ADVISOR BIO

Adam Marshall Jones is a financial advisor currently associated with Wells Fargo Clearing Services, LLC. Adam has over 10 years of experience in the financial services industry. Adam has a Series 7, Series 66, and SIE licenses. In addition to his current registration with Wells Fargo Clearing Services, LLC, Adam has also held previous registrations with LPL Financial LLC, CUNA Brokerage Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Wells Fargo Advisors, LLC. Adam's areas of expertise include portfolio management for individuals and businesses, and financial planning.

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ADVISOR BIO

Adam Garrett Saporsky is a financial advisor associated with Edward Jones. Adam has been in the industry since 2008. Adam is licensed to provide financial services in 23 states. Adam specializes in providing services for individuals, businesses, pension plans, and other clients. Adam has a strong track record of providing financial advice to individuals and families. Adam has a broad range of experience in the financial services industry. Adam provides financial planning, portfolio management for individuals and businesses, and pension consulting.

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ADVISOR BIO

Adrian Zilvetti is a financial advisor with over 28 years of experience in the financial services industry. Adrian is currently registered with Belpointe Asset Management LLC. Adrian is also registered with the state of Wisconsin as an Investment Advisor Representative. Adrian previously worked for LPL FINANCIAL LLC, NATIONS FINANCIAL GROUP, INC., FIRST MIDWEST SECURITIES, INC., CAPITOL SECURITIES MANAGEMENT, INC., WASHINGTON INVESTMENT CORPORATION, DICKINSON & CO., and MONTANO SECURITIES CORPORATION. Adrian has held various roles in the industry including financial advisor, sales representative, and insurance sales. Adrian's areas of expertise include financial planning, pension consulting, and portfolio management for individuals.

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ADVISOR BIO

Aimee Rafaela Sedano chavez is a registered representative with J.p. Morgan Securities LLC, licensed in Nevada. Aimee has been in the industry since November 12, 2019, and is licensed with Series 63, Series 6TO and SIE. Aimee specializes in 1, 2, 4, 5 and 6.

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ADVISOR BIO

Alan Andrew Martin is a financial advisor with Valic Financial Advisors, Inc. Alan has been in the financial services industry since June 2004. Alan is registered to provide investment advice and brokerage services in Alaska, Arizona, California, Florida, Idaho, Montana, Nevada, North Carolina, Pennsylvania, South Carolina, South Dakota, Texas, Utah, and Washington.

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ADVISOR BIO

Albert Berg is an investment advisor representative at Belpointe Asset Management LLC. Albert has over 14 years of experience in the financial industry. Albert holds Series 6, 7, 63, 66, and 99TO licenses. Albert has a broad range of experience providing investment advice to individuals, corporations, trusts, and retirement plans. Albert also has experience with financial planning, pension consulting, and educational seminars.

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ADVISOR BIO

Alexander Kasper is an investment advisor representative with Grow With Me, a firm based in Reno, NV. Alexander has been in the financial industry since 1992 and is registered in Nevada and California. Alexander has worked with individuals, high-net-worth individuals, and other investment advisors. The advisor primarily works with clients in Reno, NV. The firm focuses on offering financial planning, investment management, and selection of other advisors. Alexander has Series 7, Series 6, and Series 63 licenses. The advisor holds no designations.

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ADVISOR BIO

Alexander Tecle is a financial advisor with Belpointe Asset Management LLC. Alexander is registered in Florida as an investment advisor representative. Alexander has been in the industry since 2007. Prior to joining Belpointe Asset Management LLC, Alexander was with Fidelity Brokerage Services LLC and TradeKing. Alexander has a Series 63, Series 65, Series 7, Series 9, and Series 10 licenses. Alexander specializes in providing financial planning, portfolio management for individuals, and pension consulting. Alexander also provides educational seminars and selection of other advisors services. Alexander is also a board member for the Bahamas Marine Ecocentre, Inc. and Nu Deco Ensemble, Inc.

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ADVISOR BIO

Alexander Mallett is a financial advisor with Morgan Stanley. Alexander has 2 product exams: General Securities Representative Examination and Securities Industry Essentials Examination. Alexander is registered with FINRA and has experience in asset allocation advice. Alexander has been with Morgan Stanley since April 2024. Alexander has been in the industry since August 2014 and has worked at firms such as Greater Nevada Credit Union, SSP America, The Home Depot, Truckee Meadows Community College, Robert McQueen High School and University of Nevada, Reno.

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ADVISOR BIO

Alexandra Johnson is a financial advisor with Edward Jones. Alexandra has been in the financial services industry for over 10 years, specializing in providing financial planning and investment advice to individuals and families. Alexandra is registered with FINRA and holds Series 7, 66, and SIE licenses. Alexandra is committed to helping clients achieve their financial goals through personalized investment strategies.

SPECIALIZATIONS