ADVISOR BIO

Aaron Michael Newland is a financial advisor with over 25 years of experience in the financial services industry. Aaron currently works at CIBC Private Wealth Advisors, Inc., based in Newport Beach, California. Aaron is a Certified Financial Planner and is registered as a Registered Representative in California. Prior to joining CIBC, Aaron was an Investment Advisor Representative at AT Investment Advisors, Inc., and has held positions at several other firms including Invesco Distributors, Inc., Pacific American Securities, LLC, Dolphin Securities, Inc., and Fidelity Brokerage Services LLC. Aaron specializes in providing investment advisory services to individuals, businesses, investment companies, and pooled investment vehicles.

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ADVISOR BIO

Aaron Johnson is a financial professional with over 7 years of experience in the financial services industry. Aaron is currently a registered representative with Wells Fargo Clearing Services, LLC. He is licensed to provide investment advice in California and Texas. Prior to joining Wells Fargo, Aaron worked at BancWest Investment Services, Inc. in Newport Beach, CA. Aaron holds the Series 66, SIE, and Series 7 securities licenses. He is a member of FINRA.

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ADVISOR BIO

Aaron Tucker is a financial advisor with Charles Schwab & CO., Inc. based in Newport Beach, California. Aaron has over three years of experience in the financial services industry, previously working with Goldman Sachs & Co. LLC and Mercer Allied Company, L.P. Aaron holds Series 63, 66, 7TO, 9 and 10 licenses. Aaron is also registered as an investment advisor representative in California.

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ADVISOR BIO

Aayush Aggarwal is a financial advisor with LPL Financial LLC. Aayush is registered with FINRA as a Registered Representative and with the state of California as an Investment Advisor Representative. Aayush has been in the financial services industry since 2019 and has worked with clients of all types, including high-net-worth individuals, corporations, and charitable organizations. Aayush has also worked with Roth Capital Partners, LLC. Aayush holds the Series 63, Series 7TO, and Series 65 licenses. Aayush specializes in providing financial planning, portfolio management, and retirement planning services. Aayush is committed to providing personalized financial advice to help their clients achieve their financial goals.

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ADVISOR BIO

Abhay Nikhil Kothari is a financial advisor with Morgan Stanley. Abhay has been in the industry since October 30, 2010. Abhay has Series 7, Series 66 and SIE registrations. Abhay has worked for Western Growers Financial Services, Inc. and Wells Fargo Investments, LLC. Abhay is registered in 9 states: California, Colorado, Nevada, New Mexico, New York, Ohio, Virginia, and Washington. Abhay is a Registered Representative and Investment Advisor Representative with Morgan Stanley. Abhay is affiliated with the Newport Beach, CA branch of Morgan Stanley.

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ADVISOR BIO

Adam Vartanyan is a registered investment advisor representative with LPL Financial LLC and has been in the industry since July 24, 2005. Adam Vartanyan is licensed in 18 states, including California, Texas and Colorado, and holds the Series 66, Series 24, and Series 7 licenses. Adam Vartanyan provides financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.

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Adam Keith Smith is a financial advisor with Raymond James Financial Services Advisors, Inc. Adam has been in the industry since 2020, specializing in financial planning, portfolio management, and pension consulting. Adam has a strong commitment to providing personalized service to individual and corporate clients, working collaboratively with them to achieve their financial goals. Adam is registered with the state of California and holds the Series 7, 66 and SIE licenses. Adam is a member of the Raymond James Financial Services Advisors, Inc. team, and is dedicated to providing his clients with a comprehensive approach to financial planning.

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ADVISOR BIO

Adam Reinhold von Fisher is a financial advisor at Blackrock Investment Management, LLC. Adam has been in the industry since June 2022 and holds a Series 7TO, SIE, and Series 66 license. Adam is registered to provide investment advice in 30 states. Blackrock Investment Management, LLC is an investment advisory firm with approximately $1 billion - $10 billion in assets under management. The firm provides portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

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ADVISOR BIO

Adam Koyanagi is a financial advisor with UBS Financial Services Inc. Adam has been working in the financial industry since 2007. Adam is registered with FINRA and the states of California, Texas, and several others. Adam holds the Series 6, 7, 63, and 65 licenses and has passed the SIE exam. Adam is also a Certified Financial Planner. Adam's primary office is in Newport Beach, CA.

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ADVISOR BIO

Adam Emmanuel Jeharajah is a financial advisor registered with CIBC Private Wealth Advisors, Inc.. Adam Emmanuel Jeharajah has been a registered Investment Advisor Representative since January 10, 2022. Adam Emmanuel Jeharajah is a Chartered Financial Analyst and is licensed in Arizona and California. CIBC Private Wealth Advisors, Inc. provides financial planning, portfolio management for businesses and individuals, and selection of other advisors.

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