Many of life's great journeys share something in common: they start with a thoughtful plan. Your financial journey is no different. Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member SIPC (sipc.org). The financial professionals associated with Jackson & Whitaker, Inc. may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Zazove Associates, LLC is an independent, employee-owned institutional investment firm that specializes in convertible securities management since its founding in 1971. Zazove works with a variety of institutional clients, including insurance companies, pension plans, and foundations, as well as the consultant community. The firm manages a broad range of convertible strategies, and invests across the credit spectrum and around the globe. Our highly disciplined and repeatable approach to convertible investing has allowed us to meet our clients’ long-term objective of generating equity-like returns with significantly less risk over a full market cycle.

As a proudly Australian company, over 30 years Davidson has evolved into a leader in enhancing workplace performance. Our team includes a broad range of specialists in business advisory, search and recruitment, and technology consulting. With a national presence, we possess the scale and capability to enhance your workplace performance. We combine this with strong local knowledge and a partnership-based approach to building sustainable value. At Davidson, every action, big or small, is directed to enhancing workplaces, supporting careers, and making a positive difference to the lives of our clients, candidates and the broader community. Many of our clients have worked with us for decades. We put that down to living our values which embrace thinking 30 years not 30 days; giving the same advice as you would give to a close friend or relative, and going above and beyond to ensure we deliver for our clients.

Legacy Wealth Planning, LLC is an independent financial services group based in Reno, NV with 5 financial advisers and 3 staff/assistants. We were established in March of 2006 with a managing group of 4 partners, all of whom are still active financial advisers in the firm. Legacy Wealth Planning’s mission is to present its clients with complete financial guidance and wealth management services focused on managing & preserving their wealth for themselves and their families. Securities offered through LPL Financial, Member SIPC sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit www.LPWReno.com

Warren Reed Insurance is the oldest family-owned business in the Carson Valley. We've been earning the trust and respect of local residents, businesses and ranches for almost 75 years! We offer all lines of insurance including personal, commercial, agricultural, benefits, life & health insurance.

Peterson Wealth Management is an independent full service firm which offers professional assistance to our clients in all areas of financial planning -- investments, insurance and planning for the future. Our goal is to provide personalized, unbiased advice so that our clients, who are ages 1 to 101, and who come from all walks of life, can make informed decisions and create innovative solutions in pursuing their financial goals. Because we are an independent firm, we are able to think outside the box; we know that each client, and his or her situation, is different. We treat our clients as we would a close friend or relative. At our firm, clients hear a human voice on the phone, not a recording, because of the respect we have for them. We value and appreciate our clients and are proud when they show their confidence by referring others to us. Our motto is: Treat people the way you would want to be treated, with care, honesty and respect, and they will return the favor. To learn more, please visit http://www.petersonwm.com/ -- Advisory Services offered through Peterson Wealth Management, LLC, a Registered Investment Adviser. Securities offered through M.S. Howells & Co., a registered broker/dealer. Member FINRA & SIPC. M.S. Howells & Co. and Peterson Wealth Management LLC are NOT affiliated. All third party posts are the responsibility of their respective authors. These opinions and information are subject to change at any time without notice or obligation of notification. The information is intended for informational purposes only and is not intended to provide tax, legal or investment advice. To ‘Like’, ‘Share’ or ‘Follow’ name of entity’s/individual’s page or any of the posts on this page should in no way be construed as a testimonial or an endorsement of the entity name/individual name. Third-party posts found on this profile do not reflect the views of M.S. Howells & Co. nor has it reviewed such content for accuracy or completeness.

My job is to build a long-term relationship with clients and prospects. I evaluate clients' overall financial situation to help them reach their goals at different stages of their lives. My job includes evaluating client's investment returns and risk objectives, and constraints to provide a suitable investment portfolios and regularly review and update clients' portfolios according to the strategy.

Jon Sanchez is a registered representative offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and registered investment advisor. Member FINRA/SIPC. OSJ Branch: 12671 High Bluff Drive Suite 200 San Diego, CA 92130. Sanchez Wealth Management, LLC and IFG are not affiliated entities. Information provided is from sources believed to be reliable; however, we cannot guarantee or represent that it is accurate or complete. Because securities vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy. When you link to a third part website, you are leaving our site and assume total responsibility for your use of these sites. Licensed to sell securities in the following states: AR, AZ, CA, CO, FL, ID, IL, LA, MT, NV, OH, SC, TX, UT, VA, WY. The information provided herein has been obtained from sources believed to be reliable; however, we cannot guarantee or represent that it is accurate, complete or current. Because securities vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed an endorsement. When you link to a third party website, you are leaving our site and assume total responsibility for your use or activity on the third party sites.

• Transitioned team from Alex, Brown to an independent Registered Investment Advisor (RIA) platform• Managed all compliance tasks including audits, billing, advisory agreements, and restricted securities transactions • Facilitated subscriptions to private equity and structured products; managed all equity and fixed income trades• Collaborated with transition teams from Raymond James Investment Advisors Services, third party compliance consultants, and broker and dealer custodians