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.

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.

Sanford Katz is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Outside of his advisory work, Sanford Katz is a 100% owner of an agricultural business growing grapes for wineries in St. Helena, California. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, including pension and charitable organizations. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

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.