ADVISOR BIO

Alexander Tancreto is a financial advisor at Edward Jones. He specializes in providing financial planning and portfolio management for individuals and businesses. Alexander is registered to provide investment advisory services in Arizona, California, Delaware, Florida, Idaho, Illinois, Indiana, Nevada, North Carolina, Oregon, South Carolina, Texas, and Washington. He also holds Series 7TO, Series 66, and SIE licenses. Alexander is committed to helping clients reach their financial goals and has over 7 years of experience in the financial services industry.

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ADVISOR BIO

Anthony Cardenas is an investment advisor representative at Belpointe Asset Management LLC, based in Carson City, Nevada. Anthony has been in the financial services industry since 2014. He specializes in working with high-net-worth individuals, charitable organizations, pension and profit sharing plans, and corporations or other businesses. Anthony holds the Series 65 license.

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ADVISOR BIO

Barbara Ann Barrett is an investment professional with over 30 years of experience in the financial industry. Barbara is currently a registered representative at LPL Financial LLC, a leading financial services firm, serving clients in Nevada and California. Barbara's previous roles include positions at Bancwest Investment Services, Inc., Questar Capital Corporation, NYLife Securities LLC, Principal Funds Distributor, Inc., WM Financial Services, Inc., Great Western Financial Securities Corporation, and ASB Financial Services. Barbara holds several professional licenses and certifications, including the Series 63, 66, 7 and 24 exams, as well as the SIE exam. Barbara is committed to providing personalized financial advice and investment solutions to help her clients achieve their financial goals.

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Blair Smith is an Investment Advisor Representative with Smith, Blair based in Carson City, NV. Blair is registered with the state of Washington and California and has been in the industry since 2000. Blair Smith provides investment advice for individuals and offers financial planning services.

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Carol Nussbaumer is a financial advisor with over 13 years of experience in the financial services industry. Carol is currently registered with LPL Financial LLC, a large financial services firm headquartered in Fort Mill, South Carolina. Carol holds a Series 66 and Series 7 license, as well as the SIE exam, and is registered with the state of Nevada as an Investment Advisor Representative. Carol is also registered with the state of Texas as a resident Investment Advisor Representative. Carol's experience includes working with Waddell & Reed, Inc and various insurance carriers for W&R Insurance Agencies, Inc.

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ADVISOR BIO

Cassandra Nguyen is a registered representative with U.S. Bancorp Investments, Inc. Cassandra holds the Series 63, Series 6TO, and SIE licenses and has been in the industry since 2024. Cassandra works in the Carson City, Nevada office of U.S. Bancorp Investments, Inc.

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ADVISOR BIO

Connor Jamerson is an investment advisor representative at Voya Financial Advisors, Inc. and Voya Retirement Advisors, LLC. Connor is registered with the state of Nevada and has been in the financial industry since September 11, 2021. Connor holds the Series 63, 65, and 6TO licenses, as well as the SIE. Connor specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars. Connor is committed to helping clients achieve their financial goals.

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Dana Loren Uken is a financial advisor with Edward Jones. Dana has been in the financial services industry since July 2009. Dana is registered with FINRA and holds Series 63, 66, and 7 licenses as well as the SIE exam. Dana has offices in Carson City, Nevada. Dana specializes in providing financial planning, pension consulting, and portfolio management services to individuals, corporations, and other businesses.

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ADVISOR BIO

Danette Lowe is a financial advisor at Commonwealth Financial Network. Danette has been in the financial services industry since 1999. Danette is a Certified Financial Planner, and she is also registered to provide investment advice in Nevada and Oregon. Danette has worked for several firms over the years including Morgan Stanley Smith Barney, Citigroup Global Markets Inc., and Morgan Stanley DW Inc. Danette is committed to helping her clients achieve their financial goals.

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ADVISOR BIO

Daniel Robert Meyer is a financial advisor who is registered with Wells Fargo Clearing Services, LLC. Daniel has been in the financial services industry for over 2 years. Daniel is licensed to provide investment advisory services in Nevada. Daniel specializes in portfolio management for businesses and individuals, as well as financial planning and pension consulting.

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