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, holding a Series 66 designation and bringing 23 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Raymond James & Associates offers financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations, supports both discretionary and non-discretionary advisory relationships, and has notable capabilities in public finance and municipal advisory services.

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 with Merrill in Reno, NV, holding a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2018, Remy worked at Bank of America, N.A. since 2022 and spent 12 years at Olive Garden. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Marc Fresia is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. His prior work includes roles at Planet Financial Advisory Group LLC, Waddell & Reed, Inc., and various insurance carriers associated with W&R Insurance Agencies, Inc. He has also acted in a fiduciary capacity through Fresia Trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and diverse investment strategies.

Leodan Gayosso Aparicio is a financial advisor at Wells Fargo Clearing based in Reno, NV, holding a Series 65 designation. He has been with Wells Fargo Clearing since 2026 and also has experience at Wells Fargo Bank, nA starting in 2024. Prior to his financial services career, his work history includes positions at UPS, The Black Robe Group, and the University of Nevada, Reno. 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 roughly $671 billion in assets with over 14,000 advisors and offers 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 at RBC Capital Markets with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2009 and City National Bank since 2017. Outside of his advisory role, he serves on the boards of several nonprofit organizations, including the Economic Development Authority of Northern Nevada and Eddy House, and is an officer of the Truckee Meadow Toastmasters. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs and portfolio management solutions integrating in-house and third-party managers with a range of customizable investment and administrative 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.

Shelley Johnson is a financial advisor with RBC Capital Markets in Reno, NV, holding a Series 66 designation and 19 years of industry experience. She has been with RBC Capital Markets Corporation since 2009. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with customizable investment strategies implemented through in-house and third-party managers, supported by RBC’s extensive capital markets resources.

Ryan Gilbrech is a financial advisor with Morgan Stanley in Reno, NV, holding a Series 66 designation and 17 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Robert Kirk is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and over 33 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 1993 and 2005 respectively, and he also owns a management consulting firm, Kirk Consultants. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed account and financial planning services. The firm offers a combination of non-discretionary advisory relationships with access to discretionary separately managed accounts, using multi-asset model portfolios and centralized operational support.

Joanne Mcafee is a financial advisor at Stifel with 29 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Stifel Nicolaus & Co Inc since 2011. Stifel serves a wide range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group, which emphasizes forward-looking capital market assumptions and probabilistic modeling for various financial planning analyses.

Blake Rodriguez is a financial advisor at Merrill based in Reno, NV, holding a Series 66 designation. He has one year of experience in advisory roles, with prior work history at Bank of America, Chase Bank, US Bank, and other organizations. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a variety of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Anthony Maldonado is a financial advisor with Morgan Stanley in Reno, NV, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. He has been with Morgan Stanley since 2013 and also works at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to both individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services directly as well as through corporate financial planning agreements.