Janjilla Erickson is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and has prior experience at Wells Fargo Advisors and earlier at Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Matthew Collier is a financial advisor with Thrivent Investment Management in Carson City, NV, holding Series 63 and Series 66 licenses and possessing 31 years of industry experience. He has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning without discretionary trading authority, allowing clients to combine planning with managed-account services under a consolidated billing arrangement called “WealthPlan.”

Vincent Kvarna is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America and The Cheesecake Factory, as well as involvement with the Basque Cultural Center and its restaurant. 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 individuals, high-net-worth clients, and institutional accounts.

Steven Goodwin is a financial advisor with Morgan Stanley in Carson City, NV, holding a Series 66 credential and bringing 25 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including roles at Morgan Stanley Private Bank. Outside of his advisory role, he is the sole proprietor of SLOGRAY LLC, a property management business. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering financial planning through structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers a range of services including estate planning strategies and investment management.

Misty Ambrose is a financial advisor with Edward Jones in Carson City, NV, holding a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2001, transitioning within the company over 22 years. Outside her advisory role, she serves as a hub director for a local networking group, organizing and leading weekly meetings. 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, supported by a large network of financial advisors and branch offices nationwide.

James Rachels is a financial advisor at Cetera with 14 years of industry experience. He holds a Series 66 designation and has been with Cetera Wealth Services since 2013. He is also the CEO of Capital Wealth Management, LLC, an investment-related business. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, supporting discretionary and non-discretionary account management.

Ian Murdock is a CFP® and ChFC® with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. Prior to joining Edward Jones, he is a 5% owner and COO of DJMMFG, a manufacturing business based in Carson City, NV. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors. The firm provides both discretionary and non-discretionary services, including managed accounts, affiliated mutual funds, and specialized services such as tax-efficient strategies and proxy voting.

James Bizzack is a CFP®-designated financial advisor with Ameriprise, based in Carson City, NV, and has 40 years of industry experience. He has been with Ameriprise and its predecessor entities since 2005. Outside of his advisory role, he is involved in independent insurance brokering and provides office administration services to Ameriprise franchise advisors through his ownership of East Bay Wealth Advisors. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, utilizing a centralized consulting team to deliver tailored, non-discretionary recommendations. The firm combines research, modeling, and tax-efficiency analysis to support clients nearing or in retirement, and operates with a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Megan Schilling is a financial advisor with Edward Jones in Dayton, NV, holding a Series 66 designation and one year of industry experience. Before joining Edward Jones, she worked at Best Buy for 19 years and is currently the owner and operations manager of Schilling Tool Supply. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with a nationwide network of over 23,700 advisors and more than $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and provides additional services such as tax-efficient investing and securities-based lending.

Juan Vargas is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities since 2023, with prior experience at JPMorgan Chase Bank, N.A., and Bank of America. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Katharine Shipley is a financial advisor at Edward Jones in Carson City, NV, holding a Series 66 designation. She has one year of industry experience, with prior roles at American Income Life Insurance, Academy Travel, and a long tenure at Douglas County School District. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Timothy Kinsinger is a financial advisor with LPL Financial in Reno, NV, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with LPL Financial since 1992. Outside of his advisory role, he is involved with The Sage Fund, which manages office space rentals in Reno. 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, third-party asset management, and institutional platforms.

Michael Haakinson is a financial advisor with Edward Jones in Carson City, NV, holding Series 63, 65, and 66 designations and 14 years of industry experience. He has been with Edward Jones since 2018 and previously worked at Ameriprise Financial Services, Inc. and Breakthru Beverage. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Sarah Kaplan is a financial advisor with Cetera, holding a Series 66 designation and bringing 24 years of industry experience. Her career includes roles at Avantax Advisory Services, Sierra Financial Advisors, and Kuckenmeister & Park LLC. She is also the owner of Sierra Financial Advisors and Sierra Insurance Advisors, LLC, where she manages both investment and insurance services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Dana Uken is a financial advisor with Edward Jones in Carson City, NV, holding Series 63 and Series 66 credentials and 16 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive national network of advisors and branch offices.

Olivia Whitman is a financial advisor with Edward Jones in Carson City, NV, holding Series 63 and Series 66 credentials and seven years of industry experience. She previously worked at Charles Schwab & Co Inc and has been involved with Sunsational Swim since 2021. Outside of her advisory role, she serves as Haunt Director for Andelin Family Farm's Haunted Corn Maze in Sparks, NV. Edward Jones is a full-service wealth management firm serving more than 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.

Troy Stansbury is a financial advisor at LPL Financial with 16 years of industry experience and holds a Series 66 designation. His prior work history includes roles at BMO Bank, U.S. Bank, Merrill, Bank of America, TD Ameritrade, Scottrade, and Bancwest Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios, combining extensive institutional resources with a large network of investment adviser representatives.

Michael Costelloe is a CFP® with 36 years of experience in the financial services industry. He is currently with LPL Financial, where he has worked since 2019, following prior roles at H. Beck, Inc., Transamerica Financial Advisors, and Waddell & Reed. In addition to his advisory work, he teaches a retirement planning class at Truckee Meadows Community College. 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 and model portfolio programs, with a focus on providing both discretionary and non-discretionary account management supported by research and operational tools.

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.

Matthew Laverone is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 21 years of industry experience. He has been with Cetera since 2013. Outside of his advisory work, he is involved in ranch operations where he participates in tasks such as irrigating, trimming trees, and harvesting. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and advisory services, supported by a nationwide network of over 10,000 advisors.