Ian Murdock is a CFP® and ChFC® with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. Prior to joining Edward Jones, he is a 5% owner and COO of DJMMFG, a manufacturing business based in Carson City, NV. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors. The firm provides both discretionary and non-discretionary services, including managed accounts, affiliated mutual funds, and specialized services such as tax-efficient strategies and proxy voting.

John Halki is a financial advisor with Fidelity and holds a Series 66 designation. He has one year of experience in the industry, having joined Fidelity Investments in 2026. Prior to his current role, his background includes positions at FedEx Ground, Wade Metal Works, Skyline Kitchen, Eldorado Resorts, and the University of Nevada, Reno. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also serves as an advisor to registered investment companies and offers model portfolios utilizing systematic methodologies.

James Bizzack is a CFP®-designated financial advisor with Ameriprise, based in Carson City, NV, and has 40 years of industry experience. He has been with Ameriprise and its predecessor entities since 2005. Outside of his advisory role, he is involved in independent insurance brokering and provides office administration services to Ameriprise franchise advisors through his ownership of East Bay Wealth Advisors. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, utilizing a centralized consulting team to deliver tailored, non-discretionary recommendations. The firm combines research, modeling, and tax-efficiency analysis to support clients nearing or in retirement, and operates with a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Phillip Hurner is a financial advisor at Wells Fargo Clearing with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors, LLC. Outside of his advisory role, he owns and operates the Hurner Ranch Club, an outdoor recreational hospitality service in Livermore, California. 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 advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Mitchell Mountain is a financial advisor with Morgan Stanley in Reno, NV, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019, following roles at MML Investors Services, Aspire Capital Advisors/Mass Mutual, and Dolan Automotive Group. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses a structured financial planning process supported by approved tools and delivers services through both direct and corporate financial planning agreements.

Brent Sawrie is a financial advisor with UBS Financial Services in Reno, NV, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with UBS Financial Services since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers research-driven, model-based asset allocations tailored to clients' goals and risk tolerances.

Michael Ciocca is a Financial Consultant at Fidelity Investments, where he began his current role in 2024. He has accumulated experience in the financial services industry through positions such as Vice President Financial Consultant at Charles Schwab Inc. from 2023 to 2024, Senior Associate Wealth Advisor at Schwab Wealth Advisory from 2021 to 2023, and Financial Advisor at LPL Financial from 2018 to 2021. Michael holds a California Insurance License and applies his core business beliefs and values to treat clients with care, emphasizing proactive planning to prevent reactive repair. Outside of his professional work, Michael enjoys attending concerts, fitness activities, golf, snowboarding, and traveling.

Megan Schilling is a financial advisor with Edward Jones in Dayton, NV, holding a Series 66 designation and one year of industry experience. Before joining Edward Jones, she worked at Best Buy for 19 years and is currently the owner and operations manager of Schilling Tool Supply. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with a nationwide network of over 23,700 advisors and more than $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and provides additional services such as tax-efficient investing and securities-based lending.

Krista Lawson is a financial advisor at Merrill with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 2014. Merrill, along 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Alexis Limon Padilla is a financial advisor with J.P. Morgan Securities in Reno, NV, holding Series 63 and Series 66 licenses and has six years of industry experience. Prior to joining J.P. Morgan Securities in 2019, Alexis worked at Wells Fargo Bank, N.A. from 2015 to 2019. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers advisory services on a non-discretionary basis and combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Marcus Hayden is a Financial Advisor at Merrill Lynch Wealth Management in the Reno office. He joined the firm after earning his bachelor's degree in economics and finance from Centre College in Kentucky. Marcus focuses on understanding the unique priorities of each client to build intentional and strategic financial plans tailored to their long-term goals. He emphasizes serving individuals and families with a long-term perspective aimed at building relationships that span generations. Marcus holds the Chartered Retirement Planning Counselor (CRPC) designation, highlighting his expertise in retirement-focused planning. Additionally, he has earned the Personal Investment Advisor (PIA) credential. He is committed to continuing his education to provide thoughtful guidance throughout all stages of his clients' financial journeys. Outside of his professional role, Marcus enjoys skiing and snowboarding in the Tahoe area, traveling to national parks during the summer, and relaxing by the pool while watching sports with his wife. He brings a balanced approach to both his personal life and his work with clients, aiming to help them gain clarity and confidence in their financial decisions.

Jose Negrete Jr. is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009, including over a decade at Morgan Stanley Private Bank, N.A. Outside of his advisory role, he is involved with Redline Achievements LLC, a property management business based in Nevada. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved planning tools.

Aaron Grant is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on delivering customized financial and wealth management strategies through a clear and defined process to help clients pursue their long-term financial goals. Aaron works with individuals, families, and institutions, providing expertise in areas such as family wealth management, legacy planning, retirement income, tax minimization, portfolio management, and investment strategy. Aaron holds a Bachelor’s degree in business administration with a concentration in finance and a minor in economics from St. Mary’s College. He is also a Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Since joining Merrill Lynch in 2019, he has integrated his knowledge with the firm's comprehensive wealth management and banking services. Born and raised in Saratoga, California, Aaron participates in community activities aligned with the Merrill tradition, including involvement with the Second Harvest Food Bank. His personal interests include boating, fishing, golfing, spending time with family, and traveling.

Juan Vargas is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities since 2023, with prior experience at JPMorgan Chase Bank, N.A., and Bank of America. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Matthew Ryan is a financial advisor with Merrill in Reno, NV, holding a Series 66 designation and with eight years of industry experience. He has worked at Merrill and Bank of America since 2018. Prior to his current roles, he was employed at MPR Satellite and Service, PG Computers, Bay Bicycles of Monterey, Inc., and Monterey Peninsula College. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brett Malamet is a Wealth Management Advisor and the founder and leader of The Malamet Group at Merrill Lynch Wealth Management. Since 2002, he has delivered customized wealth management advice, focusing on translating complex financial strategies into understandable concepts for his clients. Brett directs asset allocation, sector diversification, and security and fund selection, addressing the investment needs of ultra-affluent clients with attention to their risk parameters, timelines, lifestyle needs, and long-term goals. He is skilled across diverse markets and asset classes, including domestic and international markets and alternative instruments, and utilizes economic forecasts and third-party research to inform his market outlook. Brett also serves as the lead advisor for select families, providing a holistic and personalized approach consistent with their overall wealth management strategies. Brett earned his Bachelor's degree in finance from the University of Nevada Reno and holds the Certified Portfolio Manager designation from the Academy of Certified Portfolio Managers at the Columbia University School of Finance. He is also a qualified Senior Portfolio Manager capable of managing discretionary Personalized or Defined Strategies incorporating various investment kinds. Brett's professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Portfolio Manager (CPM), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Originally from San Francisco, Brett has lived in Northern Nevada for over 30 years and works primarily out of the North Lake Tahoe area. His personal interests include biking, golfing, hiking, music, photography, and traveling.

James Palleschi is a financial advisor with Morgan Stanley, holding a Series 66 license and bringing 26 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities Inc. He is also the managing member of Elevation Properties, a real estate business based in Incline Village, Nevada. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides a broad range of retail and institutional investment services.

Brian Allman is a financial advisor at Edward Jones in Reno, NV, holding CFP® and CFA® designations with 13 years of industry experience. He has been with Edward Jones since 2013. Outside of advising, he is involved in several business ventures, including co-creating a low-content book publishing project and managing an aircraft leasing partnership. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a broad advisory network with affiliated services such as trust and securities-based lending.

Andrew Cunningham is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on developing strategies and providing advice and guidance for high-net-worth individuals, businesses, and foundations to help them meet their financial goals. Andrew's expertise includes college education planning, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, personal retirement planning, portfolio management services, small business strategies, socially responsible and values-based investing, individual and corporate investment strategy, and retirement income. He holds a Bachelor's Degree from the University of Colorado System and a Master's Degree from the University of Nevada - Reno. Andrew has earned several professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is a member of the Rotary organization and participates in community involvement through Rotary.

Bryan Sintay is a financial advisor with LPL Financial in Reno, NV, holding a Series 66 designation and 12 years of industry experience. His career includes prior roles at Edward Jones and Fidelity, with experience spanning brokerage services and personal and workplace advising. 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 that include financial planning, model portfolios, third-party asset management, and institutional platforms, supporting strategies implemented by investment adviser representatives through discretionary and non-discretionary accounts.