Guangzhi Zhai is a financial advisor with Mass Mutual Investors Services, holding the CFP® designation and Series 63 and 65 licenses. He has 13 years of industry experience, including roles at MassMutual Life Insurance Company and several other financial services firms. In addition to his advisory work, Zhai owns Evergreen Tax and Accounting LLC, where he provides tax preparation and consulting services. MassMutual Investors Services, LLC is a broker‑dealer and SEC‑registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing annually structured, collaborative client engagements using firm‑approved analytical tools.

Harold Basilio is a financial advisor with OSAIC, holding the ChFC® designation and the Series 63 license, with 34 years of industry experience. His prior roles include positions at Woodbury Financial Services Inc, Mass Mutual Investors Services, and MetLife Securities. Outside of his advisory work, he operates a sole proprietorship focused on recommending and selling fixed annuities and various types of insurance. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated financial advisors and offers integrated brokerage and advisory services, including financial planning, retirement plan consulting, and access to third-party money managers. The firm utilizes various asset-allocation tools and supports both discretionary and non-discretionary portfolio management across multiple investment types.

Nidhi Dadlani is a financial advisor at Merrill with six years of industry experience. Her prior roles include positions at LPL Financial, Nevada State Bank, and JPMorgan Chase Bank. She serves as a steering committee member for the Alliance of Mergers & Acquisition Advisors, coordinating educational events on business succession and exit planning. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Devin Cooley is a financial advisor with Charles Schwab in Las Vegas, NV, holding a Series 66 designation and three years of industry experience. His work history includes roles at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., Stewart Title, and the University of Nevada Reno. 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 a range of integrated brokerage, custody, and advisory services.

Dean Elyacoubi is a Sales Manager and Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in providing personalized wealth management strategies tailored to each client’s unique financial situation and goals. His approach involves a comprehensive understanding of clients' family backgrounds, lifestyles, values, and future aspirations to deliver customized investment plans. With a focus on areas including education planning, employee benefits, executive compensation, investment consulting for defined contribution plans, liquidity management, retirement planning, and tax minimization, Dean guides clients through complex financial decisions by offering clear and wide-ranging advice. He emphasizes client education to ensure confidence and understanding in the investment process. Dean holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Dean earned a Bachelor of Science in Hotel Administration from the University of Nevada, Las Vegas. He has been actively involved in his community, previously serving on the Board of Directors for the Juvenile Diabetes Research Foundation Southern Nevada and United Way of Southern Nevada. Outside of work, he enjoys cooking, traveling, and following sports such as European soccer.

Gabriel Milano is a financial advisor at Charles Schwab with 13 years of industry experience. He holds the Series 66 designation and has worked at Charles Schwab and TD Ameritrade in various roles since 2014. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals 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, utilizing multi-asset model portfolios and a centralized client service structure.

Malinda Maile is a financial advisor with UBS Financial Services in Las Vegas, NV, holding Series 63, 65, and 66 licenses and 24 years of industry experience. She has been with UBS since 2009, totaling 17 years at the firm. Outside of financial advising, she serves on the board of directors for SHEILA LLC, a company involved in construction and equipment leasing. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services to deliver tailored advice supported by proprietary research and model-based asset allocations.

Nacole Light is a financial advisor at Mass Mutual Investors Services with eight years of industry experience. She holds Series 63 and Series 65 registrations and has worked with Mass Mutual Investors Services since 2019, following roles at Pruco Securities LLC and The Prudential Insurance Company of America. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved tools and emphasizes investment category recommendations without discretionary authority.

Brent Anderson is a financial advisor with Edward Jones in Las Vegas, NV, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at Edward Jones since 2019 and previously held positions at Prosperity Wealth Management, Fortune Financial Services, and Gradient Securities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across wealth levels, corporate entities, pension plans, and charitable organizations. The firm offers a range of advisory programs and strategies, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

Mary Upchurch is a financial advisor with Edward Jones in Las Vegas, NV, holding a Series 66 designation and over 15 years of industry experience. She has been with Edward Jones since 2005. Outside of her financial advisory work, she performs stand-up comedy at various clubs and events. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates nationwide with a large advisor network and offers additional services such as tax-efficient strategies and securities-based lending.

Justin Jacobs is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding a Series 66 designation and 23 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he serves as a trustee for a friend, dedicating a small amount of time monthly to this responsibility. 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 management based on an IPS-driven process grounded in modern portfolio theory. The firm’s services include investment policy preparation, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related investment options.

Terri Criswell is a financial advisor at Raymond James & Associates with 27 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for RBC Capital Markets Corporation for 16 years before joining Raymond James. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.

Alexander Wang is a financial advisor at MassMutual Investors Services with three years of industry experience. He holds the Series 65 and Series 63 licenses and has worked at MML Investors Services LLC since 2023. Outside of his advisory role, he is also licensed as an insurance agent, selling life and health insurance products. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, emphasizing collaborative, goal-based planning without investment discretion.

Justin Albrecht serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. He leads The Albrecht Group, a three-person team with over 40 years of combined experience in the financial services industry. The group focuses on building and developing long-term relationships with high net worth individuals, families, and their businesses, aiming to create strategies addressing both short and long-term financial goals. Justin and his team use principles of behavioral finance to adopt a dynamic and individualized approach to financial planning. Their process combines knowledge, experience, and insight with a detailed understanding of clients' goals, lives, families, interests, and passions. This client-centered approach is designed to help individuals pursue personal objectives such as retirement planning, income goals, family wealth management, and special needs planning. He holds several professional designations, including Accredited Asset Management Specialist (AAMS), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Justin received his High School Diploma from Smithtown High School East. Outside of his professional commitments, he has interests in baseball, cooking, football, and traveling.

Damon Pierson is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He worked at Woodbury Financial Services from 2010 to 2024 before joining Osaic. Outside of his advisory role, he owns Pierson Wealth Management, an S-Corp engaged in life, health, and property casualty insurance sales and service. Osaic Wealth serves a diverse client base, including individual and institutional investors, by offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs various portfolio construction tools and supports multiple advisory platforms and third-party solutions.

Ronald Betten is a financial advisor with Raymond James & Associates in Las Vegas, NV, holding a Series 63 designation and bringing 46 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, totaling 13 years before joining Raymond James in 2022. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through various advisory programs and utilizes a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Jonathan Suslo serves as a Financial Advisor at Merrill Lynch Wealth Management. He supports clients by helping them plan, implement, and manage their financial objectives to address both short-term needs and long-term financial security. He holds FINRA Series 7 and Series 66 registrations, along with a Nevada Life and Health insurance license, and is recognized as a Personal Investment Advisor (PIA). Jonathan earned a Bachelor of Science in Business Administration with a focus on Economics from the University of Nevada, Las Vegas. He also studied international economics abroad in Shanghai, China. He is committed to furthering his expertise in wealth management to provide optimal outcomes for his clients. Outside of his professional work, Jonathan enjoys camping with his wife, watching motorsports racing with friends, and spending quality time with his loved ones.

Greg Nielsen is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked with multiple educational institutions, including the University of Nevada and Washoe County Schools, alongside his advisory roles at PFS Investments Inc. and Primerica Financial Services. In addition to his advisory work, he is an author with books sold in the U.S. and international markets. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited selection of separately managed account options primarily for individual and high-net-worth clients. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers, with portfolio implementation delegated to BNY Mellon Advisors.

Kirsten Garlock is a financial advisor with LPL Enterprise in Las Vegas, NV, holding Series 63 and Series 66 designations and with one year of industry experience. Prior to joining LPL Enterprise in 2026, she worked at Credit One Bank from 2017 to 2025. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in a wrap program, while also providing affiliated trust custody, insurance services, and a collateralized lending program.

Joanne Mantel is a financial advisor at LPL Financial with 21 years of industry experience. She holds Series 65 and Series 63 credentials and has worked at firms including UBS Financial Services, National Planning Corporation, and Alpha Omega Wealth. Based in Las Vegas, NV, Mantel has held roles at LPL Financial during multiple periods since 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of investment strategies and advanced operational tools.