Timothy Cox is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has worked at several firms, including Kingswood Capital Partners, Edward Jones, and M Stevens Wealth Advisors. His current role is with Strategic Advisers LLC, a Fidelity Investments company. Strategic Advisers provides investment management and advisory services to retail and institutional clients, as well as registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Terry Smith is a financial advisor at Primerica Advisors with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Primerica since 2006. Outside of investment advisory, he is involved in the sale of loan products and home-related services through affiliated Primerica companies. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that emphasizes model-delivery strategies managed by third-party asset managers and operates at a large scale with over 3,600 advisors and approximately $15.5 billion in assets under management.

Kylar Leahy is a financial advisor at J.P. Morgan Securities in Las Vegas, NV, holding Series 63 and Series 66 licenses with one year of industry experience. His prior roles include positions at US Capital Global Securities and experience with a family office/private trust company. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending investment strategies.

Lakely Greaves is a financial advisor with Ameriprise in N Las Vegas, NV, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of advising, he owns Madavara Boogy, LLC and is involved in independent insurance brokering. Ameriprise is a large institutional firm that offers a retirement-income planning service designed for clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement recommendations delivered through a centralized consulting team.

Michael Holden is a Series 66 licensed financial advisor with Edward Jones in Las Vegas, NV, bringing six years of industry experience. His prior roles include positions at Invictus International and Sam's Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Arnulfo Venegas is a financial advisor with Merrill based in Las Vegas, NV. He holds a Series 66 designation and has three years of industry experience. His prior roles include positions at Bank of America, JPMorgan Chase Bank, and Nevada State Bank. Merrill, along 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, and institutional investors, using a combination of internal and third-party portfolio management approaches.

Shane Cloninger is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked with LPL Financial since 2023 and concurrently operates SC Financial Group, LLC, which serves as a DBA for his LPL business. He is also involved with Benalex Benefit Consultants, LLC, a payroll entity based in Bellevue, WA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions with offerings including financial planning, wrap and model portfolio programs, and institutional platforms.

Andrea Butler is a financial advisor with Cambridge Investment Research Advisors in Las Vegas, NV, holding a Series 66 designation and 13 years of industry experience. She previously worked at Securities America Advisors and Securities America Inc from 2015 to 2022. Butler is involved in several business activities, including consulting and marketing roles within the financial services and insurance sectors. 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 plan advisory services through a network of independent Financial Professionals, utilizing various portfolio management strategies and platform arrangements.

Katherine Johnson is a financial advisor with Edward Jones in Las Vegas, NV, holding Series 63 and Series 66 credentials and 23 years of industry experience. She has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of discretionary and non-discretionary strategies, with a large nationwide network of advisors and branch offices.

Valente Orozco Villasenor is a Senior Financial Advisor specializing in personalized wealth management strategies. He partners with clients to develop flexible financial plans that address legacy planning, personal retirement planning, portfolio management services, and tax minimization. Valente leverages the investment insights of Merrill Lynch Wealth Management along with banking and lending solutions from Bank of America to support clients' long-term goals. With a focus on building strong client-advisor relationships, Valente emphasizes a comprehensive understanding of each client's financial picture. He supports his clients through one-on-one collaboration to create strategies tailored to evolving market conditions and individual priorities. Valente is also committed to community involvement and volunteers with local organizations as part of Merrill's tradition of service. Valente holds a Bachelor's Degree in Business Administration from Saint Mary's College of California and has earned the Personal Investment Advisor (PIA) designation. Outside of his professional work, he enjoys camping, cooking, gardening, and spending time with his family.

Bianca Lee is a financial advisor at Raymond James Financial Services Advisors, Inc. with two years of industry experience. She holds a Series 66 designation and has worked at Raymond James since 2017 in various capacities. Outside of advising, she is an associate at Johnson, Peterson & Walpole LLC, where she performs administrative and client support roles. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning using analytical tools and supports a broad network of advisors with specialized programs including municipal advisory and SIMPLE IRA employer consulting services.

Spencer Marcus is a Senior Financial Advisor at Merrill Lynch Wealth Management, working in Las Vegas, NV. He joined the firm in 2012 and works closely with clients to pursue their financial goals through a holistic and comprehensive approach to wealth management. Spencer collaborates with the Marcus Gibson Group and assists his team with Personal Wealth Analysis to understand clients' unique financial situations and guide prudent investment decisions. Spencer's expertise covers areas such as education planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, socially responsible investing, sports and entertainment financial advisory, individual and corporate investment strategy, and retirement income. He holds the Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA) designation and the Personal Investment Advisor (PIA) designation. He earned a Bachelor of Science degree in Business Administration with an emphasis in Finance from California Lutheran University. Outside of work, Spencer is involved with Worldserve International and Habitat for Humanity. In his personal time, he enjoys adventure sports, basketball, chess, golfing, rock climbing, running, and skiing, as well as spending time with friends and family.

Jaquan Parks is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior experience includes roles at Equitable Advisors and Bank of America. Outside of finance, he was involved with Smiles for Miles Delivery. 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, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Terri Bybee is a financial advisor at Merrill with 35 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 2003, with a brief period at First Republic Investment Management and First Republic Securities in 2017–2018. 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 plans, corporations, and charitable organizations.

Jessica Saunders is a CFP® professional with 15 years of industry experience. She is currently affiliated with Cambridge Investment Research Advisors and has previously worked at Wells Fargo Advisors and multiple other financial firms. Saunders is also involved in several related business activities, including ownership and partnership roles in wealth management and consulting entities in Las Vegas. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charities, and trusts. The firm offers a range of financial planning and investment management services through independent financial professionals, utilizing multiple custody platforms and both proprietary and third-party model strategies.

Ralph Haebich is a financial advisor at Ameriprise in Las Vegas, NV, with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Ameriprise offers retirement-income planning services focused on clients with significant investable assets, providing detailed, non-discretionary recommendation reports that incorporate tax-smart withdrawal strategies and Social Security claiming guidance. The firm uses a combination of research, modeling, and algorithmic tools to support its retirement-income consulting service.

Jakob Fries is a CFP® with 10 years of industry experience, currently affiliated with Cetera. His career includes roles at Cetera Wealth Services, Avantax, LPL Financial, Citigroup Global Markets, and Wells Fargo Clearing. He also operates Jakob's Wealth Management LLC, which he founded in 2019. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with various portfolio management strategies, including model portfolios, third-party managers, and bespoke solutions.

Jennifer Shydler is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. She is the founder of the Shydler Wealth Management Group and has been a financial advisor with Merrill since 2008. Jennifer brings extensive experience in addressing investing and fiduciary responsibilities for both individuals and institutions. Her client focus areas include executive compensation, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, liquidity management, philanthropic planning, women and wealth, sports and entertainment, tax minimization, and retirement income. Jennifer holds the CERTIFIED FINANCIAL PLANNER® certification, as well as the Chartered Retirement Planning Counselor™ and Certified Plan Fiduciary Advisor® designations. She is also recognized as a Retirement Accredited Financial Advisor. She earned her bachelor's degree in finance with distinction from San Diego State University and completed high school at Bishop Gorman. She has led professional organizations such as the Las Vegas chapter of LEAD for Women and served as president of Merrill's Women's Exchange Nevada from 2013 to 2023. Deeply involved in her community, Jennifer has mentored a Little Sister for 17 years through Big Brothers Big Sisters. She serves as Co-Chair of the Tyler Robinson Foundation, a pediatric cancer nonprofit, and volunteers with Dress for Success Southern Nevada, Nevada Partnership for Homeless Youth, and Olive Crest of Southern Nevada. A fifth-generation Las Vegan, she enjoys spending time with her husband Mark Wiley and their son Andy, as well as engaging in live music and traveling.

Aimee Osborne is a financial advisor at Merrill with 20 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2009. Osborne is also associated with Bank of America, N.A. since 2006. 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.

Ronaldo Garcia is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. He has previously worked at Merrill and Bank of America. He has one year of experience at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.