ADVISOR BIO

Amy Jeandron is a registered representative with Edward Jones. Amy has been in the industry since 2010 and is licensed to provide securities advice in 25 states. Amy has passed the Series 66, Series 7, and SIE exams. Amy has experience in financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

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ADVISOR BIO

Anne Christine Knutzen is a registered representative with Charles Schwab & CO., Inc. Anne has been in the financial services industry since December 10, 2012 and has held positions at multiple firms. Currently, Anne is registered with FINRA and the state of California, along with 29 other states. Anne is a registered investment advisor representative and is able to offer advice on investment strategies. Anne offers financial planning services and is a wrap fee program sponsor. Anne is also a registered representative for the state of California.

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ADVISOR BIO

Benjamin Russell Harris is an Investment Advisor Representative who has been in the financial services industry since September 19, 2019. Benjamin is currently registered with J.p. Morgan Securities LLC and has been with the firm since January 2025. He is licensed in both California and Texas. Benjamin has a strong background in providing financial services to individuals, corporations, and other entities. He also has experience working with pension and profit-sharing plans, and has a special focus on providing financial planning services. Benjamin is committed to helping his clients achieve their financial goals and provides a variety of services to help them manage their investments, including portfolio management, financial planning, and investment advisory. He is also committed to providing outstanding customer service and building strong relationships with his clients.

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ADVISOR BIO

Bianca Andrea Trujllo is a financial advisor currently registered with Charles Schwab & CO., Inc. in California. Bianca has been active in the industry since 2021 and holds the Series 7TO, SIE, and Series 66 licenses. Bianca is also registered as an investment advisor representative in California.

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ADVISOR BIO

Brady William Schmidt is a financial advisor with over 18 years of experience in the financial services industry. Brady is a Certified Financial Planner™ professional and is currently registered with Cetera Investment Advisers LLC and Advisornet Wealth Partners. Brady's areas of expertise include financial planning, investment management, and retirement planning. Brady holds Series 7 and Series 66 securities licenses and is registered to provide investment advice in multiple states. Brady is committed to providing personalized financial advice to help clients achieve their financial goals.

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ADVISOR BIO

Brette Helbig MacLean is a financial advisor at Maclean Capital Advisors, LLC. Brette has been in the financial services industry since 2008 and holds the Series 66, Series 7 and Series 99TO licenses. Brette offers financial planning and portfolio management services to individuals and pension plans. Brette is also an Independent Insurance Salesperson for various carriers.

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ADVISOR BIO

Christian MacLean is an investment advisor representative with MacLean Capital Advisors, LLC. Christian has been in the securities industry since February 15, 2001. Christian is registered with the state of California as an investment advisor representative and is also registered with FINRA. Christian specializes in providing financial planning and portfolio management services to individuals and pension and profit-sharing plans. Christian is also a Chartered Financial Analyst. MacLean Capital Advisors, LLC is a Registered Investment Advisor (RIA) headquartered in Indian Wells, California. The firm specializes in providing investment advice and portfolio management services to individuals and families. MacLean Capital Advisors, LLC is a fee-based firm, meaning that clients pay a fee for the firm's services rather than paying commissions on trades.

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ADVISOR BIO

Cody Finley is a registered representative with UBS Financial Services Inc. Cody has been in the financial services industry since August 2018. Cody holds the Series 66, Series 7 and SIE licenses. Cody is registered to provide investment advice in 34 states. Cody is based in the Indian Wells, California branch of UBS Financial Services Inc.

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ADVISOR BIO

Crystalinda Renteria Ray is a registered investment advisor representative with UBS Financial Services Inc. Crystalinda has been in the financial services industry since January 2008. She has a Series 7TO, Series 66 and SIE. Crystalinda works in the Indian Wells, CA branch office of UBS Financial Services Inc.

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ADVISOR BIO

David Michael Scott is a financial advisor with Charles Schwab & Co., Inc. in Indian Wells, California. David Scott has been in the industry since September 18, 2012, and is registered to provide advisory services in 28 states. David Scott holds a Series 66, 7, 9, 10, and SIE licenses. Charles Schwab offers a range of services, including financial planning, portfolio management, and wrap fee programs. The firm has a presence in many states, including California, Texas, and Florida. They provide financial advisory services for a broad range of clients, including high-net-worth individuals, institutions, and corporations.

SPECIALIZATIONS