Justin Boucher is a Planning Consultant at Fidelity Investments, where he has worked since 2024. He has held various roles within Fidelity Investments, including Relationship Manager and Financial Representative. Prior to joining Fidelity, Justin gained experience as a Financial Planner at Prudential Financial and has held positions such as Associate Financial Advisor, Financial Advisor, and Paraplanner at multiple firms including Open Window Financial Solutions, Ameriprise, Merrill Lynch, and Waddell and Reed. He also owned Justin Boucher Advisory Services from 2017 to 2018. Justin holds a California Insurance License. His professional approach focuses on collaboration, active listening, and empathy to build long-term partnerships with clients. He emphasizes open communication and a holistic strategy to address clients' financial needs while maintaining transparency and reliability throughout their financial journey. Outside of his professional life, Justin has interests in board games, football, parenthood, pets, and snowboarding.

James Friedlan III is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its Private Bank since 2014 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Michelle Ketten is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 17 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019, and previously at Merrill and Bank of America from 2012 to 2019. Outside of her advisory role, she serves as trustee and vice-chair of the Western Nevada College Foundation board. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm delivers these services on a non-discretionary basis, combining institutional advisory operations with brokerage, distribution, and investment management capabilities.

James Foster is a financial advisor at Edward Jones with 28 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Edward Jones in 2017, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, Foster serves as president of the Toiyabe Men's Golf Club in Reno, NV. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers advisory programs featuring discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Jennifer Morton is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. She holds a Series 66 designation and has worked previously at Abowd & Rose Financial Group (Mass Mutual) and MML Investors Services. Outside of her advisory role, she manages financial affairs as power of attorney for her mother. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Janjilla Erickson is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. She previously worked at Wells Fargo Advisors for one year and has held two separate tenures at Edward Jones, totaling approximately ten years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and offers a variety of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

Matthew Collier is a financial advisor with Thrivent Investment Management in Carson City, NV, holding Series 63 and Series 66 licenses and possessing 31 years of industry experience. He has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning without discretionary trading authority, allowing clients to combine planning with managed-account services under a consolidated billing arrangement called “WealthPlan.”

Brandon Harris is a financial advisor with Ameriprise in Genoa, NV, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He previously worked at Stifel Nicolaus for 13 years before joining Ameriprise in 2021. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Russell Cory Jr. is a financial advisor at UBS Financial Services with 28 years of industry experience. He has been with UBS since 2008 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in residential property management as a landlord. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing model-based asset allocations and proprietary research to tailor strategies to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and custody solutions.

Kristiana Snippen is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC and ongoing employment with Wells Fargo Bank since 2007. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Kelly Drake is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2013, following a brief tenure at RBC Capital Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery processes and firm-approved planning tools.

Steven Goodwin is a financial advisor with Morgan Stanley in Carson City, NV, holding a Series 66 credential and bringing 25 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including roles at Morgan Stanley Private Bank. Outside of his advisory role, he is the sole proprietor of SLOGRAY LLC, a property management business. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering financial planning through structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers a range of services including estate planning strategies and investment management.

Scott Avila is a financial advisor with Charles Schwab based in Reno, NV, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at TD Ameritrade Investment Management, Madison Avenue Securities, and Anders & Anders Financial Group. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of advisory, brokerage, custody, and cash-sweep services. The firm’s model integrates non-discretionary advice with access to discretionary separately managed accounts and utilizes multi-asset portfolios and due diligence on alternative investments.

Jeremiah Lesniak is a financial advisor at Edward Jones in Reno, NV, holding Series 66 and Series 63 licenses with one year of industry experience. Prior to joining Edward Jones, he held positions at JPMorgan Chase Bank, J.P. Morgan Securities, Wells Fargo Bank, and several mortgage and power companies. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large nationwide network of financial advisors and branch offices.

Michael Angier is a financial advisor with LPL Financial in Reno, NV, holding a Series 66 designation and having 27 years of industry experience. He worked at Ameriprise Financial Services, Inc. for 19 years before joining LPL Financial in 2024. Outside of his advisory role, he is involved with MFA Ventures, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by research tools and a broad network of over 22,800 advisors.

Shane Mulron is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds the Series 66 designation and has worked at firms including E*TRADE Securities LLC and Options House Securities, LLC. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and investment committee insights.

Suntalee Koozer is a financial advisor with Morgan Stanley in Reno, NV, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and has been with Citigroup Global Markets since 1999. 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. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment modeling in its advisory services.

Christopher Nichols is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with Merrill since 1996 and holds the position of Senior Vice President. Christopher graduated from the University of Nevada, Reno in 1994. His areas of expertise include college education planning, divorce transition planning, family wealth management strategies, services for endowments, foundations, and non-profits, employee financial health, legacy planning, personal retirement planning, portfolio management services, individual and corporate investment strategy, and retirement income. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Christopher is a fourth-generation Nevadan, born and raised in Reno. He has been married for 20 years and has a daughter. He enjoys various outdoor activities such as baseball, basketball, football, golfing, hiking, hunting, ice hockey, skiing, swimming, and spending time with his family.

Bradley Hyldahl is a financial advisor with UBS Financial Services who holds Series 63 and Series 65 designations and has 33 years of industry experience. He has been with UBS since 2004. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

James Gibson is a financial advisor with UBS Financial Services in Reno, NV, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, Gibson serves on the Board of Directors and the Finance Committee of Mountains Community Hospital, and also sits on the Board and Investment Committee of the Lake Arrowhead Hospital Foundation. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management and delivers advisory services using proprietary research and model-based asset allocations.