ADVISOR BIO

Adam Koplan is a financial advisor at Morgan Stanley. Adam has been in the financial industry since 2000 and has a broad range of experience in financial planning, portfolio management and investment advisory services. Adam has worked for a number of well-known financial institutions including UBS PaineWebber Inc., Citigroup Global Markets Inc. and Morgan Stanley. Adam holds licenses in 53 states and the District of Columbia, and is registered with the Financial Industry Regulatory Authority (FINRA) as well as the Securities and Exchange Commission (SEC). Adam's previous business experience includes owning rental properties.

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ADVISOR BIO

Alexander Binnie is a financial advisor with Ameriprise Financial Services, LLC. Alexander has been in the industry since August 25, 1991, and is licensed to provide financial advice in California, Arizona, Hawaii, Iowa, Nevada, Oregon, and Wisconsin. Alexander has earned the Series 7 and Series 63 licenses and the SIE exam. Alexander has experience working with a variety of clients, including high-net-worth individuals, businesses, trusts, and estates. Alexander offers financial planning, asset allocation services, pension consulting, and educational seminars. Alexander is a Certified Financial Planner™.

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ADVISOR BIO

Andrew Lancaster is an investment advisor representative with Crosspoint Capital Management, based in Orinda, CA. Andrew has been a registered Investment Advisor Representative since 2018 and has held previous positions at Goldman Sachs and Sanctuary Wealth Advisors, LLC. Andrew specializes in providing financial planning, portfolio management for businesses and individuals. Andrew has a Series 65 license and has taken the Uniform Investment Adviser Law Examination.

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ADVISOR BIO

Andrew Charles Gall is a financial advisor with over 20 years of experience in the industry. He is currently registered with Morgan Stanley and has been with the firm since 2016. Previously, Andrew worked at UBS Financial Services Inc. for 17 years. He holds licenses in multiple states, including California and Texas, and has passed the Series 3, Series 63, Series 65 and Series 7 exams. Andrew is a licensed real estate agent in California and enjoys helping clients with their real estate needs.

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ADVISOR BIO

Anna B. Miller is a financial advisor at Morgan Stanley. Anna is licensed in 53 states and the District of Columbia and holds Series 7TO, SIE and Series 66 licenses. Anna's career spans multiple industries, including financial services, education, and retail. Anna has a proven track record of providing investment advice and financial planning services to a wide range of clients, including individuals, families, businesses, and institutions. Anna's clients benefit from her personalized approach to financial planning and her deep understanding of the investment landscape. Anna is committed to helping her clients achieve their financial goals.

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ADVISOR BIO

Anne Nishiura-seto has been in the financial services industry since 1995 and is currently registered with Morgan Stanley. Anne has a diverse background and experience in providing investment advice and financial planning services. Anne has worked for several well-known financial institutions, including ADP Broker-Dealer, Inc. and Morgan Stanley DW Inc., and holds Series 6, 7, 31, and SIE licenses. In addition to her professional experience, Anne has a strong understanding of the financial markets and a commitment to providing personalized service to her clients.

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ADVISOR BIO

Anthony Cantando is an investment advisor representative, registered with the state of California. Anthony has been in the industry for over two decades, beginning his career at Wedbush Morgan Securities Inc. Anthony is the CEO of Crosspoint Capital Management, LLC, a parent company of Crosspoint Capital Strategies, LLC. Anthony is the CEO and COO of Crosspoint Capital Strategies, LLC, and an indirect owner through his ownership interest in the firm's parent company. Crosspoint Capital Strategies, LLC provides investment advisory services to high net worth individuals, other investment advisors, corporations, and individuals other than high-net-worth.

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ADVISOR BIO

Brian Anthony Montanez is an Investment Advisor Representative associated with Multnomah Group, Inc.. Brian has been in the industry since 1999 and has experience with CitiStreet Advisors LLC, CitiStreet Equities LLC, Invesmart Securities, LLC, RFS Partners, and Interfirst Capital Corporation. Brian has a Series 63, Series 66, and Series 7 license and has expertise in Portfolio Management for Businesses and Individuals, Financial Planning, Pension Consulting, Educational Seminars, and Selection of Other Advisers.

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ADVISOR BIO

Brian Lewis is an investment advisor representative with Morgan Stanley, a firm with a strong reputation in the financial services industry. With over 30 years of experience in the industry, Brian provides a wide range of advisory services, including financial planning, pension consulting, and portfolio management. Brian's expertise extends to individuals, businesses, and investment companies. He is licensed in multiple states, including California, Texas, and others, allowing Brian to serve a diverse client base. Brian's dedication to providing personalized financial guidance has earned him recognition as a trusted advisor in the community.

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ADVISOR BIO

Caroline Elizabeth Langner is a financial advisor with over 5 years of experience in the financial services industry. Langner is registered to provide investment advice in 38 states and is a registered representative of Morgan Stanley. Langner works out of the Orinda, CA branch office of Morgan Stanley. In addition to providing financial advice, Langner specializes in asset allocation advice, financial planning, pension consulting, and educational seminars. Langner is committed to providing her clients with the highest level of service and helping them achieve their financial goals.

SPECIALIZATIONS