ADVISOR BIO

Ivan Henriquez is an investment advisor representative with Forthright Capital Advisory. Ivan is registered with the state of New York, North Carolina and South Carolina. Ivan has been in the financial industry for over 8 years. Ivan is a graduate of the University of Nevada, Las Vegas with a Bachelor's Degree in Business Administration. Ivan specializes in financial planning, pension consulting and portfolio management for individuals.

SPECIALIZATIONS

ADVISOR BIO

Ivan Alejandro Mora-linares is a registered representative with Wells Fargo Clearing Services, LLC. Ivan is a licensed securities agent in Nevada and has passed the Series 63, Series 6TO and SIE exams. Ivan specializes in offering financial planning and investment consulting services to clients.

SPECIALIZATIONS

ADVISOR BIO

Ivo Malchov is a financial advisor with Ameriprise Financial Services, LLC, located in Las Vegas, NV. Ivo has been in the financial industry for over 2 years. Ivo is registered with the following states: Florida, Georgia, Kentucky, Nevada, North Carolina, Ohio, South Carolina, Virginia, and West Virginia. Ivo has passed the following exams: Series 66, Series 7TO, and the SIE exam. Ivo specializes in asset allocation services, financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.

SPECIALIZATIONS

ADVISOR BIO

Izzak Woodford is a registered representative with J.p. Morgan Securities LLC in Henderson, Nevada. Izzak has been in the industry since January 5, 2024. Izzak is licensed in Nevada and holds the Series 63, Series 6TO, and SIE licenses.

SPECIALIZATIONS

ADVISOR BIO

J Todd Keffury is an Investment Advisor Representative associated with Cadenza Financial Planning. J Todd Keffury has been in the industry since 2012. J Todd Keffury is licensed in California, Nevada and Texas. J Todd Keffury also owns and operates Cadenza Tax Services LLC, a separate business providing tax preparation services.

SPECIALIZATIONS

ADVISOR BIO

Jack Robert Pliner is a financial advisor with Ameriprise Financial Services, LLC. Jack has been in the industry since July 2021 and holds a Series 7TO, Series 63 and SIE. Jack specializes in working with high-net-worth individuals, insurance companies, charitable organizations, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, and state or municipal government entities. Jack provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

SPECIALIZATIONS

ADVISOR BIO

Jackie Lee Bixby is a financial advisor at UTA LLC. Jackie has been in the financial services industry for over 20 years, Jackie has a strong track record of success in helping clients achieve their financial goals. Jackie specializes in financial planning, portfolio management for individuals and businesses, and educational seminars. Jackie is dedicated to providing her clients with personalized advice and guidance to help them make informed financial decisions.

SPECIALIZATIONS

ADVISOR BIO

Jacklyn Elizabeth Lynch is a financial advisor with over 16 years of experience in the industry. Jacklyn is currently registered with LPL Financial LLC and is a Certified Financial Planner. Jacklyn has previously been registered with Ameriprise Financial Services, LLC and Waddell & Reed, Inc. Jacklyn specializes in providing financial planning, portfolio management, and other advisory services to individuals, businesses, and charitable organizations. Jacklyn holds a Series 7 and Series 66 licenses.

SPECIALIZATIONS

ADVISOR BIO

Jacob Bierstedt is a financial advisor with LPL Financial LLC in Las Vegas, NV. Jacob has been working in the financial services industry since 2012. He is a Certified Financial Planner and a Chartered Financial Consultant. Jacob has experience working with individual investors and businesses.

SPECIALIZATIONS

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.

SPECIALIZATIONS