ADVISOR BIO

Erik Vatter is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. He has been working in the financial services industry since 2003. Erik Vatter has a broad range of experience in the financial services industry, including experience with Morgan Stanley Smith Barney, Citigroup Global Markets Inc. and Morgan Stanley DW Inc. He has a wide range of certifications, including Series 66, Series 24, Series 23, Series 10, Series 9, SIE, Series 3, Series 31 and Series 7. Erik Vatter has extensive experience in managing individual, corporate and institutional portfolios.

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ADVISOR BIO

Erika Elizabeth Herfert is a registered representative with UBS Financial Services Inc. Erika has been in the financial services industry since 2012 and is licensed to provide financial advice in California, Nevada, and Texas. Erika holds the Series 7, Series 66, and SIE licenses. Erika is also a part owner and administrative role at Sierra Turin LLC, a company that provides outdoor lessons and retail merchandise.

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ADVISOR BIO

Erin Lankowsky is a financial professional with over 16 years of experience in the industry. Erin is currently registered with Stifel, Nicolaus & Company, Inc. and is licensed to conduct business in several states. Erin specializes in a variety of investment services including portfolio management for individuals and businesses.

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ADVISOR BIO

Erland Lum is a financial professional with over 35 years of experience in the industry. Erland is a registered representative of Osaic Wealth, Inc. and holds Series 6 and SIE licenses. Erland has also been a registered investment advisor in eight states, including Nevada, California, and Texas. Erland's professional experience has focused on providing financial advice to individuals and businesses. Erland has worked at KEOGLER, MORGAN & COMPANY, INC. and MANEQUITY, INC. Erland specializes in a variety of financial planning services, including investment management, retirement planning, and education planning. Erland provides financial advice to a range of client types, including individuals, families, businesses, and charitable organizations.

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ADVISOR BIO

Eron Kennedy is a registered investment advisor representative in Nevada, where Eron is currently registered with Forthright Partnerstm. Eron has been in the industry since April 2012. Eron has passed the Series 65 exam, the Uniform Investment Adviser Law Examination and the Securities Industry Essentials Examination (SIE). Eron also works for Premier Trust as a trust officer and is a financial advisor at Forthright Partnerstm.

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ADVISOR BIO

Evan Newton is a financial advisor with Cuso Financial Services, LP. Evan has been in the financial services industry since 2017. Evan is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed to sell securities in 14 states. Evan holds the Series 66, Series 7 and SIE licenses and is a registered representative of Cuso Financial Services, LP. Evan’s office is located in Henderson, NV.

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ADVISOR BIO

Farrell Olazo Dela Cruz is a registered representative with LPL Financial LLC. Farrell has been in the industry since April 2015 and is licensed in California, Colorado, Hawaii, and Nevada. Farrell specializes in providing financial planning, consulting, and other non-discretionary advisory services. Prior to joining LPL, Farrell has worked with Edward Jones, Morgan Stanley, and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

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ADVISOR BIO

Fatima Munoz huerta is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Fatima has been in the industry for over 9 years and has experience working with individuals, corporations, and trusts. Fatima is registered with the states of Nevada and Texas and holds Series 6, 7, 63, and 66 licenses. Fatima is a dedicated financial advisor committed to providing exceptional service and personalized financial strategies to help clients reach their goals.

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ADVISOR BIO

Felipe Juan antonio Colon is an investment advisor representative associated with Belpointe Asset Management LLC. Felipe has been in the industry for over 15 years and holds the Series 66, Series 7, and SIE licenses. Felipe specializes in financial planning, pension consulting, educational seminars, and selection of other advisors. His firm manages assets for a range of clients including individuals, high net worth individuals, charitable organizations, pension and profit-sharing plans, and corporations. Felipe has previously been associated with firms such as LPL Financial LLC and Wells Fargo Clearing Services, LLC.

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ADVISOR BIO

Fernando Duarte Frias is a financial advisor with over 20 years of experience in the industry. Fernando has a broad range of experience, having worked with multiple firms including Woodbury Financial Services, Inc., Questar Capital Corporation, and USALLIANZ Securities, Inc. Fernando currently works as a registered representative for Osaic Wealth, Inc. based out of Henderson, NV. Fernando is registered in 11 states, including Arizona, California, Colorado, Iowa, Minnesota, Montana, Nevada, New York, Washington, and Wisconsin. Fernando is also registered as an Investment Advisor Representative (IAR) in Nevada. Fernando specializes in providing financial planning, pension consulting, and educational seminars to his clients. Fernando also specializes in portfolio management for businesses and individuals.

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