ADVISOR BIO

Allan Alcayde is an Investment Advisor Representative with LPL Financial LLC, a firm with over 1900000 accounts and more than $50 billion in regulatory assets under management. Allan has been in the financial services industry since 1997, providing investment advisory and financial planning services to individuals, businesses, and institutions.

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ADVISOR BIO

Allen Francis Lipscomb is a financial advisor with Ameriprise Financial Services, LLC. Allen has been working in the financial industry since 1987 and has held previous positions with firms such as Merrill Lynch, Pierce, Fenner & Smith Incorporated, UBS Financial Services Inc., Salomon Smith Barney Inc., and Lehman Brothers Inc. Allen is registered with the state of California as both a broker-dealer and an investment advisor. Allen also holds Series 3, 7 and 63 securities licenses.

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ADVISOR BIO

Ami Lynn Schelin is a financial advisor with over 10 years of experience in the industry. Ami is currently registered with Morgan Stanley and has been with the firm since 2009. Prior to joining Morgan Stanley, Ami worked with Morgan Stanley & Co. Incorporated. Ami has Series 63, SIE, and Series 7 licenses and holds registrations in multiple states. Ami specializes in providing investment advice to a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations.

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ADVISOR BIO

Ankit Shah is a financial advisor with Mariner Wealth Advisors in Pleasanton, CA. Ankit has been working in the financial services industry since 2004. He has a Series 7, Series 66, and SIE license. Ankit is also a Certified Financial Planner. Prior to joining Mariner Wealth, Ankit was a financial advisor at COMMONWEALTH FINANCIAL NETWORK. Ankit specializes in providing financial planning, portfolio management, and family office services to a wide range of clients, including individuals, families, businesses, and institutions.

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ADVISOR BIO

Anthony Giuliano is a financial advisor in Pleasanton, California. Anthony has been working in the financial services industry since June 1998 and is currently registered with Osaic Wealth, Inc.. Anthony Giuliano has also been registered with Securities America, Inc. and Foothill Securities, Inc. in the past. Anthony has a wide range of experience in financial planning, portfolio management, and investment advisory services. Anthony Giuliano is dedicated to helping clients reach their financial goals.

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ADVISOR BIO

Antonio Accardo is a financial advisor associated with MML Investors Services, LLC in Pleasanton, CA. Antonio has been in the industry since 2008. Antonio is registered as a securities agent in Arizona, California, Colorado, Connecticut, Idaho, Massachusetts, Nevada, and Oregon. Antonio is also registered as an investment advisor representative in California.

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ADVISOR BIO

Benjamin William Wong is a financial advisor at Mariner Wealth, located in Pleasanton, CA. Benjamin has been a registered investment advisor since 1983 and has a wide range of experience in the financial services industry. Benjamin holds the Series 63, Series 7, Series 24, and Series 51 licenses. Benjamin has also earned the Certified Financial Planner designation.

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ADVISOR BIO

Brian Gentry is an investment advisor representative licensed to provide investment advice in California. Brian Gentry is a registered representative of LPL Financial LLC and has been active in the securities industry since 2015. Prior to LPL Financial LLC, Brian Gentry worked at SORRENTO PACIFIC FINANCIAL, LLC. Brian Gentry holds the Series 6, Series 63, and SIE licenses. Brian Gentry's current registration at LPL Financial LLC is active. Brian Gentry's specializations include providing financial planning, portfolio management for individuals and businesses, educational seminars, and consulting and other non-discretionary advisory services. Brian Gentry's firm, LPL Financial LLC, is a national firm with offices in Fort Mill, South Carolina. LPL Financial LLC offers investment advice and other services to individuals, corporations, and institutions. LPL Financial LLC provides a full range of financial services including investment advisory, brokerage, insurance, and retirement planning services. LPL Financial LLC manages over $463 billion in assets for its clients.

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ADVISOR BIO

Bryan Furlong is a financial advisor who has been in the industry since February 7, 1985. Bryan is currently registered with Morgan Stanley in Pleasanton, California. Bryan holds a Series 7, Series 63, and SIE licenses, and is registered in 41 states. Bryan's previous experience includes working for Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., and First Jersey Securities, Inc. Bryan specializes in providing financial planning, portfolio management, and asset allocation advice to a variety of clients, including individuals, families, corporations, and institutions.

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ADVISOR BIO

Carol Lynn Ward Ochoa is a licensed investment advisor representative (IAR) with Prosperity Capital Advisors in Pleasanton, CA, and holds a Series 65 license. Carol is registered with the state of California and Texas, and has been in the industry since 2002. Prior to working with Prosperity Capital Advisors, Carol worked with NYLIFE Securities Inc. in New York, NY. Carol is a member of Foundation for Fiduciary Education Inc. (FFE) and conducts seminars to help eliminate financial illiteracy. In addition to being an advisor, Carol is also a licensed insurance agent doing business under Your Secure Retirement, Inc., where she offers fixed insurance products, including life insurance, annuities, disability insurance, long term care insurance, and Medicare supplements. Carol is an experienced financial advisor with a strong track record of success.

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