Shelley Schein is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and previously spent 17 years as a homemaker and homeschooling mother before joining Edward Jones. Edward Jones is a full-service wealth management firm serving a wide range of individual and institutional clients. The firm manages over $1 trillion in assets through a large network of advisors and branch offices, offering a variety of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Brent Sawrie is a financial advisor with UBS Financial Services in Reno, NV, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with UBS Financial Services since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers research-driven, model-based asset allocations tailored to clients' goals and risk tolerances.

Michael Ciocca is a Financial Consultant at Fidelity Investments, where he began his current role in 2024. He has accumulated experience in the financial services industry through positions such as Vice President Financial Consultant at Charles Schwab Inc. from 2023 to 2024, Senior Associate Wealth Advisor at Schwab Wealth Advisory from 2021 to 2023, and Financial Advisor at LPL Financial from 2018 to 2021. Michael holds a California Insurance License and applies his core business beliefs and values to treat clients with care, emphasizing proactive planning to prevent reactive repair. Outside of his professional work, Michael enjoys attending concerts, fitness activities, golf, snowboarding, and traveling.

Krista Lawson is a financial advisor with Merrill in Reno, NV, holding Series 63 and Series 65 licenses and 30 years of industry experience. She has been with Merrill since 2014. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm’s integration with Bank of America allows access to a broad set of financial products and services beyond typical investment management.

Alexis Limon Padilla is a financial advisor with J.P. Morgan Securities in Reno, NV, holding Series 63 and Series 66 licenses and has six years of industry experience. Prior to joining J.P. Morgan Securities in 2019, Alexis worked at Wells Fargo Bank, N.A. from 2015 to 2019. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers advisory services on a non-discretionary basis and combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Marcus Hayden is a Financial Advisor at Merrill Lynch Wealth Management in the Reno office. He joined the firm after earning his bachelor's degree in economics and finance from Centre College in Kentucky. Marcus focuses on understanding the unique priorities of each client to build intentional and strategic financial plans tailored to their long-term goals. He emphasizes serving individuals and families with a long-term perspective aimed at building relationships that span generations. Marcus holds the Chartered Retirement Planning Counselor (CRPC) designation, highlighting his expertise in retirement-focused planning. Additionally, he has earned the Personal Investment Advisor (PIA) credential. He is committed to continuing his education to provide thoughtful guidance throughout all stages of his clients' financial journeys. Outside of his professional role, Marcus enjoys skiing and snowboarding in the Tahoe area, traveling to national parks during the summer, and relaxing by the pool while watching sports with his wife. He brings a balanced approach to both his personal life and his work with clients, aiming to help them gain clarity and confidence in their financial decisions.

Jose Negrete Jr. is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and MORGAN STANLEY SMITH BARNEY LLC since 2009. Outside of his advisory role, he is a member of Redline Achievements LLC, a property management business based in Nevada. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and broad investment offerings.

Aaron Grant is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on delivering customized financial and wealth management strategies through a clear and defined process to help clients pursue their long-term financial goals. Aaron works with individuals, families, and institutions, providing expertise in areas such as family wealth management, legacy planning, retirement income, tax minimization, portfolio management, and investment strategy. Aaron holds a Bachelor’s degree in business administration with a concentration in finance and a minor in economics from St. Mary’s College. He is also a Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Since joining Merrill Lynch in 2019, he has integrated his knowledge with the firm's comprehensive wealth management and banking services. Born and raised in Saratoga, California, Aaron participates in community activities aligned with the Merrill tradition, including involvement with the Second Harvest Food Bank. His personal interests include boating, fishing, golfing, spending time with family, and traveling.

Matthew Ryan is a Series 66-licensed financial advisor with eight years of industry experience, currently affiliated with Merrill in Reno, NV. His prior experience includes roles at Bank of America and MPR Satellite and Service, as well as businesses outside finance such as Bay Bicycles of Monterey and PG Computers. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm leverages its integration with Bank of America to offer a wide range of investment products and related services.

Myriam Biglang Awa is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds the Series 63 and Series 66 designations. Prior to her current role, she has worked at JPMorgan Chase Bank, J.P. Morgan Securities, and has experience driving for Uber and Lyft. In addition to her advisory work, she sells products through an Amazon business. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Michiko Bernstein is a financial advisor at Wells Fargo Advisors in Reno, NV, holding the Series 66 designation. She has one year of industry experience, with prior roles at Fleming's and Canopy Analytics, as well as involvement in various academic and startup environments. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and niche services such as business-owner transition and special-needs analysis. The firm uses proprietary research and planning tools to develop tailored recommendations, with clients deciding how to implement them through brokerage or advisory programs.

Brian Allman is a financial advisor at Edward Jones in Reno, NV, holding CFP® and CFA® designations with 13 years of industry experience. He has been with Edward Jones since 2013. Outside of advising, he is involved in several business ventures, including co-creating a low-content book publishing project and managing an aircraft leasing partnership. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a broad advisory network with affiliated services such as trust and securities-based lending.

Andrew Cunningham is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on developing strategies and providing advice and guidance for high-net-worth individuals, businesses, and foundations to help them meet their financial goals. Andrew's expertise includes college education planning, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, personal retirement planning, portfolio management services, small business strategies, socially responsible and values-based investing, individual and corporate investment strategy, and retirement income. He holds a Bachelor's Degree from the University of Colorado System and a Master's Degree from the University of Nevada - Reno. Andrew has earned several professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is a member of the Rotary organization and participates in community involvement through Rotary.

Bryan Sintay is a financial advisor at LPL Financial with 12 years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones and Fidelity in various advisory roles. He is based in Reno, NV. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches.

Gina Lee is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 10 years of industry experience. Prior to joining LPL Financial, she worked at E.K. Riley Investments and Prospera Financial Services Inc., and has experience with the Reno Police Department and Washoe County Regional Parks & Open Space. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Eric Meyer is a Series 66 licensed advisor with Ameriprise Financial Services, where he has worked since 2018, accumulating seven years of industry experience. Prior to his financial career, he was involved with Scheels All Sports and the Reno Aces Baseball Club, and he attended the University of Nevada Reno. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides annual retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Eric Bickenbach is a CFP® with 18 years of industry experience, currently associated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC and has been with Wells Fargo Bank, N.A. since 2004. Outside of his advisory role, he serves on the audit committee of the Parasol Community Foundation in Incline Village, NV. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Kelli Tampio is a financial advisor at Edward Jones in Reno, NV, with 13 years of industry experience. She holds the ChFC® designation and the Series 66 license and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and has a large nationwide network of advisors and branch offices.

Ben Beeman is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and based in Reno, NV. He has been with Wells Fargo Clearing since 2023 and has no prior industry experience. 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 IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Dean Obenauer is a financial advisor at Morgan Stanley with 33 years of industry experience. He has held positions at Morgan Stanley Smith Barney LLC since 2021 and previously worked at Ameriprise Financial Services, Inc. for nine years. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates structured discovery conversations, firm-approved tools, and scenario modeling but does not include individual security recommendations as part of standalone planning.