ADVISOR BIO

Aaron Jacoby is a financial advisor with Fidelity Personal and Workplace Advisors. He provides financial planning, educational seminars, and portfolio management services to individuals and businesses. Aaron has been in the industry since 2017 and has a Series 7, Series 66, and SIE license. He is registered in 53 states and the District of Columbia. He is also a licensed investment advisor representative in Nevada and Texas.

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ADVISOR BIO

Aaron Blaine is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Aaron has 10 years of experience in the financial industry, with previous roles at Wells Fargo, Bank of America and Fairway Independent Mortgage. Aaron Blaine is registered with the state of Nevada and Texas to provide both Broker-Dealer and Investment Advisor services.

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ADVISOR BIO

Aaron Phillip Tellez is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Las Vegas, Nevada. Aaron has been in the financial services industry since October 12, 2000. Aaron is a Certified Financial Planner and holds Series 7, Series 10, Series 24, Series 31, Series 63, and Series 65 licenses. Aaron's areas of specialization include retirement planning, college savings, and investment management. Aaron has a strong commitment to providing clients with personalized financial advice and guidance.

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ADVISOR BIO

Aaron Horner is a financial advisor with over 10 years of experience in the industry. Aaron is registered with LPL Financial LLC and has been with the firm since May 2024. Previously, Aaron worked with LINCOLN FINANCIAL SECURITIES CORPORATION. Aaron specializes in providing financial planning, consulting, and portfolio management services to individuals, businesses, and non-profit organizations. Aaron holds Series 7, 65, and 66 licenses, and has been recognized for his expertise in these areas.

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Aaron Davis is a registered Investment Advisor Representative with Preferred Retirement Options, Inc. in Las Vegas, Nevada. Aaron is also a licensed Insurance Agent for Barkdull Financial Group, also in Las Vegas. Aaron has been in the financial industry since 2014 and holds Series 6, 7, 63, 65 and SIE licenses. Aaron provides financial planning, educational seminars and portfolio management for individuals and businesses.

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Adaggieux Spann is a financial advisor associated with Ameriprise Financial Services, LLC. Adaggieux is licensed to offer securities and investment advisory services in 53 states and territories, and Adaggieux's primary office location is in Las Vegas, Nevada. Adaggieux has been in the financial industry since August 2023.

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ADVISOR BIO

Adam Bingham Udy is a financial advisor with over 20 years of experience in the industry. Currently, Adam is registered with Cambridge Investment Research Advisors, Inc. and has been with the firm since December of 2015. Adam is also a registered Investment Advisor Representative. In the past, Adam has worked with UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Adam holds several licenses and certifications, including the Series 6, 7, 24, 31 and 66. Adam is a Certified Financial Planner™ professional. Adam works with individuals, families, businesses, and charitable organizations, providing financial planning and investment management services.

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Adam Leon is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Adam has been in the financial services industry since 2017. Adam holds the Series 6, 7TO, 63, and 66 securities licenses. Adam also holds active investment advisor registrations in California, Nevada, and Texas. Adam has experience in serving a variety of clients including high net worth individuals, corporations, insurance companies, charitable organizations and pension and profit sharing plans.

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ADVISOR BIO

Adrian Zilvetti is a financial advisor with over 28 years of experience in the financial services industry. Adrian is currently registered with Belpointe Asset Management LLC. Adrian is also registered with the state of Wisconsin as an Investment Advisor Representative. Adrian previously worked for LPL FINANCIAL LLC, NATIONS FINANCIAL GROUP, INC., FIRST MIDWEST SECURITIES, INC., CAPITOL SECURITIES MANAGEMENT, INC., WASHINGTON INVESTMENT CORPORATION, DICKINSON & CO., and MONTANO SECURITIES CORPORATION. Adrian has held various roles in the industry including financial advisor, sales representative, and insurance sales. Adrian's areas of expertise include financial planning, pension consulting, and portfolio management for individuals.

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ADVISOR BIO

Alan Mann is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Alan has been in the financial industry for over 34 years and has a strong track record of success. Alan is committed to providing his clients with personalized financial advice and guidance. He is experienced in working with a wide range of clients, including individuals, families, businesses, and institutions. Alan's services include portfolio management, financial planning, and investment advice. Alan is a Series 7, 9, 10, 63 and 65 licensed advisor, and holds the SIE license as well. Alan has been registered with Merrill Lynch since 2012. Prior to that, Alan was registered with Morgan Stanley and its predecessor firms, from 1988. Alan is also a registered Investment Advisor in Nevada and Texas.

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