Rolandas Banys is a Financial Advisor with Merrill Lynch Wealth Management, bringing over a decade of experience in the financial industry. He works with affluent families, business owners, and nonprofits to simplify complex financial decisions and build strategies that support long-term success. His practice focuses on managing investments, retirement planning, tax minimization, managing new wealth, legacy and family wealth management strategies, as well as small business strategies and liquidity management. Rolandas holds professional designations including Accredited Wealth Management Advisor (AWMA), Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), and Personal Investment Advisor (PIA). He earned both his Bachelor's Degree and Master of Business Administration from the University of Nevada - Reno. In his approach, Rolandas emphasizes creating disciplined, adaptable plans tailored to each client's goals, aligning resources with what matters most, and fostering confidence to maintain those plans over time. Beyond his professional role, he spends time volunteering with community organizations and enjoys interests such as basketball, football, golfing, reading, soccer, spending time with family, swimming, and traveling.

Kathryn Ragaisis is a financial advisor at Cambridge Investment Research Advisors with eight years of industry experience. Her prior work includes roles at Charles Schwab and Credit Suisse Securities. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers comprehensive financial planning and investment management services through a network of independent professionals, with investment strategies ranging from proprietary models to third-party manager referrals.

Andrew Pesha is a financial advisor at OSAIC with 31 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously with Woodbury Financial Services, Inc. and Questar Asset Management. Pesha is also a director of the Spartan Quarterback Club, a nonprofit supporting the San Jose State football program through fundraising. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charities through a large network of affiliated advisers. The firm offers a range of brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across multiple investment vehicles.

Philip Randazzo is a financial advisor at Merrill with 10 years of industry experience. He holds the Series 66 designation and has worked with Merrill and Bank of America, N.A. since 2016. His prior roles include positions at JP Morgan Chase Bank, N.A., and JP Morgan Securities, LLC. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, and other fiduciaries. The firm integrates investment management with broader banking services, including lending and custody, and employs strategies that may include taxable, tax-aware, and related portfolio options.

James Dill is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, Dill serves as a commissioner on the Nevada County Fish and Wildlife Commission, where he participates in meetings and allocates funds collected from poaching and illegal wildlife activities. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s approach is IPS-driven and based on modern portfolio theory, with a diverse investment menu that includes insurance-related vehicles and bank deposit sweep options.

Daniel Dooley is a CFP® and ChFC® with 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2006. He is based in Reno, NV. Outside of his advisory role, he is involved in several real estate ventures, including ownership and management of rental properties and commercial office space. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large network of advisors and branch offices. The firm provides integrated advisory services under a fiduciary standard, with additional capabilities such as a trust company and affiliated investment products.

Paul Comcowich is a financial advisor with RBC Capital Markets in Reno, NV, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior experience includes roles at City National Bank, Bank of America, and Merrill. Outside of advising, he is a partner in a bar business in Leadville, Colorado, with limited involvement in its operations. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs employing both in-house and third-party managers to tailor investment strategies according to clients’ risk profiles.

Ryan Adamson is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes and firm-approved tools to support client investment and estate planning needs.

Brenda Lucius is a financial advisor with Wells Fargo Clearing in Reno, NV, holding a Series 63 designation and 20 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Brian Farley is a financial advisor with Edward Jones in Spanish Springs, NV, holding CFP® and Series 66 credentials and seven years of industry experience. He has worked at Edward Jones since 2018, following roles at Maverick Trading and Silver Legacy Resort and Casino. Outside of his advisory work, Farley serves as president of a local networking and referral group called Coffee Network Boom! in Sparks, NV. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Shane Derifield is a financial advisor with OSAIC, holding a Series 66 designation and 28 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and previously at Signator Investors, Inc. from 2016 to 2018. He has operated Derifield Financial Services since 2007 and is also an insurance agent selling life insurance and fixed annuities through a sole proprietorship. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party money managers to construct portfolios that include a wide range of investment options.

Robert Rueckl is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 40 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. In addition to his advisory roles, he is involved with Rueckl Land & Investment Co, a business he has been associated with since 1975. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and offers services both directly to clients and through Corporate Financial Planning agreements with employers.

Marissa Ferris is a financial advisor at Morgan Stanley with eight years of industry experience. She holds a Series 66 designation and previously worked at First Trust Advisors L.P. and First Trust Portfolios L.P. for seven years, as well as Enterprise Holdings for two years. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.

Brian Gold is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing from 2005 to 2023. Outside of advising, he operates a small-scale automotive paint correction and restoration business for friends and family. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and is notable for its extensive network of advisors and branch offices.

Andrew Beebe is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and having 34 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Arthur Lane is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He previously worked at Western International Securities, Inc. for 19 years. Lane is also involved in health, life, and variable insurance as an agent since 1989. 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 financial planning, various advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios, research, and alternative investment strategies.

Christopher Foy is a CFP® with 23 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he holds power of attorney responsibilities for a family member. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, and acts as an ERISA fiduciary when providing investment advice.

David Marquez is a financial advisor with Fidelity, holding a Series 66 designation. He has prior work experience at Zions Bancorporation, Wells Fargo Bank, Candle Science Inc., OnTrac, and Save Mart Supermarkets. Marquez is based in Reno, NV, and has been with Fidelity since 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model strategies.

Justin Boucher is a Planning Consultant at Fidelity Investments, where he has worked since 2024. He has held various roles within Fidelity Investments, including Relationship Manager and Financial Representative. Prior to joining Fidelity, Justin gained experience as a Financial Planner at Prudential Financial and has held positions such as Associate Financial Advisor, Financial Advisor, and Paraplanner at multiple firms including Open Window Financial Solutions, Ameriprise, Merrill Lynch, and Waddell and Reed. He also owned Justin Boucher Advisory Services from 2017 to 2018. Justin holds a California Insurance License. His professional approach focuses on collaboration, active listening, and empathy to build long-term partnerships with clients. He emphasizes open communication and a holistic strategy to address clients' financial needs while maintaining transparency and reliability throughout their financial journey. Outside of his professional life, Justin has interests in board games, football, parenthood, pets, and snowboarding.

Amy Clemens is a financial advisor with Ameriprise in Carson City, NV, holding a Series 66 designation and 19 years of industry experience. She has worked at Ameriprise since 2018 and has prior experience with Waddell & Reed, various insurance carriers, and Nevada Controls LLC. Clemens serves on the Board of Directors and the Finance and Strategy Committee of Carson Tahoe Hospital. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team.