ADVISOR BIO

Diana Khalil is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc.. Diana has been in the securities industry since June 2022. Diana specializes in portfolio management for individuals and businesses. Diana is also a registered investment advisor representative. Diana has passed the Series 7TO, Series 66, and SIE exams. Diana is licensed to provide securities and investment advisory services in Arizona, California, Florida, Idaho, Nevada, Oregon, Texas, and Utah.

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ADVISOR BIO

Diana Anderson is a securities professional with over 15 years of experience in the financial services industry. Diana has a broad range of experience, holding licenses for Series 7, 24, 57TO, and 14. Diana currently works as a registered representative at Bright Trading, LLC in Henderson, Nevada.

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ADVISOR BIO

Diana Krejci is a financial professional with Wells Fargo Clearing Services, LLC. Diana is a registered representative and investment advisor representative. Diana has been working in the financial services industry since March 2019. Diana offers investment advisory and financial planning services.

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ADVISOR BIO

Diana Youa Heu is an experienced financial advisor with over 13 years of experience in the industry. Diana holds Series 7, 24, 52TO, and 66 licenses and has a proven track record of success in providing financial advice to a wide range of clients. Diana is currently a registered representative with THE Ameriflex Group, a firm that specializes in providing financial planning, portfolio management, and investment advisory services to individuals, families, and businesses. Diana is also a Chief Compliance Officer of THE Ameriflex Group's Registered Investment Advisor. Diana has been with the firm since 2019 and is a valuable member of the team. Prior to joining THE Ameriflex Group, Diana worked as a financial advisor at SAGEPOINT FINANCIAL, INC., where she gained valuable experience in providing investment advice to clients. Diana's previous experience at Securities America, Inc. further deepened her knowledge of the financial services industry. Diana is committed to providing her clients with personalized financial advice and guidance that meets their unique needs. She is dedicated to helping her clients achieve their financial goals and build a secure financial future.

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Diane Woodward is a financial advisor who has been in the industry for over 20 years. Diane has a diverse background working with a number of firms including American Express Financial Advisors Inc. and CitiCorp Investment Services. Currently, Diane is a registered representative with Mariner Independent and is licensed in several states. Diane provides comprehensive financial planning services, including investment management, retirement planning, and estate planning.

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Diane Rice is a registered Investment Advisor Representative for Read & Powell Financial Services, LLC based in Elko, Nevada. Diane has been in the industry since August 2000. Diane is registered with FINRA and the state of Nevada. Diane has passed the Series 7 and Series 66 examinations. Diane specializes in Financial Planning, Portfolio Management for Businesses, Portfolio Management for Individuals and Selection of Other Advisers.

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Diane Watson is a financial advisor registered with Belpointe Asset Management LLC. Diane is an active investment advisor representative in Colorado. Diane has been in the securities industry for over three years. Before joining Belpointe Asset Management, Diane was a financial advisor at Cambridge Investment Research, Inc. in Fairfield, Iowa. Diane holds Series 7, 66, and 63 licenses.

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Diane Lisa Ninco is an investment professional with a background in securities and investments. Diane is a registered representative with Wells Fargo Clearing Services, LLC, and holds Series 63, 9, 7 and SIE licenses. Diane has been active in the financial services industry since 2008, having worked with Wells Fargo Clearing Services, LLC since that time. Diane is registered with the securities regulators in the following states: Arizona, California, Colorado, Florida, Hawaii, Indiana, Louisiana, Maryland, Massachusetts, Minnesota, Missouri, Nevada, New Hampshire, New Jersey, New York, Oregon, South Carolina, Utah, Virginia and Wisconsin.

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ADVISOR BIO

Diane Booth Tuntland is a registered Investment Advisor Representative with Fraser Asset Management and Endowment Partners LLC, both of which are based in Las Vegas, NV. Diane has over 10 years of experience in the financial services industry. She holds a Series 65 license. Diane is a financial planner with a focus on providing investment management services to individuals and other investment advisors. Diane's firm, Fraser Asset Management, manages over $3 million in assets for individual clients.

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ADVISOR BIO

Diane Poepping is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Diane has been in the industry since July 21, 2012 and has experience with Ameriprise Financial Services, Inc., LPL Financial LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Diane holds Series 66, SIE and Series 7 licenses and is registered in 53 states and the District of Columbia. Diane specializes in providing portfolio management for businesses and individuals, as well as pension consulting and educational seminars.

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