Keith De Lamarter is a CFP® certified financial advisor with seven years of industry experience, currently affiliated with LPL Financial in Reno, NV. His prior experience includes roles at Charles Schwab Bank, Charles Schwab, CUSO Financial Services, and One Nevada Credit Union. In addition to his advisory work, he is a licensed notary in Reno. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, using research and model portfolios from internal and third-party sources.

Timothy Damon is a financial advisor with Wells Fargo Clearing in Reno, NV, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Westwind Investors Management Co and Northwestern Mutual. Outside of finance, he works as a server at Belleville Wine Bar in Reno. Wells Fargo Advisors is a national firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients, managing approximately $671 billion in assets and employing over 14,000 financial advisors.

Shameen Solomon is a financial advisor with Charles Schwab in Reno, NV, holding Series 63 and Series 66 credentials and seven years of industry experience. Prior to joining Charles Schwab in 2023, Solomon worked at Wells Fargo Clearing and Wells Fargo Bank, NA from 2010 to 2021. 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 offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios, with centralized supervisory and custody arrangements supporting its large client base.

Phillip Scott is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing 37 years of experience in guiding families through diverse economic conditions to achieve their financial goals. He specializes in executive compensation, family wealth management strategies, personal retirement planning, portfolio management services, tax minimization, and retirement income. Phillip’s approach centers on understanding each client’s unique ambitions and crafting personalized wealth plans that reflect their perspectives and priorities. Phillip holds a Master’s Degree from Saint Marys and a Bachelor’s Degree from California State University Chico. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Portfolio Manager (CPM), and Personal Investment Advisor (PIA). His professional philosophy is informed by his lifelong passion for fishing and the outdoors, drawing parallels between trusted guidance in fishing and wealth management. Outside of his advisory role, Phillip is involved with community organizations such as the Boys and Girls Club, where he contributes his time and support. He is also connected to the Meals On Wheels program and the United States Tennis Association. His personal interests include fishing, golfing, hiking, hunting, and tennis.

Shawn Hight is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2020. His professional focus centers on assisting clients in achieving their financial goals through a client-oriented approach. Prior to his current position, Shawn served as an Associate Financial Advisor at Ameriprise Financial from 2017 to 2020. He has also held roles including Director of Financial Planning and Operations at Haydel Biel and Associates, Investment Operations Associate at Northwestern Mutual, and Analyst - Loan Service Technician at Sabal Financial Group. Shawn holds a California Insurance License, supporting his expertise in financial consulting and insurance. Outside of his professional work, he engages in activities such as football, golf, hiking, outdoor adventures, snowboarding, and values parenthood.

Lacee Preciado is a financial advisor with Edward Jones in Sparks, NV, holding a Series 66 designation and two years of industry experience. She has prior work experience in education, including roles with the Washoe and Clark County School Districts. Preciado also serves as a part-time adjunct English teacher at Truckee Meadows Community College. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of advisory and investment solutions, supported by a large national network of advisors and branch offices, and operates under a fiduciary standard.

Emma Woods is a Financial Advisor at Merrill Lynch Wealth Management, specializing in personalized financial planning and long-term client partnerships. She works with a diverse client base, including business owners, high-net-worth families, and individuals navigating significant life transitions. Her practice focuses on areas such as retirement planning, tax-efficient wealth strategies, estate planning, education planning, family wealth management, legacy planning, LGBT wealth planning, liquidity management, managing new wealth, personal retirement planning, portfolio management, and tax minimization. Emma's interest in finance was influenced by her father, who was also a financial advisor, fostering an early appreciation for careful financial decision-making. She holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Emma earned a bachelor's degree in Public Relations with a minor in Psychology from the University of Alabama System. Originally from Reno, Nevada, Emma enjoys activities such as pickleball, traveling, reading, football, and spending time with her dogs, Maverick and Penny. She is committed to getting to know clients personally to understand what matters most to them and to help develop strategies aimed at pursuing their financial goals.

David Barnes is a financial advisor at Edward Jones in Reno, NV, holding Series 66 and Series 63 licenses with five years of industry experience. His prior experience includes roles at AdvoWealth Advisors LLC and Paychex. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm operates under a fiduciary standard and maintains a large nationwide network of financial advisors and branch offices.

Michael Costelloe is a CFP®-designated financial advisor at LPL Financial with 36 years of industry experience. He previously worked at H. Beck, Inc. for 10 years before joining LPL Financial in 2019. Costelloe also teaches a retirement planning class at Truckee Meadows Community College. 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, retirement plan consulting, brokerage services, and access to model portfolios and research from LPL Research and third-party subadvisors.

Tali Faitlin is a financial advisor at Wells Fargo Advisors with one year of industry experience. Prior to joining Wells Fargo Advisors in 2023, Tali worked at JB Hunt Transportation Inc and In N Out Burger. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory services with other financial product sales and referral channels.

Ramon Gonzalez is a financial advisor with Wells Fargo Clearing in Reno, NV, holding Series 63 and Series 65 registrations and bringing 29 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a seven-year tenure with Wells Fargo Advisors LLC. Outside of his advisory role, he is a co-author of a book titled "Finding the Real You!" and serves as treasurer for the Education Fund of Northern Nevada. 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 approximately $671 billion in assets and combines research-driven investment strategies with a broad range of brokerage and advisory solutions.

Eric Dye is a ChFC® and Series 66-licensed financial advisor with Edward Jones in Reno, NV, where he has worked since 2018. He has eight years of industry experience, including six years with Hidden Valley Country Club prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a broad range of segments. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a variety of discretionary and non-discretionary investment strategies and affiliated financial products.

Susan Mckinney is a financial advisor at UBS Financial Services with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

Kyle Walker is a financial advisor at LPL Financial with 10 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise, CIS Technologies Inc., and Edward Jones. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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.

Christopher Mulloy is a CFP® professional with 27 years of experience in financial advising, currently with Ameriprise since 2020 and previously with Ameriprise Financial Services, Inc. for 21 years. He holds ownership roles in MD Strategic Management, LLC, which manages tax treatment for his financial planning practice, and participates on the Board of Directors for the Reno Rodeo Association. Additionally, he serves as a Director Consultant for BNI Nevada, supporting local business networking chapters. Ameriprise is a large institutional firm offering retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Michelle Bartel is a financial advisor at Charles Schwab with 24 years of industry experience. She holds the Series 66 designation and has been with Charles Schwab and its affiliated bank since 2005. Bartel has served on the John Muir Health Advisory Council and is a board member of Eco Thrive Initiatives, a nonprofit charitable organization. Charles Schwab serves high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management, financial planning, and brokerage services within a large, integrated operational platform.

Natasha Mihaylov is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at both Wells Fargo and Morgan Stanley in various capacities since 2011. 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 grounded in modern portfolio theory, with a broader set of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Eric Howsley is a CFP®-designated financial advisor with LPL Financial, bringing eight years of industry experience. Prior to joining LPL Financial in 2024, he worked at Ameriprise Financial Services, Inc. from 2016 to 2024. His background also includes entrepreneurial experience in the food service industry, with roles at Butcher Kitchen Char-B-Que and Blend Catering. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, supported by research, model portfolios, and technology-driven solutions.

Mary Dicenso is a CFP® professional with 33 years of experience in the financial services industry. She has been with LPL Financial since 2007 and is based in Reno, NV. In addition to her advisory role, she serves as a part-time instructor at Truckee Meadows Community College and holds a notary public commission. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by research, model portfolios, and multiple management approaches.