Timothy Sullivan is a financial advisor at Edward Jones in Carson City, NV, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked in the automotive retail sector and managed operations at Battle Born Harley-Davidson. Outside of his advisory role, he owns an apiary business called Sage Valley Hives. 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 and investment options, supported by a large national network of financial advisors and branch offices.

Pablo Gutierrez is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC and Wells Fargo Bank, N.A. Outside of his advisory role, he works as a driver for Uber and Lyft on a limited basis. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. 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 among its investment offerings.

Carol Nussbaumer is a financial advisor with LPL Financial in Reno, NV, holding a Series 66 designation and 16 years of industry experience. Her prior roles include work with Marc Fresia and Planet Financial Advisory Group LLC. She has also been involved with Literacy Volunteers for Children for a decade. 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 and access to various investment strategies through a large network of investment adviser representatives.

Andrew Adam Taggart is the sole advisor at Thoughtful Money LLC in Reno, NV, holding Series 63 and Series 65 credentials with two years of industry experience. He has previously worked at Wealthion and has been involved with Electrum LLC and Greylock Peak Investments, LLC for over a decade. Outside of his advisory work, he provides occasional media consulting services through Electrum LLC. Thoughtful Money serves individual and organizational clients by matching them to pre-screened, unaffiliated registered investment advisers via an online platform. The firm also publishes a subscription periodical and hosts periodic online conferences, operating on a model that emphasizes client choice and scalability rather than managing assets directly.