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 at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing, JP Morgan Chase Bank, and JP Morgan Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and retirement advice, supported by advanced operational tools and a broad network of over 22,800 advisors.

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 at Thrivent Investment Management with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Thrivent Financial for Lutherans 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, providing guidance on the management and growth of the church’s endowment fund. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses and comprehensive written recommendations across a range of financial planning topics. The firm allows clients to combine planning with managed-account programs while keeping the services distinct and conducts periodic reviews of recommendations.

Thomas Pasko IV is a financial advisor with LPL Financial in Sparks, NV. He holds Series 63 and Series 66 licenses and has four years of industry experience. His prior roles include positions at Wells Fargo Clearing, Bank of America, Merrill, and J.P. Morgan Securities. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

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 at Wells Fargo Advisors with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Goldman Sachs and MOTHER Denim. 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 through a broad planning menu that includes retirement, education, and niche 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 with Ameriprise in Reno, NV, holding Series 63 and Series 65 credentials and three years of industry experience. His work history includes positions at Ameriprise and other companies in various roles since 2016. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies. The firm uses a centralized service team and a combination of proprietary research and third-party tools to develop tailored recommendations.

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®-designated financial advisor with over 40 years of industry experience. He is currently with OSAIC and has previously worked at Securities America Advisors, National Planning Corporation, and LPL Financial. He is also involved with Weeden Capital Asset Management. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisers and advisory platforms, offering integrated brokerage, investment advisory services, and access to multiple third-party money managers.

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.