David Mc Caman is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and bringing 10 years of industry experience. His career includes roles at Cambridge Investment Research Advisors and High Valley Financial Planning Services since 2016, along with ownership of DMC Accounting Services, which provides accounting and tax preparation, and work as an independent insurance agent at Gateway Insurance Solutions. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, providing a range of customizable investment solutions across multiple platforms.

Steven Anderson is a financial advisor with RBC Capital Markets in Reno, NV, holding Series 63 and Series 65 licenses and 39 years of industry experience. He has previously worked at Merrill and City National Bank. Anderson serves on the board of directors for multiple nonprofit organizations, including the Economic Development Authority of Northern Nevada, Reno Christian Fellowship, and Eddy House, and is an officer in the Truckee Meadow Toastmasters speaking group. RBC Wealth Management, a division of RBC Capital Markets, offers advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm provides tailored investment strategies through a range of advisory programs, combining in-house and third-party managers with various portfolio management options.

Jeffrey Dikeman is a financial advisor with Wells Fargo Clearing in El Dorado Hills, CA, holding a Series 63 designation and over 40 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Michael Hall is a CFP® professional with 27 years of experience in the financial industry. He has been with Ameriprise since 2005, currently serving as an advisor in Reno, NV. Outside of his advisory role, he is involved in management and ownership of several mobile home park entities. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and annual retirement-income planning focused on reliable income sources and tax-aware withdrawal strategies.

Jacob Anderson is a financial advisor at RBC Capital Markets with a Series 66 designation and one year of industry experience. His previous work includes roles at the Legislative Counsel Bureau and Mabble Media. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers.

Shelley Johnson is a financial advisor with RBC Capital Markets in Reno, NV, holding a Series 66 designation and 19 years of industry experience. She has been with RBC Capital Markets Corporation since 2009. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with customizable investment strategies implemented through in-house and third-party managers, supported by RBC’s extensive capital markets resources.

Ryan Gilbrech is a financial advisor with Morgan Stanley in Reno, NV, holding a Series 66 designation and 17 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Robert Kirk is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and over 33 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 1993 and 2005 respectively, and he also owns a management consulting firm, Kirk Consultants. Charles Schwab 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 offers a combination of non-discretionary advisory relationships with access to discretionary separately managed accounts, using multi-asset model portfolios and centralized operational support.

Joanne Mcafee is a financial advisor at Stifel with 29 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Stifel Nicolaus & Co Inc since 2011. Stifel serves a wide range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group, which emphasizes forward-looking capital market assumptions and probabilistic modeling for various financial planning analyses.

Blake Rodriguez is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His work history includes roles at Bank of America, Chase Bank, US Bank, as well as positions outside finance at Northstar Lodge by Welk Resorts and BJ's Restaurant and Brewery. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Anthony Maldonado is a financial advisor with Morgan Stanley in Reno, NV, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. He has been with Morgan Stanley since 2013 and also works at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to both individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services directly as well as through corporate financial planning agreements.

Keith De Lamarter is a CFP®-certified financial advisor with LPL Financial in Reno, NV, bringing seven years of industry experience. His prior roles include positions at Charles Schwab and One Nevada Credit Union. He is also a commissioned notary in Reno. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, portfolio management, third-party asset management, and institutional platforms, delivering advice through a large network of representatives using a variety of investment strategies.

Timothy Damon is a financial advisor with Wells Fargo Clearing in Reno, NV, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Westwind Investors Management Co and Northwestern Mutual. Outside of finance, he works as a server at Belleville Wine Bar in Reno. Wells Fargo Advisors is a national firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients, managing approximately $671 billion in assets and employing over 14,000 financial advisors.

Shameen Solomon is a financial advisor with Charles Schwab in Reno, NV, holding Series 63 and Series 66 credentials and seven years of industry experience. Prior to joining Charles Schwab in 2023, Solomon worked at Wells Fargo Clearing and Wells Fargo Bank, NA from 2010 to 2021. 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 offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios, with centralized supervisory and custody arrangements supporting its large client base.

Phillip Scott is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing 37 years of experience in guiding families through diverse economic conditions to achieve their financial goals. He specializes in executive compensation, family wealth management strategies, personal retirement planning, portfolio management services, tax minimization, and retirement income. Phillip’s approach centers on understanding each client’s unique ambitions and crafting personalized wealth plans that reflect their perspectives and priorities. Phillip holds a Master’s Degree from Saint Marys and a Bachelor’s Degree from California State University Chico. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Portfolio Manager (CPM), and Personal Investment Advisor (PIA). His professional philosophy is informed by his lifelong passion for fishing and the outdoors, drawing parallels between trusted guidance in fishing and wealth management. Outside of his advisory role, Phillip is involved with community organizations such as the Boys and Girls Club, where he contributes his time and support. He is also connected to the Meals On Wheels program and the United States Tennis Association. His personal interests include fishing, golfing, hiking, hunting, and tennis.

Shawn Hight is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2020. His professional focus centers on assisting clients in achieving their financial goals through a client-oriented approach. Prior to his current position, Shawn served as an Associate Financial Advisor at Ameriprise Financial from 2017 to 2020. He has also held roles including Director of Financial Planning and Operations at Haydel Biel and Associates, Investment Operations Associate at Northwestern Mutual, and Analyst - Loan Service Technician at Sabal Financial Group. Shawn holds a California Insurance License, supporting his expertise in financial consulting and insurance. Outside of his professional work, he engages in activities such as football, golf, hiking, outdoor adventures, snowboarding, and values parenthood.

Lacee Preciado is a financial advisor with Edward Jones in Sparks, NV, holding a Series 66 designation and two years of industry experience. She has prior work experience in education, including roles with the Washoe and Clark County School Districts. Preciado also serves as a part-time adjunct English teacher at Truckee Meadows Community College. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of advisory and investment solutions, supported by a large national network of advisors and branch offices, and operates under a fiduciary standard.

Emma Woods is a Financial Advisor at Merrill Lynch Wealth Management. She specializes in working with a diverse range of clients, including business owners, multigenerational families, and individuals experiencing significant life transitions. Her areas of focus include education planning, family wealth management strategies, legacy planning, LGBT wealth planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Emma holds a Bachelor's Degree from the University of Alabama System. She has earned professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Her approach emphasizes understanding each client's individual priorities and building long-term relationships based on trust. Originally from Reno, Nevada, Emma enjoys football, pickleball, reading, scuba diving, skiing, traveling, and watching movies. She applies a personalized and relationship-focused philosophy to her work, helping clients uncover what matters most to them and develop strategies to pursue their financial goals.

David Barnes is a financial advisor at Edward Jones in Reno, NV, holding Series 66 and Series 63 licenses with five years of industry experience. His prior experience includes roles at AdvoWealth Advisors LLC and Paychex. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm operates under a fiduciary standard and maintains a large nationwide network of financial advisors and branch offices.

Tali Faitlin is a financial advisor at Wells Fargo Advisors with one year of industry experience. Prior to joining Wells Fargo Advisors in 2023, Tali worked at JB Hunt Transportation Inc and In N Out Burger. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory services with other financial product sales and referral channels.