Ronald Reyes is a financial advisor at Fidelity with six years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Ameriprise Financial Services, LLC, Automotive Finance Corporation, and Carmax Auto Superstores. Outside of his advisory work, he is an independent contractor delivering food orders for DoorDash. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment approach.

Porfirio Carlos is a financial advisor at Fidelity with eight years of industry experience. He holds the Series 63 and Series 66 credentials and has previously worked at Wells Fargo Clearing, Wells Fargo Bank, and Amway. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios drawn from mutual funds, ETFs, and ETPs, and serves a diverse range of clients through both discretionary and non-discretionary advisory services.

Victoria Wiezorek is a financial advisor at Merrill with Series 63 and Series 66 credentials and 21 years of industry experience. She has been with Merrill since 2012. Outside of her advisory role, she is the sole owner of a rental property in Henderson, Nevada. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Altshuler is a financial advisor with Wells Fargo Clearing in Henderson, NV, holding Series 63 and Series 65 licenses and bringing 33 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 services to qualified ERISA and non‑qualified deferred compensation plans, offering both non‑discretionary and 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.

Adam Mc Inerney is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and has prior experience including roles at HydroMaxx and as a caddie, as well as time spent affiliated with the University of Nevada Las Vegas and the Korn Ferry Tour/PGA Tour. Outside of advising, he is involved with Talent Financial Services, a non-investment-related support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized municipal and SIMPLE IRA advisory services.

Kendell Schoen is a Financial Consultant currently working at Fidelity Investments since 2022. In this role, Kendell partners with clients to identify and progress toward their financial goals, focusing on increasing overall financial confidence. Kendell aims to build trusted relationships that meet clients' needs in an environment where they feel heard, with an emphasis on educating and implementing retirement planning strategies tailored to clients' current situations. Prior to joining Fidelity Investments, Kendell held several roles at Ameriprise Financial, including Client Relationship Manager from 2020 to 2022, Client Support Associate from 2019 to 2020, and Client Service Coordinator from 2018 to 2019. These positions provided Kendell with extensive experience in client service and relationship management within the financial services industry.

Ian Rinde is a financial advisor at Fidelity with six years of industry experience. He holds the Series 66 designation and has worked previously at Ameriprise Financial Services and Tesla. He is associated with Strategic Advisers LLC, a Fidelity Investments company, which provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Alexandria Romain is an Investment Consultant at Fidelity Investments, where she has been serving since 2026. In her role, she partners with clients to empower them and provide confidence in their financial futures through education and thoughtful planning. Prior to this, she worked as a Financial Representative at Fidelity Investments from 2024 to 2026. Alexandria focuses on understanding the individuals behind the portfolios and aims to simplify complex financial decisions. Her approach emphasizes client education and personalized strategies to meet financial goals.

Alexander Chamitoff is a financial advisor with Cambridge Investment Research Advisors in Las Vegas, NV. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes roles at MML Investors Services, LLC/John M Novak and MassMutual Life Insurance Company. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing both proprietary and third-party investment strategies across multiple platforms and custody arrangements.

Paolo Maressa Yamamoto is a financial advisor at Ameriprise with 11 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Morgan Stanley Private Bank and Morgan Stanley. He also serves as a trustee in fiduciary activities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Michael Baumgardner is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He previously worked at Edward Jones from 2009 to 2023 before joining Ameriprise in 2020. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver written, non-discretionary recommendation reports through a centralized consulting team.

Savannah Jones is a financial advisor with Ameriprise in Henderson, NV, holding a Series 63 designation and three years of industry experience. She previously worked at Starbucks before joining Ameriprise Financial Services Inc. In addition to her advisory role, she writes and self-publishes fictional fantasy novels. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement-income advice through a centralized consulting team.

Connor Whelan is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. His prior roles include positions at Investment Counsel Company and Clark County School District, among others. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides customized retirement-income planning advice through a written Recommendation Report and ongoing reviews. The firm’s approach incorporates proprietary research and third-party data while operating within a defined investment universe aligned with its affiliated product offerings.

Heather Sabatello is a financial advisor with Edward Jones in Boulder City, NV, holding a Series 66 designation and having eight years of industry experience. She worked at Steiner Education Group from 2015 to 2018 before joining Edward Jones in 2018. Outside of advising, she is a contracted personal trainer with Svetness Personal Training in Las Vegas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Norbert Forcheskie is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has worked with Raymond James Financial Services Advisors since 2010 and was involved with Senoutcards Multi Level Marketing Card Co. from 2010 to 2019. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to model potential outcomes and supports its clients through a broad advisor network and specialized advisory programs.

Trey Kirkpatrick is a financial advisor at Ameriprise in Henderson, NV, holding a Series 66 designation with three years of industry experience. Prior to joining Ameriprise in 2022, he worked at the Van Law Firm for one year and has held various roles outside finance, including at Carrabba's Italian Grill and Door Dash. 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 ongoing retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Michael Sui is a CFP® with 41 years of experience in the financial industry. He is currently with Morgan Stanley, where he has worked since 2021, following previous tenures at Bank of America and Merrill. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services through its Financial Advisors and Estate Planning Strategies Group.

Kenneth McDowall is an Investment Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he worked as a Financial Representative at Fidelity Investments from 2022 to 2024. In his current position, he works closely with clients to simplify their financial journeys and assist them in achieving their financial goals through Fidelity's offerings. Kenneth aims to help each client develop a meaningful financial plan that provides a clear path toward their objectives. Outside of his professional work, he has personal interests that include baseball, camping, fitness, golf, and traveling.

Joseph Neary is a financial advisor at Cetera with 25 years of industry experience. He holds the Series 66 designation and has worked at multiple Cetera entities since 2014, as well as at Summit Brokerage Services and Avantax Investment Services. Cetera Investment Advisers LLC serves a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, financial planning services, and access to third-party money managers.

Lydia Salo is a CFP®-certified financial advisor with 24 years of industry experience, currently affiliated with Cetera. She has spent the majority of her career at Avantax Advisory Services and Avantax Investment Services, and also serves as president of L.A. Salo, CPA, Ltd, a public accounting and tax preparation firm. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with both discretionary and non-discretionary options.