Travis Johnson is a financial advisor with Edward Jones in Las Vegas, NV, holding a Series 66 designation and 7 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and is notable for its extensive advisor network and affiliated financial services.

Douglas Erbert is a financial advisor at Edelman Financial Engines with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Financial Engines Advisors, L.L.C. since 2016, including its predecessor firm, as well as Tmfs Advisors, Llc. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through advisor-led and online offerings.

Jose Munoz is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs from 2019 to 2022. J.P. Morgan Securities 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 for its recommendations.

Lisa Hunt is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Her prior work includes roles at Prudential Insurance Company of America and Nexa Mortgage LLC. She is based in Las Vegas, NV. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Dorothy Hull is a Series 66 licensed financial advisor with Ameriprise in Spring Creek, NV, and has 29 years of industry experience. Her background includes long-term roles at Waddell & Reed and various insurance carriers, along with independent insurance brokering. She also serves on the Board of Directors as an elder at Lamoille Presbyterian Church. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Jay Capps is a financial advisor with MassMutual Investors Services in Las Vegas, NV, holding Series 65 and Series 63 licenses with six years of industry experience. Prior to joining MassMutual, he worked at Northwestern Mutual Wealth Management Company and its affiliates for six years. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

David Stark is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 30 years of experience in portfolio management and financial advising. Since 1991, he has been actively involved in the financial markets, navigating significant events such as the tech bubble of 2000, the financial crisis of 2008-2009, and the COVID-19 pandemic. In 2014, David transitioned from institutional portfolio management to the retail sector to assist clients in achieving financial success and reaching their long-term goals. His expertise includes college education planning, institutional investment consulting, managing new wealth, portfolio management services, women and wealth, and retirement income. David's investment philosophy employs a disciplined, multi-pronged approach emphasizing patience, discipline, and a combination of fundamental and technical analysis. He practices active management and tactical decision-making, aiming to exceed client expectations by fostering relationships built on trust, care, and service. His professional designation includes being a Personal Investment Advisor (PIA). David earned a Bachelor of Arts degree in Economics from the University of California at Santa Barbara. He is married to his wife, Lisa, and they have three children. Outside of his professional role, David enjoys spending time watching his children’s soccer games, fishing, golfing, and walking his two dogs. He is fluent in English and Spanish.

Jennifer Schoech is a financial advisor at Merrill with 20 years of industry experience and holds the Series 66 designation. She has been with Merrill since 2009, totaling 17 years at the firm. Outside of her advisory role, she is involved in food delivery through DoorDash. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Aaron Jacoby is a financial advisor with Fidelity in Las Vegas, holding a Series 66 designation and eight years of industry experience. His work history includes roles at Wells Capital Group, PlanMember Securities Corporation, Bank of America, Merrill, and self-employment since 2016. Outside of his advisory work, he tutors students in math and science as an independent contractor. Fidelity’s Strategic Advisers LLC, where he is affiliated, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, with notable features including its role as a commodity pool operator and the use of AI in its investment process.

Toni Peterson is a financial advisor at Merrill with 19 years of industry experience. She holds Series 63 and Series 65 designations and has worked at both Merrill and Bank of America since 2006 and 2009, respectively. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Harrison Fried is a financial advisor at Raymond James & Associates with one year of industry experience. He holds a Series 66 designation and previously worked at Deep Roots Harvest for four years, along with roles at Veritas, Urban Health and Wellness, and Clemson University. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering a range of financial planning and investment consulting services with a focus on customized, non-discretionary advice.

Miyo Leong is a financial advisor with LPL Financial, holding Series 63 and 65 licenses and bringing 25 years of industry experience. Prior to joining LPL Financial in 2024, Leong worked at Crown Capital Securities, Signator Investors, Pacific Rim Wealth Management, and Transamerica Financial Advisors. Additionally, Leong is involved in fixed, non-variable insurance activities on a limited basis. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

Daniel Saravia is a financial advisor at Fidelity with Series 63 and Series 65 credentials and one year of industry experience. He previously worked at Ameriprise Financial, U.S. Bank, and The Home Depot. Outside of finance, he creates AI-themed and entertainment content on a YouTube channel. Strategic Advisers LLC, a Fidelity company, provides investment management and advisory services to retail and institutional clients using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is known for its oversight of registered investment companies, use of systematic methodologies, and incorporation of AI in its investment process.

Brandon Lorain is a financial advisor with Ameriprise in Las Vegas, NV, holding Series 65 and Series 66 licenses and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2007. Outside of his advisory work, he occasionally serves as a golf caddy at professional golf events and bartends at private events. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a dedicated Premier Retirement Income service that provides clients with written recommendations and annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Johanna Blake is a financial advisor with Merrill in Las Vegas, NV, holding Series 63 and Series 66 licenses and 27 years of industry experience. She has been with Merrill since 2009 and has a concurrent affiliation with Bank of America since 2006. Outside of her advisory role, Johanna is involved as a general partner and managing member in several business ventures and participates as a speaker on panels about women in business and financial preparedness. 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 both model-based and discretionary investment strategies for a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brad Draper is a financial advisor with Edelman Financial Engines, holding a Series 65 designation and 19 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2016 and previously at Tmfs Advisors, LLC. Based in Las Vegas, NV, Draper is part of a large advisory team at Edelman Financial Engines. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm offers a range of discretionary and non-discretionary investment programs and supports a substantial client base through both advisor-led and online platforms.

Rustin Williams is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Bank and Wells Fargo Clearing Services. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Raymond Elgaard is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with LPL Financial since 2004 and worked previously at Morgan Stanley Dw Inc. from 2002 to 2004. 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 portfolio programs, third-party asset management, and institutional platforms.

Patrick Lee is a financial advisor with LPL Financial based in Las Vegas, NV, holding Series 63 and Series 65 credentials and possessing 44 years of industry experience. His career includes roles at firms such as Sequoia Wealth Advisors & Investment Management and Securities America Advisors, Inc. Outside of advisory services, he has established consulting and management entities 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational tools and a broad platform that includes advisory and insurance-related financial services.

Kolio Kolev is a financial advisor with J.P. Morgan Securities in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Prior to joining J.P. Morgan Securities, he worked at Wells Fargo and Edward Jones among other firms. Outside of finance, he is the founder of a mobile e-commerce technology company and works as a gymnastics coach, and occasionally acts in community theater and film. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a non-discretionary advisory program. The firm combines institutional advisory services with brokerage and investment management capabilities as a subsidiary of J.P. Morgan.