ADVISOR BIO

Lisa Conger is a registered representative with J.P. Morgan Securities LLC. Lisa has been in the industry since 2006 and has experience with a variety of firms, including Chase Investment Services Corp. and Citigroup Global Markets Inc. Lisa holds the Series 6, Series 63, and SIE licenses and is registered with the state of Nevada. Lisa specializes in providing financial advice to individuals, businesses, and corporations, focusing on investments, retirement planning, and estate planning.

SPECIALIZATIONS

ADVISOR BIO

Lisa Elkins is a financial advisor with Belpointe Asset Management LLC. Lisa is a Certified Financial Planner and has been in the industry since June 2012. Lisa specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses. Lisa is licensed to provide investment advisory services in Florida.

SPECIALIZATIONS

ADVISOR BIO

Lisa Marie Frisch is a financial professional with over 20 years of experience in the financial services industry. Lisa currently works for UBS Financial Services Inc. and is registered with the state of California. Lisa holds a Series 7 and Series 31 licenses and the SIE. She is a licensed securities agent in California. Lisa is a registered representative for UBS Financial Services Inc. in the Reno branch. Lisa has experience working in financial services firms including Morgan Stanley.

SPECIALIZATIONS

ADVISOR BIO

Lisa Guttry is a financial advisor who has been in the industry since 2003. Lisa holds a Series 6 and Series 63 license, as well as the SIE. Lisa is currently registered with Country Capital Management Co. in Elko, Nevada.

SPECIALIZATIONS

ADVISOR BIO

Lisa Bacon-soiberg is an investment advisor representative with Arista Wealth Management, LLC, based in Las Vegas, NV. Lisa has been in the industry since 1996 and has a broad range of experience in the financial services sector. Lisa has held positions at several notable firms, including UBS Financial Services Inc., Morgan Stanley and Morgan Stanley & Co., Incorporated. Lisa is dedicated to providing comprehensive financial planning and investment management services to her clients. Her specialization includes individual and business portfolio management, pension consulting, and selection of other advisors. Lisa's commitment to serving her clients is evident in her experience and dedication.

SPECIALIZATIONS

ADVISOR BIO

Lisa Schober is a registered representative with Edward Jones, with over 10 years of experience in the financial industry. Lisa has a strong background in technology and healthcare and is a registered representative in both California and Nevada. Lisa holds the Series 7, Series 66, and SIE licenses and provides financial planning, portfolio management for individuals and businesses, and selection of other advisors.

SPECIALIZATIONS

ADVISOR BIO

Lisa Wong is a financial advisor with Transamerica Financial Advisors, Inc., registered with FINRA and licensed in California and Nevada. Lisa's career in the financial services industry began in 2012. Lisa Wong holds the Series 6 and Series 63 licenses, and also the SIE exam certification. Lisa Wong specializes in financial planning and portfolio management for individuals.

SPECIALIZATIONS

ADVISOR BIO

Lisa Mitrovich is a financial advisor with The Wealth Consulting Group. Lisa has been in the industry since February 6, 2020, and is registered to provide investment advice in 48 states. Lisa is also registered as a securities representative in California, Nevada, and Washington. Lisa specializes in providing financial planning, pension consulting, and portfolio management services for individuals and businesses.

SPECIALIZATIONS

ADVISOR BIO

Lizette Lara is a registered representative with Wells Fargo Clearing Services, LLC and has been in the industry since 2022. She holds Series 7TO, SIE and Series 66 licenses. Lizette has been employed with Wells Fargo Clearing Services, LLC since January 2022. Her previous employment includes positions with Wells Fargo Bank, NA, Cafe Zupas, Gen Korean BBQ, Cinnabon, Gentle Dental, and unemployed.

SPECIALIZATIONS

ADVISOR BIO

Lloyd Coleman is a financial advisor registered with Transamerica Financial Advisors, Inc. in Nevada and New Jersey. Lloyd has been in the financial industry since June 10, 2018. Lloyd holds the Series 6, 63, and 65 securities licenses. Lloyd specializes in providing financial planning and portfolio management for individuals. Lloyd works with clients of all ages and income levels, including high net worth individuals, families, and businesses.

SPECIALIZATIONS