Ramon Gonzalez is a financial advisor with Wells Fargo Clearing in Reno, NV, holding Series 63 and Series 65 registrations and bringing 29 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a seven-year tenure with Wells Fargo Advisors LLC. Outside of his advisory role, he is a co-author of a book titled "Finding the Real You!" and serves as treasurer for the Education Fund of Northern Nevada. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research-driven investment strategies with a broad range of brokerage and advisory solutions.

Eric Dye is a ChFC® and Series 66-licensed financial advisor with Edward Jones in Reno, NV, where he has worked since 2018. He has eight years of industry experience, including six years with Hidden Valley Country Club prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a broad range of segments. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a variety of discretionary and non-discretionary investment strategies and affiliated financial products.

Susan Mckinney is a financial advisor at UBS Financial Services with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

Kyle Walker is a financial advisor at LPL Financial with 10 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise, CIS Technologies Inc., and Edward Jones. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Adam Saporsky is a financial advisor with Edward Jones in Reno, NV, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Mulloy is a CFP® professional with 27 years of experience in financial advising, currently with Ameriprise since 2020 and previously with Ameriprise Financial Services, Inc. for 21 years. He holds ownership roles in MD Strategic Management, LLC, which manages tax treatment for his financial planning practice, and participates on the Board of Directors for the Reno Rodeo Association. Additionally, he serves as a Director Consultant for BNI Nevada, supporting local business networking chapters. Ameriprise is a large institutional firm offering retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Michelle Bartel is a financial advisor at Charles Schwab with 24 years of industry experience. She holds the Series 66 designation and has been with Charles Schwab and its affiliated bank since 2005. Bartel has served on the John Muir Health Advisory Council and is a board member of Eco Thrive Initiatives, a nonprofit charitable organization. Charles Schwab serves high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management, financial planning, and brokerage services within a large, integrated operational platform.

Natasha Mihaylov is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at both Wells Fargo and Morgan Stanley in various capacities since 2011. 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 grounded in modern portfolio theory, with a broader set of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Eric Howsley is a CFP®-designated financial advisor with LPL Financial, bringing eight years of industry experience. Prior to joining LPL Financial in 2024, he worked at Ameriprise Financial Services, Inc. from 2016 to 2024. His background also includes entrepreneurial experience in the food service industry, with roles at Butcher Kitchen Char-B-Que and Blend Catering. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, supported by research, model portfolios, and technology-driven solutions.

Mary Dicenso is a CFP® professional with 33 years of experience in the financial services industry. She has been with LPL Financial since 2007 and is based in Reno, NV. In addition to her advisory role, she serves as a part-time instructor at Truckee Meadows Community College and holds a notary public commission. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by research, model portfolios, and multiple management approaches.

Jared Landis is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab and Charles Schwab Bank. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across various investment vehicles.

Anthony Barbash is a financial advisor with RBC Capital Markets in Reno, NV, holding Series 63 and Series 65 licenses. He has 42 years of industry experience and has worked at RBC Capital Markets since 2010, concurrently serving at City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm employs tailored investment strategies implemented through both in-house and third-party managers, supported by a broad capital-markets platform and integrated advisory capabilities.

Christian Hicks is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo, he worked in various roles related to golf course management and education at the University of Nevada, Reno. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a range of financial product offerings, including insurance-related vehicles and bank deposit sweep options.

Jennifer Zimmerman is a Series 66-licensed financial advisor with Morgan Stanley in Reno, Nevada, and has 18 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she manages rental property operations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning that incorporates firm-approved tools and methodologies to support client goals.

William Georgiadis is a CFP® professional with 30 years of experience in the financial industry. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. He also serves as a power of attorney and executor for a family member in Liverpool, UK. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s offerings include a broad range of financial products such as insurance-related vehicles and bank deposit sweep options, with services tailored to plan objectives and risk tolerances.

Tyler Barry is a financial advisor at LPL Enterprise with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Performance Windows, ATP Flight School, and Boomtown Casino Hotel, among others. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to various investment programs. The firm combines advisory programs with brokerage and insurance product sales through an integrated platform.

John Szymura is a financial advisor at Wells Fargo Advisors with 15 years of industry experience. He holds the Series 66 designation and has worked within Wells Fargo’s various advisory and clearing divisions since 2014. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting certain net-worth thresholds, including specialized planning such as business-owner transition and special-needs analysis.

Emma Briggs is a financial advisor with Morgan Stanley in Reno, NV, holding a Series 66 credential and four years of industry experience. She previously worked at Deloitte and Touche and attended Menlo College. She is involved with the Boys and Girls Club of Truckee Meadows, participating in fundraising events through their Young Leaders Committee. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools.

Lance Newlin is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds the Series 66 designation and has worked at RBC Capital Markets since 2009, with a prior five-year tenure at City National Bank. Outside of his advisory role, he serves as an advisor to The Party Market, a retail party store, working there on Sundays. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through various internal and external managers, supported by integrated capital markets and asset management capabilities.

Conner Sandman is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2019. Prior to his current role, he has held positions in the golf and country club industry and pursued full-time education. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies and access to separately managed accounts, supported by a large nationwide network of advisors and branches.