Kathe Wilson is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. Her prior roles include positions at Mutual of Omaha Bank and Questar Asset Management. She has been with LPL Financial since 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a wide range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

Jacob Arroyo is a financial advisor with Cetera, holding a Series 66 designation and with 10 years of industry experience. He previously worked at Edward Jones and Wells Fargo Clearing. Outside of his advisory role, he serves as president of the Nevada Center for Entrepreneurship & Technology, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with a range of program options and custodial relationships.

Eric Smith is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with various Wells Fargo entities since 2009. Smith also owns and operates TRIN Wealth Management LLC, a financial practice based in Reno, NV. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a wide range of planning solutions that include retirement, education, risk management, and specialty areas such as business-owner transitions and special-needs analysis. The firm integrates advisory services with banking and other financial products through a comprehensive network of advisors.

James Marren is a CFP® professional with 26 years of experience, currently serving at Raymond James Financial Services Advisors, Inc. since 2012. He owns several small business ventures in Nevada, including ACM Enterprises Inc. and Nevada Family Wealth, which consolidates local wealth advisory brands. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients, using risk profiling and modeling tools to tailor non-discretionary planning and investment consulting.

Lisa Schober is a Series 66 licensed financial advisor with Edward Jones in Reno, NV. She has one year of industry experience and previously worked in roles at the University of Nevada, Renown Health, and several technology firms including HP and DXC Technology. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and fiduciary advisory services, supported by a large network of financial advisors and branch offices nationwide.

Timothy Humes is a financial advisor with RBC Capital Markets in Reno, NV, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at RBC Capital Markets since 2008 and at City National Bank since 2018. Outside of his advisory role, he is involved in recreational ranch properties and serves as a director for the Nevada Wildlife Record Book Foundation. 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 tailored investment strategies through multiple advisory programs and utilizes a combination of in-house and third-party investment managers to implement client portfolios.

Roger Crowe Jr. is a financial advisor with Wells Fargo Clearing in Reno, NV. He holds Series 65 and Series 63 designations and has been with Wells Fargo Bank and Wells Fargo Clearing since 2023 and 2025, respectively, following a 20-year career at SaveMart. He has no prior industry experience before joining Wells Fargo. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

John Paul Kauinana is a financial advisor with LPL Financial in Reno, NV, holding Series 63 and Series 66 credentials and 24 years of industry experience. Prior to joining LPL Financial in 2021, he worked for Waddell & Reed, Inc and various insurance carriers affiliated with W&R Insurance Agencies, Inc from 2009 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research.

Bill Harkey is currently employed as a Planning Consultant at Fidelity Investments, a position he has held since 2021. Prior to this role, he worked as a Relationship Manager at Fidelity Investment from 2019 to 2021 and as a Financial Advisor at Edward Jones from 2017 to 2019. He holds a California Insurance License. Bill focuses on developing long-lasting relationships with clients to understand what is important to them and to assist them in working toward their financial goals. His experience spans client relationship management and financial advising. Outside of his professional work, Bill has interests in baseball, concerts, golf, reading, theater, and traveling.

Vicki Skarda is a financial advisor with Edward Jones in Reno, NV, holding Series 63 and Series 66 credentials and 29 years of industry experience. She has worked at Edward Jones since 2016. Outside of her advisory role, she is involved in a property management business owned by her husband. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, offering both discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its large retail advisor and branch network as well as affiliated trust and lending services.

William Creekbaum is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 credentials and has 33 years of industry experience. He has been associated with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Creekbaum also owns multiple rental properties in various locations. Morgan Stanley Wealth Management provides a broad range of advisory services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery and advanced modeling tools, serving clients through both direct agreements and corporate partnerships.

Albert Cartlidge III is a financial advisor with Cetera, holding a Series 66 designation and 26 years of industry experience. He has worked with firms including Avantax Advisory Services and operates his own CPA firm, Cartlidge, Belnap & Helmers, LLC. Outside of financial advising, he serves as managing member of this CPA firm. Cetera Investment Advisers LLC is a nationwide SEC-registered advisor serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that allows advisors to utilize affiliated and third-party model portfolios or create bespoke investment strategies across various program structures.

Joel McConnell is a financial advisor with Morgan Stanley in Reno, NV, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, McConnell serves on the Elko County Advisory Board to Manage Wildlife, a nonprofit organization focused on wildlife management. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach emphasizes structured discovery conversations and firm-approved planning tools without providing individual security recommendations as part of standalone planning.

Jennifer Rogers Markwell is a financial advisor at LPL Financial with 15 years of industry experience. She holds the Series 66 designation and has previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Outside of her advisory role, she is the owner of Luxury in Love LLC, hosts the Platinum Talks Wealth Podcast, and contributes as a book author. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from internal and third-party sources.

Rachel Eckard is a Series 66-licensed financial advisor with Edward Jones, where she has worked since 2019. She has eight years of industry experience, including prior roles at Morgan Stanley and Morgan Stanley Private Bank. Outside of finance, she is active as a fitness instructor, teaching yoga, spin, and Pilates classes at several local fitness centers. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated investment products.

Humberto Lepe is a financial advisor with Edward Jones in Reno, NV, holding CFP® and ChFC® designations and over 25 years of industry experience. He has been with Edward Jones since 2000 and also has a background with Banc of America Investment Services, Inc. and Bank of America dating back to 1993. 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 a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Richard Reynolds is a financial advisor with Stifel in Reno, NV, holding a Series 63 designation and 36 years of industry experience. He has been with Stifel Nicolaus since 2013. Reynolds serves on the Advisory Board and Investment Committee of the Community Foundation of Northern Nevada and is a board member of The Susanne and Gloria Young Foundation, assisting with evaluation of grant requests. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment analysis methodology developed by its Investment Strategy Group.

Robert Hill is a Series 66-licensed financial advisor with RBC Capital Markets in Reno, NV, where he has worked since 2013. He has 12 years of industry experience. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies, combining in-house and third-party managers, and provides a range of portfolio management, financial planning, custody, and brokerage services.

Clifford Iubelt is a financial advisor at RBC Capital Markets with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. 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 a range of advisory programs featuring discretionary and non-discretionary portfolio management tailored to clients’ risk profiles, supported by in-house and third-party investment managers.

Marshal Barnes is a financial advisor with LPL Enterprise holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Wells Fargo Advisors, Bank of America, Merrill, Edward Jones, and AT&T. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers a range of services such as financial planning, access to model portfolio programs, third-party asset management, and brokerage and insurance products.