ADVISOR BIO

Derek Jason Allsup is a financial advisor with Wells Fargo Clearing Services, LLC. Derek is a registered representative in Arizona. Derek has been a financial advisor for 10 years. Derek specializes in retirement planning, investment management, and financial planning. Derek also works with insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth individuals.

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ADVISOR BIO

Devin Welch is a financial advisor with over 20 years of experience in the industry. Devin currently works for Treiberg Wealth Management and is registered with the state of Arizona as a Registered Investment Advisor. Devin specializes in financial planning and portfolio management for individuals and high-net-worth clients. Devin is also a Certified Financial Planner and has a strong track record of success in helping clients reach their financial goals. Prior to joining Treiberg Wealth Management, Devin worked for H.D. Vest Investment Services and Davis Distributors, LLC. Devin holds Series 6, 7, and 66 licenses.

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Diego Alejandro Renteria is a financial advisor with Fidelity Personal And Workplace Advisors. Diego has been in the industry for over two years. Diego is registered with FINRA and the state of Arizona, as well as 22 other states. Diego is also a registered investment advisor. Diego has a Series 7TO, Series 63, and Series 66 license. Diego specializes in providing financial planning, portfolio management for businesses and individuals, educational seminars and the selection of other advisors.

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Dominick Mattia is a financial advisor with Wells Fargo Clearing Services, LLC, located in Tucson, Arizona. Dominick Mattia has been in the financial services industry since October 2013. Prior to joining Wells Fargo, Dominick Mattia was associated with J.P. Morgan Securities LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Dominick Mattia is registered with the state of Arizona. Dominick Mattia holds the Series 66, SIE and Series 7 licenses. Dominick Mattia specializes in providing investment consulting services to institutional clients and financial planning for individuals.

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Dominique Nicole Serge is a financial advisor who has been working in the financial services industry since December 4, 2019. Dominique is currently registered with Fidelity Personal And Workplace Advisors. Before joining Fidelity, Dominique worked at Centaurus Financial, Inc. Dominique is licensed in 48 states and has a Series 66, Series 7, Series 10, and Series 9 license. Dominique specializes in financial planning, portfolio management, and educational seminars. Dominique has been registered as an investment advisor representative with Fidelity Personal And Workplace Advisors since July 28, 2020, and is licensed in Arizona.

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Donja Cluff is a financial advisor with Paradigm Money Management, LLC and has been in the industry for 10 years. Donja's main office is located in Tucson, AZ and Donja is also registered in Arizona. Donja offers a variety of services to clients, including financial planning, pension consulting, and educational seminars. Donja has been a registered representative of Centaurus Financial, Inc., a broker-dealer, for over two years. Prior to that, Donja worked for Affluent LLC, and Arbonne International.

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Douglas Hurley Riegger is a registered investment advisor representative with Southwest Investment Advisors, Inc.. Douglas is currently licensed in Arizona and California. Douglas has been in the industry since 2023 and has a combined state and product exam count of 3. Douglas holds licenses in Series 66, Series 7TO and SIE. The individual's current employment is at Southwest Investment Advisors, Inc. in Tucson, AZ and Douglas also provides investment advisory services through Southwest Investment Advisors, an independent investment advisor firm. Douglas provides financial planning and portfolio management for individuals.

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Douglas Steven Mance is an investment advisor representative with RBC Capital Markets, LLC. Douglas has been in the securities industry since October 31, 1981. Douglas holds the following licenses: Series 7, Series 63, Series 65 and SIE. Douglas is registered with the following states: Arizona, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Texas, Utah, Vermont, Virginia, Washington, Wisconsin, and Wyoming. Douglas is also a Certified Financial Planner. Douglas has previously been employed by MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.

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Douglas Nelson is a registered Investment Advisor Representative with TCI Wealth Advisors, Inc., a firm located in Tucson, AZ. Douglas is licensed in Arizona, Nevada, and New Mexico. He has been with the firm since January 2008 and specializes in providing financial planning and portfolio management services to individuals, corporations, and charitable organizations. He is also a member of the D & T Investment Club, LLC, a partnership based in Reno, NV.

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Duane Kevin Shumaker is a financial advisor currently registered with Balboa Wealth Partners, Inc. in Tucson, Arizona. Duane has been in the financial industry since 1996. Duane is licensed to offer investment advisory services in Arizona and Texas. Duane is also a Certified Financial Planner.

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