ADVISOR BIO

Alejandra Vanesa Rivera is a registered representative with U.S. Bancorp Investments, Inc. in Palm Desert, California. Alejandra holds the Series 6 and Series 63 licenses and has been in the financial services industry since 2017. Before joining U.S. Bancorp Investments, Inc., Alejandra was employed by UNIONBANC INVESTMENT SERVICES, LLC. Alejandra's experience includes working with individuals, high-net-worth individuals, corporations, charitable organizations, pension plans, and investment companies.

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ADVISOR BIO

Alma C. Mendez is a registered representative with J.p. Morgan Securities LLC, located in PALM DESERT, CA. Alma C. Mendez specializes in investment company products, variable contracts and securities. Alma C. Mendez is registered with FINRA and has passed the Series 6TO and SIE exams. Alma C. Mendez has been in the industry since 8/26/2024. Alma C. Mendez works with clients of all types, but specializes in working with high net worth individuals, corporations or other businesses, and individuals other than high net worth individuals.

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ADVISOR BIO

Amanda Bacon is a financial advisor registered in California with Citigroup Global Markets Inc. Amanda's experience in the financial services industry began in 2001. Prior to joining Citigroup Global Markets Inc. Amanda worked for several other firms including Wells Fargo Clearing Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, LPL Financial LLC, Charles Schwab & Co., Inc., BANC OF AMERICA INVESTMENT SERVICES, INC., MORGAN STANLEY DW INC. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Amanda holds the Series 63, Series 66, Series 7, Series 9, and Series 10 securities licenses as well as the SIE license.

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ADVISOR BIO

Andrew Robert Clark is a financial advisor with over 20 years of experience in the financial services industry. Andrew has held various roles at different firms, including Merrill Lynch, UBS Financial Services, and Citigroup Global Markets. Andrew is currently a registered representative with Morgan Stanley and has been with the firm since 2009. Andrew is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 66, and SIE licenses. Andrew is also a Certified Financial Planner™ (CFP®) and a licensed investment advisor in Texas and California. Andrew is a member of the CFP Board and has been recognized for his accomplishments in the financial services industry. Andrew provides financial planning and investment advice to a wide range of clients, including individuals, families, and businesses.

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ADVISOR BIO

Anthony Maddelina is a financial advisor with Wells Fargo Clearing Services, LLC. Anthony is a registered investment advisor and has been working in the financial services industry since 1996. Anthony is a Series 7, 9, 10, 63 and 65 licensed professional and has a strong background in financial planning, portfolio management, and investment consulting. Anthony has previously worked with Morgan Stanley Private Bank, National Association and Morgan Stanley & Co. Incorporated.

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ADVISOR BIO

Austin Beneteau is a financial advisor at MWA Financial Services Inc., a firm with a history of serving clients in the Midwest and across the nation. Austin holds several licenses including Series 6, Series 63, and Series 65 and has been in the industry since 2018. Austin specializes in providing investment advice and financial planning services to individuals, corporations, and charitable organizations. In addition to providing financial guidance to clients, Austin has expertise in selecting other advisors to meet the unique needs of the client.

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ADVISOR BIO

Benjamin Douglas Papinaw is a financial advisor currently registered with Wells Fargo Clearing Services, LLC. Benjamin has been working in the financial services industry since October 29, 2001. Benjamin has a strong background in providing financial advice, with experience at UBS Financial Services Inc.

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ADVISOR BIO

Benjamin English is a financial advisor who has been working in the industry since 2015. He is currently registered with the state of California and has a Series 6, Series 7, Series 63, and Series 65 licenses. Benjamin English works at United Capital Financial Advisors, and previously worked at Wells Fargo Clearing Services, LLC and Goldman Sachs Personal Financial Management. He specializes in helping individuals, families, and businesses with their financial planning needs. Benjamin English provides a variety of services including portfolio management, financial planning, and educational seminars.

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ADVISOR BIO

Bradley Arave is a financial advisor at Cypress Wealth Services, LLC, a firm based in Palm Desert, California. Bradley has been in the industry since 2008 and has a Series 66, Series 7 and SIE license. Bradley has a strong background in providing financial planning and investment management services for clients, with experience at several previous firms. Bradley's firm manages approximately $821 million in assets.

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ADVISOR BIO

Brandt Laurence Kuhn is a financial advisor currently registered with Beacon Pointe Advisors, LLC and is licensed in California. Brandt has been in the industry since 2007 and holds the Series 7, Series 66, and SIE securities licenses. Brandt is also a Certified Financial Planner and has been registered with PURSHE KAPLAN STERLING INVESTMENTS and BCG SECURITIES, INC. Brandt specializes in Portfolio Management for Individuals, Businesses, Investment Companies and Pooled Investment Vehicles.

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