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Scott M

Series 66

San Jose, CA

Mutual Advisors, LLC

Scott Manley is a financial advisor with Mutual Advisors, LLC, holding a Series 66 license and 25 years of industry experience. His career includes roles at Mutual Advisors, Mutual Securities, Elaine Manley, Inc., and Waddell & Reed, Inc. In addition to advising, he is involved in authoring and selling financial books through Financial Journey Partners, Inc. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion through 123 advisors, serving individuals, institutions, trusts, and retirement plans. The firm offers asset management, financial consulting, and ERISA plan advisory services, employing both passive and active investment strategies tailored to client objectives.

Annuities Options & derivatives strategies
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Elaine M

CFP®, Series 63, Series 65

San Jose, CA

Mutual Advisors, LLC

Elaine Manley is a CFP® professional with 39 years of industry experience, currently serving at Mutual Advisors, LLC and Mutual Securities, Inc. since 2018. Her prior experience includes over 30 years at Waddell & Reed, Inc. and running her own firm, Elaine Manley, Inc., for 20 years. She serves on the board of the League of Women Voters Cupertino-Sunnyvale and is involved in authoring financial books through Financial Journey Partners, Inc. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion across 123 advisors and serving individuals, institutional investors, trusts, and retirement plans. The firm offers asset management, financial consulting, ERISA plan advisory, and sub-advisory services, employing both passive and active investment strategies tailored to client objectives.

Annuities Options & derivatives strategies
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Linda T

CFP®, Series 66

San Jose, CA

Mutual Advisors, LLC

Linda Tjiputra is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Mutual Advisors, LLC since 2018. Her prior roles include positions at Scott Manley, Elaine Manley Inc., and Waddell & Reed, Inc. She also operates as an independent insurance agent, advising clients on insurance solutions. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion through 123 advisors, providing asset management, financial consulting, ERISA plan advisory, and related services to individuals, institutional investors, trusts, and retirement plans. The firm employs a range of investment strategies and serves a diverse client base, including sovereign wealth funds.

Annuities Options & derivatives strategies
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Flavio P

Series 66

San Jose, CA

Mutual Advisors, LLC

Flavio Pando Jr. is a financial advisor at Mutual Advisors, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Mutual Securities, Inc., Elaine Manley, Inc., and Waddell & Reed, Inc. Outside of advising, he is an independent insurance agent and a licensed real estate sales representative. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion through 123 advisors. The firm serves individuals, institutional investors, trusts, and retirement plans, employing a range of investment strategies and offering services such as asset management, financial consulting, and ERISA plan advisory.

Annuities Options & derivatives strategies
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