Jessica Rivera is a financial advisor at LPL Financial with four years of industry experience. She holds Series 66 and Series 63 designations and has previously worked at J.P. Morgan Securities and JPMorgan Chase Bank. Outside of finance, she has experience in the fitness and leisure industries, including roles at 24 Hour Fitness and Somersett Country Club. 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, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

Eddy Olandj is a CFP® professional with 25 years of industry experience, currently affiliated with Wells Fargo Advisors. His prior work includes 12 years at Compak Asset Management and over a decade with Wells Fargo entities. Outside of finance, he co-owns a massage therapy business in Newport Beach, where he assists with administration and accounting. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, utilizing Wells Fargo research and tools to develop tailored recommendations. The firm offers specialized planning services and integrates advisory solutions with other financial products and referral channels.

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 63 and Series 66 credentials. He has recently begun his advisory career and has prior work experience in various non-financial roles including resorts and maintenance services. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolio delivery. The firm integrates proprietary research with quantitative analysis and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

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.

Thomas Melohn Jr. is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Morgan Stanley & Co., Incorporated. He is a general partner in The Melohn Family Limited Partnership, which focuses on family estate planning. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including fee-based financial planning and portfolio management, supported by proprietary research and institutional trading capabilities.

Kimberlie Lynn Jones is a financial advisor with RBC Capital Markets in Reno, NV, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. She has worked at RBC Capital Markets since 2019 and previously spent 10 years with Merrill. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored portfolio strategies implemented through a combination of in-house and third-party investment managers and model providers.

Nicholas Schab is a financial advisor with Edward Jones in Reno, NV, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in creative and resort industries, including roles at Three Sticks Productions, 13th Hour Films, Grand Sierra Resort, and Peppermill Resort & Casino. He also owns and manages short-term rental properties in Reno, NV and Blairsden Graeagle, CA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services, supported by a large national network of advisors and branch offices.

William Atha II is a financial advisor with Raymond James & Associates in Reno, NV, holding a Series 66 designation and 24 years of industry experience. He has worked at Raymond James & Associates since 2022 and previously held positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, and charitable organizations, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Peter Augustine is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked at OSAIC since 2024 and previously spent 11 years with Securities America Advisors, Inc. and Securities America, Inc. Osaic Wealth, Inc. serves a diverse range of clients including retail and institutional investors such as high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory services and investment solutions through a large network of affiliated advisers and utilizes asset-allocation tools, third-party money managers, and both discretionary and non-discretionary account management.

Remy Chonez is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Their work history includes roles at Bank of America, N.A. since 2022 and Merrill since 2018. Prior to their financial services career, Chonez worked at Olive Garden from 2006 to 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 and profit-sharing plans, corporations, and charitable organizations.

Marc Fresia is a financial advisor at LPL Financial with 15 years of industry experience. He holds the Series 66 designation and has worked at firms including Planet Financial Advisory Group LLC and Waddell & Reed, Inc. Fresia also acts in a fiduciary capacity for the Fresia Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Leodan Gayosso Aparicio is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. He has been with Wells Fargo Clearing since 2026 and has prior experience at Wells Fargo Bank, nA, UPS, and The Black Robe Group. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Amor Baca Chiriboga is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds the Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2019, having previously worked at Wells Fargo Bank, NA since 1999. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

David Mc Caman is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and bringing 10 years of industry experience. His career includes roles at Cambridge Investment Research Advisors and High Valley Financial Planning Services since 2016, along with ownership of DMC Accounting Services, which provides accounting and tax preparation, and work as an independent insurance agent at Gateway Insurance Solutions. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, providing a range of customizable investment solutions across multiple platforms.

Steven Anderson is a financial advisor with RBC Capital Markets in Reno, NV, holding Series 63 and Series 65 licenses and 39 years of industry experience. He has previously worked at Merrill and City National Bank. Anderson serves on the board of directors for multiple nonprofit organizations, including the Economic Development Authority of Northern Nevada, Reno Christian Fellowship, and Eddy House, and is an officer in the Truckee Meadow Toastmasters speaking group. RBC Wealth Management, a division of RBC Capital Markets, offers advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm provides tailored investment strategies through a range of advisory programs, combining in-house and third-party managers with various portfolio management options.

Jeffrey Dikeman is a financial advisor with Wells Fargo Clearing in El Dorado Hills, CA, holding a Series 63 designation and over 40 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 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 based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Michael Hall is a CFP® professional with 27 years of experience in the financial industry. He has been with Ameriprise since 2005, currently serving as an advisor in Reno, NV. Outside of his advisory role, he is involved in management and ownership of several mobile home park entities. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and annual retirement-income planning focused on reliable income sources and tax-aware withdrawal strategies.

Jacob Anderson is a financial advisor at RBC Capital Markets with a Series 66 designation and one year of industry experience. His previous work includes roles at the Legislative Counsel Bureau and Mabble Media. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers.