Andrew Visci is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and 26 years of industry experience. He has been with Charles Schwab since 2001 and Charles Schwab Bank SSB since 2005. Outside of his advisory role, he owns land in Ohio that is rented for hunting season. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory services and access to discretionary separately managed accounts, supported by centralized custody and operational resources.

Tim Moore is a financial advisor at Edward Jones with 37 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1988. Outside of his advisory role, he is a joint owner of a commercial office building in Sebastopol, California. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Joseph Tartaglini Jr. is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked with JPMorgan Chase Bank and J.P. Morgan Securities since 2017 and previously held roles at Bank of America and Merrill from 2012 to 2017. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting through Wealth Advisors, delivering services alongside affiliated brokerage and investment management capabilities.

Arthur Barzilay is a financial advisor at Merrill with Series 63 and Series 65 licenses and 45 years of industry experience. He has been with Merrill since 1980 and also affiliated with Bank of America since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary strategies developed by internal and third-party managers. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Bryson Bohlander is a CFP®-designated financial advisor with Edward Jones in Reno, NV, where he has worked since 2003, accumulating 23 years of industry experience. Outside of his advisory role, he is a contract pilot and manages an LLC that holds ownership of an airplane alongside his wife. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, and provides additional capabilities such as affiliated mutual funds and a securities-based lending option.

Leilani Borer is a financial advisor with Ameriprise in Carson City, NV, holding a Series 66 designation and 25 years of industry experience. She has been with Ameriprise and its affiliated entities since 2009. Outside of her advisory role, she serves on the Board of Directors for JW House, where she also acts as a student board moderator. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset thresholds, using a centralized consulting team to deliver non-discretionary, research-driven recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

William Radtke is a financial advisor at UBS Financial Services with 25 years of industry experience. He has been with UBS since 2002 and holds Series 63 and Series 66 credentials. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and provides a wide range of financial products and capital markets services.

Jennifer Rust is a financial advisor at Edward Jones with 17 years of industry experience. She holds the ChFC® designation and Series 66 license, and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. 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.

Michael Murphy is a CFP® professional with 35 years of experience in the financial services industry. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

John Merkouris is a financial advisor with Edward Jones in Carson City, NV, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a large national network of advisors and branch offices.

Robert Cleland is a financial advisor with Ameriprise in Campbell, CA, holding a Series 63 designation and 34 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves as President on the Board of Directors for Shelley Estates Homeowners Association. Ameriprise provides a retirement-income planning service aimed at individuals near or in retirement who meet certain asset thresholds. The firm uses a centralized consulting team to deliver non-discretionary, research-driven recommendations incorporating tax-efficiency and withdrawal strategies, primarily for clients with assets managed within Ameriprise accounts.

Jeffrey Klinger is a financial advisor with UBS Financial Services in Incline Village, NV, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. Prior to joining UBS in 2023, he worked at Bank of America and Merrill from 2013 to 2023. He has a partnership interest in an equine therapy and injury recovery business owned by his wife, established for estate planning purposes. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client plans.

James Olivero is a financial advisor at LPL Financial with 19 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones, Waddell & Reed, and operated his own practice under James Lewis. Olivero also maintains a DBA for his LPL business, Washoe Wealth Advisors, in Reno, Nevada. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with both discretionary and non-discretionary strategies.

Jessica Mustacchio is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and eight years of industry experience. Prior to her current role, she worked at Barnard Dermatology and California State University Monterey Bay. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and employs more than 14,000 financial advisors, providing both brokerage and advisory solutions.

Matthew Iacono is a CFP® with 10 years of experience in the financial services industry. He is currently with Morgan Stanley, where he has worked since 2023, following an eight-year tenure at UBS. Iacono holds the Series 66 license and is based in Incline Village, NV. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a broad range of advisory programs, managing approximately $2.74 trillion in client assets.

Miguel Soriano is a financial advisor with Ameriprise in Carson City, NV, holding a Series 66 designation and five years of industry experience. His background includes roles at Ameriprise, Marriott International, and Diablo Valley College. Outside of advisory work, he is a Notary Public and operates an independent insurance brokering business specializing in Medicare Supplement plans. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service, providing personalized retirement planning with a focus on dependable income sources and tax-aware withdrawal strategies.

Shelby Gallagher is a Financial Advisor with Merrill Lynch Wealth Management. She works closely with clients to understand their priorities and develop strategies aimed at achieving their financial objectives across the short, mid, and long term. Shelby provides guidance on a range of financial matters including investing, retirement planning, and saving for unforeseen events, while also offering access to Bank of America specialists for services related to banking, credit, home financing, and small business solutions. Shelby holds professional designations as an Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She earned her Bachelor's Degree from the University of Nevada - Reno. Her approach involves ongoing discussions with clients to address their goals and concerns, providing continuous advice and support as their financial needs evolve.

Tamara Mc Kennon is a financial advisor with Edward Jones in Glenbrook, NV, holding a Series 66 designation and 16 years of industry experience. She has been with Edward Jones since 2009 and has additional self-employment experience dating back to 1991. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large national network of advisors and branch offices.

Bruce Turner is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and bringing 42 years of industry experience. He has been with Edward Jones since 1990. 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 range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Eric Reding Sr. is a financial advisor with Osaic Wealth, Inc. in Reno, NV, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior firms include Woodbury Financial Services and Madison Avenue Securities. He is also the owner of Reding Financial Group, a firm focused on comprehensive retirement planning. Additionally, he holds a software license related to an estate planning referral platform. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutional clients through a large network of advisers and platforms. The firm provides integrated brokerage and advisory services with portfolio construction supported by advanced asset-allocation tools, and offers access to multiple third-party managed-account solutions.