Alexa Schulten is a financial advisor at Wells Fargo Advisors with a Series 66 designation and one year of industry experience. She has previously worked at Ernst & Young and Accenture and has an academic background from Claremont McKenna College. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas like business-owner transition and special-needs analysis, and uses proprietary research and tools to develop tailored recommendations.

James Elston is a financial advisor at Stifel with 15 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2014. He holds Series 63 and Series 66 designations. Outside of his advisory work, he serves on the Board of Directors and the Executive Board of the Reno Rodeo Association. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group that supports asset allocation and planning analyses intended to inform client decisions.

Adam Wilson is a Series 66 licensed financial advisor with Edward Jones, where he has worked since 2014. He has 12 years of industry experience and is based in Sparks, NV. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and provides a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kyle Wilsey is a financial advisor at Edward Jones in Reno, NV, holding a Series 66 designation with seven years of industry experience. He has been with Edward Jones since 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering a range of advisory programs and investment strategies under a fiduciary standard.

Scott Morley is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked at Cetera and its affiliate Cetera Wealth Services since 2021, and previously was with VOYA Financial Advisors from 2014 to 2021. Morley serves as secretary on the board of the Chino Hills Bourbon Society. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management and financial planning services, overseeing more than $256 billion in assets.

Justin Reedy is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has previously worked at Valic Financial Advisors, Wells Fargo, and Gap Inc. Justin is based in Reno, NV. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

James L Mills is a financial advisor at Morgan Stanley with 36 years of industry experience. He has worked at Morgan Stanley and its affiliated entities since 2014 and previously held roles at UBS Financial Services and Lehman Brothers Inc. Outside of his advisory work, he is a successor trustee involved in estate administration. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and market simulations.

Giovanni Aguilar Diaz is a financial advisor at Edward Jones based in Reno, NV, holding a Series 66 designation with experience beginning in 2024. His prior roles include positions at New York Life Insurance Co, NYLife Securities LLC, and US Bank Corp. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Patrick Foley Jr. is a financial advisor with Edward Jones in Reno, NV, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at NV Energy for 19 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and advisory services supported by a nationwide network of more than 23,700 financial advisors.

Michael Walecke is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. Prior to joining Edward Jones, he was self-employed for one year and held roles in higher education with the Nevada System of Higher Education and the University of Nevada, Reno. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Dean Clemetsen is a financial advisor with Wells Fargo Clearing in Reno, NV, holding Series 63 and Series 65 licenses and 27 years of industry experience. His background includes roles at Fidelity Investments and Wells Fargo Bank, NA. Outside of finance, he works part-time as a cashier and stocker at PetSmart. Wells Fargo Advisors is a national firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Melissa Robinson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing seven years of industry experience. Her career includes roles at J.P. Morgan Securities, Jpmorgan Chase Bank, N.A., and Bank of America, N.A. She is based in Sparks, Nevada. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Gregory Morgan is a financial advisor with Wells Fargo Advisors in Reno, NV, holding Series 63 and Series 65 credentials and 35 years of industry experience. Prior to joining Wells Fargo Advisors in 2019, he worked at Wells Fargo Clearing from 2016 to 2019 and Citigroup Global Markets from 1997 to 2009. He co-owns GM Wealth Management with his spouse. Wells Fargo Advisors provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a wide range of planning services tailored to clients meeting a net-worth threshold, using proprietary research and tools to develop tailored recommendations.

Zachary Salinger is a financial advisor at Merrill in Reno, NV, holding a Series 66 credential. He has been in the industry since 2026 and has prior experience with Bank of America, N.A. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

William Palmer III is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He is based in Reno, NV, and also works as a junior dance instructor at The Ballroom of Reno. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory services, including discretionary and non-discretionary strategies, tax-efficient services, and access to affiliated mutual funds and proprietary investment options.

Gregory Glodowski is a CFP® with 22 years of experience at Cetera and its affiliates. He also has a legal background as an attorney with over 30 years at his own law firm and engages in insurance sales as a sole proprietor. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts through a network of more than 10,000 advisors. The firm offers a range of portfolio management and financial planning services featuring a multi-manager platform with access to affiliated and third-party managers, supporting various account structures and investment strategies.

Izak Engelbrecht is a CFP® certificant with 18 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He has also been associated with Wachovia Bank, N.A. throughout his career. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to a diverse client base, including individuals, corporations, and institutions. The firm manages approximately $671 billion in assets through more than 14,000 financial advisors and offers both brokerage and advisory solutions.

Christopher Rosa is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has worked previously at Walmart and in educational roles at the University of Nevada Reno and Damonte Ranch High School. Ameriprise is a large institutional firm that offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets. The firm’s approach includes written recommendation reports, algorithmic automation with oversight, and a range of advisory, brokerage, and insurance solutions through affiliated companies.

Cameron Tom is a CFP® and Series 66-licensed financial advisor with two years of industry experience. He is currently affiliated with Osaic Wealth Inc and Parity Capital Financial, having previously worked at Pruco Securities LLC and other firms. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a variety of investment options and employs asset-allocation tools and automated rebalancing to construct portfolios tailored to clients’ risk tolerance and preferences.

Michael Holcomb is a CFP®-certified financial advisor with 23 years of industry experience. He is currently with Wells Fargo Advisors and has a prior career at Morgan Stanley and its affiliates spanning from 2003 to 2022. Outside of his advisory work, he serves as a board member for the Logan Creek neighborhood association in Glenbrook, NV. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with client engagements that are typically discrete and customizable based on client needs.