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 37 years of industry experience. His prior work includes 13 years at Waddell & Reed and 19 years at Western International Securities, Inc. He is also licensed as an agent in health, life, and variable insurance. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing advisory and brokerage services through a large network of representatives.

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 Financial Services, holding a Series 66 designation and 20 years of industry experience. She has worked with Ameriprise since 2018 and previously held positions with Waddell & Reed and various insurance carriers. Clemens serves on the Board of Directors and the Finance and Strategy committee for Carson Tahoe Hospital. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies. The firm utilizes a centralized team for retirement analysis and operates within a defined investment universe influenced by its affiliated product offerings.

James Friedlan III is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its Private Bank since 2014 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Russell Hicks is a financial advisor with Wells Fargo Advisors in Reno, NV, holding a Series 66 designation. He has one year of industry experience, previously working at Patagonia and as a self-employed professional, with two decades spent in full-time education before entering the financial sector. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services and uses proprietary research and tools to develop tailored recommendations for clients.

Michael Young is a financial advisor at Edward Jones in Reno, NV, holding a Series 66 designation with 11 years of industry experience. He previously worked at Charles Schwab for 10 years before joining Edward Jones. Young serves as a board member of the Planned Giving Roundtable of Northern Nevada and is Chair of the Planned Giving Advisory Council at the University of Nevada. Edward Jones is a wealth management firm serving individual and institutional clients across a broad spectrum, offering advisory services through a large network of financial advisors and branch offices. The firm provides various managed solutions and separately managed accounts, operating under a fiduciary standard.

Allen Schreiber is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He has been with Wells Fargo Advisors and its related entities since 2009. Outside of his advisory role, he serves as a trustee for several family and friend trusts and holds ownership in multiple investment-related entities, including a tax preparation business and a company managing personal watercraft. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

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 financial advisor at Morgan Stanley with 15 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2013, following a brief tenure at RBC Capital Markets. 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, including tailored financial planning that utilizes structured discovery processes and firm-approved planning tools.

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.