Katharine Shipley is a financial advisor at Edward Jones in Carson City, NV, holding a Series 66 designation. She has one year of industry experience, with prior roles at American Income Life Insurance, Academy Travel, and a long tenure at Douglas County School District. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Eric Bickenbach is a CFP® with 18 years of industry experience, currently associated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC and has been with Wells Fargo Bank, N.A. since 2004. Outside of his advisory role, he serves on the audit committee of the Parasol Community Foundation in Incline Village, NV. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Kelli Tampio is a financial advisor at Edward Jones in Reno, NV, with 13 years of industry experience. She holds the ChFC® designation and the Series 66 license and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and has a large nationwide network of advisors and branch offices.

Ben Beeman is a Series 66 credentialed advisor with Wells Fargo Clearing, based in Reno, NV. He has been in the financial industry since 2023, following prior educational roles at Sonoma State University and Del Oro High School. Wells Fargo Advisors is a national securities firm that serves individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research from the Wells Fargo Investment Institute and third-party sources.

Dean Obenauer is a financial advisor at Morgan Stanley with 33 years of industry experience. He has held positions at Morgan Stanley Smith Barney LLC since 2021 and previously worked at Ameriprise Financial Services, Inc. for nine years. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates structured discovery conversations, firm-approved tools, and scenario modeling but does not include individual security recommendations as part of standalone planning.

Rachel Yelley is a financial advisor at Wells Fargo Clearing with five years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones and United Construction Company. Outside of her advisory role, she serves as treasurer for the Arrowcreek 9ers Golf Team and the WIN Nevada Speaker Series, where she manages budgets and provides financial updates. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kurt Neddenriep is a financial advisor with Morgan Stanley in Reno, NV, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as a member of the Nevada Congressional District 2 Military Academy Nomination Committee. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methods.

Jacob Ritter is a financial advisor with LPL Financial in Reno, NV, holding a Series 66 designation and 14 years of industry experience. His prior work includes positions at Ameriprise Financial Services Inc, Waddell & Reed, Inc, and various insurance carriers. Outside of advising, he has worked as a DoorDash contractor. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Timothy Kinsinger is a financial advisor with LPL Financial in Reno, NV, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with LPL Financial since 1992. Outside of his advisory role, he is involved with The Sage Fund, which manages office space rentals in Reno. 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 portfolios, third-party asset management, and institutional platforms.

Chase Carver is a financial advisor at Charles Schwab with five years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Charles Schwab since 2021. Outside of his advisory role, Chase coaches an Olympic lifting class at a local CrossFit gym. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment solutions, supported by a large integrated structure with centralized custody, order routing, and alternative investment processes.

Alexander Mallett is a financial advisor at Morgan Stanley in Reno, NV, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Greater Nevada Credit Union and teaching appointments at the University of Nevada, Reno, and Truckee Meadows Community College. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Jessica Rivera is a financial advisor at LPL Financial with four years of industry experience. She holds Series 66 and Series 63 designations and has previously worked at J.P. Morgan Securities and JPMorgan Chase Bank. Outside of finance, she has experience in the fitness and leisure industries, including roles at 24 Hour Fitness and Somersett Country Club. 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 portfolios, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

James Morman is a Series 66-licensed financial advisor with Edward Jones in Sparks, NV, where he has worked since 2013. He has 12 years of industry experience. Outside of his advisory role, he works as a substitute spin instructor at a local health club. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Robert Hallowell Jr. is a financial advisor at Fidelity with Series 63 and Series 66 credentials. He has recently begun his advisory career and has prior work experience in various non-financial roles including resorts and maintenance services. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolio delivery. The firm integrates proprietary research with quantitative analysis and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Philip Eubank is a financial advisor with Ameriprise in Reno, NV, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior experience includes long-term roles at Avantax Advisory Services and related entities, as well as positions at On Site Relocation Inc and Cetera. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary retirement-income advice through a centralized consulting team.

Michael Haakinson is a financial advisor with Edward Jones in Carson City, NV, holding Series 63, 65, and 66 designations and 14 years of industry experience. He has been with Edward Jones since 2018 and previously worked at Ameriprise Financial Services, Inc. and Breakthru Beverage. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Libler is a financial advisor with Charles Schwab in Reno, NV, holding a Series 63 license and over 33 years of industry experience. He has worked with Charles Schwab and Charles Schwab Bank since 1992 and 2005, respectively. Libler also serves as a board member for Eye Surgeons International, a nonprofit focused on medical devices and supplies. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering non-discretionary and discretionary investment options with a multi-asset model portfolio approach supported by in-house research and alternative investment solutions.

Thomas Melohn Jr. is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Morgan Stanley & Co., Incorporated. He is a general partner in The Melohn Family Limited Partnership, which focuses on family estate planning. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including fee-based financial planning and portfolio management, supported by proprietary research and institutional trading capabilities.

John Lee is a financial advisor at Stifel with 45 years of industry experience. He has held his current position at Stifel since 2007 and holds the Series 63 designation. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling.

Kimberlie Lynn Jones is a financial advisor with RBC Capital Markets in Reno, NV, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. She has worked at RBC Capital Markets since 2019 and previously spent 10 years with Merrill. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored portfolio strategies implemented through a combination of in-house and third-party investment managers and model providers.