Lorri Jackson is a Wealth Management Advisor at Merrill Lynch Wealth Management. She develops personalized financial strategies aimed at helping clients pursue their long-term goals through a comprehensive approach that begins with understanding the full financial picture of clients and their families. Jackson focuses on creating flexible wealth management solutions tailored to clients' evolving needs and market conditions, providing access to both investment insights and banking services. Her areas of expertise encompass college education planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, socially responsible and values-based investing, women and wealth, and tax minimization. She holds professional designations including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Jackson attended Arizona State University and obtained a Bachelor's Degree from the University of Nevada, Las Vegas. She has been actively involved in community organizations such as the American Heart Association, Nevada Casa, Soroptimist International of Greater Las Vegas, the Women's Research Institute of Nevada at UNLV, and the UNLV Library. Her past leadership roles include serving as Past President of the Southern Nevada Estate Planning Council and Past Associate Member of the Southern Nevada Association of Women Attorneys. Personal interests include biking, golfing, painting, photography, reading, and traveling.

Tara Meyers is a Wealth Management Senior Relationship Manager at Fidelity Investments. In this role, she supports autonomous investors by providing access to insights and resources available through Private Wealth Management. Since beginning her career at Fidelity in 2021, Tara has progressed from Planning Consultant to her current senior management position. Her professional experience is focused on wealth management and financial planning within Fidelity Investments. Tara's work involves delivering service and support to clients to help them manage their investment portfolios effectively. Outside of her professional responsibilities, Tara has interests in boating, cooking and baking, exploring food, movies, caring for pets, and traveling.

Erik Kirschner is a Senior Financial Advisor and Portfolio Manager at Merrill Lynch Wealth Management. He began his career in financial services in 1995 at Dean Witter Reynolds, which merged with Morgan Stanley in 1997. In 2006, he joined UBS Financial Services, where he completed the Firm's Portfolio Management Program. Since 2017, Erik has been with Merrill Lynch Wealth Management, serving as a Senior Vice President and Senior Financial Advisor. Erik holds a Bachelor of Science in Business Administration with a concentration in Finance from the University of Nevada, Las Vegas. He maintains Series 7, 63, and 65 FINRA registrations, Life and Health Insurance licenses, and has earned professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His approach integrates liability management, estate planning, real estate transactions, tax optimization, and philanthropic strategies to create comprehensive financial plans for his clients. A native of Las Vegas, Erik graduated from Bishop Gorman High School. Outside of work, he is involved in community service with United Way and Three Square alongside his family. Erik enjoys golf, strength training, football, ice hockey, traveling, watching movies, and spending time with his wife and three daughters.

Gina Wiegert is a financial advisor with UBS Financial Services in Henderson, NV, holding a Series 66 designation and 16 years of industry experience. She has been with UBS Financial Services Inc. since 2007. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a range of products and services supported by proprietary research and analytics.

Jason Trippett is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has previously worked at Royal Alliance, Legend Advisory, LLC, and Valic Financial Advisors. Outside of his advisory role, he is also an agent for non-variable insurance products through JFS LIFE LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. It offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting advisors with research and operational tools.

Dorothy Roth is a Wealth Management Advisor at Merrill Lynch Wealth Management. She holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Dorothy earned a Master's Degree from George Washington University and a Bachelor's Degree from Georgetown University. She also attended Kent State University, although no diploma was conferred.

Abell Smith is a financial advisor at Fidelity with 14 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. Smith has been with Fidelity and its related entities since 2011. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm’s investment approach combines fundamental research, quantitative analysis, and algorithmic portfolio construction across diversified model portfolios.

Matt Megin is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been helping clients identify, plan for, and manage their financial goals since 2004, focusing on comprehensive planning and asset alignment to address short, intermediate, and long-term objectives. His professional relationships are founded on trust, experience, knowledge, and reliability. Matt's career includes positions as a Financial Consultant at Fidelity Investments from 2021 to 2024, Wealth Advisor at Citigroup between 2019 and 2021, Financial Solutions Advisor at Bank of America Merrill Lynch from 2015 to 2019, Financial Advisor at Valic Financial Advisors from 2013 to 2015, Wealth Advisor at Gentry Wealth Management during 2012 to 2013, and Account Executive at Fidelity Investments from 2000 to 2012. He holds a California Insurance License. Outside of his professional responsibilities, Matt enjoys attending concerts, playing golf, engaging in outdoor adventures, spending time with pets, and traveling.

Robert Johnson is a financial advisor with Morgan Stanley in Henderson, NV, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm provides tailored financial planning services supported by structured discovery and proprietary planning tools, managing approximately $2.74 trillion in client assets.

Ryan Truong is a financial advisor with Merrill in Henderson, NV, holding a Series 66 designation and 10 years of industry experience. He has worked at Merrill since 2014 and Bank of America since 2017. Outside of his advisory role, Truong owns RyT Stuff LLC, a sole proprietorship selling products on Amazon, and Ill Gotten Gains LLC, a startup focused on providing funeral services for animals. Merrill, along 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.

Jamie Rosas is a financial advisor with Edelman Financial Engines in Henderson, NV, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining Edelman Financial Engines in 2025, Rosas worked at Thrivent Financial and Ameriprise Financial in various advisory roles. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions with a focus on diversified portfolios and long-term investment strategies.

Sarde Miles is a financial advisor with J.P. Morgan Securities in North Las Vegas, NV, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Wells Fargo Clearing, Ameriprise Financial Services, and Bank of America. 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 combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering services on a non-discretionary basis while maintaining a centralized due-diligence framework.

Daniel Carvallo is a Series 66 licensed advisor with Merrill, based in Henderson, NV, and has four years of industry experience. His work history includes roles at Bank of America, Merrill, Western Governors University, and other firms. 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 strategies managed by internal teams and third-party managers for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Rachel Sanchez is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan entities since 2009, including Wells Fargo NA and Wells Fargo Clearing from 2022 to 2023. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering its program on a non-discretionary basis.

Gregory Gonzalez is a financial advisor with Edward Jones in Henderson, NV, holding CFP®, ChFC®, and Series 66 credentials and nine years of industry experience. He has been with Edward Jones for ten years. Gregory is also involved with community outreach through his role at Our Savior Lutheran Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs with discretionary and non-discretionary strategies, operating under a fiduciary standard and supported by a nationwide network of over 23,000 financial advisors.

Jacob Woolstenhulme is a financial advisor with LPL Financial based in Henderson, NV. He holds the Series 66 designation and has recently begun his career in the industry. His background includes a variety of roles outside finance, such as event management and pest control, as well as service on a mission for the Church of Jesus Christ of Latter-day Saints. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.

Mia Kerman Quentin is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. Her prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory work, she has worked as a grocery delivery driver for Walmart Spark. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Michael Marinaro is a CFP® and holds a Series 66 license with Edward Jones, where he has worked for 15 years. He is based in Henderson, NV. Outside of his advisory role, he co-owns an LLC managing a family rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and advisory services, supported by a large nationwide network of financial advisors and branch offices.

Jerrod Crouch is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. He holds the Series 65 designation and has previously worked at MassMutual Life Insurance Company and Penn Mutual. Outside of his advisory role, Jerrod is involved as a coach in sport and fitness and serves as a committee member for Las Vegas Heals. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides multiple investment platforms and strategies, including proprietary models and third-party solutions, with both discretionary and non-discretionary options tailored to client objectives.

Chris Label is a Financial Consultant currently working at Fidelity Investments. He provides comprehensive financial guidance tailored to the unique needs of each individual client, aiming to empower clients to make informed financial decisions and work towards their long-term investment goals. Chris emphasizes building lasting relationships based on trust, transparency, and open communication. His professional experience includes roles as a Financial Consultant at Fidelity Investments since 2024, an Investment Consultant at Fidelity Investments from 2022 to 2024, a Client Relationship Manager at Ameriprise Financial from 2021 to 2022, and a Client Support Associate at Ameriprise Financial from 2020 to 2021.