Ileana Dominguez is a financial advisor at UBS Financial Services with 28 years of industry experience. She holds Series 63 and Series 65 credentials and has been with UBS since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client strategies.

Brian Hu is a financial advisor with LPL Financial in Henderson, NV, holding a Series 66 designation and 16 years of industry experience. He previously worked at Cetera, East West Bank, and Merrill before joining LPL Financial in 2017. Outside of his advisory role, he is also involved in a non-investment related business delivering for Uber Eats. 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.

Peter Bergman is a Financial Advisor with Merrill Lynch Wealth Management. Based in Las Vegas since 2021, he advises individuals, families, and businesses throughout the Mountain West. He began his career with Merrill in 2019 in Casper, Wyoming. Peter was born and raised in Wyoming and played as an offensive lineman for Eastern Michigan University, where he earned his bachelor's degree. His professional credentials include the Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA) designations. His expertise encompasses education planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He prioritizes building strong client relationships to provide customized wealth management approaches, leveraging the resources of Bank of America and Merrill Lynch. Outside of his professional activities, Peter participates in Habitat for Humanity and enjoys basketball, football, ice hockey, music, and spending time with his family.

Jesse Goldberg is a financial advisor with LPL Financial in Henderson, Nevada, holding a Series 66 designation and 14 years of industry experience. Prior to joining LPL Financial, he worked at Ameriprise Financial Services from 2012 to 2026. Outside of his advisory role, he operates a handyman service as a sole proprietorship. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party strategies.

Michael Peterson is a financial advisor with Ameriprise in Henderson, NV, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He previously worked at Edward Jones for 13 years before joining Ameriprise in 2019. Peterson serves on the Board of Directors for the Rotary Club of Green Valley. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, algorithm-supported recommendations, primarily for clients maintaining accounts within Ameriprise-managed programs.

Charles Barley is an Investment Consultant at Fidelity Investments, a position he has held since 2025. He has progressed through several roles within the company, including Relationship Manager (2024-2025), Customer Relationship Advocate (2023-2024), and Soar Program Associate (2022-2023). In his career at Fidelity Investments, Charles focuses on developing financial plans tailored to clients' unique goals. He emphasizes attentive listening and collaboration to build effective strategies, aiming to foster a supportive environment for his clients throughout the planning process. Outside of his professional work, Charles has interests in comedy, fitness, football, socializing with friends, music, and traveling.

Shannon Chase is a financial advisor with Morgan Stanley in Henderson, NV, holding a Series 66 designation and bringing 12 years of industry experience. Her career includes roles at Morgan Stanley Private Bank, N.A. from 2015 to 2021 and Morgan Stanley Smith Barney LLC since 2013. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Braxton Barbato is a financial advisor at LPL Financial with the Series 66 designation and one year of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of advisory work, he has involvement with Dish Network and maintains an investment-related business, Barbato Investments LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, and access to third-party asset management, supported by a large network of investment adviser representatives.

Parker Wells is a Financial Advisor at Merrill Lynch Wealth Management, specializing in family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and serving clients in sports and entertainment. He leverages his background as a former Division 1 football player for San Diego State University and his ongoing commitment to powerlifting to inform his approach to client service. Parker holds a Bachelor's Degree from Arizona State University - West Campus and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is known for dedicating his full attention to each client, tailoring strategies to their unique financial situations. Outside of his professional work, Parker enjoys adventure sports, football, and spending time with his family.

Madhu Sudan Sharma is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 21 years of industry experience. He has worked with JP Morgan Chase Bank and Wells Fargo in various capacities over the past two decades. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

William Edde is a financial advisor with Primerica Advisors in Henderson, NV, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Primerica since 1999. Outside of his advisory role, he is co-owner of Millennium Business Enterprises and spends limited time on these outside business activities. Primerica Advisors sponsors a wrap-fee asset management program serving mainly individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm relies on model-driven investment strategies managed by unaffiliated asset managers and provides support through BNY Mellon Advisors and Pershing for trade execution and custody.

Anthony Thurlow is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with several firms, including Ameriprise and Dmi, and owns Thurlow Wealth Management. He also teaches retirement education workshops at a local college and serves as a director for a homeowners association in Las Vegas. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse investment programs with discretionary and non-discretionary management, featuring access to third-party managers and a platform supporting customized portfolio solutions.

Justin McMillan is a Financial Consultant at Fidelity Investments, a role he has held since 2016. He has worked in financial services for over 17 years, focusing on building client relationships and promoting financial literacy and comprehensive wellness. His career at Fidelity includes positions as Investment Consultant, Relationship Manager, and Financial Representative spanning from 2011 to the present. Prior to joining Fidelity Investments, Justin worked as an Institutional Fixed Income Broker at Multi-Bank Securities, Inc. from 2009 to 2011. His experience encompasses a range of roles within the financial services industry, equipping him with broad expertise to serve his clients. Outside of his professional work, Justin enjoys concerts, golf, movies, outdoor adventures, reading, and traveling.

Lamberto Quintero is a financial advisor with Fidelity and holds Series 63 and Series 66 licenses. He has 10 years of industry experience with previous roles at J.P. Morgan Securities, Citi Bank, and Citigroup. Quintero has been with Fidelity since 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Landon Mcallister is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, he worked at Coldwell Banker for seven years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients through discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm incorporates proprietary research, quantitative analysis, and algorithmic portfolio construction in its investment process and serves multiple registered investment companies and fund-of-funds.

Clayton Kneip is a financial advisor at Charles Schwab with 17 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab Bank, Charles Schwab, TD Ameritrade Investment Management, TD Ameritrade, and Scottrade. Charles Schwab & Co., Inc. serves a broad client base including 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 combines non-discretionary and discretionary investment guidance with multi-asset model portfolios and centralized custody and operational support.

Ken Finkelson serves as Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2012. He has been with Fidelity since 1998, progressing through various positions including Financial Consultant and Investments Representative. Throughout his tenure, Ken has worked with a diverse client base, providing financial planning and guidance to help clients and their families pursue their financial goals. His approach focuses on ensuring each client has a solid plan tailored to their unique situation. Ken has extensive experience in the financial services industry, having spent over two decades in roles that have equipped him with a broad understanding of investment and financial planning. His career at Fidelity Investments reflects a sustained commitment to client service and financial consultancy. Outside of his professional duties, Ken enjoys baseball, golf, hiking, music, and exploring food as a foodie.

Jacob Curtis is a Series 66-registered financial advisor with Ameriprise in Henderson, NV, and has 22 years of industry experience. He previously worked at Southend Strategic Partners LLC and has been with Ameriprise since 2005. Curtis also has an employment relationship with Southend Strategic Partners as an advisor for another individual. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a Premier Retirement Income service focused on retirement planning with an emphasis on dependable income sources and tax-aware withdrawal strategies.

Jana Reddick is a financial advisor with Ameriprise in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Her prior work includes seven years at Morgan Stanley and six years at Morgan Stanley Private Bank. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to generate tailored recommendation reports through a centralized consulting team.

Krista Conyers is a financial advisor at Merrill with 24 years of industry experience and holds Series 63 and Series 66 credentials. She has been with Merrill since 2004. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.