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 financial advisor with Merrill in Reno, NV, holding a Series 66 designation and with eight years of industry experience. He has worked at Merrill and Bank of America since 2018. Prior to his current roles, he was employed at MPR Satellite and Service, PG Computers, Bay Bicycles of Monterey, Inc., and Monterey Peninsula College. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.

Bryan Sintay is a financial advisor with LPL Financial in Reno, NV, holding a Series 66 designation and 12 years of industry experience. His career includes prior roles at Edward Jones and Fidelity, with experience spanning brokerage services and personal and workplace advising. 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 a range of advisory and brokerage services that include financial planning, model portfolios, third-party asset management, and institutional platforms, supporting strategies implemented by investment adviser representatives through discretionary and non-discretionary accounts.

Eric Meyer is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and eight years of industry experience. He has been with Ameriprise since 2018, following roles with Scheels All Sports and the Reno Aces Baseball Club. Meyer also worked at the University of Nevada Reno for four years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Eric Bickenbach is a CFP® with 18 years of industry experience, currently associated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC and has been with Wells Fargo Bank, N.A. since 2004. Outside of his advisory role, he serves on the audit committee of the Parasol Community Foundation in Incline Village, NV. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Kelli Tampio is a financial advisor at Edward Jones in Reno, NV, with 13 years of industry experience. She holds the ChFC® designation and the Series 66 license and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and has a large nationwide network of advisors and branch offices.

Ben Beeman is a Series 66 credentialed advisor with Wells Fargo Clearing, based in Reno, NV. He has been in the financial industry since 2023, following prior educational roles at Sonoma State University and Del Oro High School. Wells Fargo Advisors is a national securities firm that serves individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research from the Wells Fargo Investment Institute and third-party sources.

Dean Obenauer is a financial advisor at Morgan Stanley with 33 years of industry experience. He has held positions at Morgan Stanley Smith Barney LLC since 2021 and previously worked at Ameriprise Financial Services, Inc. for nine years. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates structured discovery conversations, firm-approved tools, and scenario modeling but does not include individual security recommendations as part of standalone planning.

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 with LPL Financial in Reno, NV, holding a Series 66 designation and 14 years of industry experience. His prior work includes positions at Ameriprise Financial Services Inc, Waddell & Reed, Inc, and various insurance carriers. Outside of advising, he has worked as a DoorDash contractor. 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 a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

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 in Reno, NV, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with LPL Financial since 1992. Outside of his advisory role, he is involved with The Sage Fund, which manages office space rentals 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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.