Clifford Iubelt is a financial advisor at RBC Capital Markets with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management tailored to clients’ risk profiles, supported by in-house and third-party investment managers.

Alexander Tancreto is a financial advisor with Edward Jones in Carson City, NV, holding a Series 66 designation and three years of industry experience. His prior work history includes positions at Sherwin Williams, Krch Realty, Amiseq Inc, Hughes Private Capital, Northwestern Mutual Life Insurance Company, and the Boys and Girls Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,000 financial advisors.

Marshal Barnes is a financial advisor with LPL Enterprise holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Wells Fargo Advisors, Bank of America, Merrill, Edward Jones, and AT&T. LPL Enterprise, LLC offers investment advisory and brokerage services to a wide range of clients including individuals, high-net-worth investors, and institutional entities. The firm’s approach emphasizes model-driven investment implementation and provides access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Herbert Nichols is a financial advisor with Merrill in Reno, NV, holding Series 63 and Series 65 licenses and bringing 56 years of industry experience. He has worked at Merrill since 1992 and at Bank of America since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and various institutions.

Shannon Hawthorne is a financial advisor at Morgan Stanley in Reno, NV, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, Shannon worked for Tahoe Mountain Sports and owns WanderDog Designs, a retail and online business. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and extensive resources.

Angela Wright is a Series 66-licensed financial advisor at Morgan Stanley in Reno, NV, with nine years of industry experience. She has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Rolandas Banys is a Financial Advisor with Merrill Lynch Wealth Management, bringing over a decade of experience in the financial industry. He works with affluent families, business owners, and nonprofits to simplify complex financial decisions and build strategies that support long-term success. His practice focuses on managing investments, retirement planning, tax minimization, managing new wealth, legacy and family wealth management strategies, as well as small business strategies and liquidity management. Rolandas holds professional designations including Accredited Wealth Management Advisor (AWMA), Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), and Personal Investment Advisor (PIA). He earned both his Bachelor's Degree and Master of Business Administration from the University of Nevada - Reno. In his approach, Rolandas emphasizes creating disciplined, adaptable plans tailored to each client's goals, aligning resources with what matters most, and fostering confidence to maintain those plans over time. Beyond his professional role, he spends time volunteering with community organizations and enjoys interests such as basketball, football, golfing, reading, soccer, spending time with family, swimming, and traveling.

Philip Randazzo is a financial advisor with Merrill in Reno, NV, holding a Series 66 designation and 10 years of industry experience. His career includes roles at Bank of America, N.A., Merrill, and JP Morgan Chase Bank, N.A. He has worked at Merrill since 2016 in various capacities. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

James Dill is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, Dill serves as a commissioner on the Nevada County Fish and Wildlife Commission, where he participates in meetings and allocates funds collected from poaching and illegal wildlife activities. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s approach is IPS-driven and based on modern portfolio theory, with a diverse investment menu that includes insurance-related vehicles and bank deposit sweep options.

Paul Comcowich is a financial advisor with RBC Capital Markets in Reno, NV, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior experience includes roles at City National Bank, Bank of America, and Merrill. Outside of advising, he is a partner in a bar business in Leadville, Colorado, with limited involvement in its operations. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs employing both in-house and third-party managers to tailor investment strategies according to clients’ risk profiles.

Ryan Adamson is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes and firm-approved tools to support client investment and estate planning needs.

Brenda Lucius is a financial advisor with Wells Fargo Clearing in Reno, NV, holding a Series 63 designation and 20 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Rance Kimberlin is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Barrett Financial Group LLC and Northpointe Bank. He also has experience outside of finance, having been involved in window tinting through Premier Window Tinting for nine years. 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 investment advisory strategies supported by a nationwide network of more than 23,700 advisors.

Shane Derifield is a financial advisor with OSAIC, holding a Series 66 designation and 28 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and previously at Signator Investors, Inc. from 2016 to 2018. He has operated Derifield Financial Services since 2007 and is also an insurance agent selling life insurance and fixed annuities through a sole proprietorship. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party money managers to construct portfolios that include a wide range of investment options.

Robert Rueckl is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 40 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. In addition to his advisory roles, he is involved with Rueckl Land & Investment Co, a business he has been associated with since 1975. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and offers services both directly to clients and through Corporate Financial Planning agreements with employers.

Marissa Ferris is a financial advisor at Morgan Stanley with eight years of industry experience. She holds a Series 66 designation and previously worked at First Trust Advisors L.P. and First Trust Portfolios L.P. for seven years, as well as Enterprise Holdings for two years. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.

Brian Gold is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing from 2005 to 2023. Outside of advising, he operates a small-scale automotive paint correction and restoration business for friends and family. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and is notable for its extensive network of advisors and branch offices.

Sanford Katz is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Outside of his advisory work, Sanford Katz is a 100% owner of an agricultural business growing grapes for wineries in St. Helena, California. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, including pension and charitable organizations. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Christopher Foy is a CFP® with 23 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he holds power of attorney responsibilities for a family member. 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 IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, and acts as an ERISA fiduciary when providing investment advice.

David Marquez is a financial advisor with Fidelity, holding a Series 66 designation. He has prior work experience at Zions Bancorporation, Wells Fargo Bank, Candle Science Inc., OnTrac, and Save Mart Supermarkets. Marquez is based in Reno, NV, and has been with Fidelity since 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model strategies.