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 with Morgan Stanley in Reno, NV, holding Series 63 and Series 65 licenses with 35 years of industry experience. He has been associated with various Morgan Stanley entities since 2014, including Morgan Stanley Private Bank. Outside of his advisory role, he serves as a successor trustee in an estate administration trust. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools combined with investment committee estimates to support clients’ financial goals.

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 licenses and bringing 35 years of industry experience. He has been with Wells Fargo in various capacities since 2009. Outside of his primary role, he co-owns a wealth management practice with his spouse and serves as a trustee and co-trustee for several family trusts and retirement plans. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions with a broad range of investment and financial planning services, offering tailored recommendations supported by proprietary research and planning tools.

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 financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Engelbrecht has worked at Wells Fargo Clearing since 2016 and was previously employed at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets 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® professional with 23 years of industry experience, currently affiliated with Wells Fargo Advisors since 2022. He previously worked at Morgan Stanley and Morgan Stanley Private Bank starting in 2009. Holcomb serves as a board member of the Logan Creek Neighborhood Association in Glenbrook, NV. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers a broad range of financial planning and investment services to individuals, trusts, and institutional clients, including specialized planning for business owners and special-needs situations. The firm integrates advisory services with various financial products and referral channels, providing clients with tailored recommendations supported by proprietary research and planning tools.

Gregory Martin is a financial advisor with Edward Jones in Reno, NV, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he is the managing member of G&J Martin Holdings LLC, an LLC registered in Reno. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jesse Conary is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at JP Morgan Chase Bank and JP Morgan Securities. Outside of his advisory work, he has a rental property business in Eugene, Oregon. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s investment approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its offerings.

David Martin is a financial advisor at OSAIC based in Reno, NV, holding Series 63 and Series 65 licenses with 53 years of industry experience. He previously worked at Securities America Advisors, Inc. for 15 years and has managed his own insurance and employee benefits business since 1982. Martin also manages Family Business Centers, LLC, which assists family-owned companies with succession planning. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through an extensive network of advisers and multiple platforms. The firm offers integrated brokerage and advisory services with a range of investment options and utilizes proprietary asset-allocation tools and third-party services to support client portfolios.

Dan Springer is a financial advisor with Cambridge Investment Research Advisors in Reno, NV, holding Series 63 and Series 65 designations and 21 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2016 and has been with MacLean Financial Group since 2008. Outside of his advisory work, he serves as president and secretary of Joyride Inc., an organization providing recreational therapy to individuals with disabilities. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a variety of portfolio management strategies that can be tailored to client objectives.

Soren Lancaster is a financial advisor with Thrivent Investment Management in Reno, NV, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Outside of his advisory role, Lancaster serves as a nonvoting member of the Endowment Committee for the Lutheran Church of the Good Shepherd, advising on charitable and legacy gift strategies. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based analyses across various planning topics without discretionary trading authority. The firm’s approach integrates planning with managed-account services under a consolidated billing system while maintaining the separation of these services.