Michael Angier is a financial advisor with LPL Financial in Reno, NV, holding a Series 66 designation and having 27 years of industry experience. He worked at Ameriprise Financial Services, Inc. for 19 years before joining LPL Financial in 2024. Outside of his advisory role, he is involved with MFA Ventures, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by research tools and a broad network of over 22,800 advisors.

Suntalee Koozer is a financial advisor with Morgan Stanley in Reno, NV, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and has been with Citigroup Global Markets since 1999. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment modeling in its advisory services.

Lisa Petrie is a CFP® professional at Wells Fargo Advisors with 42 years of industry experience. She has been with Wells Fargo Advisors and its related entities since 2012. Outside of her advisory role, she serves on the investment committee of the Parasol Tahoe Community Foundation. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Christopher Nichols is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with Merrill since 1996 and holds the position of Senior Vice President. Christopher graduated from the University of Nevada, Reno in 1994. His areas of expertise include college education planning, divorce transition planning, family wealth management strategies, services for endowments, foundations, and non-profits, employee financial health, legacy planning, personal retirement planning, portfolio management services, individual and corporate investment strategy, and retirement income. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Christopher is a fourth-generation Nevadan, born and raised in Reno. He has been married for 20 years and has a daughter. He enjoys various outdoor activities such as baseball, basketball, football, golfing, hiking, hunting, ice hockey, skiing, swimming, and spending time with his family.

James Gibson is a financial advisor with UBS Financial Services in Reno, NV, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, Gibson serves on the Board of Directors and the Finance Committee of Mountains Community Hospital, and also sits on the Board and Investment Committee of the Lake Arrowhead Hospital Foundation. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management and delivers advisory services using proprietary research and model-based asset allocations.

Robert Newman is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has been with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers a range of advisory programs with a financial planning process that incorporates structured discovery and firm-approved tools.

Scott Williams is a financial advisor with Morgan Stanley in Reno, NV, holding Series 63 and Series 66 licenses and possessing 28 years of industry experience. His prior work includes eight years with Wells Fargo Clearing and five years with Wells Fargo Advisors LLC. Outside of finance, Williams is a partner in a local hair salon business. 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 and financial planning services supported by firm-approved tools and investment research, managing approximately $2.74 trillion in client assets.

John Cavanaugh III is a financial advisor with Charles Schwab, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2004 and 2005, respectively. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by research and alternative investment options.

Jacqueline Kulikowski is a financial advisor with Cetera in Reno, NV, holding a Series 66 designation and 25 years of industry experience. She has been affiliated with Cetera Advisors LLC since 2013 and operates her own investment-related business, 1864 Capital Investments, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Mishell Defelice is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. She held a position at Morgan Stanley from 2014 to 2022 before joining Wells Fargo Advisors. Outside of her advisory work, she operates Off The Hill Marketing, a marketing blog for small businesses. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Rizza Hopkins is a financial advisor at RBC Capital Markets with eight years of industry experience. Holding a Series 66 designation, Hopkins has been with RBC Capital Markets, LLC since 2016. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s Advisory Risk Profile.

Eric Olson is a financial advisor at Edward Jones in Sparks, NV, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2018, he worked at Whitney Peak Hotel for seven years. 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 through a nationwide network of over 23,700 advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Grace Anderson is a financial advisor at RBC Capital Markets with five years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets since 2020. Prior to this, she held various roles including work with the U.S. House of Representatives for Nevada Congressman Mark Amodei. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Anthony Novak is a financial advisor with Edward Jones in Reno, NV, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Enterprise Rent-A-Car for seven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Shayla Palmer is a financial advisor at Ameriprise with 11 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2014 to 2022. Outside of her advisory role, she is involved in real estate management through business ownership. Ameriprise is a large institutional firm offering a retirement-income planning service primarily for individuals nearing or in retirement with significant investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions, utilizing a centralized retirement-income consulting team and a combination of research, modeling, and tax-efficiency analysis to support its clients.

Jon Patacca is a Resident Director at Merrill Lynch Wealth Management, where he has been serving clients since 2015. He has been working in the financial services industry since 2001. Jon specializes in assisting families and individuals to identify and prioritize their financial goals, including estate planning services, investments, tax minimization strategies, wealth transfer, and retirement income. He develops customized strategies tailored to each client's personal circumstances and strives to build trust to help optimize their financial resources. Jon holds the CERTIFIED FINANCIAL PLANNER (CFP) certification and the Personal Investment Advisor (PIA) designation. He is registered with FINRA Series 7 and 66. He earned a bachelor's degree from Kent State University and a Master of Business Administration with a concentration in Financial Management from Pace University. Jon is a member of the Estate Planning Council of Northern Nevada and has been involved with community organizations such as the Retired Seniors Volunteer Program and Employer Support of the Guard and Reserve. Outside of his professional work, Jon enjoys activities including biking, boating, chess, cooking, gardening, golfing, hiking, photography, skiing, and spending time with his family.

Alexandra Johnson is a Series 66-credentialed financial advisor at Edward Jones with three years of industry experience. She has worked at Edward Jones since 2022 and has held prior roles in the hospitality and service industries. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Samuel Davis is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 63 and Series 66 registrations and has previously worked at Fidelity Investments, J.P. Morgan Securities LLC, and Wells Fargo NA. His prior roles include both brokerage and banking positions. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program, offering integrated advisory, brokerage, custody, and financial planning services. Schwab combines non-discretionary advice with access to affiliated discretionary separately managed accounts and utilizes multi-asset model portfolios and alternative investments in its investment approach.

James Sande is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 15 years of industry experience. He has worked at Ameriprise since 2016 and has been involved with various insurance carriers through W&R Insurance Agencies since 2011. Outside of his advisory work, he owns and operates a real estate business in Reno, Nevada. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on reliable income sources and tax-aware withdrawal strategies.

Conan Porter is a CFP® professional with 37 years of industry experience, currently serving at Charles Schwab & Co., Inc. since 2021. His previous roles include positions at Waypoint Direct Investments, LLC, JCC Advisors LLC, Phoenix American Hospitality, FDX Capital LLC, and Northstar Realty Securities. Charles Schwab & Co., Inc. serves a large client base, 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by the Schwab Center for Financial Research.