Wells Fargo Advisors FiNet

Equitable Advisors is a national wealth management firm, operating locally across the country. Our financial professionals understand that your path to fulfillment starts with us getting to know who you are, what matters to you, and how you've made decisions so far. Equitable Advisors, LLC (NY, NY), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), a broker/dealer // Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) GE-7417817.1(12/24)

Wellington Capital Advisors is a San Francisco-based wealth management firm that offers a range of comprehensive financial services. With a focus on personalized strategies, they assist clients in achieving their financial goals through expert advice and tailored investment solutions. Located in the heart of California's financial district, Wellington Capital Advisors is dedicated to providing exceptional service and building long-term relationships with their clients. Their team of experienced professionals is committed to delivering customized wealth management solutions that align with each client's unique needs and objectives.Generated from the website

Beacon Pointe is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation, working with institutions, defined contribution plans, individuals and families. The firm focuses on full service financial planning and research driven investments. Beacon Pointe is 100% employee-owned and we accept no fees from the investment managers we recommend to our clients. This ensures our fiduciary duty is upheld and that our clients best interests are the driving force in the relationship.