James Schilling is a financial advisor at LPL Financial with a Series 66 credential and three years of industry experience. His work history includes roles at Guardian Life, Equitable Advisors, and service in the United States Marine Corps Reserves. He continues to serve in the Marine Corps Reserves alongside his advisory duties. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm offers a wide range of financial planning and investment management solutions to individuals, retirement plans, banks, trust companies, and institutions, utilizing both proprietary and third-party strategies.

Joseph Scarff is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding Series 66 and Series 63 licenses and six years of industry experience. His prior roles include positions at Ameriprise Financial and Integral Associates, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs a large team of advisors and integrates research and analytics to support a range of brokerage and advisory solutions.

Tatiana Dudek is a financial advisor at Ameriprise with 25 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise and its affiliated entities since 2000. Outside of her advisory role, she is involved in business management through ownership of JOTT LLC and performs administrative duties and bookkeeping for TTD Entertainment, a ticket resale business. Ameriprise is a large institutional firm offering a retirement-income planning service for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Matthew W. Shaughnessy is a financial advisor with Ameriprise in Bozeman, MT, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He previously worked at UBS Financial Services Inc for 10 years before joining Ameriprise Financial Services Inc and then Ameriprise. Outside of advisory work, he facilitates a weekly book group based on Dave Ramsey's Financial Peace, focusing on guided discussion without providing financial advice. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency strategies to create personalized, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Kent Baker is a Senior Financial Advisor and Managing Director at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1985, bringing extensive experience to his role in helping clients manage their wealth. Kent focuses on developing personalized wealth management strategies tailored to individual financial goals and market conditions, utilizing resources from Merrill and Bank of America to offer investment insights and banking solutions. Kent holds the professional designation of Personal Investment Advisor (PIA). He earned his High School Diploma from Shawnee Mission Northwest. Beyond his professional work, Kent is involved in his community through participation with Blue Valley Rec Youth Baseball, Shawnee Community Services, and the United Methodist Church of the Resurrection.

Craig Lyman is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with LPL Financial since 2008. In addition to his advisory work, Lyman lectures at Columbia University and provides health insurance and tax preparation services for select clients. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology and a large network of advisors.

Andrey Korotkov is a financial advisor at Fidelity with a Series 66 designation and five years of industry experience. His prior roles include positions at The Vanguard Group and involvement with Sankor Productions L.L.C. and Multivista Systems L.L.C. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and deliver model portfolios across various investment platforms.

Brian Ewell is a financial advisor at Ameriprise with 12 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for eight years before joining Ameriprise in 2023. Outside of his advisory role, he serves as President and a member of the Board of Directors for the Boulder Dam Chapter of the Sons of the Utah Pioneers. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Daniel Lujan is a CFP® and securities-licensed financial advisor with 10 years of industry experience. He is currently with Charles Schwab, having worked there in various capacities since 2022, following prior roles at Citigroup, Guaranteed Rate, and Wells Fargo Home Mortgage. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory guidance with access to affiliated discretionary separately managed accounts and employs multi-asset strategic portfolios supported by research from its Schwab Center for Financial Research.

Savanah Arellano is a financial advisor at Morgan Stanley with seven years of industry experience. She has worked at Morgan Stanley Private Bank since 2021 and previously held positions at U.S. Bancorp Investments and U.S. Bank. Outside of her advisory role, she is involved in property management as a sole proprietor of a real estate business in North Las Vegas. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers services that include financial planning, investment management, and institutional solutions.

Brian Chang is a CFP® with 25 years of industry experience, currently serving as an advisor at LPL Financial since 2000. Based in Henderson, NV, he also teaches a noncredit financial management workshop at local colleges and sells traditional life insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment options, including model portfolios, third-party asset management, and institutional platforms.

Veniesha Brooks is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and having 21 years of industry experience. She has worked at Wells Fargo Bank, N.A. since 2007 and has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she is involved with Plexus Worldwide as a health and wellness ambassador. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Gabriel Gordon is a financial advisor with Wells Fargo Advisors in Las Vegas, NV, holding a Series 66 designation and 19 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 through 2025. Gordon serves as a Hebrew Free Loan Committee member for Jewish Nevada, reviewing the process and program for loan applicants. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services. The firm provides tailored recommendations using proprietary research and tools, with discrete planning engagements that clients may implement through brokerage or advisory programs.

Justin Smith is a CFP® professional with 17 years of experience in financial advising. He has worked at Ameriprise since 2021 and previously spent eight years at Edward Jones. Ameriprise provides a retirement-income planning service tailored to individuals nearing or in retirement who meet specific asset criteria, offering detailed recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm employs a combination of research, modeling, and algorithmic automation to support its advisory process and offers a broad range of advisory, brokerage, and insurance solutions.

Jacqueline Baquera is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 11 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank NA. 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 grounded in modern portfolio theory and tailored to plan-specific objectives and risk tolerances.

Michael Carpenter is a financial advisor with LPL Financial in Las Vegas, NV, holding a Series 66 designation and 23 years of industry experience. He has been associated with Linsco / Private Ledger since 2003. Outside of his advisory work, Carpenter serves on the board of a community, civic, and charitable organization in Southeast Las Vegas and is involved as a coach and referee. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Ryan Tabor is a financial advisor with Equitable Advisors in Las Vegas, NV, holding a Series 66 designation and eight years of industry experience. He has worked at Equitable Advisors since 2018 and previously held roles at Axa Advisors, Primerica, and AmeriPark. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing third-party asset managers and endorsed advisory programs.

Philip Natale is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career in financial services in 2007 as a bank teller and joined Merrill Lynch Wealth Management as a Financial Advisor in 2011. Philip works with clients on a comprehensive range of financial needs including investments, banking, retirement, lending, insurance, and estate planning to provide a well-rounded approach. He holds a Bachelor's Degree from the University of Nevada and is a Personal Investment Advisor (PIA). Philip is involved in several professional and community organizations, including Junior Achievement of Southern Nevada and Knights of Columbus. He volunteers with Junior Achievement teaching financial literacy, entrepreneurship, and economics to high school students, and participates in activities through the Catholic Church. Outside of his professional work, Philip enjoys running, writing, playing with his dog, and has lived in both New York City and Henderson, Nevada. He maintains ongoing communication with his clients and values both digital and face-to-face interactions to establish lifelong relationships.

Melissa Durante is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding a Series 66 designation and 17 years of industry experience. She has worked within various Wells Fargo entities since 2007, including Wells Fargo Bank, N.A. and Wells Fargo Advisors LLC. Outside of her advisory role, she serves as a trustee for a family trust. 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 investment approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Jemel Lewis is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Bank, Thrivent Financial, and Bankers Life. Lewis served in the Army National Guard from 2014 to 2020. 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 based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.