Robert Newman is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has been with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers a range of advisory programs with a financial planning process that incorporates structured discovery and firm-approved tools.

Scott Williams is a financial advisor with Morgan Stanley in Reno, NV, holding Series 63 and Series 66 licenses and possessing 28 years of industry experience. His prior work includes eight years with Wells Fargo Clearing and five years with Wells Fargo Advisors LLC. Outside of finance, Williams is a partner in a local hair salon business. 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 and financial planning services supported by firm-approved tools and investment research, managing approximately $2.74 trillion in client assets.

John Cavanaugh III is a financial advisor with Charles Schwab, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2004 and 2005, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by research and alternative investment options.

Jacqueline Kulikowski is a financial advisor with Cetera in Reno, NV, holding a Series 66 designation and 25 years of industry experience. She has been affiliated with Cetera Advisors LLC since 2013 and operates her own investment-related business, 1864 Capital Investments, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Marshall Grant is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 34 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022, and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by proprietary tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

Rizza Hopkins is a financial advisor at RBC Capital Markets with eight years of industry experience. Holding a Series 66 designation, Hopkins has been with RBC Capital Markets, LLC since 2016. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s Advisory Risk Profile.

Grace Anderson is a financial advisor at RBC Capital Markets with five years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets since 2020. Prior to this, she held various roles including work with the U.S. House of Representatives for Nevada Congressman Mark Amodei. 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 multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Jon Patacca is a Resident Director at Merrill Lynch Wealth Management, where he has been serving clients since 2015. He has been working in the financial services industry since 2001. Jon specializes in assisting families and individuals to identify and prioritize their financial goals, including estate planning services, investments, tax minimization strategies, wealth transfer, and retirement income. He develops customized strategies tailored to each client's personal circumstances and strives to build trust to help optimize their financial resources. Jon holds the CERTIFIED FINANCIAL PLANNER (CFP) certification and the Personal Investment Advisor (PIA) designation. He is registered with FINRA Series 7 and 66. He earned a bachelor's degree from Kent State University and a Master of Business Administration with a concentration in Financial Management from Pace University. Jon is a member of the Estate Planning Council of Northern Nevada and has been involved with community organizations such as the Retired Seniors Volunteer Program and Employer Support of the Guard and Reserve. Outside of his professional work, Jon enjoys activities including biking, boating, chess, cooking, gardening, golfing, hiking, photography, skiing, and spending time with his family.

Mark Reichhelm is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has been with LPL Financial since 1999. Outside of his advisory work, he is a board member of WMR Inc., a corporate entity related to his wife's business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.

Samuel Davis is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 63 and Series 66 registrations and has previously worked at Fidelity Investments, J.P. Morgan Securities LLC, and Wells Fargo NA. His prior roles include both brokerage and banking positions. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program, offering integrated advisory, brokerage, custody, and financial planning services. Schwab combines non-discretionary advice with access to affiliated discretionary separately managed accounts and utilizes multi-asset model portfolios and alternative investments in its investment approach.

Conan Porter is a CFP® professional with 37 years of industry experience, currently serving at Charles Schwab & Co., Inc. since 2021. His previous roles include positions at Waypoint Direct Investments, LLC, JCC Advisors LLC, Phoenix American Hospitality, FDX Capital LLC, and Northstar Realty Securities. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by the Schwab Center for Financial Research.

Misty Ambrose is a financial advisor with Edward Jones in Carson City, NV, holding a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2001, transitioning within the company over 22 years. Outside her advisory role, she serves as a hub director for a local networking group, organizing and leading weekly meetings. 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 strategies, supported by a large network of financial advisors and branch offices nationwide.

Catherine Galgano is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 39 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

James Rachels is a financial advisor at Cetera with 14 years of industry experience. He holds a Series 66 designation and has been with Cetera Wealth Services since 2013. He is also the CEO of Capital Wealth Management, LLC, an investment-related business. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, supporting discretionary and non-discretionary account management.

Morgan Cartledge is a financial advisor at UBS Financial Services with three years of industry experience. He has held roles at Persing Professional Group and was involved with Puzzle Room Reno prior to his current position. Morgan also attended the University of Nevada, Reno. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, employing proprietary capital market assumptions and research to customize investment plans. The firm operates as a broker-dealer, investment adviser, and futures commission merchant, combining institutional trading capabilities with wealth management services.

Christopher Wagner is a financial advisor with UBS Financial Services in Reno, NV, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with UBS Financial Services since 2015. Wagner serves on the Dean's Business Development Council at San Francisco State University's College of Business and volunteers as a mentor for students there. He is also a member of the Endowment Committee at the Lutheran Church of the Good Shepherd in Nevada, which allocates grants to local nonprofit organizations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining model-based asset allocations and proprietary research to tailor plans according to clients’ goals and risk tolerances. The firm offers a range of capital markets services and integrates institutional trading capabilities with wealth management.

Thomas Seeliger is a financial advisor with Morgan Stanley in Reno, NV, holding a Series 66 license and over 26 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as managing partner of Seeliger Holdings, LLC, a family investment business focused on real estate, and holds various directorship and partnership roles in family-owned companies involved in real estate, hospitality, and agriculture. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individual and institutional clients, including tailored financial planning and managed assets totaling approximately $2.74 trillion. The firm employs a structured planning process using firm-approved tools and serves clients through both direct engagements and corporate agreements.

Richard Jay is a financial advisor with Wells Fargo Advisors in Reno, NV, holding a Series 63 designation and bringing 31 years of industry experience. He has been with Wells Fargo in various capacities since 2009. Outside of his advisory role, he owns HPJ Wealth Management LLC and serves as a board member for the Economic Development Authority of Western Nevada. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering tailored recommendations supported by Wells Fargo research and planning tools. The firm’s services include a broad range of planning options and integrate advisory services with other financial products and referral channels.

Kelly Mcmurray is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee, serving clients through both direct and corporate financial planning agreements.

Wylie Nelson is a Planning Consultant at Fidelity Investments where he partners with clients and their Financial Consultant to co-create personalized financial plans aligned with their unique goals. His role involves supporting clients with a range of financial needs. Prior to his current position, Nelson held roles at Fidelity Investments including Investment Solutions Advisor and Financial Representative. He has also worked as a Financial Solutions Advisor at Merrill, Financial Advisor at Edward Jones, and Investment Consultant at Scottrade, gaining diverse experience across the financial services industry. Nelson holds a California Insurance License and brings practical expertise from his various positions within the financial sector. His career reflects a commitment to assisting clients through tailored financial planning and investment strategies.