ADVISOR BIO

Ana Lilia Mondragon Chavez is a registered representative with Wells Fargo Clearing Services, LLC. Ana is based in Las Vegas, Nevada. Ana joined Wells Fargo Clearing Services, LLC on April 1, 2024. Ana has passed the Series 63, Series 6TO, and SIE exams. Ana specializes in investment advisory services, portfolio management for individuals and businesses, and selection of other advisers.

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ADVISOR BIO

Ana Blackwelder is a financial advisor at UBS Financial Services Inc. Ana has over 20 years of experience in the financial services industry. Ana has held previous roles at Girard Securities, Inc., Raymond James & Associates, Inc., Morgan Keegan & Company, Inc., FSC Securities Corporation, Wachovia Securities, Inc., Paine Webber Incorporated, and J.C. Bradford & Co.. Ana is registered with FINRA as a Series 7 and Series 63 licensed individual. Ana's specializations include: Fixed Income, Mutual Funds, Variable Annuities, Equity, Options, and Retirement Planning. Ana is also registered in Arizona, California, Florida, Nevada, New York, and Texas.

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ADVISOR BIO

Anaii Salazar is a registered representative with Concourse Financial Group Securities, Inc. Anaii is a financial advisor with over 1 year of experience in the industry. Anaii is licensed in Nevada and Utah. Anaii offers a range of financial services, including financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Anaii is committed to helping clients achieve their financial goals.

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ADVISOR BIO

Anand Nair is a financial professional with over 10 years of experience in the industry. Anand currently works with Northwestern Mutual Investment Services, LLC and has held previous roles at Park Avenue Securities LLC, NYLIFE Securities LLC, MML Investors Services, LLC, Northwestern Mutual Investment Services, LLC, and J.P. Morgan Securities LLC. Anand specializes in providing investment advice and financial planning services to individuals and businesses. Anand holds licenses including Series 66, Series 7, and SIE.

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ADVISOR BIO

Anastasia Bergevin is a registered representative with Charles Schwab & CO., Inc. Anastasia has been in the industry since 2012. She has a Series 63 and 66 license as well as Series 7, 9, 10 and SIE licenses. Anastasia previously worked at RBC CAPITAL MARKETS, LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Anastasia has a strong background in the financial industry and is committed to providing her clients with personalized financial advice.

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ADVISOR BIO

Andre J. Sam is a registered Investment Advisor Representative with Cetera Investment Advisers LLC. Andre has been in the industry since 2012 and holds licenses in multiple states including Nevada, Texas, California, Minnesota, North Carolina, Utah and Washington. Andre was previously affiliated with VOYA FINANCIAL ADVISORS, INC. and AMERIPRISE FINANCIAL SERVICES, INC. Andre specializes in providing financial planning, portfolio management for businesses and individuals, and pension consulting services.

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Andre Kovensky is an Investment Advisor Representative at Octavia Investments LLC. Andre has been in the industry for over 27 years and has experience in providing investment advice to high net worth individuals, corporations and other businesses. Andre holds a Series 7 and Series 63 license and a Series 65 registration. Andre has also worked at Citigroup Global Markets Inc., Salomon Brothers Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. In addition to his investment advisory work, Andre provides strategic consulting services to various companies, including Origin Materials.

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ADVISOR BIO

Andre Mason Carter is a financial advisor with over seven years of experience in the financial services industry. Andre is currently registered with Osaic Wealth, Inc. Andre holds Series 7, Series 66, and SIE licenses. Andre is a Certified Financial Planner and specializes in working with high-net-worth individuals, corporations, and retirement plans. Andre's background includes experience with Ameriprise Financial Services, LLC and Securities America, Inc.

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ADVISOR BIO

Andrea Jones is a registered investment advisor representative with State Farm Investment Management Corp. Andrea is licensed to provide investment advice in Arizona, Nevada and Utah. Andrea has been in the securities industry since 2007 and has a Series 6, Series 26 and Series 63 license. Andrea holds a Chartered Financial Consultant designation.

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ADVISOR BIO

Andrea Steiner is a financial advisor with Consolidated Portfolio Review Corp. Andrea has been in the financial services industry since February 2009. Andrea has a strong background in financial planning and portfolio management. Andrea has worked with a variety of clients, including individuals, families, and businesses. Andrea is committed to providing her clients with personalized financial advice and guidance. Andrea is registered with the state of Nevada. She is a registered representative of Consolidated Portfolio Review Corp. and an investment advisor representative of Consolidated Portfolio Review Corp.

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