Nicholas Schab is a financial advisor with Edward Jones in Reno, NV, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in creative and resort industries, including roles at Three Sticks Productions, 13th Hour Films, Grand Sierra Resort, and Peppermill Resort & Casino. He also owns and manages short-term rental properties in Reno, NV and Blairsden Graeagle, CA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services, supported by a large national network of advisors and branch offices.

Sarah Kaplan is a financial advisor with Cetera, holding a Series 66 designation and bringing 24 years of industry experience. Her career includes roles at Avantax Advisory Services, Sierra Financial Advisors, and Kuckenmeister & Park LLC. She is also the owner of Sierra Financial Advisors and Sierra Insurance Advisors, LLC, where she manages both investment and insurance services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Diane Morrison is a financial advisor with Equitable Advisors, holding a Series 66 designation and 20 years of industry experience. She previously worked at Stifel Independent Advisors, LLC for 17 years and Wells Fargo Clearing for one year. Outside of her advisory role, she is the owner and principal of Morrison Capital LLC, an entity established for tax purposes with no active business functions. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset-management programs. The firm utilizes a variety of third-party advisory models and discretionary management tools, providing access to mutual funds, ETFs, separately managed accounts, and select alternative investments.

Remy Chonez is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Their work history includes roles at Bank of America, N.A. since 2022 and Merrill since 2018. Prior to their financial services career, Chonez worked at Olive Garden from 2006 to 2018. 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.

Marc Fresia is a financial advisor at LPL Financial with 15 years of industry experience. He holds the Series 66 designation and has worked at firms including Planet Financial Advisory Group LLC and Waddell & Reed, Inc. Fresia also acts in a fiduciary capacity for the Fresia Trust. 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 portfolios, third-party asset management, and institutional platforms.

Amor Baca Chiriboga is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds the Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2019, having previously worked at Wells Fargo Bank, NA since 1999. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. 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 among its investment offerings.

Steven Anderson is a financial advisor with RBC Capital Markets in Reno, NV, holding Series 63 and Series 65 licenses and 39 years of industry experience. He has previously worked at Merrill and City National Bank. Anderson serves on the board of directors for multiple nonprofit organizations, including the Economic Development Authority of Northern Nevada, Reno Christian Fellowship, and Eddy House, and is an officer in the Truckee Meadow Toastmasters speaking group. RBC Wealth Management, a division of RBC Capital Markets, offers advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm provides tailored investment strategies through a range of advisory programs, combining in-house and third-party managers with various portfolio management options.

Jeffrey Dikeman is a financial advisor with Wells Fargo Clearing in El Dorado Hills, CA, holding a Series 63 designation and over 40 years of industry experience. He 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 to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jacob Anderson is a financial advisor at RBC Capital Markets with a Series 66 designation and one year of industry experience. His previous work includes roles at the Legislative Counsel Bureau and Mabble Media. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers.

Shelley Johnson is a financial advisor with RBC Capital Markets in Reno, NV, holding a Series 66 designation and 19 years of industry experience. She has been with RBC Capital Markets Corporation since 2009. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with customizable investment strategies implemented through in-house and third-party managers, supported by RBC’s extensive capital markets resources.

Ryan Gilbrech is a financial advisor with Morgan Stanley in Reno, NV, holding a Series 66 designation and 17 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Robert Kirk is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and over 33 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 1993 and 2005 respectively, and he also owns a management consulting firm, Kirk Consultants. Charles Schwab serves a large client base primarily composed of 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 offers a combination of non-discretionary advisory relationships with access to discretionary separately managed accounts, using multi-asset model portfolios and centralized operational support.

Dana Uken is a financial advisor with Edward Jones in Carson City, NV, holding Series 63 and Series 66 credentials and 16 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive national network of advisors and branch offices.

Anthony Maldonado is a financial advisor with Morgan Stanley in Reno, NV, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. He has been with Morgan Stanley since 2013 and also works at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to both individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services directly as well as through corporate financial planning agreements.

Timothy Damon is a financial advisor with Wells Fargo Clearing in Reno, NV, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Westwind Investors Management Co and Northwestern Mutual. Outside of finance, he works as a server at Belleville Wine Bar in Reno. Wells Fargo Advisors is a national firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients, managing approximately $671 billion in assets and employing over 14,000 financial advisors.

Rebecca Rothstein is a financial advisor at Merrill with Series 63 and Series 65 credentials and 39 years of industry experience. She has been with Merrill and Bank of America since 2012. Outside of her advisory role, Rothstein serves as Chair of No Labels Nevada and is an advisory board member at Teen Cancer America and the UCLA Medical Center Board of Advisors. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Shameen Solomon is a financial advisor with Charles Schwab in Reno, NV, holding Series 63 and Series 66 credentials and seven years of industry experience. Prior to joining Charles Schwab in 2023, Solomon worked at Wells Fargo Clearing and Wells Fargo Bank, NA from 2010 to 2021. Charles Schwab & Co., Inc. serves 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 offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios, with centralized supervisory and custody arrangements supporting its large client base.

Phillip Scott is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing 37 years of experience in guiding families through diverse economic conditions to achieve their financial goals. He specializes in executive compensation, family wealth management strategies, personal retirement planning, portfolio management services, tax minimization, and retirement income. Phillip’s approach centers on understanding each client’s unique ambitions and crafting personalized wealth plans that reflect their perspectives and priorities. Phillip holds a Master’s Degree from Saint Marys and a Bachelor’s Degree from California State University Chico. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Portfolio Manager (CPM), and Personal Investment Advisor (PIA). His professional philosophy is informed by his lifelong passion for fishing and the outdoors, drawing parallels between trusted guidance in fishing and wealth management. Outside of his advisory role, Phillip is involved with community organizations such as the Boys and Girls Club, where he contributes his time and support. He is also connected to the Meals On Wheels program and the United States Tennis Association. His personal interests include fishing, golfing, hiking, hunting, and tennis.

Olivia Whitman is a financial advisor with Edward Jones in Carson City, NV, holding Series 63 and Series 66 credentials and seven years of industry experience. She previously worked at Charles Schwab & Co Inc and has been involved with Sunsational Swim since 2021. Outside of her advisory role, she serves as Haunt Director for Andelin Family Farm's Haunted Corn Maze in Sparks, NV. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Shawn Hight is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2020. His professional focus centers on assisting clients in achieving their financial goals through a client-oriented approach. Prior to his current position, Shawn served as an Associate Financial Advisor at Ameriprise Financial from 2017 to 2020. He has also held roles including Director of Financial Planning and Operations at Haydel Biel and Associates, Investment Operations Associate at Northwestern Mutual, and Analyst - Loan Service Technician at Sabal Financial Group. Shawn holds a California Insurance License, supporting his expertise in financial consulting and insurance. Outside of his professional work, he engages in activities such as football, golf, hiking, outdoor adventures, snowboarding, and values parenthood.