ADVISOR BIO

Linda Brune is a financial advisor currently working at Charles Schwab & CO., Inc. Linda has more than 20 years of experience in the financial services industry. Linda has worked for several reputable firms including Morgan Stanley, First Republic Securities Company, LLC, Western Growers Financial Services, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Linda holds Series 7, Series 63, and Series 66 licenses.

SPECIALIZATIONS

ADVISOR BIO

Lindsay Sonner is a registered representative with J.p. Morgan Securities LLC. Lindsay joined the firm on April 24, 2019. Lindsay is licensed to provide investment advice in Nevada. Lindsay has passed the Series 63, Series 6TO and SIE exams. The firm has offices in Las Vegas, Nevada.

SPECIALIZATIONS

ADVISOR BIO

Lindsey Marie Whitmore is a financial advisor who has been active in the industry since May 2024. Lindsey is currently registered with Ameriprise Financial Services, LLC and has been working with them since March 2024. Lindsey is licensed to provide investment advice in Florida, Georgia, Kentucky, Nevada, North Carolina, Ohio, South Carolina, Virginia and West Virginia.

SPECIALIZATIONS

ADVISOR BIO

Linnette Stauffer is a registered investment advisor representative with Cambridge Investment Research Advisors, Inc. Linnette Stauffer has been in the financial services industry since 2018. Linnette Stauffer holds the following licenses: Series 6, Series 7, Series 63, Series 66, and the SIE. Linnette Stauffer is registered with the state of Nevada and has specialized in providing financial planning, investment advice, and portfolio management for individuals, businesses, and retirement plans.

SPECIALIZATIONS

ADVISOR BIO

Lisa Anne Petrie is a financial advisor with over 38 years of experience in the industry. Lisa is registered with Wells Fargo Advisors Financial Network, LLC and has been with the firm since May 2022. Previously, Lisa was employed with UBS Financial Services Inc. from 1984 to 2012. She has a wide range of experience and holds licenses and certifications in various financial services fields. Lisa offers a variety of financial services to her clients, including financial planning, portfolio management, and investment consulting.

SPECIALIZATIONS

ADVISOR BIO

Lisa Conger is a registered representative with J.P. Morgan Securities LLC. Lisa has been in the industry since 2006 and has experience with a variety of firms, including Chase Investment Services Corp. and Citigroup Global Markets Inc. Lisa holds the Series 6, Series 63, and SIE licenses and is registered with the state of Nevada. Lisa specializes in providing financial advice to individuals, businesses, and corporations, focusing on investments, retirement planning, and estate planning.

SPECIALIZATIONS

ADVISOR BIO

Lisa McGuire is an investment advisor representative with Ameriprise Financial Services, LLC. Lisa has been in the industry since May 2012, and is registered with the state of Nevada. Lisa has passed the Uniform Combined State Law Examination, the Securities Industry Essentials Examination and the General Securities Representative Examination. Lisa specializes in providing financial planning, pension consulting, asset allocation services, educational seminars, and portfolio management services. Lisa is associated with the Ameriprise Financial Services, LLC office in Las Vegas, Nevada.

SPECIALIZATIONS

ADVISOR BIO

Lisa Nee is an Investment Advisor Representative at Belpointe Asset Management LLC, a firm with offices in Reno, NV and Mount Pleasant, SC. Lisa has been in the industry since February 2020. Belpointe Asset Management LLC is an SEC registered investment advisor. Lisa holds a Series 65 license, and is registered with the state of South Carolina. Lisa has experience providing financial planning, pension consulting, and educational seminars.

SPECIALIZATIONS

ADVISOR BIO

Lisa Farrier is a Certified Financial Planner and Investment Advisor Representative with Nest Egg Financial Advisors in INCLINE VILLAGE, NV. Lisa has been in the financial industry for over 10 years. Lisa helps individuals and high-net-worth clients with financial planning and portfolio management. Nest Egg Financial Advisors manages over $19,837,265 in regulatory assets under management. The firm offers financial planning, pension consulting and portfolio management services.

SPECIALIZATIONS

ADVISOR BIO

Lisa Bacon-soiberg is an investment advisor representative with Arista Wealth Management, LLC, based in Las Vegas, NV. Lisa has been in the industry since 1996 and has a broad range of experience in the financial services sector. Lisa has held positions at several notable firms, including UBS Financial Services Inc., Morgan Stanley and Morgan Stanley & Co., Incorporated. Lisa is dedicated to providing comprehensive financial planning and investment management services to her clients. Her specialization includes individual and business portfolio management, pension consulting, and selection of other advisors. Lisa's commitment to serving her clients is evident in her experience and dedication.

SPECIALIZATIONS