Shandra Gipson is a Series 66 licensed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, she was self-employed running Bloom Bake Shop and Floral for five years and worked at the TMJ Therapy and Sleep Center of Nevada for 18 years. 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.

Stacey Nissim is a financial advisor at Morgan Stanley with 32 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2022 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of her advisory work, she is involved with doTerra International, a health and beauty products company, in a sales and marketing capacity. Morgan Stanley Wealth Management provides a wide range of advisory programs for individuals and institutions, including financial planning and estate strategies, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, supporting clients with advisory services and a variety of investment programs.

Cara Koeritz is a financial advisor at Edward Jones with 13 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2012. 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, and operates under a fiduciary standard when providing services.

David Oberg is a CFP® professional with 26 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. Prior to that, he worked at Wells Fargo Advisors LLC from 2009 to 2016. He holds the Series 63 license and is based in Reno, NV. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Matthew Moore is a Financial Consultant at Fidelity Investments, where he has been working since 2023. He has held several roles within Fidelity Investments since 2020, including Planning Consultant, Relationship Manager, and Financial Representative. His professional focus is on developing financial plans and investment strategies in partnership with his clients to help them achieve their financial goals. Matthew holds a California Insurance License, supporting his role in financial services. He emphasizes building meaningful relationships with clients and their families through the wealth planning process, ensuring clients feel heard and valued. Outside of his professional career, Matthew enjoys biking, camping, fishing, golf, hiking, and skiing.

Kevin Harrell is a financial advisor with Ameriprise in Sparks, NV, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Ameriprise Financial Services Inc. He is also a co-owner of FWMG, LLC, an outside business unrelated to investment management. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and oversight committees to deliver tailored advice and emphasizes managed accounts within its product offerings.

Jose Molina is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Wells Fargo Clearing, Wells Fargo Bank, Nevada State Bank, and The Original Mel's Diner. Molina is based in Reno, NV. Charles Schwab & Co., Inc. serves primarily 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 advisory relationships with access to affiliated discretionary separately managed accounts, multi-asset model portfolios, and a structured alternative investment program.

Brian Nervino is a Financial Consultant at Fidelity Investments, where he has been serving since 2021. In his current role, he works closely with clients and their families to develop financial plans that align with their near and long-term goals. He also reviews, implements, and monitors investment strategies to ensure they remain effective over time. Brian's professional experience at Fidelity Investments spans several roles, including Investment Consultant from 2020 to 2021 and Financial Representative from 2015 to 2020. He holds a California Insurance License, supporting his ability to provide comprehensive financial services. Outside of his professional work, Brian enjoys various outdoor activities such as biking, camping, fishing, hiking, outdoor adventures, and skiing.

Michael Hayes is a financial advisor with Morgan Stanley in Reno, NV, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and previously with Citigroup Global Markets starting in 1988. Outside of finance, Hayes is a drummer in a cover band based in Verdi, Nevada. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Brent Webster is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Morgan Stanley. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is involved with Hulet Livestock Corporation, a livestock grazing business in Utah. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, focusing on tailored financial planning and utilizing firm-approved tools such as Monte Carlo simulations and Secular Return Estimates.

Gregory Gusiff is a financial advisor at Edward Jones, holding the Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Tesla, Inc. for eight years and also has experience at Meta Platforms, Inc. and Fitbit, Inc. 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.

William Dreher is a financial advisor at Cambridge Investment Research Advisors with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cambridge since 2016. Outside of his advisory role, Dreher is also an insurance agent and owner-advisor. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing a range of portfolio management approaches and platform arrangements.

Brian Sharpes is a financial advisor with Morgan Stanley in Reno, NV, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at UBS Financial Services from 2003 to 2017 before joining Morgan Stanley Private Bank and Morgan Stanley in 2017. Outside of his advisory role, he is involved in investment-related activities including property management and automotive/transportation ventures. Morgan Stanley Wealth Management offers advisory and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by firm-approved tools and delivers a broad range of investment programs and strategies.

James Laughton is a financial advisor with Wells Fargo Advisors in Reno, NV, holding Series 63 and Series 65 credentials and 44 years of industry experience. He has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC since 2009. Outside of his advisory role, he is involved in managing advisory practices through Iconic Wealth Advisory Group LLC and Ascendt Capital LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning solutions and uses proprietary research and tools to deliver tailored recommendations to clients.

John Wang is a financial advisor with Morgan Stanley in Reno, NV, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2016. Outside of his advisory role, he is involved in managing residential rental properties in Nevada. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that utilizes structured discovery and advanced modeling tools.

Tyler Whitten is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2009. He serves on the Advisory Board for the University of Nevada College of Liberal Arts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs and financial planning services that utilize structured discovery processes and approved planning tools.

Chris Corona is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Wells Fargo entities since 2016. Outside of his advisory role, he owns and operates VERITA AZ LLC, a non-investment business based in Scottsdale, AZ. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning services and investment strategies tailored to clients who meet a net-worth threshold, utilizing Wells Fargo’s research and planning tools.

Ashley Kovich is a financial advisor with Merrill, holding a Series 66 designation and seven years of industry experience. She has worked at Bank of America and Merrill since 2014 and was previously involved with My Biz Team LLC from 2017 to 2018. 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, and institutional investors. The firm integrates with Bank of America’s broader corporate platform, providing access to a wide array of financial products and services.

Edgar Manjarrez is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and six years of industry experience. His prior roles include positions at Bank of America Corporation, Merrill, and Morgan Stanley. Outside of finance, he was involved with the Boys & Girls Club of Truckee Meadows for five years. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Patricia Dunham is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 31 years of industry experience. She has been with Cetera Advisors LLC since 2013 and with Cetera since 2024. Dunham serves as a director for Soroptimist International of Truckee Meadows, a local service club. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving a diverse client base including individuals, retirement plans, corporations, charities, and institutions. The firm offers a range of portfolio management and financial planning services through various program platforms and third-party managers.