David Allen is a financial advisor at Ameriprise in Henderson, NV, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Resource One, Inc. and Home Depot. 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-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering advisory, brokerage, and insurance solutions through affiliated entities.

Arthur Copperthite is a CFP® with 14 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. His prior experience includes roles at Edward Jones, Ameriprise Financial, and Chase Investment Services Corp. Outside of his advisory work, he provides tax preparation services through a business he owns called Copperthite Tax Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers diverse advisory and brokerage services supported by a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.

Zachary Oshana is a financial advisor at Fidelity with a Series 66 designation and no prior industry experience. His work history includes roles at Juniper Networks and involvement with CrowdStretch and REDCAP Construction. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment funds. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs, and is noted for its use of systematic methodologies and advisory roles to multiple registered investment companies.

Candace Austin is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise Financial Services and Amazon Flex. Outside of her advisory role, she mentors individuals preparing for the CFP examination through the CFP Board. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Nico Rivellini is Vice President and Branch Leader at Fidelity Investments. In his role, he leads a team of financial professionals serving the Southern Nevada community. He focuses on creating an environment that fosters teamwork, collaboration, and continued development, all centered around client needs. Nico joined Fidelity Investments in 2020, bringing extensive experience from prior roles at Ameriprise Financial, where he served as Sales Director from 2018 to 2020, Sales Manager from 2014 to 2018, and Financial Advisor from 2012 to 2014. His professional background includes financial planning, relationship building, and team leadership. Outside of his professional work, Nico has personal interests including the beach, cars, golf, pets, and traveling.

Tyler Johnson is a financial advisor at LPL Enterprise with five years of industry experience. He holds a Series 66 designation and has worked at several firms including Raymond James Financial Services and Prudential. Outside of his advisory work, he also works part-time as a food delivery driver in Las Vegas. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various insurance and trust services.

Wes Jacobson is a Financial Consultant at Fidelity Investments. He has been with Fidelity since 2020, holding various roles including Workplace Planning Consultant, Financial Representative, Investment Consultant, and currently Financial Consultant. Wes works with clients to simplify their financial journey and assists them in building meaningful financial plans to achieve their goals. His experience encompasses personal and workplace investing, enabling him to support clients through Fidelity's broad range of offerings. Wes holds a California Insurance License. Outside of his professional work, Wes enjoys spending time at the beach, playing board games, golf, tennis, and watching movies.

Leslie Lozano is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Fidelity in 2021, Leslie worked at Bank of America and Verizon Wireless. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including management of model portfolios constructed through a combination of fundamental research, quantitative analysis, and algorithmic methods. The firm also serves as an advisor to registered investment companies and employs formal oversight and governance procedures in its operations.

Jeremy Purvines is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Cetera Advisors LLC and Countrywide Estate Planning LLC. His activities include managing Purvines Management LLC, a DBA related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services with diverse investment strategies and operational support tools.

Michael Gana is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. from 2015 to 2021 before joining Fidelity. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios across various asset classes.

David Patten is a financial advisor at Edward Jones in Henderson, NV, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he owns a rental property. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Chase Bratland is a financial advisor with Cetera who holds a Series 66 designation and has 10 years of industry experience. He is also an enrolled agent providing income tax preparation services through Conrado & Company and Bratland Financial. In addition, he works as an insurance agent selling life, disability, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered adviser offering a broad range of portfolio management, financial planning, and retirement consulting services through a nationwide network. The firm serves individual and institutional clients with multi-manager investment platforms and a variety of program options under discretionary and non-discretionary authorities.

Leonel Jacquez Bojorquez is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. His prior roles include positions at UBS and Merrill. 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 through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage and investment management capabilities.

Raymond Martin is a financial advisor with Stifel who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2019 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he is involved in commercial real estate investment and property management as a general partner and president of related business entities. Stifel serves a broad range of clients including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

Robert Bozworth is Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2017, progressing through roles including Planning Consultant, Senior Relationship Manager, and Relationship Manager. Prior to joining Fidelity, he worked as a Financial Advisor at Waddell & Reed and Metlife, a Sales Representative at Liberty Mutual Insurance, and served as Vice President Relationship Manager in Commercial Banking at Citibank from 2001 to 2013. Robert focuses on helping clients develop financial roadmaps to support their retirement goals. He works to identify potential obstacles and monitors progress regularly to assist clients in navigating toward their objectives. His professional experience spans wealth planning, relationship management, financial advising, and commercial banking. Outside of his professional work, Robert enjoys boating, playing musical instruments, surfing, and spending time with his pets.

Edgar Anguiano-Estrada is a Financial Consultant currently working at Fidelity Investments since 2020. In his role, he partners with clients to assist them in working towards their financial goals by providing tools, implementation, and knowledge to help clients feel more confident in their financial situation. He emphasizes building long-term relationships based on trust, transparency, and education to empower clients in making informed financial decisions. Prior to his current position, Edgar was a Manager at Ameriprise Financial Inc from 2018 to 2020 and served as a Financial Advisor at the same company from 2015 to 2018. He holds a California Insurance License. Outside of his professional work, Edgar enjoys camping, family activities, hiking, and reading.

Keith Tanabe is a Wealth Management Advisor with Merrill Lynch Wealth Management, leading a team focused on serving institutional and private clients. He manages Global Institutional Consultants under the TTFH Group, providing investment consulting and services for defined benefit and contribution plans, institutional consulting, and corporate benefit services. Keith has held this role for 26 years at Merrill Lynch, developing expertise in institutional investment consulting and wealth management. He began his financial career as a Certified Public Accountant in the corporate tax department of PriceWaterhouseCoopers, LLP. He holds a bachelor's degree from the University of Southern California and has earned professional designations including Chartered Alternative Investment Analyst (CAIA), Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and specialization in Sports & Entertainment (SE). Outside of his professional work, Keith enjoys golfing, spending time with his family, and traveling.

Farhad Kalanaki is a financial advisor with Edward Jones in Henderson, NV, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2024, he worked at Merrill Lynch, Pierce, Fenner & Smith and Bank of America. His background also includes roles outside finance in the food service sector. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Richard Powell III is a financial advisor at Charles Schwab with 10 years of industry experience. He holds a Series 66 designation and has worked at various Charles Schwab entities since 2013. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 from its Center for Financial Research.

David Shoaff is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career in the financial services industry in 2001 and joined Merrill Lynch in 2008. David focuses on family wealth management strategies, personal retirement planning, and portfolio management services. He helps clients develop personalized financial strategies that align with their long-term goals by offering customized investment advice and strategies based on a thorough understanding of their financial needs. David holds a bachelor's degree in Finance from the University of Nevada, Las Vegas, and is a CERTIFIED FINANCIAL PLANNER® certificant. He is committed to building strong client relationships and follows Merrill's tradition of community involvement through volunteering. Outside of his professional role, David spends time with his wife and six children, dividing their time between Las Vegas, Nevada, and Coeur d'Alene, Idaho. His personal interests include reading and watching movies.