Bryan Sintay is a financial advisor at LPL Financial with 12 years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones and Fidelity in various advisory roles. He is based in Reno, NV. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches.

Gina Lee is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 10 years of industry experience. Prior to joining LPL Financial, she worked at E.K. Riley Investments and Prospera Financial Services Inc., and has experience with the Reno Police Department and Washoe County Regional Parks & Open Space. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Eric Meyer is a Series 66 licensed advisor with Ameriprise Financial Services, where he has worked since 2018, accumulating seven years of industry experience. Prior to his financial career, he was involved with Scheels All Sports and the Reno Aces Baseball Club, and he attended the University of Nevada Reno. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides annual retirement 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 financial advisor with Wells Fargo Clearing, holding a Series 66 designation and based in Reno, NV. He has been with Wells Fargo Clearing since 2023 and has no prior industry experience. 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 approach 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.

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 at LPL Financial with 14 years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise Financial Services, Waddell & Reed, and various insurance carriers. Outside of advisory work, he has engaged as a contractor for DoorDash. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from multiple sources.

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 based in Reno, NV, holding Series 63 and Series 65 licenses. He has 41 years of industry experience, including 34 years at LPL Financial. Outside of his advisory role, he manages The Sage Fund, which involves leasing office space to various tenants. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and corporations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

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.

Jessica Rivera is a financial advisor at LPL Financial with four years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Rivera's background also includes roles outside finance, such as positions at 24 Hour Fitness and Somersett Country Club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and consulting services, utilizing model portfolios and research from multiple sources to support diversified investment strategies.

James Morman is a Series 66-licensed financial advisor with Edward Jones in Sparks, NV, where he has worked since 2013. He has 12 years of industry experience. Outside of his advisory role, he works as a substitute spin instructor at a local health club. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Robert Hallowell Jr. is a financial advisor at Fidelity with Series 66 and Series 63 credentials. He has recently joined the industry and has prior work experience in various roles outside the financial sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Philip Eubank is a financial advisor with Ameriprise in Reno, NV, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior experience includes long-term roles at Avantax Advisory Services and related entities, as well as positions at On Site Relocation Inc and Cetera. 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-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary retirement-income advice through a centralized consulting team.

David Libler is a financial advisor with Charles Schwab in Reno, NV, holding a Series 63 license and over 33 years of industry experience. He has worked with Charles Schwab and Charles Schwab Bank since 1992 and 2005, respectively. Libler also serves as a board member for Eye Surgeons International, a nonprofit focused on medical devices and supplies. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering non-discretionary and discretionary investment options with a multi-asset model portfolio approach supported by in-house research and alternative investment solutions.