ADVISOR BIO

Alan A. Nelson is an investment advisor representative with Measured Money Maneuvers, LLC, a firm that provides financial planning, portfolio management for individuals, educational seminars, and pension consulting. Alan has been an investment advisor representative since January 2024. He is registered with the state of California. Alan holds the Series 65 securities license. Alan is a Certified Financial Planner and a Chartered Financial Consultant. Alan also works as a Program Manager for Viasat, Inc. and volunteers to teach non-advisory related financial literacy courses.

SPECIALIZATIONS

ADVISOR BIO

Alondra Zepeda-ochoa is an Investment Advisor Representative at D. M. Brenner, Inc. Alondra has been with the firm since April 2021. Alondra is a Series 65 licensed individual and specializes in providing financial planning, pension consulting, and selection of other advisors services. Alondra specializes in working with high net worth individuals and providing financial planning services to corporations.

SPECIALIZATIONS

ADVISOR BIO

Amber Renee Restine is a financial advisor at Focus Investment Advisors, Inc. Amber has been a registered representative for over 12 years. Amber holds Series 7, 24 and 66 licenses and is also a Certified Financial Planner. Amber’s experience and commitment to providing quality financial advice has allowed her to serve many clients, including individuals, families, and small businesses. She is passionate about helping clients achieve their financial goals and is committed to providing personalized and comprehensive financial planning services.

SPECIALIZATIONS

ADVISOR BIO

Andrew Yorisato Wasa is a registered representative with Focus Investment Advisors, Inc. based in Solana Beach, CA. Andrew has been in the financial services industry since 1985 and holds multiple licenses including Series 7, 24, 63 and 66. He is also a registered investment advisor and works with both individual and institutional clients. The firm manages assets for individuals, pension plans, and corporations.

SPECIALIZATIONS

ADVISOR BIO

Ari Taublieb is a financial advisor with Root Financial Partners. Ari has experience in the financial services industry and holds a Series 7 and Series 66 license as well as the SIE. Ari is also a Certified Financial Planner. Ari has been with Root Financial Partners since 2020 and has previously worked at Nuveen Securities, LLC. Ari is registered as an investment advisor in California, Florida, and New York. Ari primarily serves individuals and high-net-worth individuals, as well as pension and profit-sharing plans. Ari's services include financial planning, pension consulting, selection of other advisors, and portfolio management. Ari is a trusted advisor who is dedicated to helping clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Brian Caine is an Investment Advisor Representative and has been in the industry since December 1996. Brian Caine is currently registered with CSJ Wealth Management, LLC, and has 1 state exam and 1 product exam. Brian Caine is also a member of The Caine Group, Inc. which is a partial owner of CSJ Wealth Management, LLC. Brian Caine's firm, CSJ Wealth Management, LLC, has 69 total accounts, and manages approximately 58,460,817 in assets. Brian Caine specializes in Financial Planning, Selection of Other Advisors, Portfolio Management for Businesses, Portfolio Management for Individuals, and Portfolio Management for Pooled Investment Vehicles.

SPECIALIZATIONS

ADVISOR BIO

Brian Stewart Johnson is a registered investment advisor representative with DLK Investment Management, LLC. Brian has been in the financial services industry for over 20 years and has a wide range of experience in investment management, financial planning, and retirement planning. Brian holds Series 6, 26, 51 and 63 licenses as well as the Series 65 license.

SPECIALIZATIONS

ADVISOR BIO

Carly Marie Jeavons is a financial advisor with Root Financial Partners, registered in California. Carly has been in the industry since June 2016 and has experience with Raymond James Financial Services, Inc. and LPL Financial LLC. Carly holds the Series 66, Series 7 and SIE licenses. Carly specializes in financial planning, pension consulting, selection of other advisors, and portfolio management for individuals.

SPECIALIZATIONS

ADVISOR BIO

Catherine Pietro is a registered representative with J.P. Morgan Securities LLC, a firm that manages over $50 billion in assets. Catherine has been in the securities industry since 2012. Catherine has been registered with FINRA since 2018, and is licensed in California and Texas. Catherine is a Series 7 and Series 66 licensed representative.

SPECIALIZATIONS

ADVISOR BIO

Christopher Riboli is a financial advisor registered with Root Financial Partners in California and Florida. Christopher joined Root Financial Partners in November 2021. Christopher has over 10 years of experience in the financial services industry. Christopher holds the Series 7 and Series 66 licenses. Christopher specializes in financial planning, pension consulting, portfolio management for individuals, and selection of other advisors. Christopher has expertise in advising High Net Worth individuals and businesses, and is dedicated to providing customized financial solutions for a variety of clients.

SPECIALIZATIONS