Jennifer Rust is a financial advisor at Edward Jones with 17 years of industry experience. She holds the ChFC® designation and Series 66 license, and has been with Edward Jones since 2010. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Gregg Lapenta is a financial advisor with Cetera, holding a Series 66 designation and over 24 years of industry experience. He has worked with Cetera and its affiliates since 2018 and has provided financial advisory services at Greater Nevada Credit Union since 2007. In addition to his advisory role, he acts as an insurance agent, selling life, health, disability, annuities, and long-term care products. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, supporting both discretionary and non-discretionary account structures.

Kevin Mccarthy is a financial advisor at Edward Jones in Reno, NV, holding the Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked at BakeMark and Sysco. He serves as president of the University of Nevada Rugby Alumni Chapter, a nonprofit supporting current men’s and women’s rugby teams. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and managed solutions. The firm manages over $1 trillion in assets through a large nationwide network of financial advisors and branch offices.

John Merkouris is a financial advisor with Edward Jones in Carson City, NV, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a large national network of advisors and branch offices.

Scott Hinxman is a CFA® charterholder and holds the Series 66 designation with seven years of industry experience. He has been with UBS Financial Services since 2018. Prior to that, he worked at Forever Awnings and the University of Nevada, Reno. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.

Louis Dimarco is a financial advisor at Cetera with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera Advisors LLC since 2013. He also operates a financial services business under the name First Wall Street Financial Advisors. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple program platforms and third-party managers through a multi-manager approach.

Robert Cleland is a financial advisor with Ameriprise in Campbell, CA, holding a Series 63 designation and 34 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves as President on the Board of Directors for Shelley Estates Homeowners Association. Ameriprise provides a retirement-income planning service aimed at individuals near or in retirement who meet certain asset thresholds. The firm uses a centralized consulting team to deliver non-discretionary, research-driven recommendations incorporating tax-efficiency and withdrawal strategies, primarily for clients with assets managed within Ameriprise accounts.

Dean Miller is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 credential and previously worked at UBS Financial Services from 2014 to 2017 before joining Morgan Stanley, where he has been since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with 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 using firm-approved tools and modeling techniques.

Jeffrey Klinger is a financial advisor with UBS Financial Services in Incline Village, NV, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. Prior to joining UBS in 2023, he worked at Bank of America and Merrill from 2013 to 2023. He has a partnership interest in an equine therapy and injury recovery business owned by his wife, established for estate planning purposes. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client plans.

Kevin Dunn is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2008. He has worked with Fidelity for 25 years, including time as a Financial Representative from 1999 to 2007. His work centers on wealth planning and assisting clients in pursuing their financial goals through strategies tailored for various investor styles. Kevin holds a California Insurance License, supporting his expertise in financial consulting. Throughout his tenure at Fidelity, he has focused on delivering trusted financial strategies aligned with the firm's reputation. No additional information regarding education or personal interests has been provided.

James Olivero is a financial advisor at LPL Financial with 19 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones, Waddell & Reed, and operated his own practice under James Lewis. Olivero also maintains a DBA for his LPL business, Washoe Wealth Advisors, in Reno, Nevada. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with both discretionary and non-discretionary strategies.

Donna Hyatt is a financial advisor with Ameriprise Financial Services in Reno, NV, holding a Series 66 designation and eight years of industry experience. Her career includes roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank from 2017 to 2021, along with prior work in coaching and tax preparation. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing advice focused on retirement income planning, utilizing internal research and third-party data within a defined investment framework.

Mark Mitchell is a Financial Consultant currently working at Fidelity Investments since 2022. In his role, he has worked with a diverse client base including young professionals aiming to build wealth and retirees focused on preserving their assets and planning for retirement. He emphasizes tailored financial services to address each client's unique needs and goals. Mark holds a California Insurance License. Outside of his professional work, he engages in family activities as well as hobbies such as fishing, golf, outdoor adventures, skiing, and traveling.

Jeffrey Morrow is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 13 years of industry experience. He previously worked at Edward Jones for 10 years before joining Wells Fargo in 2022. Outside of his advisory role, he serves on the finance committee for the Galena PTO, supporting activities at Galena High School. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and includes a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Michael Frauenknecht is a CFP® designated financial advisor with Edward Jones, based in Reno, NV. He has 14 years of industry experience and has worked with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates through a large national network of advisors and branch offices.

Jessica Mustacchio is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and eight years of industry experience. Prior to her current role, she worked at Barnard Dermatology and California State University Monterey Bay. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and employs more than 14,000 financial advisors, providing both brokerage and advisory solutions.

Brock Miller is a Senior Financial Advisor and Senior Vice President with Merrill Lynch Wealth Management based in Reno, Nevada. He holds the Chartered Retirement Planning Counselor™ (CRPC) designation as well as the Personal Investment Advisor (PIA) credential. Brock's primary focus is helping clients organize their financial lives by developing and maintaining tailored wealth management strategies based on specific financial needs, expectations, and desires. He leverages over 33 years of experience in the financial services industry along with the resources available through Merrill Lynch Wealth Management to support his clients' goals. Brock has been in the financial services industry since 1993 and became a Financial Advisor at Banc of America Investment Services Inc. in 2004, which later merged with Merrill Lynch in 2009. His prior experience as a Bank Manager for Bank of America provides him with a comprehensive understanding of his clients' financial situations to create effective financial strategies. He advises clients on the accumulation, preservation, and transfer of wealth by creating and reviewing tailored wealth management plans, practicing disciplined periodic communication to adapt to clients' evolving needs. He earned an Associate's Degree/College Diploma from Truckee Meadows. Brock participates in community volunteering inspired by Merrill's tradition of engagement in local communities. His personal interests include biking, golfing, spending time with family, table tennis, and tennis.

Michael Drake is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning that utilizes firm-approved tools and modeling techniques to support clients' financial goals.

Megan Dobyns is a financial advisor at Edward Jones with nine years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2015. Prior to her advisory role, she was employed at Grand Sierra Resort from 2013 to 2017. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Monica Simpson is a financial advisor with Wells Fargo Clearing in Reno, NV, holding a Series 66 designation and 19 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC for seven years. Outside of her advisory role, she serves as a finance committee member for the Nevada Women's Fund, a charitable organization. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party data sources.