Jeremy Shih Chieh Chen is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and Duke University and Health System. Outside of finance, he owns Oyako PC, a business focused on custom PC building and PC components refurbishment and resale. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with a centralized manager‑solutions team and an ESG eligibility framework.

Tina Marie Trihub is a financial advisor at Raymond James & Associates with 33 years of industry experience. She holds Series 63 and Series 65 designations and has worked extensively with Wells Fargo Advisors and Wells Fargo Clearing prior to joining Raymond James in 2024. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets and serves a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide network of advisers.

William Pickering is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith, Inc. since 1999 and at Bank of America since 2009. Merrill, together 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Steven Brundage is a financial advisor at Ameriprise in Las Vegas, NV, holding Series 63 and Series 66 designations with 30 years of industry experience. He has been with Ameriprise and its affiliate firms since 2005. Outside of his advisory work, he is involved in music distribution and sells original songs. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Rodolfo Acosta Jr. is a financial advisor at Merrill with eight years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Wells Fargo Clearing and Wells Fargo Bank prior to his current role. His career also includes a position at Premier Trust, Inc. Merrill, together 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 model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

James Hatcher is a financial advisor at Cetera with 40 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Cetera and its affiliates since 2013. Outside of advising, he is the founder and president of the Partners in Ministry Expressing Compassion Foundation, a charitable organization. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm operates as a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

William Scarlett is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 17 years of industry experience, including a lengthy tenure at Equitable Advisors, LLC. He is also involved as a partner in RWS Ventures, LLC, an investment entity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and utilizes advanced risk profiling and modeling tools to support client decision-making.

Steven Cahoon is a financial advisor with Ameriprise in Las Vegas, NV, holding Series 63, 65, and 66 licenses and bringing 42 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations through a centralized consulting team.

Lance Horton is a financial advisor with Raymond James & Associates in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Prior to joining Raymond James in 2023, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2009 to 2023. He serves as a board member for the Darren Waller Foundation, a private foundation. Raymond James & Associates is a large, dually registered broker‑dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Paul Guistolise is a financial advisor with Charles Schwab in Las Vegas, NV, holding Series 63 and Series 66 credentials and over 28 years of industry experience. His career includes roles at Charles Schwab Bank, TD Ameritrade, and Scottrade. Charles Schwab & Co., Inc. serves a large client base, 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 in-house research and due diligence.

Samuel Powers IV is a financial advisor with Ameriprise in Las Vegas, NV, holding Series 63 and Series 65 licenses and having 34 years of industry experience. He has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1990. Outside of his advisory role, he owns a small LLC unrelated to investment activities. Ameriprise offers a retirement-income planning service focused on clients nearing or in retirement with substantial investable assets, providing detailed written recommendations on income, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver personalized, non-discretionary advice through a centralized team in partnership with its financial advisors.

Kenneth Heck is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at LPL Financial since 2013 and previously at Merrill from 2009 to 2013. Outside of his advisory role, he is co-owner of a family restaurant business, Chinglish Restaurant Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Justin Blackard is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 66 designation and bringing 14 years of industry experience. He has worked with Ameriprise and its related entities since 2012. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Yakov Krassovskiy is a financial advisor at Merrill Lynch Wealth Management. He helps individuals and families develop clear financial plans tailored to their unique needs, goals, and circumstances. His approach focuses on making finance approachable, providing straightforward guidance for clients at various stages, from those just starting to invest to retirees managing income. Yakov's expertise includes education planning, managing new wealth, personal retirement planning, portfolio management services, and tax minimization. He works with clients to invest, grow, preserve, and transfer wealth, aiming to match risk to client goals while maximizing tax efficiency. He began his career at Bank of America as a banker, where he developed an understanding of how complex personal finance can be for many people. Yakov holds professional designations as an Accredited Wealth Management Advisor (AWMA) and a Chartered Retirement Planning Counselor (CRPC). He earned a high school diploma from Carson High School. Outside of work, he enjoys hiking, photography, scuba diving, and traveling.

Sara Mccue is a financial advisor with UBS Financial Services in Las Vegas, NV, holding a Series 66 designation and 19 years of industry experience. She previously worked at Bank of America, N.A. and Merrill. Outside of her advisory role, she is the owner of The Blue Agave Trust, where she serves as a living revocable trust grantor and trustee. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm offers a broad range of services including portfolio management, financial planning, and institutional trading capabilities.

Peter Cox is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 32 years of industry experience. He has worked at Nevada State Bank since 2018 and previously at MML Investors Services and MassMutual Life Insurance Company. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advisor-facing tools and a broad suite of non-advisory financial products.

Brett Belt is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at GWFS Equities, Inc. for five years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios from a broad investable universe.

Arthur Nisperos is a financial advisor with Ameriprise in Las Vegas, NV, holding Series 65 and Series 63 credentials and 10 years of industry experience. He has been with Ameriprise and its affiliate since 2016. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning and tax-aware withdrawal strategies.

Scott Chamberlain is a CFP® professional with 31 years of experience in the financial services industry. He has been with UBS Financial Services since 2009. Outside of his advisory role, he served on the board of directors for the Miracle League of Las Vegas, a charity that provides baseball opportunities for individuals with physical and mental disabilities. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management solutions and provides research-driven, tailored financial plans.

Douglas Gold is a financial advisor at Mass Mutual Investors Services with 19 years of industry experience. He holds the Series 66 designation and has worked at firms including BNY Mellon and Wells Fargo Advisors. Gold serves on the boards of several nonprofit organizations focused on tutoring, social services, and community support in Las Vegas. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning, asset management, and educational programs to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual planning relationships using advanced analysis tools and provides a range of event-driven planning services.