ADVISOR BIO

Shanna Wexelblatt is a registered investment advisor representative with Fidelity Personal And Workplace Advisors. Shanna has been in the industry since 2014 and holds the Series 7, Series 66, and SIE licenses. Shanna has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. In addition to her work as an investment advisor, Shanna is also an independent contractor as an audio engineer.

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ADVISOR BIO

Shannon Renee Roehrs is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Shannon has been in the securities industry since September 6, 2001. Shannon holds FINRA Series 3, 7, 9, 10, 24, and 66 licenses. Shannon is also registered with the states of Alaska, California, Idaho, Nevada, New Jersey, Texas, and Washington. Shannon is an active member of Merrill Lynch, Pierce, Fenner & Smith Inc. in the Las Vegas, Nevada office. Shannon specializes in portfolio management for businesses and individuals, providing advisory services and research reports. Shannon also provides educational seminars and assists clients with the selection of other advisors.

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ADVISOR BIO

Shannon Mountain is a financial advisor with Morgan Stanley. Shannon has been in the industry since 1998 and has experience working with clients in Nevada. Shannon is registered to provide investment advisory services in Nevada and Texas. Shannon is also registered with FINRA. Shannon can provide financial planning and investment management services.

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ADVISOR BIO

Shannon Sutherland is a financial advisor with Commonwealth Financial Network. Shannon has been working in the financial services industry since May 2001 and has experience in both investment advisory and brokerage services. Shannon is registered to offer investment advice in Nevada and securities in Arizona, California, Colorado, District of Columbia, Indiana, Minnesota, Nevada, New Jersey, New York, Oregon, Pennsylvania, Tennessee, and Texas. Shannon focuses on providing financial planning and portfolio management services for individuals, businesses, pension and profit-sharing plans, charitable organizations, and state and municipal government entities. Commonwealth Financial Network is a Registered Investment Advisor with over 19,600 clients and $177 billion in assets under management.

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ADVISOR BIO

Shannon Dowd is an Investment Advisor Representative with Charles Schwab & Co., Inc. Shannon is a registered representative and investment advisor representative with over 20 years of experience in the financial services industry. Shannon has a broad range of experience, including working with individuals, families, and businesses. Shannon is committed to providing personalized financial advice and helping clients reach their financial goals.

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ADVISOR BIO

Shannon McGuire is a financial advisor with Morgan Stanley, with over 30 years of experience in the financial services industry. Shannon has a strong background in investment advisory and brokerage services, with expertise in managing a wide range of investments, including stocks, bonds, mutual funds, and options. Shannon has also worked with clients to develop financial plans and provide investment advice, helping them achieve their financial goals. Shannon holds Series 3, 7, 8, 9, 10, 31, 63, and 65 licenses and has held registrations in several states, including Nevada, Texas, and Utah. Shannon has a long history of working with clients to develop financial plans, manage investments, and achieve their financial goals.

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ADVISOR BIO

Shannon Russell is a registered representative with J.p. Morgan Securities LLC, located in Gardnerville, Nevada. Shannon has been in the securities industry since November 17, 2014, and has held previous positions with WELLS FARGO CLEARING SERVICES, LLC. Shannon holds the Series 6, Series 63, and SIE licenses and specializes in Investment Company/Variable Products, Mutual Funds, Annuities, Variable Life Insurance, and Retirement Planning.

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ADVISOR BIO

Shanon Marie Sabo is an investment advisor representative with Ameriprise Financial Services, LLC. Shanon has been in the financial services industry since August 2021. Shanon is registered with the state of Nevada and holds Series 66, 7TO, 9, 10, and 24 securities licenses. Shanon specializes in financial planning, portfolio management for individuals and businesses, and educational seminars.

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ADVISOR BIO

Shapour Javadizadeh is an investment advisor representative with RJJ Pasadena Securities, Inc. Shapour has been in the industry for over 40 years and has a variety of experience, including work with charitable organizations, high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth individuals. Shapour is also a registered representative with RJJ Pasadena Securities, Inc. in both California and Nevada.

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ADVISOR BIO

Sharif Nsouli is an Investment Advisor Representative with Rareview Capital LLC. Sharif is registered to provide investment advisory services in Nevada. Sharif obtained their Series 65 license on August 23, 2024, and became registered with the state of Nevada on August 26, 2024. Sharif specializes in providing portfolio management services for businesses, individuals, and investment companies. Sharif has been in the industry since June 2020 and has experience with Rareview Capital LLC and the University of California-SB.

SPECIALIZATIONS