ADVISOR BIO

Aaron Michael Gabriel is a financial advisor with over 30 years of experience in the industry. Aaron is registered with Raymond James Financial Services Advisors, Inc. in both California and Texas. Aaron has a wide range of experience serving individuals, families, corporations, and various institutions. Aaron holds the Series 3, 6, 7, 9, 10, 63 and 65 licenses and is also a Certified Financial Planner.

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ADVISOR BIO

Aaron Peabody is a financial advisor with over 14 years of experience in the financial services industry. Aaron is currently registered with Raymond James Financial Services Advisors, Inc. and is licensed to provide investment advice in 24 states and the District of Columbia. Prior to joining Raymond James, Aaron worked at Securian Financial Services, Inc. Aaron is committed to helping clients achieve their financial goals.

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ADVISOR BIO

Aaron Paul Karas is a financial advisor with Insight Wealth Strategies, LLC. Aaron has been in the industry for over 10 years and is registered in California and Texas. He specializes in providing financial planning, investment management, and portfolio management for individuals and businesses. Aaron also provides educational seminars and publication of periodicals. He is a Certified Financial Planner and has a Series 7 and Series 66 license. Aaron is committed to helping his clients achieve their financial goals.

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ADVISOR BIO

Albert Flores is a financial advisor with over 20 years of experience in the financial services industry. Albert is currently registered with Sound Income Strategies, LLC, a firm that provides investment advisory services to a wide range of clients, including individuals, families, and businesses. Albert has a strong track record of success in helping clients achieve their financial goals. He is committed to providing personalized financial advice and guidance to help clients make informed decisions about their investments.

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ADVISOR BIO

Albert Tsz chung Ng is a financial professional registered with J.P. Morgan Securities LLC in SAN RAMON, CA. Albert has been in the industry since 2016 and is licensed to sell securities in California. Albert previously worked for HSBC SECURITIES (USA) INC. and WELLS FARGO CLEARING SERVICES, LLC. Albert holds the Series 6, Series 63 and SIE licenses. Albert specializes in various financial products and services, including insurance companies, high net worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high net worth.

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ADVISOR BIO

Alexander Boles is a financial advisor with J.P. Morgan Securities LLC, located in San Ramon, California. Alexander has been working in the financial industry since October 2022. Alexander specializes in a variety of areas, including retirement planning, college savings, and investment management. Alexander holds a Series 63, Series 6TO and SIE license.

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ADVISOR BIO

Amber Jenkins is an Investment Advisor Representative at Secure Retirement Financial & Insurance Services Corp. Amber is licensed to provide financial advice in California. Amber is licensed to provide financial advice in California. Amber has been in the financial services industry since 2008 and specializes in Financial Planning, Portfolio Management for Individuals and Businesses, and Educational Seminars.

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Andrea Marie Crowell is a Registered Investment Advisor representative with Kearney-Burch Financial Services, Inc. Andrea has been in the industry since 2005 and has a Series 65 license. Andrea has specialized in financial planning, pension consulting, publication of periodicals, and portfolio management for individuals. Andrea's office is located in Bolton, Massachusetts. Andrea's current registrations are active in California and Massachusetts.

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ADVISOR BIO

Andre Luiz Miranda Paiva is a financial advisor registered with Insight Wealth Strategies, LLC and has over 8 years of experience in the industry. Andre is a registered representative in California, and has passed the Series 7 and SIE exams. He is also licensed with Mutual Securities, Inc, J.P. Morgan Securities LLC and Ameriprise Financial Services, Inc. His specialties are financial planning, portfolio management and educational seminars.

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ADVISOR BIO

Andrew Nevin is a financial advisor with Lion Street Advisors, LLC, with over 20 years of experience in the financial services industry. Andrew is registered as a Broker-Dealer and Investment Advisor Representative in multiple states. Andrew specializes in financial planning, portfolio management, and pension consulting for individuals and businesses. Andrew is committed to providing personalized financial advice and helping clients achieve their financial goals.

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