Wylie Nelson is a Planning Consultant at Fidelity Investments where he partners with clients and their Financial Consultant to co-create personalized financial plans aligned with their unique goals. His role involves supporting clients with a range of financial needs. Prior to his current position, Nelson held roles at Fidelity Investments including Investment Solutions Advisor and Financial Representative. He has also worked as a Financial Solutions Advisor at Merrill, Financial Advisor at Edward Jones, and Investment Consultant at Scottrade, gaining diverse experience across the financial services industry. Nelson holds a California Insurance License and brings practical expertise from his various positions within the financial sector. His career reflects a commitment to assisting clients through tailored financial planning and investment strategies.

Forest Grady is a Series 66 licensed financial advisor with 20 years of industry experience. He is currently with LPL Financial and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer providing financial planning, advisory programs, retirement plan consulting, and brokerage services to individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers both discretionary and non-discretionary management and supports diversified and alternative investment strategies.

Sandra Wang is a financial advisor with Morgan Stanley in Reno, NV, holding a Series 66 designation and 19 years of industry experience. She has been with Morgan Stanley in various roles since 2009, including her current position at Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory work, Wang is involved in educational and health-related activities, including instructing at Stanford Continuing Studies and volunteering as an instructor for the San Mateo County Community College District. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory services to individual and institutional clients. The firm emphasizes structured financial planning supported by its Global Investment Committee’s research and offers both direct and employer-based planning programs.

John Halki is a financial advisor with Fidelity and holds a Series 66 designation. He has one year of experience in the industry, having joined Fidelity Investments in 2026. Prior to his current role, his background includes positions at FedEx Ground, Wade Metal Works, Skyline Kitchen, Eldorado Resorts, and the University of Nevada, Reno. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also serves as an advisor to registered investment companies and offers model portfolios utilizing systematic methodologies.

Brock Wilson is a financial advisor at Wells Fargo Advisors with 16 years of industry experience. He previously worked at Caerus Investment Advisors, LLC from 2016 to 2020. Wilson holds Series 63, Series 65, and Series 66 licenses. Additionally, he has a 50% ownership interest in Gameplan Capital LLC, a separate business he is involved with on a limited basis. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special-needs analysis, and divorce planning.

Mitchell Mountain is a financial advisor with Morgan Stanley in Reno, NV, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019, following roles at MML Investors Services, Aspire Capital Advisors/Mass Mutual, and Dolan Automotive Group. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses a structured financial planning process supported by approved tools and delivers services through both direct and corporate financial planning agreements.

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.

Christopher Craft is a financial advisor at Edward Jones in Reno, NV, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 26 years of industry experience, with the past 10 years spent at Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of advisors and branch offices.

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.