ADVISOR BIO

Ali Geranmayeh is an Investment Advisor Representative with UAS Asset Management. Ali Geranmayeh has been in the industry since July 2003, and is registered to provide investment advice in 7 states. Ali Geranmayeh is also an active member of BIBLIO HOLDINGS, LLC, a non-investment related entity founded by Ali Geranmayeh's wife. Ali Geranmayeh's specialties include portfolio management for businesses, individuals, and pooled investment vehicles.

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ADVISOR BIO

Ali Hakim is a financial advisor registered with the state of Indiana and has been in the industry since June 2022. Ali is affiliated with Valeo Financial Advisors, LLC. Ali holds the Certified Financial Planner designation and specializes in Financial Planning, Portfolio Management for Individuals and Businesses, Portfolio Management for Pooled Investment Vehicles, and Selection of Other Advisers.

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ADVISOR BIO

Ali Kavianian is a financial advisor who has been active in the industry since 2008. Ali is currently registered with Churchill Management Group, and is licensed in Oregon and Washington. Ali has experience with financial planning, portfolio management for individuals, and portfolio management for businesses and pooled investment vehicles.

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ADVISOR BIO

Ali Mossadeghi is a financial professional with over 20 years of experience in the industry. Ali is currently registered with BMO Capital Markets Corp. Ali has a strong track record of providing investment advice and portfolio management services to a wide range of clients, including investment companies, pooled investment vehicles, and high-net-worth individuals.

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ADVISOR BIO

Ali Newberry Carmen is a financial advisor with over 20 years of experience in the financial services industry. Ali Newberry Carmen has been registered with Northern Trust Securities, Inc. since February 2015. Prior to that, Ali Newberry Carmen was employed at SANFORD C. BERNSTEIN & CO., LLC and SANFORD C. BERNSTEIN & CO., INC. Ali Newberry Carmen provides portfolio management services to individuals, businesses, and pooled investment vehicles. Ali Newberry Carmen also offers a range of other services, including selection of other advisors and portfolio management for businesses. Ali Newberry Carmen is registered to provide investment advice in 53 states and the District of Columbia.

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ADVISOR BIO

Ali Brancati is a financial advisor who has been in the industry since 2003. Ali is currently registered with RBC Capital Markets, LLC in Connecticut and has been with the firm since 2008. Previously, Ali worked at Phoenix Equity Planning Corporation, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Advest, Inc. Ali's primary focus is working with insurance companies, charitable organizations, high-net-worth individuals, pension and profit sharing plans, corporations, and individuals other than high-net-worth.

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ADVISOR BIO

Ali Bastani is an investment advisor representative registered with Seven Post Investment Office LP. Ali has been in the industry since 1998 and has extensive experience in the investment advisory field. Ali is licensed to provide investment advisory services in California and has held previous positions at Goldman, Sachs & Co. Ali has a strong track record of providing high-quality investment advice to clients. Ali is committed to helping clients achieve their financial goals.

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ADVISOR BIO

Ali Abbas Rezvi is a registered representative with HSBC Securities (USA) Inc. Ali Abbas Rezvi has been in the securities industry since June 2011. Ali Abbas Rezvi is registered with the following securities authorities: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Ali Abbas Rezvi has passed the Series 7, Series 63, Series 66, and Series SIE exams. Ali Abbas Rezvi is also registered as an Investment Adviser Representative in California and New York. Ali Abbas Rezvi has specialized in providing investment advice in relation to investment advice regarding mutual funds and other investment products. Ali Abbas Rezvi is associated with Merrill Lynch, Pierce, Fenner & Smith Incorporated from June 2011 to August 2012.

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ADVISOR BIO

Alia Elizabeth Wagenhoffer is a Certified Financial Planner who provides financial planning and portfolio management services to high-net-worth individuals, pension and profit-sharing plans, corporations, and other businesses. Alia is a registered Investment Advisor Representative with Cerity Partners LLC, where she has been working since April 2024. Alia has also previously worked at HighLine Wealth Management and Wealthspire Advisors. Alia's specializations include financial planning, retirement planning, estate planning, college savings, and insurance. Alia is committed to providing her clients with personalized advice and services to help them reach their financial goals.

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ADVISOR BIO

Alice Cameron-roth is a financial advisor with over 30 years of experience in the industry. Alice is currently registered with Stifel, Nicolaus & Company, Inc. and has held previous positions with several other firms including Dean Witter Reynolds Inc. and IDS Life Insurance Company. Alice holds several professional licenses and designations, including Series 7, Series 6, Series 22, Series 31, Series 63, Series 65, Series 9, and Series 10. Alice specializes in providing financial advice and portfolio management services to individuals, families, and businesses.

SPECIALIZATIONS