ADVISOR BIO

Aaron Khafi is a registered representative with MML Investors Services, LLC, where he is a financial advisor. Aaron has been active in the financial industry since 2012 and has a broad scope of experience in the investment and insurance industries. Aaron holds a Series 66 license, a Series 7 license and the SIE exam. He is also registered in several states, including California, Texas, Virginia, and New York. Before joining MML Investors Services, LLC, Aaron worked at MSI Financial Services, Inc. Aaron is committed to helping clients reach their financial goals.

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ADVISOR BIO

Deborah McClure is a financial advisor with Edward Jones. Deborah has been working in the financial industry since 2009 and has a Series 66, Series 7 and SIE licenses. Deborah holds active registrations as a broker-dealer and investment adviser in several states. Deborah is a strong believer in building long-term relationships with her clients. Deborah can provide guidance on a variety of financial topics such as portfolio management, financial planning, and retirement planning.

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ADVISOR BIO

Ivette Priscilla Taylor is a financial advisor with Ameriprise Financial Services, LLC. Ivette has been in the financial services industry since 2004. She is a registered representative in California. Ivette is also a licensed investment advisor in California. Ivette provides financial planning, portfolio management, and other financial services to a wide range of clients, including individuals, families, businesses, and trusts.

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ADVISOR BIO

Jamie Elizabeth Stairs is a financial advisor licensed to sell securities in California, Texas, and Washington. Jamie has been in the financial industry since July 2014. Jamie is registered with J.P. Morgan Securities LLC, and is located in Menifee, CA. Jamie is a Series 6 and Series 63 licensed advisor. Jamie specializes in the following areas: Portfolio Management, Financial Planning, and Pension Consulting. Jamie has experience working with high net worth individuals, corporations, labor unions, insurance companies, charitable organizations, and pension and profit-sharing plans.

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ADVISOR BIO

Jeremy Ian Taylor is a financial advisor with Ameriprise Financial Services, LLC, with over 19 years of experience in the financial services industry. Jeremy has Series 7 and Series 66 licenses as well as the Securities Industry Essentials (SIE) Examination. Jeremy is registered as a broker-dealer and investment advisor in 24 states and has held previous roles at IDS Life Insurance Company. Ameriprise Financial Services, LLC provides portfolio management for individuals and businesses, as well as financial planning and educational seminars.

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ADVISOR BIO

Michael Allen Tamayo is a registered investment advisor representative with Wells Fargo Clearing Services, LLC. Michael has been in the industry since June 3, 2015. Michael's registrations include the Series 66 (Uniform Combined State Law Examination) which was taken on June 17, 2015. Michael is licensed in several states, including California, Texas, Arizona, Colorado, Georgia, Montana, Nevada, North Carolina, Ohio, Utah, and Washington.

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ADVISOR BIO

Mobin Mohsini is a registered representative of J.P. Morgan Securities LLC. Mobin is registered in California and Texas and has been in the financial services industry since April 2013. Mobin holds licenses for Series 6, 7, 63, and 66. Mobin is also registered as an Investment Advisor Representative in California and Texas. Mobin specializes in working with a wide range of clients including high-net-worth individuals, corporations, insurance companies, charitable organizations, and pension and profit-sharing plans.

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ADVISOR BIO

Pedro Sandoval is a registered representative with J.P. Morgan Securities LLC and has been in the industry since December 15, 2022. Pedro Sandoval holds the Series 63, Series 6TO, and SIE licenses.

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ADVISOR BIO

Robin Lynn Calderon is a financial advisor who is registered with J.P. Morgan Securities LLC. Robin has been working in the financial industry since 2020. Robin has passed the Series 63, Series 6TO and the SIE exams and is registered in the state of California. Robin has experience working with insurance companies, charitable organizations, high net worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high net worth.

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ADVISOR BIO

Shawn Michael Upton is a licensed financial professional with over 10 years of experience in the securities industry. Shawn currently works for J.P. Morgan Securities LLC, and is a registered representative in Arizona, California, and Washington. Shawn has a broad range of financial expertise and specializes in providing financial planning, portfolio management, and pension consulting to individuals and businesses.

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