N.A., Professional Tutors of America, Inc., Uber, Faith International Revival Ministries and Raisier LLC. Archimedes Gomez provides financial planning and portfolio management services to individuals, businesses, trusts, estates, high-net-worth individuals, and charitable organizations.

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Bobby Bakar is a financial advisor with J.P. Morgan Securities LLC. Bobby is registered in California and holds the Series 6, Series 63, and SIE licenses. Bobby has been in the financial industry since November 2, 2014 and is currently located in Cerritos, CA.

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ADVISOR BIO

Brent Richard Kanitra is a financial advisor associated with LPL Financial LLC. Brent has been in the securities industry for over 30 years, beginning in 1987. Brent is licensed to sell securities in Alabama, Arizona, California, Kansas, Louisiana, Nevada, New Mexico, North Carolina, South Carolina, Texas, and Utah. Brent also holds a Series 7, Series 63, and SIE licenses. Prior to joining LPL Financial LLC, Brent worked at City National Securities, Inc. and WM Financial Services, Inc.

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ADVISOR BIO

Brian Nguyen is an investment advisor representative with J.p. Morgan Securities LLC, registered in the state of California. Brian has been in the industry since 2022 and is associated with offices in Long Beach and Cerritos, CA. Brian previously worked for Equitable Advisors, LLC in Los Angeles, CA. Brian holds the Series 7, Series 66, and SIE exams and specializes in working with individuals, businesses, corporations, insurance companies, high net worth individuals, and pension and profit-sharing plans.

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Carley Wilvers is a registered representative with J.P. Morgan Securities LLC, a firm with over $50 billion in assets under management. Carley specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and institutions. Carley has been in the industry since November 2018 and holds a Series 63, Series 6TO, and SIE licenses. Carley is registered to provide investment advice in Arizona and California.

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David Neff is a financial advisor with over 25 years of experience in the industry. David Neff is currently registered with CLG LLC, in California and Texas and is a registered investment advisor representative in California and Texas. David Neff has also held previous positions at CETERA ADVISOR NETWORKS LLC and CETERA INVESTMENT ADVISERS LLC. David Neff is a CERTIFIED FINANCIAL PLANNER™ professional and has a strong track record of providing financial advice to individuals and families. David Neff has expertise in providing financial planning, portfolio management, pension consulting, and selection of other advisors. David Neff has a strong commitment to helping clients achieve their financial goals. David Neff is also a business manager for Legacy Financial Planning, a separate DBA for the sole purpose of business expense management, payroll services and 401(k) for office staff.

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Dean Choi is a financial advisor with J.P. Morgan Securities LLC, registered with both FINRA and the state of California. Dean Choi has been working in the financial services industry since 2010. Dean Choi is experienced in providing financial advice and portfolio management for individuals and businesses. Dean Choi offers a variety of services, including financial planning, pension consulting and selection of other advisors. Dean Choi is registered in Alabama, Arizona, Arkansas, California, Georgia, Hawaii, Illinois, Kentucky, Michigan, Nevada, New Jersey, North Carolina, Ohio, Oregon, Texas, Virginia and Washington.

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ADVISOR BIO

Esther Moon is an active investment advisor representative with J.P. Morgan Securities LLC. Esther has been in the financial services industry since 2007 and has worked for several prominent firms, including Morgan Stanley and Wells Fargo Advisors. Esther holds both Series 6 and Series 7 registrations, demonstrating her knowledge in various financial products and services. Esther Moon currently serves clients in California and Texas.

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