ADVISOR BIO

Alison Lyn Pyott is a financial advisor with Veris Wealth Partners, LLC. Alison has been a registered investment advisor in the state of New Hampshire since 2010. Alison holds the Series 6, 7, 26, 63 and 65 licenses. Alison has over 20 years of experience in the financial services industry, with a previous role at Citizens Securities. Alison specializes in investment consulting, financial planning, pension consulting, selection of other advisors, and portfolio management for individuals, businesses, and pooled investment vehicles.

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ADVISOR BIO

Alison Leigh Pincus is a financial advisor based in Newport Beach, California, with over 20 years of experience in the financial services industry. Alison has been registered with A.g.p. / Alliance Global Partners since January 2015. Prior to that, Alison worked for FTN Financial Securities Corp, Credit Suisse First Boston LLC and Donaldson, Lufkin & Jenrette Securities Corporation. Alison is also a Series 24, 53, 52TO and 63 licensed representative.

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ADVISOR BIO

Alison Elizabeth Motroni is an Investment Advisor Representative at Align Impact, LLC and holds a Series 65 license. Alison has been registered as an Investment Advisor Representative in California since June 25, 2020. Alison is a highly experienced investment advisor with a diverse background in the healthcare and finance industries.

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ADVISOR BIO

Alison Sturm Favale is a registered representative with Goldman Sachs & Co. LLC. Alison has been in the industry since 1999 and has experience providing financial advice to individuals and businesses. Alison holds Series 3, 7, 55, 57TO, and SIE licenses as well as the Series 63 license. Alison is registered to conduct business in 53 states and jurisdictions. Alison is specialized in providing financial advice on investments, mutual funds, variable annuities, retirement planning, and other financial products.

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ADVISOR BIO

Alison Meacham is a Registered Investment Advisor Representative with Frontier Asset Management, LLC. Alison is registered with the state of Wyoming and has been in the industry since March 2014. Alison has passed the Series 65 exam, the Uniform Investment Adviser Law Examination. Alison has experience working with individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, other investment advisers, and pooled investment vehicles. Frontier Asset Management, LLC offers financial planning, educational seminars, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles.

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ADVISOR BIO

Alison Masopust is a financial advisor at Stifel, Nicolaus & Company, Inc. Alison has been in the industry since 2007 and has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated and UBS Financial Services Inc. Alison holds the Series 66, Series 7 and SIE licenses. Alison offers financial planning, pension consulting, educational seminars and selection of other advisors, portfolio management for businesses, portfolio management for individuals and portfolio management for pooled investment vehicles.

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ADVISOR BIO

Alisoune Lee is a financial advisor with Coldstream Wealth Management in Seattle, WA. Alisoune has over 5 years of experience in the financial industry, and has worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated, EP Wealth Advisors, and Coldstream Securities, Inc. Alisoune holds Series 7TO, SIE, and Series 65 licenses and has a strong background in providing financial planning, portfolio management, and pension consulting services. Alisoune's specializations include portfolio management for individuals and businesses, as well as for pooled investment vehicles.

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ADVISOR BIO

Alissa Rennacker is an Investment Advisor Representative at West Coast Financial, LLC. Alissa is registered with the state of California. Alissa is currently active in the investment industry. She specializes in a range of advisory services including financial planning, pension consulting, and portfolio management. She is also licensed to provide investment advice to individuals, businesses, and pooled investment vehicles.

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ADVISOR BIO

Alissa Wright is a Registered Investment Advisor representative with Coldstream Wealth Management in Bellevue, Washington. Alissa has been in the industry since 2010 and has a Series 65 license. Alissa specializes in financial planning, portfolio management for individuals and businesses, and pension consulting.

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ADVISOR BIO

Alissa Hitchcock is an Investment Adviser Representative with Sequoia Financial Group, LLC. Alissa is registered in Ohio. Alissa obtained her Series 65 license in October 2023. Alissa has been in the financial services industry since July 2022. Alissa has experience working with a variety of clients including high-net-worth individuals, charitable organizations, corporations or other businesses, individuals other than high-net-worth, and pension and profit-sharing plans.

SPECIALIZATIONS