ADVISOR BIO

Jacob Lewis is a financial advisor registered with Raymond James Financial Services Advisors, Inc. in Nevada. Jacob has been in the industry since 2005. Jacob is a Registered Representative (Series 7) and holds a securities license (Series 63) as well as an Investment Adviser Representative license (Series 65). Jacob has previously worked at MORGAN STANLEY, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and RAYMOND JAMES & ASSOCIATES, INC.. Jacob has experience providing financial planning, portfolio management for individuals and businesses, and pension consulting. Jacob is registered to offer financial services in California, Florida, Hawaii, Massachusetts, Missouri, Nevada, New Jersey, New York, Ohio, and Oregon.

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Jacob Versteeg is a financial advisor with Voya Financial Advisors, Inc. based in Las Vegas, Nevada. Jacob has been in the financial industry since 2006. Jacob is licensed in Nevada and Alaska and has experience with providing financial planning services to individuals, businesses, and charitable organizations.

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ADVISOR BIO

Jacqueline Mlechick is a financial advisor at Ameriprise Financial Services, LLC, a firm that manages over $479 billion in assets. Jacqueline has been working in the financial services industry since 2019 and is registered with the state of Nevada as a registered representative and investment advisor representative. Jacqueline is also a licensed principal with FINRA and has a Series 24 license. Jacqueline holds the Series 7, Series 66, and the SIE exams and has been licensed and active in the securities industry for over 3 years. Jacqueline offers financial planning services to individuals, families, and businesses. Jacqueline also provides asset allocation services, pension consulting, educational seminars, and publication of periodicals.

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Jacqueline Lee Kulikowski is a registered representative of Cetera Investment Advisers LLC. Jacqueline has been in the financial industry since 2000. Jacqueline holds Series 7, Series 31, and Series 66 licenses. She is registered in 14 states. Jacqueline works with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Jacqueline provides financial planning, investment management, and pension consulting services.

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Jaden Tate is an active investment advisor representative with RBC Capital Markets, LLC in Las Vegas, Nevada. Jaden is licensed to provide investment advice in several states, including Nevada, Texas, and others. Jaden has been in the financial industry since 2022, having worked previously with MML Investors Services, LLC and Thrivent Investment Management Inc. Jaden specializes in providing investment advice for a wide range of clients, including high-net-worth individuals, corporations, insurance companies, and charitable organizations. Jaden provides a variety of financial services, including portfolio management, financial planning, and pension consulting.

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ADVISOR BIO

Jake Marshall is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Jake has been in the financial services industry since 2009. Jake is registered in Nevada and Texas and has over 30 state registrations across the country. Jake specializes in providing investment advisory services to individuals, businesses, and institutions.

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Jakob Fries is a financial advisor with Avantax Advisory Services. Jakob has been in the financial services industry since February 4, 2016 and has experience working with a variety of clients including individuals, corporations, and pension plans. Jakob has a strong understanding of the financial markets and is committed to providing his clients with personalized financial advice.

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James Di gesu is a registered investment advisor representative with Belpointe Asset Management LLC. James has over 20 years of experience in the financial services industry. James is a Series 7 and Series 63 licensed representative. James specializes in providing financial planning and investment management services for individuals, businesses and charitable organizations. James has previously worked for BNY Investment Center Inc. and H.D. Vest Investment Securities, Inc.

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ADVISOR BIO

James Bingham is a financial advisor with over 30 years of experience in the industry. Currently, James is affiliated with UBS Financial Services Inc. in Las Vegas, NV. James's prior experience includes Merrill Lynch, Pierce, Fenner & Smith Incorporated and PaineWebber Incorporated. James holds FINRA Series 7, 31, and 63 securities licenses, and is also a licensed Series 65 Investment Advisor.

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ADVISOR BIO

James Ross Wheble is a financial advisor associated with Ameriprise Financial Services, LLC. James has been in the industry since January 26, 2024. His office is located at 3883 Howard Hughes Pkwy, Ste 300, Las Vegas, NV 89169-0968. Ameriprise Financial Services, LLC is a well-established firm with a strong track record of providing financial advice to a wide range of clients, including individuals, families, businesses, and institutions. The firm has a vast network of financial advisors, with over 12,000 investment advisor representatives and over 13,000 registered representatives nationwide. Ameriprise Financial Services, LLC is a registered investment advisor, and it is subject to oversight by the Securities and Exchange Commission (SEC).

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