Grace Anderson is a financial advisor at RBC Capital Markets with five years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets since 2020. Prior to this, she held various roles including work with the U.S. House of Representatives for Nevada Congressman Mark Amodei. 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 multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Anthony Novak is a financial advisor with Edward Jones in Reno, NV, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Enterprise Rent-A-Car for seven years. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Shayla Palmer is a financial advisor at Ameriprise with 11 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2014 to 2022. Outside of her advisory role, she is involved in real estate management through business ownership. Ameriprise is a large institutional firm offering a retirement-income planning service primarily for individuals nearing or in retirement with significant investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions, utilizing a centralized retirement-income consulting team and a combination of research, modeling, and tax-efficiency analysis to support its clients.

Jon Patacca is a Resident Director at Merrill Lynch Wealth Management, where he has been serving clients since 2015. He has been working in the financial services industry since 2001. Jon specializes in assisting families and individuals to identify and prioritize their financial goals, including estate planning services, investments, tax minimization strategies, wealth transfer, and retirement income. He develops customized strategies tailored to each client's personal circumstances and strives to build trust to help optimize their financial resources. Jon holds the CERTIFIED FINANCIAL PLANNER (CFP) certification and the Personal Investment Advisor (PIA) designation. He is registered with FINRA Series 7 and 66. He earned a bachelor's degree from Kent State University and a Master of Business Administration with a concentration in Financial Management from Pace University. Jon is a member of the Estate Planning Council of Northern Nevada and has been involved with community organizations such as the Retired Seniors Volunteer Program and Employer Support of the Guard and Reserve. Outside of his professional work, Jon enjoys activities including biking, boating, chess, cooking, gardening, golfing, hiking, photography, skiing, and spending time with his family.

Alexandra Johnson is a Series 66-credentialed financial advisor at Edward Jones with three years of industry experience. She has worked at Edward Jones since 2022 and has held prior roles in the hospitality and service industries. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Samuel Davis is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 63 and Series 66 registrations and has previously worked at Fidelity Investments, J.P. Morgan Securities LLC, and Wells Fargo NA. His prior roles include both brokerage and banking positions. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program, offering integrated advisory, brokerage, custody, and financial planning services. Schwab combines non-discretionary advice with access to affiliated discretionary separately managed accounts and utilizes multi-asset model portfolios and alternative investments in its investment approach.

James Sande is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 15 years of industry experience. He has worked at Ameriprise since 2016 and has been involved with various insurance carriers through W&R Insurance Agencies since 2011. Outside of his advisory work, he owns and operates a real estate business in Reno, Nevada. 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 focused on reliable income sources and tax-aware withdrawal strategies.

Conan Porter is a CFP® professional with 37 years of industry experience, currently serving at Charles Schwab & Co., Inc. since 2021. His previous roles include positions at Waypoint Direct Investments, LLC, JCC Advisors LLC, Phoenix American Hospitality, FDX Capital LLC, and Northstar Realty Securities. 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 the Schwab Center for Financial Research.

Morgan Cartledge is a financial advisor at UBS Financial Services with three years of industry experience. He has held roles at Persing Professional Group and was involved with Puzzle Room Reno prior to his current position. Morgan also attended the University of Nevada, Reno. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, employing proprietary capital market assumptions and research to customize investment plans. The firm operates as a broker-dealer, investment adviser, and futures commission merchant, combining institutional trading capabilities with wealth management services.

Christopher Wagner is a financial advisor with UBS Financial Services in Reno, NV, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with UBS Financial Services since 2015. Wagner serves on the Dean's Business Development Council at San Francisco State University's College of Business and volunteers as a mentor for students there. He is also a member of the Endowment Committee at the Lutheran Church of the Good Shepherd in Nevada, which allocates grants to local nonprofit organizations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining model-based asset allocations and proprietary research to tailor plans according to clients’ goals and risk tolerances. The firm offers a range of capital markets services and integrates institutional trading capabilities with wealth management.

Thomas Seeliger is a financial advisor with Morgan Stanley in Reno, NV, holding a Series 66 license and over 26 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as managing partner of Seeliger Holdings, LLC, a family investment business focused on real estate, and holds various directorship and partnership roles in family-owned companies involved in real estate, hospitality, and agriculture. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individual and institutional clients, including tailored financial planning and managed assets totaling approximately $2.74 trillion. The firm employs a structured planning process using firm-approved tools and serves clients through both direct engagements and corporate agreements.

Jennifer Ramsey is a financial advisor with Edward Jones in Sparks, NV, holding a Series 66 designation and over 18 years of industry experience. She has worked at Edward Jones since 2012 and previously spent 13 years at Percentage Corporation. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of advisory programs with discretionary and non-discretionary strategies and operates under a fiduciary standard.

Mark Elston is a financial advisor with Stifel in Reno, NV, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2014. Outside of his advisory role, he serves on the board and executive committee of the Reno Rodeo Association and is a member of the Council of Ex-High Chiefs for California Indians. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis from its Investment Strategy Group, providing capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Richard Jay is a financial advisor with Wells Fargo Advisors in Reno, NV, holding a Series 63 designation and bringing 31 years of industry experience. He has been with Wells Fargo in various capacities since 2009. Outside of his advisory role, he owns HPJ Wealth Management LLC and serves as a board member for the Economic Development Authority of Western Nevada. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering tailored recommendations supported by Wells Fargo research and planning tools. The firm’s services include a broad range of planning options and integrate advisory services with other financial products and referral channels.

Wylie Nelson is a Planning Consultant at Fidelity Investments where he partners with clients and their Financial Consultant to co-create personalized financial plans aligned with their unique goals. His role involves supporting clients with a range of financial needs. Prior to his current position, Nelson held roles at Fidelity Investments including Investment Solutions Advisor and Financial Representative. He has also worked as a Financial Solutions Advisor at Merrill, Financial Advisor at Edward Jones, and Investment Consultant at Scottrade, gaining diverse experience across the financial services industry. Nelson holds a California Insurance License and brings practical expertise from his various positions within the financial sector. His career reflects a commitment to assisting clients through tailored financial planning and investment strategies.

Forest Grady is a financial advisor with LPL Financial in Reno, NV, holding a Series 66 designation and bringing 21 years of industry experience. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Investments LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, utilizing various investment strategies and technology tools.

Sandra Wang is a financial advisor with Morgan Stanley in Reno, NV, holding a Series 66 designation and 19 years of industry experience. She has been with Morgan Stanley in various roles since 2009, including her current position at Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory work, Wang is involved in educational and health-related activities, including instructing at Stanford Continuing Studies and volunteering as an instructor for the San Mateo County Community College District. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory services to individual and institutional clients. The firm emphasizes structured financial planning supported by its Global Investment Committee’s research and offers both direct and employer-based planning programs.

John Halki is a financial advisor with Fidelity and holds a Series 66 designation. He has one year of experience in the industry, having joined Fidelity Investments in 2026. Prior to his current role, his background includes positions at FedEx Ground, Wade Metal Works, Skyline Kitchen, Eldorado Resorts, and the University of Nevada, Reno. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also serves as an advisor to registered investment companies and offers model portfolios utilizing systematic methodologies.

Brock Wilson is a financial advisor at Wells Fargo Advisors with 17 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Caerus Investment Advisors and Citigroup Global Markets. Outside of his advisory role, he has a 50% ownership interest in GamePlan Capital LLC, a practice based in Dana Point, California. 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 services, including specialized areas such as business-owner transition and sports and entertainment planning, using Wells Fargo’s research and planning tools.

Mitchell Mountain is a financial advisor with Morgan Stanley in Reno, NV, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019, following roles at MML Investors Services, Aspire Capital Advisors/Mass Mutual, and Dolan Automotive Group. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses a structured financial planning process supported by approved tools and delivers services through both direct and corporate financial planning agreements.