ADVISOR BIO

Chad Mortimore is a financial advisor at Fidelity Personal and Workplace Advisors. Chad has been in the financial services industry since January 2022 and holds Series 7TO, SIE, and Series 66 licenses. Chad is also a Certified Financial Planner. Chad has experience working with individual investors, high-net-worth individuals, corporations, and charitable organizations. Prior to joining Fidelity, Chad worked at Charles Schwab & Co., Inc.

SPECIALIZATIONS

ADVISOR BIO

Chad Jameson Baca is a registered representative and investment advisor representative with Ameriprise Financial Services, LLC. Chad Baca is licensed in 30 states, including Alaska, Arizona, California, Connecticut, Delaware, Florida, Georgia, Hawaii, Kentucky, Maine, Maryland, Massachusetts, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Utah, Vermont, Virginia, Washington, and West Virginia. Chad Baca has been in the financial industry since 2022.

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ADVISOR BIO

Chad Whiteley is a Chartered Financial Analyst registered with the state of Illinois as an Investment Advisor Representative. Chad is currently affiliated with Sierra Summit Advisors LLC, which is a registered investment advisor firm. Chad also has prior work experience with Premier Asset Management LLC and Innovis Asset Management LLC.

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ADVISOR BIO

Chad Robert Craig is a registered representative with Stifel, Nicolaus & Company, Inc., in Las Vegas, Nevada. Chad is a securities professional with experience in the industry since 2019. Chad has passed the Series 7TO, Series 63, and SIE exams. Chad specializes in providing securities advice and financial planning services to individuals, businesses, and investment companies.

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ADVISOR BIO

Chadd Justin Hoeft is a financial advisor with Western International Securities, Inc.. Chadd has been in the financial services industry since October 1999. Chadd is registered with the Securities and Exchange Commission and has a Series 6, Series 7, Series 63, and Series 66 license. Chadd has experience working with individual investors, businesses, and retirement plans. Chadd also has experience with financial planning, pension consulting, and educational seminars. Chadd is committed to helping clients achieve their financial goals.

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ADVISOR BIO

Charde Chatrice Grissom is a registered representative with U.S. Bancorp Investments, Inc. located in Las Vegas, Nevada. Charde has been in the industry for over 2 years, and has passed the Series 63, Series 6TO and SIE exams. Charde is licensed to provide financial advice and services in Nevada.

SPECIALIZATIONS

ADVISOR BIO

Charles Balis is an investment advisor representative with Belpointe Asset Management LLC. Charles Balis has been in the industry for over 40 years. Charles Balis has a Series 63 license. Charles Balis is registered with the state of New York. Charles Balis has previously worked at UBS Financial Services Inc, Wells Fargo Clearing Services, LLC, and Balis Lewittes & Coleman, Inc. Charles Balis specializes in providing financial planning, pension consulting, educational seminars, and selection of other advisors.

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ADVISOR BIO

Charles Neff is an investment advisor representative with Hightower Advisors, LLC. Charles has been in the industry since 2021 and holds the Series 7TO, Series 66, and SIE licenses. Charles Neff works from the Las Vegas, NV branch office.

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ADVISOR BIO

Charles Gabriel Barley is a registered investment advisor representative with Fidelity Personal AND Workplace Advisors. Charles has been in the industry since 2023 and holds Series 63, 66, 7TO and SIE licenses. Charles is licensed in 53 states and the District of Columbia. Charles is registered in Nevada and Texas as an Investment Advisor Representative. Charles specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars to high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, charitable organizations, and corporations or other businesses.

SPECIALIZATIONS

ADVISOR BIO

Charles Bernard Pinson-rose is an Investment Advisor Representative at Perigon Wealth Management, LLC. Charles has been working in the financial services industry since 2002. Charles is registered to provide investment advisory services in Nevada. Charles is a Chartered Financial Analyst. Charles has experience providing financial planning and portfolio management services to individuals, businesses, and pension plans. Charles previously worked at NEUBERGER BERMAN, LLC and Standard & Poor's Financial LLC-McGraw Hill Financial Inc. Prior to that Charles worked at Perigon Wealth Management, LLC.

SPECIALIZATIONS