Jeffrey Mermilliod

Heidi Wilson is a financial advisor at SteelPeak Wealth, LLC with 15 years of industry experience. She holds a Series 66 designation and has previously worked at J.P. Morgan Securities LLC, Bank of the West, and TIAA-CREF Individual & Institutional Services, LLC. SteelPeak Wealth serves a diverse client base including high-net-worth individuals, retirement plans, trusts, estates, charitable organizations, family offices, and business entities. The firm offers investment management, financial planning, retirement plan consulting, and access to alternative investments and private placements, utilizing proprietary model portfolios and independent manager selections.

Mark Richards is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has worked at Seniors Financial of New Mexico, Madison Avenue Securities, Inc., and operates M. W. Richards Financial, where he is involved in annuity and life insurance sales. Outside of his advisory role, Richards manages a massage therapy business and serves as a trustee for the estate of Rose Marie Verga. Madison Avenue Securities, LLC provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and retirement plans, managing approximately $2.0 billion in assets. The firm offers a range of portfolio management, financial planning, and consulting services through various account platforms and employs multiple investment strategies tailored to client needs.

David Nelson is a financial advisor at Wells Fargo Advisors with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo and its affiliates since 2009. Nelson is also the owner of Nelson and Nelson Investments, LLC, a separate investment business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, tailoring recommendations to client needs with optional implementation through its brokerage or advisory programs.

Timothy Walsh is a financial advisor with Cetera, holding a Series 65 credential and one year of industry experience. Prior to joining Cetera, he worked at Avantax Advisory Services for one year. In addition to his advisory role, he serves as Vice President of Rose Tax & Financial, a tax preparation and investment services business co-owned with his wife, where he manages tax return preparation, client communications, and IRS compliance matters. Cetera Investment Advisers serves a wide range of individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan solutions, and access to third-party money managers, combining retirement and fiduciary capabilities with a broad trust and institutional network.

Jennifer Rose is a financial advisor at Cetera with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Avantax Investment Services, Avantax Advisory Services, and currently at Cetera since 2025. Outside of her advisory role, she owns and operates several small businesses including Rose Tax & Financial, which provides accounting and tax preparation services, Noetic Nomads, a health and wellness product venture, and Jenya Rose, where she produces and sells arts and crafts while writing and illustrating a book. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of independent advisors. The firm offers a range of portfolio management and financial planning services supported by model portfolios, third-party solutions, and fiduciary capabilities integrated with a broad institutional structure.