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®-certified financial advisor with nine years of industry experience. He is currently with LPL Financial, where he has worked since 2024, following eight years at Ameriprise Financial Services, Inc. Outside of his advisory role, he has been involved with T-BIRD VENTURES LLC for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Mary Dicenso is a CFP® professional with 33 years of industry experience, currently serving as an advisor at LPL Financial since 2007. Prior to joining LPL, she worked at Citigroup Global Markets for four years. In addition to her advisory role, she is a licensed notary public and has taught at Truckee Meadows Community College. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports advisors with a variety of investment programs and operational tools, managing over $819 billion in discretionary assets through a network of more than 22,800 advisors.

Jared Landis is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab and Charles Schwab Bank. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across various investment vehicles.

Anthony Barbash is a financial advisor with RBC Capital Markets in Reno, NV, holding Series 63 and Series 65 licenses. He has 42 years of industry experience and has worked at RBC Capital Markets since 2010, concurrently serving at City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm employs tailored investment strategies implemented through both in-house and third-party managers, supported by a broad capital-markets platform and integrated advisory capabilities.

Christian Hicks is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. Prior to his advisory roles at Wells Fargo, he worked in various positions related to golf operations and attended the University of Nevada, Reno. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Erika Herfert is a CFP® and holds a Series 66 license, with 14 years of industry experience. She has been with UBS Financial Services since 2011. Outside of her advisory role, she is part owner and has an administrative role in Sierra Turin LLC, a business offering outdoor lessons and retail merchandise in Reno, NV, operating alongside her husband. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering access to proprietary research and a broad range of capital markets services.

Jennifer Zimmerman is a Series 66-licensed financial advisor with Morgan Stanley in Reno, Nevada, and has 18 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she manages rental property operations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning that incorporates firm-approved tools and methodologies to support client goals.

William Georgiadis is a CFP® professional with 30 years of experience in the financial industry. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. He also serves as a power of attorney and executor for a family member in Liverpool, UK. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s offerings include a broad range of financial products such as insurance-related vehicles and bank deposit sweep options, with services tailored to plan objectives and risk tolerances.

Tyler Barry is a Series 66-licensed advisor with LPL Enterprise in Reno, NV. He joined LPL Enterprise in 2026 and has previous experience that includes roles at Performance Windows, ATP Flight School, and Boomtown Casino Hotel. Tyler attended the University of Nevada Reno from 2019 to 2023. LPL Enterprise, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm utilizes model-driven investment implementation and provides access to third-party asset managers, financial planning, and affiliated insurance and trust services.

John Szymura is a financial advisor at Wells Fargo Advisors with 15 years of industry experience. He holds the Series 66 designation and has worked within Wells Fargo’s various advisory and clearing divisions since 2014. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting certain net-worth thresholds, including specialized planning such as business-owner transition and special-needs analysis.

Emma Briggs is a financial advisor with Morgan Stanley in Reno, NV, holding a Series 66 credential and four years of industry experience. She previously worked at Deloitte and Touche and attended Menlo College. She is involved with the Boys and Girls Club of Truckee Meadows, participating in fundraising events through their Young Leaders Committee. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools.

Lance Newlin is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds the Series 66 designation and has worked at RBC Capital Markets since 2009, with a prior five-year tenure at City National Bank. Outside of his advisory role, he serves as an advisor to The Party Market, a retail party store, working there on Sundays. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through various internal and external managers, supported by integrated capital markets and asset management capabilities.

Conner Sandman is a financial advisor at Edward Jones in Reno, NV, holding a Series 66 designation with seven years of industry experience. He has been with Edward Jones since 2019. Outside of finance, Conner has worked at golf clubs and participated as a Wolf Pack caller. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

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.