Rachel Yelley is a financial advisor at Wells Fargo Clearing with five years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones and United Construction Company. Outside of her advisory role, she serves as treasurer for the Arrowcreek 9ers Golf Team and the WIN Nevada Speaker Series, where she manages budgets and provides financial updates. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process 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.

Kurt Neddenriep is a financial advisor with Morgan Stanley in Reno, NV, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as a member of the Nevada Congressional District 2 Military Academy Nomination Committee. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methods.

Jacob Ritter is a financial advisor at LPL Financial with 14 years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise Financial Services, Waddell & Reed, and various insurance carriers. Outside of advisory work, he has engaged as a contractor for DoorDash. 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 wide range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from multiple sources.

Michail Getsov is a financial advisor with Wells Fargo Advisors in Reno, NV, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Wells Fargo Clearing, CUSO Financial Services, and Edward Jones, as well as seven years at Bellagio Resort. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations covering diverse planning needs, including niche areas such as business-owner transitions and special-needs analysis.

Kevin Robb is a financial advisor with Wells Fargo Clearing in Reno, NV, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. from 2008 to 2018. 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 process is IPS-driven and uses modern portfolio theory, serving as an ERISA fiduciary and incorporating a broad range of investment options including insurance-related products and bank deposit sweep programs.

Timothy Kinsinger is a financial advisor with LPL Financial based in Reno, NV, holding Series 63 and Series 65 licenses. He has 41 years of industry experience, including 34 years at LPL Financial. Outside of his advisory role, he manages The Sage Fund, which involves leasing office space to various tenants. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and corporations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Chase Carver is a financial advisor at Charles Schwab with five years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Charles Schwab since 2021. Outside of his advisory role, Chase coaches an Olympic lifting class at a local CrossFit gym. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment solutions, supported by a large integrated structure with centralized custody, order routing, and alternative investment processes.

Alexander Mallett is a financial advisor at Morgan Stanley in Reno, NV, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Greater Nevada Credit Union and teaching appointments at the University of Nevada, Reno, and Truckee Meadows Community College. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Jessica Rivera is a financial advisor at LPL Financial with four years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Rivera's background also includes roles outside finance, such as positions at 24 Hour Fitness and Somersett Country Club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and consulting services, utilizing model portfolios and research from multiple sources to support diversified investment strategies.

James Morman is a Series 66-licensed financial advisor with Edward Jones in Sparks, NV, where he has worked since 2013. He has 12 years of industry experience. Outside of his advisory role, he works as a substitute spin instructor at a local health club. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Robert Hallowell Jr. is a financial advisor at Fidelity with Series 66 and Series 63 credentials. He has recently joined the industry and has prior work experience in various roles outside the financial sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Philip Eubank is a financial advisor with Ameriprise in Reno, NV, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior experience includes long-term roles at Avantax Advisory Services and related entities, as well as positions at On Site Relocation Inc and Cetera. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary retirement-income advice through a centralized consulting team.

David Libler is a financial advisor with Charles Schwab in Reno, NV, holding a Series 63 license and over 33 years of industry experience. He has worked with Charles Schwab and Charles Schwab Bank since 1992 and 2005, respectively. Libler also serves as a board member for Eye Surgeons International, a nonprofit focused on medical devices and supplies. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering non-discretionary and discretionary investment options with a multi-asset model portfolio approach supported by in-house research and alternative investment solutions.

Thomas Melohn Jr. is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Morgan Stanley & Co., Incorporated. He is a general partner in The Melohn Family Limited Partnership, which focuses on family estate planning. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including fee-based financial planning and portfolio management, supported by proprietary research and institutional trading capabilities.

Kimberlie Lynn Jones is a financial advisor with RBC Capital Markets in Reno, NV, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. She has worked at RBC Capital Markets since 2019 and previously spent 10 years with Merrill. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored portfolio strategies implemented through a combination of in-house and third-party investment managers and model providers.

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.

William Atha II is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 23 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Raymond James & Associates offers financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations, supports both discretionary and non-discretionary advisory relationships, and has notable capabilities in public finance and municipal advisory services.

Peter Augustine is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked at OSAIC since 2024 and previously spent 11 years with Securities America Advisors, Inc. and Securities America, Inc. Osaic Wealth, Inc. serves a diverse range of clients including retail and institutional investors such as high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory services and investment solutions through a large network of affiliated advisers and utilizes asset-allocation tools, third-party money managers, and both discretionary and non-discretionary account management.

Remy Chonez is a financial advisor with Merrill in Reno, NV, holding a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2018, Remy worked at Bank of America, N.A. since 2022 and spent 12 years at Olive Garden. 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.

Marc Fresia is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. His prior work includes roles at Planet Financial Advisory Group LLC, Waddell & Reed, Inc., and various insurance carriers associated with W&R Insurance Agencies, Inc. He has also acted in a fiduciary capacity through Fresia Trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and diverse investment strategies.