ADVISOR BIO

Alexander Puziol is an investment advisor representative at Multiple Financial Services, Inc. Alexander has been in the industry for 10 years and is registered with the state of California. He holds the Series 65 designation. Alexander specializes in working with clients on their financial planning, educational seminars, and portfolio management needs. Alexander's areas of expertise include individuals, families, and retirement planning. Alexander has a background in accounting and finance and holds a Bachelor of Science in Accounting from the University of Southern California.

SPECIALIZATIONS

ADVISOR BIO

Amy Ward is a financial advisor with Morgan Stanley. Amy has over 20 years of experience in the financial services industry. Amy has held previous roles with WELLS FARGO CLEARING SERVICES, LLC and PRUDENTIAL SECURITIES INCORPORATED. Amy is registered with FINRA as a General Securities Representative (Series 7), a Registered Options Principal (Series 9), a General Securities Sales Supervisor (Series 10), and a Futures Managed Funds Representative (Series 31). Amy holds the Series 63 and Series 65 licenses, and is registered with the states of Alabama, Alaska, Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oregon, Pennsylvania, Tennessee, Texas, Utah, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

SPECIALIZATIONS

ADVISOR BIO

Antony Mark Orme has been in the financial services industry for over 25 years. Antony has a broad range of experience working with individuals and families, charitable organizations, and businesses. Currently, Antony works at Manchester Capital Management LLC where he helps clients create a comprehensive financial plan. Antony has worked previously at Wells Fargo Advisors, LLC and Sanford C. Bernstein & Co., LLC in San Francisco, California. Antony has a Series 7, Series 63, and Series 65 licenses.

SPECIALIZATIONS

ADVISOR BIO

Armando Campos is a financial advisor with Wells Fargo Clearing Services, LLC, specializing in providing investment consulting services to institutional clients and individuals. Armando holds Series 6, 7TO, 63 and 66 licenses and is registered in California, Nevada, New York and Texas.

SPECIALIZATIONS

ADVISOR BIO

Brian D. Kerstiens is a financial advisor registered with City National Securities, Inc. located in Montecito, CA. Brian's expertise includes investment advisory services, financial planning, and portfolio management. Brian holds a Series 7 and Series 66 license and is a Certified Financial Planner. Brian joined City National Securities, Inc. in February 2015.

SPECIALIZATIONS

ADVISOR BIO

Brian Yorty is a financial advisor who has been in the industry since 2004. Brian is currently registered with J.P. Morgan Securities LLC and has been with the firm since 2012. Before joining J.P. Morgan Securities LLC, Brian worked for WAMU INVESTMENTS, INC. Brian has a Series 7, Series 3, and Series 66 license as well as the SIE exam. Brian is also a Certified Financial Planner.

SPECIALIZATIONS

ADVISOR BIO

Deborah Gerken is a financial advisor with Morgan Stanley in Montecito, California. Deborah has been in the financial industry since November 1995. Deborah has worked with several financial firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Prudential Securities Incorporated. Deborah has passed the Series 63, Series 65, Series 7 and Series 8 exams. She is currently registered with the state of California and Texas. Deborah has a long history in the financial industry and is dedicated to providing her clients with the best possible financial advice.

SPECIALIZATIONS

ADVISOR BIO

Emily Ulrich is a financial advisor with Edward Jones. Emily specializes in helping individuals and families reach their financial goals. Emily is registered with FINRA.

SPECIALIZATIONS

ADVISOR BIO

Erik Gutierrez is an investment advisor representative at Multiple Financial Services, Inc. Erik is registered with the state of California. Erik has been in the industry since June 2022. Erik is a Series 65 license holder. Erik has experience with various industries, including financial services, technology, and aerospace. Erik has worked for companies such as Goldman Sachs, Appfolio, and L3 Harris Technologies.

SPECIALIZATIONS

ADVISOR BIO

Ethan Shultz is a financial advisor with over 2 years of experience in the financial industry. Ethan has held previous roles with Merrill Lynch and Redfin. Ethan currently works with Morgan Stanley in Montecito, CA and has been registered with the state of California and Texas. Ethan has a Series 7, Series 66, and SIE license. Ethan provides financial planning, portfolio management, and educational seminars.

SPECIALIZATIONS