Brian Cunning is a CFP®-designated financial advisor with Morgan Stanley, based in Las Vegas, NV, and has 21 years of industry experience. His prior roles include positions at LPL Financial, Zions Capital Advisors, and MSI Financial Services. Outside of his advisory work, he is involved in managing real estate rental properties. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a variety of investment programs.

Alyson Morris is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 66 designation and 14 years of industry experience. She has been with Ameriprise and its affiliated entities since 2011. Ameriprise provides a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, delivering structured recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to create tailored recommendations, primarily for clients with assets held in Ameriprise-managed accounts.

Andres Perez Paredes is a financial advisor at Thrivent Investment Management with two years of industry experience and a Series 66 designation. He has held roles at Thrivent Financial since 2024 and previously worked in education and entertainment sectors, including Tutor Kings and AV Vegas Entertainment. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across various financial planning topics, without managing investment portfolios or institutional mandates.

Jeffrey Tuckett is a Planning Consultant at Fidelity Investments, where he assists clients in navigating financial planning processes. He focuses on making financial planning less overwhelming and more actionable by maintaining clear conversations centered on clients' priorities. Jeffrey helps clients translate their long-term goals into practical steps, supporting them as their plans evolve. His professional experience includes roles as a Planning Consultant at Fidelity Investments in 2026, a Financial Representative at the same firm from 2023 to 2026, and a Life Insurance Broker at Guidetoinsure in 2023. Jeffrey emphasizes clarity and transparency, helping clients understand their financial options in a way that is relevant to their everyday lives. Outside of his professional work, Jeffrey is interested in family activities, football, social events with friends, golf, and movies.

Brett Willis is a financial advisor with Ameriprise in Henderson, NV, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he served in the United States Army from 2020 to 2023 and worked at MassMutual Life Insurance Company. Willis is also involved in independent insurance brokering focused on disability income. Ameriprise provides retirement-income planning services aimed at individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Justin Schnurstein is a financial advisor at UBS Financial Services with 10 years of industry experience. He has worked at UBS since 2018 and previously was with Waddell & Reed Financial Advisors from 2016 to 2018. He also has a concurrent role at the University of La Verne. UBS Financial Services serves individual, corporate, and institutional clients offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Jason Scruggs is a financial advisor with Edward Jones in Las Vegas, NV, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large nationwide network of financial advisors and offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Karina Hill is a financial advisor at Thrivent Investment Management with two years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Thrivent Financial since 2023. In addition to her advisory role, she is contracted as a health insurance broker with Heart and Soul Agency. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based analyses and written recommendations across various planning areas without discretionary trading authority. The firm allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan” while maintaining separation of these services.

Andrew Schneider is a financial advisor at Wells Fargo Clearing with five years of industry experience and a Series 66 designation. His prior roles include positions at Morgan Stanley, Ameriprise, and Transamerica Financial Advisors. He holds a minority ownership interest in PALASEEK, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering a range of non-discretionary and discretionary investment advisory services grounded in modern portfolio theory. The firm’s approach includes preparation of investment policy statements, performance reporting, participant education, and a discretionary 3(38) option for plan-level investment management.

Jennifer Barrios is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 66 credentials and nine years of industry experience. She previously worked at Raymond James Financial Services from 2016 to 2019. 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 access to model portfolios and third-party asset management.

Carlo Mendoza is a Wealth Management Advisor at Merrill Lynch Wealth Management and a member of The GM Wealth Management Group. Prior to joining Merrill Lynch in 1997, he worked as a financial service officer at Bank of America for two years. Carlo is responsible for directing the team's overall strategic investment planning and business operations. He focuses on developing and presenting personal investment plans and wealth management strategies tailored to meet clients' short and long-term financial goals. Carlo is a specially qualified Portfolio Manager, managing Personalized or Defined Strategies on a discretionary basis, incorporating individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. Carlo earned a Bachelor's degree in Finance from the University of Nevada at Las Vegas and holds the CERTIFIED FINANCIAL PLANNER (CFP) certification awarded by the Certified Financial Planner Board of Standards, Inc. He resides in Henderson, Nevada with his wife Renaye and their two sons, Brayden and Bryce. His personal interests include hiking, racquetball, running, table tennis, tennis, traveling, volleyball, and spending time with his family.

Mary Sapaden is a financial advisor with LPL Enterprise and holds a Series 66 credential. She has one year of industry experience, with previous roles at Prudential and Hertz Rental Car. Sapaden also operates a non-variable insurance agency. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, retirement plans, and institutional investors, utilizing model-driven investment strategies and offering access to third-party asset managers and insurance products.

Stephen Close is a CFP® with 26 years of industry experience, currently serving at Cetera. He has held roles at Cetera Wealth Services, Concourse Financial Group Securities Inc, and Lincoln Financial Securities Corporation. Outside of his advisory work, Close is treasurer of the Nevada Firearms Coalition and serves as Stake Assistant Clerk - Finance for The Church of Jesus Christ of Latter-day Saints. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of investment management and advisory services through a large network of independent advisors and a multi-manager platform with various program structures and custodial relationships.

Alexander Newby is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds a Series 66 credential and has held various roles at Thrivent and Thrivent Financial since 2021. Outside of his advisory work, Newby is involved in entrepreneurial ventures including serving as COO of Skout Media, LLC, a company that builds and monetizes niche websites, as well as co-founding a game publishing company and an ice cream business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary portfolio management. The firm emphasizes comprehensive analyses across multiple financial topics and integrates planning with managed-account services under a consolidated billing option.

Lisa Obeji is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds Series 66 and Series 63 designations and has been with Morgan Stanley and its Private Bank since 2014. Outside of her advisory role, she is a sole proprietor and co-owner of a rental property in Albuquerque, New Mexico. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Sashene Powell is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Brian Davis is a financial advisor with LPL Financial in Las Vegas, NV, holding CFP® and Series 66 designations and bringing 17 years of industry experience. His prior roles include positions at Atlas Team LLC, various insurance carriers, and Waddell & Reed Inc. Outside of advisory roles, he is involved with Encore Wealth Management LLC, a separate business entity for tax and investment purposes. 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 and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Fatima Arevalo is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding Series 63 and Series 66 credentials and 16 years of industry experience. She has worked with Wells Fargo entities since 2007, including Wells Fargo Advisors LLC and Wells Fargo Bank. 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 provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Marci Griffin is a financial advisor at Raymond James Financial with 33 years of industry experience. She holds Series 63 and Series 66 credentials and has worked with firms including Wells Fargo Clearing, Mercer Global Advisors, Morgan Stanley, and SunTrust Investment Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, pension plans, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad advisor network with specialized municipal advisory and SIMPLE IRA employer consulting services.

Karl Wolfslau is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analysis.