ADVISOR BIO

Alfredo Algaratetamayo is a Registered Representative and Investment Advisor Representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Alfredo is licensed in California and Texas. Alfredo is a financial professional with experience in the financial services industry. Alfredo's areas of expertise include portfolio management for individuals and businesses. Alfredo is dedicated to providing clients with the highest quality financial advice.

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ADVISOR BIO

Andrew R Hubbard is a financial advisor at Morgan Stanley. Andrew has been in the industry since August 3, 2023. Andrew is registered with the state of California as both a broker-dealer and an investment advisor. Andrew's firm, Morgan Stanley, manages over $1.4 trillion in assets. Andrew has worked with clients of all types, including individuals, businesses, and institutions. Andrew has a strong track record of success and is committed to helping clients achieve their financial goals.

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ADVISOR BIO

Andy Bacaylan is a financial advisor with Commonwealth Financial Network. Andy has over 30 years of experience in the financial services industry. Andy is a Certified Financial Planner™ professional and is registered to offer investment advice in 22 states. Andy also holds Series 7, 31, and 63 securities licenses, as well as Series 65 investment advisor registration. Andy's firm, Commonwealth Financial Network, is a national financial services firm with a strong focus on providing personalized financial planning and investment management services to individuals, families, and businesses.

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ADVISOR BIO

Angel Ortiz is a financial advisor with over 8 years of experience in the financial services industry. Angel is currently registered with LPL Financial LLC in SANTA CRUZ, CA. Prior to joining LPL Financial LLC, Angel was employed by J.P. MORGAN SECURITIES LLC in CAPITOLA, CA. Angel holds the Series 6, Series 63 and SIE securities licenses. Angel has a broad range of experience working with individuals, corporations, and institutional investors.

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ADVISOR BIO

Angelina McClellan is an Investment Advisor Representative (IAR) with Morgan Stanley. Angelina has been in the industry since October 15, 2012. Angelina is registered to provide investment advisory services in 35 states and is also registered to provide securities services in 35 states. Angelina holds the Series 66, Series 7, and SIE licenses. Angelina has experience providing financial planning services to individuals and businesses.

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ADVISOR BIO

Carmen Jo Fuller is a financial advisor with over 18 years of experience in the financial services industry. Carmen Jo is currently registered with Commonwealth Financial Network. Her previous experience includes roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wachovia Securities, LLC, and Prudential Securities Incorporated. Carmen Jo holds a Series 63, Series 65, and Series 7 licenses. Carmen Jo has also passed the Series 31 and the SIE exams. Carmen Jo Fuller specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations.

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ADVISOR BIO

Christine E. Ingesson is a financial advisor associated with Morgan Stanley, registered in 46 states and two territories. Christine E. Ingesson has been in the financial industry since 2004 and has worked with a variety of clients including high-net-worth individuals, corporations, charitable organizations, and insurance companies. Christine E. Ingesson provides a variety of financial services including financial planning, portfolio management, and educational seminars. Christine E. Ingesson is dedicated to helping clients achieve their financial goals.

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ADVISOR BIO

Colleen O'Brien is a financial advisor at Morgan Stanley, a large financial services firm. Colleen is based in Santa Cruz, CA and has been working in the financial services industry since May 1996. She is registered with both the state of California and Texas, and is licensed to sell securities in all states. Colleen's background includes experience at Charles Schwab & Co., Inc. Colleen specializes in providing financial planning, portfolio management and investment advisory services to individuals, families, businesses, and institutions.

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ADVISOR BIO

Corey James Bunnell is a registered representative with J.p. Morgan Securities LLC. Corey has been in the securities industry since September 2016. Corey holds the Series 6, SIE, and Series 63 securities licenses. Corey is registered to sell securities in the state of California. Corey specializes in Investment Company Products/Variable Contracts, Municipal Securities, Equity, Fixed Income, and Options. Corey's firm is headquartered in New York, NY and has a branch office in Santa Cruz, CA.

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ADVISOR BIO

Daniel Dipietro is a registered representative with J.P. Morgan Securities LLC, serving clients from the SANTA CRUZ, CA office. Daniel has been in the financial services industry since June 2024. He is registered to offer securities in California. Daniel holds the Series 63, Series 6TO, and SIE licenses.

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