ADVISOR BIO

Jo ann Romero is a financial advisor with over 10 years of experience in the industry. Jo ann is currently registered with LPL Financial LLC in Las Vegas, Nevada. Previously, Jo ann worked at UBS Financial Services Inc. in both Las Vegas, Nevada and Woodland Hills, California. Jo ann holds the Series 7 and Series 66 licenses and is also a Registered Representative in Nevada. Jo ann provides financial planning, portfolio management and consulting services to individuals, businesses, and charitable organizations.

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Joanna Moran is a financial advisor with Cetera Investment Advisers LLC. Joanna has been in the financial services industry since 2003. Joanna has a Series 7, Series 66 and SIE license and is registered with the state of Nevada. She is also registered with FINRA and is a member of the state of California, Florida, Nevada, New Mexico, Oregon, and Tennessee. Joanna has experience working with individuals, corporations, charitable organizations, pension and profit sharing plans, and state and municipal government entities. Joanna provides financial planning, educational seminars, portfolio management for businesses and individuals, and selection of other advisers. She is also a registered representative with Greater Nevada Credit Union DBA Polam Financial Network.

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Joanne McAfee is a Registered Representative and Investment Advisor Representative with Stifel, Nicolaus & Company, Inc. with over 26 years of experience in the financial services industry. Joanne has worked in the Reno, Nevada area for over 18 years. Prior to joining Stifel, Nicolaus & Company, Inc. Joanne worked for Morgan Stanley Smith Barney and Citigroup Global Markets Inc. Joanne is registered in 12 states and holds a Series 63, 65, 7 and SIE.

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Joanne Mantel is a financial advisor at LPL Financial LLC. Joanne has been in the financial industry since 2003 and has a wide range of experience working with individuals, families, and businesses. She has previously worked at a number of other firms, including Ameriprise Financial Services, LLC, UBS Financial Services Inc., and Morgan Stanley DW Inc. Joanne is licensed to offer securities and investment advisory services in Nevada. She holds the Series 63, 65, 7 and SIE licenses. Joanne specializes in retirement planning, investment management, and financial planning.

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Joaquin Infante Campbell is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Joaquin is licensed in Nevada and Texas. Joaquin has over 40 years of experience in the financial services industry, having previously worked for Wells Fargo Clearing Services, LLC and Prudential Securities Incorporated.

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Jocelyn Holzwarth is a financial advisor with Osaic Wealth, Inc. based in Las Vegas, NV. Jocelyn has been in the financial services industry for over 25 years and has a wide range of experience in providing financial advice to individuals, families and businesses. Jocelyn is a Certified Financial Planner and has earned the Series 7, 24, 51, 63 and 65 securities licenses. Jocelyn also holds licenses in multiple states. Jocelyn is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.

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Jodie Ann Cohen-potter is a financial advisor with LPL Financial LLC, a registered investment advisor firm with over $50 billion in assets under management. Jodie has been in the industry since November 1985 and has a wide range of experience in providing financial advice to individual investors, corporations, and other businesses. Jodie holds Series 7, 9, 10, 31, 63, and 65 licenses, and is registered to provide investment advice in 37 states, including Nevada and Texas.

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Joe Attinello is a financial advisor who has been working in the industry since September 2009. Joe is registered with J.P. Morgan Securities LLC. Joe is also registered with the state of Nevada and Texas as an Investment Advisor Representative. Joe offers advisory services to individuals, corporations and businesses, and trusts. Joe has a specialization in working with high net worth individuals, trusts, insurance companies, charitable organizations, and pension and profit sharing plans. Joe offers portfolio management services.

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Joe Kurian Thomas is a financial advisor with Ameriprise Financial Services, LLC, a firm with a focus on providing financial planning and portfolio management services to individuals, corporations, and other institutions. Joe Kurian Thomas is licensed in several states, including Nevada and Texas, and holds various industry certifications. Joe Kurian Thomas's experience includes working with clients in various sectors, including insurance companies, charitable organizations, and high-net-worth individuals.

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Joel Cameron Everage is a financial advisor with LPL Financial LLC. Joel has been working in the financial industry since 2000, and has been with LPL Financial LLC since 2021. Joel is registered with FINRA as a Registered Representative, and is licensed to provide investment advice in Arizona, California, Connecticut, Idaho, Nevada, Texas, and Utah. Joel's firm, LPL Financial LLC, manages more than $50 billion in assets for over 168,000 clients. LPL Financial LLC provides a variety of advisory services, including financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisors. Joel is dedicated to providing his clients with the highest quality financial advice and service.

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