ADVISOR BIO

Ali Catalina Salazar is a financial professional with over 10 years of experience in the financial services industry. Ali is currently registered with Citigroup Global Markets Inc. Ali has previously worked at Wells Fargo Clearing Services, LLC and Lincoln Financial Advisors Corporation. Ali holds the Series 66, Series 7 and SIE licenses.

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ADVISOR BIO

Andrew Fairbanks is an Investment Advisor Representative registered with De Groote Financial Group, LLC in California. Andrew has been in the industry since 2023. Andrew holds the Series 65 license and has experience in the financial planning industry. De Groote Financial Group, LLC provides financial planning and portfolio management services to individuals, businesses, and pension plans. They have a client base of over 1,000 clients and manage over $650 million in assets.

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ADVISOR BIO

Andrew Perceleanu is a financial advisor who has been in the industry since 2001. Andrew is currently registered with Citigroup Global Markets Inc. and previously worked with LPL FINANCIAL LLC, U.S. BANCORP INVESTMENTS, INC., HSBC SECURITIES (USA) INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Andrew is licensed in a variety of states and holds the Series 6, 7, 63, and 66 licenses, along with the SIE exam. Andrew specializes in providing financial advice to a wide range of clients, including individuals, corporations, and charitable organizations.

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ADVISOR BIO

Artin Chaghalian Haftevani is a licensed securities professional registered with Wells Fargo Clearing Services, LLC. Artin joined Wells Fargo in March 2023 and holds Series 6TO, SIE and Series 63 licenses. Artin is currently based in the Thousand Oaks, CA office of Wells Fargo.

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ADVISOR BIO

Bahram Shidoosh is a financial advisor with over 20 years of experience in the industry. Bahram is currently registered with the state of California and has been working with Shidoosh Wealth Management LLC since December 2018. Bahram has been involved in the financial services industry for 27 years, previously holding positions at Unionbanc Investment Services, LLC, Morgan Stanley, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo Advisors, LLC, Charles Schwab & Co., Inc., Waterhouse Securities, Inc., and PRUCO Securities Corporation. Bahram provides financial planning, pension consulting, and portfolio management services to both individuals and businesses.

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ADVISOR BIO

Bruce Lacey is a financial advisor with over 25 years of experience in the industry. Bruce is currently registered with De Groote Financial Group, LLC and is a registered investment advisor. Bruce holds Series 7, Series 63, and Series 65 licenses. Bruce specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Bruce has worked with a wide range of clients, including high-net-worth individuals, corporations, and pension plans.

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ADVISOR BIO

Bruce Bassin is an investment advisor representative registered with Bassin, Bruce. Bruce has been in the industry since 1998 and has experience with Southeast Investments, N.C., Inc., Liberty Partners Financial Services, LLC, and Kovack Securities Inc.. Bruce's firm offers financial planning, pension consulting, and selection of other advisors.

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Bryan Abram Freit is a financial professional with over 30 years of experience in the industry. Bryan has held positions at several firms including Centaurus Financial, Inc., Lifemark Securities Corp., Mutual Service Corporation, and Equico Securities, Inc.. Bryan currently holds a Series 6, Series 63 and SIE license and is registered with Gold Coast Securities, Inc.. Bryan focuses on providing financial planning and investment advice to individuals and businesses.

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ADVISOR BIO

Cameron St. martin is a financial advisor at LPL Financial LLC, where has been working since September of 2020. Previously, worked at CETERA ADVISOR NETWORKS LLC and Lincoln Investment. holds both Series 66 and Series 7 licenses and is registered as a broker-dealer in California, South Carolina and Texas, and as an investment advisor in all three states. Cameron specializes in providing financial planning, portfolio management, and other advisory services.

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ADVISOR BIO

Chelsea Henriod is a financial advisor at Edward Jones with over four years of experience in the financial services industry. Chelsea is registered with FINRA and has passed the Series 66, Series 7TO and SIE exams. She is also a licensed investment advisor in California and Texas. Chelsea offers a variety of services including financial planning, pension consulting, selection of other advisers, and portfolio management for individuals and businesses. Chelsea's goal is to help her clients achieve their financial goals. Chelsea is also an assistant golf coach at Harvard-Westlake Middle School in Los Angeles, CA.

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