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.

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.

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 Series 66 licensed financial advisor at Morgan Stanley in Reno, NV, with 14 years of industry experience. She has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning services supported by structured discovery and proprietary planning tools, managing approximately $2.74 trillion in client assets.

Joseph Wilder is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. He is also a published author. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing over $1 trillion in assets through a large nationwide network of advisors and offices.

Thomas Mulvaney Jr. is a financial advisor at UBS Financial Services with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at UBS since 2021, with prior experience at Bank of America and Merrill. Outside of his advisory role, he owns a property management business in Houston, Texas. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and asset allocation models to tailor client solutions.

Beth Kirkland is a financial advisor with Wells Fargo Advisors in Reno, NV, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked within various Wells Fargo entities since 2009. Outside of her advisory role, Kirkland has ownership interests in two local businesses, Blue Hoof Ranch LLC and H&S Electrical Services LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services tailored to clients meeting certain net-worth criteria. The firm provides planning in areas including cash flow, retirement, education, and specialized topics such as business-owner transition and special-needs planning, using Wells Fargo research and tools to develop client recommendations.

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, holding a Series 66 designation and over 26 years of industry experience. Prior to joining LPL Financial in 2024, he spent 19 years with Ameriprise Financial Services. Outside of his advisory role, he is involved with MFA Ventures, a business entity used for tax and investment purposes. LPL Financial serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers comprehensive financial planning, advisory programs, and retirement plan consulting supported by proprietary and third-party research.

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.

Lisa Petrie is a CFP® professional at Wells Fargo Advisors with 42 years of industry experience. She has been with Wells Fargo Advisors and its related entities since 2012. Outside of her advisory role, she serves on the investment committee of the Parasol Tahoe Community Foundation. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

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.

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.

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.

Mishell Defelice is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. She held a position at Morgan Stanley from 2014 to 2022 before joining Wells Fargo Advisors. Outside of her advisory work, she operates Off The Hill Marketing, a marketing blog for small businesses. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Rizza Hopkins is a financial advisor with RBC Capital Markets in Reno, NV, holding a Series 66 designation and eight years of industry experience. She has been with RBC Capital Markets since 2016, following a brief tenure at Nevada State Bank. RBC Wealth Management serves individual investors across wealth levels, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, utilizing both in-house and third-party investment managers to tailor strategies to clients’ risk profiles.