ADVISOR BIO

Kent Deaver has been an active financial advisor for over 30 years. Kent is currently registered with UBS Financial Services Inc. and has experience in a variety of areas including financial planning, portfolio management for businesses and individuals, and pension consulting. Kent holds the Series 7, 31, 63, and 65 securities licenses. Kent has been registered with the Financial Industry Regulatory Authority (FINRA) for over 20 years.

SPECIALIZATIONS

ADVISOR BIO

Kerri Dunn is a registered Investment Advisor Representative with Kingsbridge Wealth Management, Inc. Kerri has been in the industry since September 2010 and holds a Series 65 license. Her areas of specialization include: Investment advisory services, Portfolio management for Individuals, Portfolio management for Pooled Investment Vehicles and Financial Planning. Kerri has worked with Kingsbridge Wealth Management, Inc. since October 2012. Her previous employment includes Kingsbridge Companies and Kingsbridge Trust Company. Kerri's office is located in Las Vegas, NV.

SPECIALIZATIONS

ADVISOR BIO

Kerry Lynn Withrow is a registered investment advisor with over 30 years of experience in the financial services industry. Kerry has worked for several prominent financial institutions, including RBC Capital Markets, LLC, Wedbush Morgan Securities Inc., and Smith Barney Inc. Kerry is currently registered with Raymond James & Associates, Inc. in Nevada and Texas.

SPECIALIZATIONS

ADVISOR BIO

Keven James Picardo is a registered investment advisor representative with Cetera Investment Advisers LLC. Keven has been in the industry since 1984. Keven is licensed in Montana, Nevada and Texas and has held previous licenses in several other states. Keven has a strong background in financial planning, pension consulting and portfolio management for individuals and businesses. Keven is also a licensed securities representative and has experience with various investment products. Keven's previous experience includes working with First Allied Securities, Inc., Round Hill Securities, Inc., Raymond James Financial Services, Inc. and Robert Thomas Securities, Inc. Keven currently holds the Series 7, Series 63, Series 65, SIE, and 99TO securities licenses.

SPECIALIZATIONS

ADVISOR BIO

Kevin Mooney is a financial advisor with over 18 years of experience in the financial services industry. Kevin Patrick Mooney is currently registered with AE Wealth Management, LLC in Nevada and holds a Series 63, Series 65, Series 7, and Series 6 licenses. Kevin Patrick Mooney has previously worked with a number of other firms including The New Penfacs Inc., The Leaders Group, Inc., Intersecurities, Inc., UVEST Financial Services Group, Inc., Putnam Retail Management Limited Partnership, Winslow, Evans & Crocker, Inc., and John Hancock Distributors, Inc. Kevin Patrick Mooney specializes in providing financial planning, portfolio management, and educational seminars to individuals, corporations, and pension plans.

SPECIALIZATIONS

ADVISOR BIO

Kevin Dauphinee is a financial advisor currently working at Creativeone Wealth, LLC. Kevin has been in the industry since 2010 and holds Series 6, 7, 63 and 66 licenses. Kevin has been registered with the state of Nevada since 2023 and with the state of Arizona since 2024. Kevin has also worked for Portsmouth Financial Services, NYLIFE Securities LLC and Summitalliance Securities, L.L.C. in the past. Creativeone Wealth, LLC is based in Overland Park, KS and provides financial planning, portfolio management for individuals and investment companies and sub-adviser services.

SPECIALIZATIONS

ADVISOR BIO

Kevin Mounkes is a financial advisor with Wells Fargo Advisors Financial Network, LLC, working out of the RENO office. Kevin has been in the financial industry for almost twenty years and is a CERTIFIED FINANCIAL PLANNER™ professional. Kevin also holds FINRA Series 7 and Series 66 licenses and the SIE exam. Kevin has worked for Ameritas Investment Corp., Securian Financial Services, Inc., WAMU Investments, Inc., Chase Investment Services Corp., and Wells Fargo Clearing Services, LLC in previous roles. Kevin is also the sole owner of M Squared Capital Corp., which is a business focused on fine art practice and tax lien and tax deed real estate auction purchase business. Kevin serves individuals, corporations, charitable organizations, insurance companies, banking institutions, and pension plans.

SPECIALIZATIONS

ADVISOR BIO

Kevin Kingsley Holmes is an investment advisor representative at Black Card Circle in Las Vegas, NV. Kevin has over 10 years of experience in the financial services industry. Kevin is a Series 7 and Series 66 licensed individual. Kevin has worked for Waddell & Reed and Ameriprise Financial Services in the past.

SPECIALIZATIONS

ADVISOR BIO

Kevin Robb is a financial advisor with over 14 years of experience in the financial services industry. Kevin Robb is currently registered with Wells Fargo Clearing Services, LLC and has a branch office in Reno, Nevada. Kevin Robb provides financial planning and investment management services to individuals, corporations and institutions. Kevin Robb has a strong track record of success in helping clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Kevin Harrell is a financial advisor with Ameriprise Financial Services, LLC. Kevin has been working in the financial industry since 2011 and has a strong track record of success. Kevin has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. Kevin is committed to providing his clients with personalized financial advice and guidance. He is a Registered Representative of Ameriprise Financial Services, Inc. Kevin is also an Investment Advisor Representative of Ameriprise Financial Services, LLC. Kevin holds Series 7 and 66 securities licenses. He is also a Registered Representative of the Financial Industry Regulatory Authority (FINRA). Kevin has a Bachelor's degree in Business Administration from the University of Nevada, Reno. He is a member of the National Association of Personal Financial Advisors (NAPFA) and the Nevada Society of Certified Public Accountants (NSCPA).

SPECIALIZATIONS