Donald Bernard III is a financial advisor at Stifel with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stifel Nicolaus since 2019. His prior experience includes roles at Franklin Templeton Distributors, Inc. and Girard Securities/Newcastle Financial Advisors. Bernard serves as a board member for the Truckee Meadows Boys and Girls Club, a charitable organization focused on supporting youth in the Reno area. Stifel provides brokerage and investment advisory services to a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities. The firm’s investment approach relies on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to guide asset allocation and financial planning.

Claire Bowie Faye is a financial advisor with Wells Fargo Advisors in Reno, Nevada, holding Series 63 and Series 66 licenses and having four years of industry experience. She previously worked at Goldman Sachs and has a background in retail and outdoor recreation sectors. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services using proprietary research and tools, offering a comprehensive planning menu that includes specialized services such as business-owner transition and special-needs analysis.

Taneem Aziz is a financial advisor with Merrill who holds a Series 66 designation and has six years of industry experience. He has been with Bank of America and Merrill since 2014. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Erin Ellis is a Series 66-licensed financial advisor with 20 years of industry experience. She has worked at Raymond James Financial Services Advisors, Inc. since 2026 and previously spent 17 years at Stifel Independent Advisors, LLC. Outside of her advisory role, she assists with conference organization and educational content delivery through Total Root Concepts. Raymond James Financial Services Advisors, Inc. serves a broad client base, including individuals, high-net-worth clients, institutions, and charitable organizations, offering tailored financial planning and investment consulting. The firm uses risk profiling and analytical tools to support client goals and provides specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Michael Gregg is a financial advisor at OSAIC with 46 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Lincoln Financial Advisors Corporation for 27 years before joining OSAIC in 2025. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm employs a variety of asset-allocation tools and supports both discretionary and non-discretionary account management across multiple investment types.

Jacob Honea is a financial advisor at Edward Jones with 25 years of industry experience. He has been with Edward Jones since 2021 and previously worked at VOYA Financial Advisors for six years. He holds Series 63 and Series 66 licenses. 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, access to separately managed accounts, and affiliated mutual funds.

Tessa Breeden is a financial advisor at Stifel with a Series 66 credential and less than one year of industry experience. Prior to joining Stifel, she held various roles predominantly in the fitness and wellness sectors. Outside of her advisory work, she owns and operates a women’s fashion boutique called Trainer Tessa LLC DBA Sporty Chic. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and planning analyses.

Morgan Bernsee is a financial advisor at Ameriprise with three years of industry experience. He holds Series 65 and Series 63 credentials. Prior to his current role, his work history includes positions at Renown, Blackhawk Network, and other companies. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Jeremy Merlino is a CFP®-certified financial advisor at Cetera with 16 years of industry experience. He has worked at Cetera and American River Wealth Management since 2018 and previously held a role at U.S. Bancorp Investments. Outside of his financial advisory work, Merlino is involved in coaching CrossFit Kids classes as a CrossFit Level 1 Coach. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts through a nationwide network of independent advisors. The firm offers a variety of investment management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary programs across multiple custodial relationships.

Aaron Roques is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Roques also owns and operates AADR Financial Services, a financial practice based in Henderson, NV. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad planning menu, including specialized services such as business-owner transition and special-needs planning, and advisors develop tailored recommendations using proprietary research and planning tools.

Daryl Weeden is a CFP® professional with 40 years of experience in the financial industry. He is currently with OSAIC and has held prior roles at Securities America Advisors and National Planning Corporation. He is also involved with Weeden Capital Asset Management, a related business activity. OSAIC 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 through a large network of advisers, using a variety of tools and platforms to construct portfolios with multiple asset types.

Brian Urbani is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and previously worked at Umpqua Bank and several mortgage firms. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Adam Hollen is a financial advisor at Cetera with the PFS™ designation. He has experience working at Johanson & Yau, Thayer Green & Associates, and Persing Professional Group. Hollen has been with Cetera since 2026. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with discretionary and non-discretionary program options.

Joseph Bray Newcombe is a financial advisor at Ameriprise with a Series 66 designation and four years of industry experience. His prior work includes roles at US Bank and the University of Nevada Reno. Outside of his advisory work, he serves in the US Navy Reserves and volunteers with Veterans for All Voters and 3rd Decade, providing financial education and mentorship. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on tax-aware withdrawal strategies and dependable income sources for clients approaching or in retirement.

Ky Gemmill is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Wells Fargo in 2026, Ky worked at J.P. Morgan Securities and JPMC Bank NA (Southwest) from 2019 to 2026, and US Bank from 2017 to 2019. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research and analytics with diversification principles to offer brokerage and advisory solutions across a broad range of financial products.

Myles Brandon is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His work history includes roles at Bank of America and Merrill, as well as earlier experience in the food service and retail sectors. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Steven Sakata is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Wells Fargo Clearing and Morgan Stanley Private Bank. He also serves as co-trustee for his mother's trust. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning including retirement, education, and niche services such as business-owner transition and special-needs analysis. The firm utilizes proprietary research and planning tools to develop tailored recommendations delivered through meetings and written summaries.

Samuel Reynolds is a financial advisor at Stifel with one year of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Charles Schwab & Co., Inc. and Western Nevada Supply. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Mark Schulten is a CFP® professional with 38 years of industry experience, currently serving at Wells Fargo Advisors in Reno, NV. He has been with Wells Fargo and its affiliated entities since 2009. Outside of his advisory role, he is involved in managing several investment-related business ventures. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients through a broad planning menu and tailored recommendations supported by Wells Fargo’s research and tools.

Kenneth Charles is a financial advisor with Ameriprise in Reno, NV, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliates since 2005. In addition to his advisory role, he is also associated with Blue Oaks Management, LLC, an Ameriprise Financial franchise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.