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 two years of industry experience. Prior to joining Wells Fargo, he worked in various roles related to golf course management and education at the University of Nevada, Reno. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a range of financial product offerings, including insurance-related vehicles and bank deposit sweep options.

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 financial advisor at LPL Enterprise with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Performance Windows, ATP Flight School, and Boomtown Casino Hotel, among others. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to various investment programs. The firm combines advisory programs with brokerage and insurance product sales through an integrated platform.

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 with six years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2019. Prior to his current role, he has held positions in the golf and country club industry and pursued full-time education. 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 and access to separately managed accounts, supported by a large nationwide network of advisors and branches.

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.

David Oberg is a CFP® professional with 26 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. Prior to that, he worked at Wells Fargo Advisors LLC from 2009 to 2016. He holds the Series 63 license and is based in Reno, NV. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Matthew Moore is a Financial Consultant at Fidelity Investments, where he has been working since 2023. He has held several roles within Fidelity Investments since 2020, including Planning Consultant, Relationship Manager, and Financial Representative. His professional focus is on developing financial plans and investment strategies in partnership with his clients to help them achieve their financial goals. Matthew holds a California Insurance License, supporting his role in financial services. He emphasizes building meaningful relationships with clients and their families through the wealth planning process, ensuring clients feel heard and valued. Outside of his professional career, Matthew enjoys biking, camping, fishing, golf, hiking, and skiing.

Kevin Harrell is a financial advisor with Ameriprise in Sparks, NV, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Ameriprise Financial Services Inc. He is also a co-owner of FWMG, LLC, an outside business unrelated to investment management. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and oversight committees to deliver tailored advice and emphasizes managed accounts within its product offerings.

Jose Molina is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Wells Fargo Clearing, Wells Fargo Bank, Nevada State Bank, and The Original Mel's Diner. Molina is based in Reno, NV. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, multi-asset model portfolios, and a structured alternative investment program.

Brian Nervino is a Financial Consultant at Fidelity Investments, where he has been serving since 2021. In his current role, he works closely with clients and their families to develop financial plans that align with their near and long-term goals. He also reviews, implements, and monitors investment strategies to ensure they remain effective over time. Brian's professional experience at Fidelity Investments spans several roles, including Investment Consultant from 2020 to 2021 and Financial Representative from 2015 to 2020. He holds a California Insurance License, supporting his ability to provide comprehensive financial services. Outside of his professional work, Brian enjoys various outdoor activities such as biking, camping, fishing, hiking, outdoor adventures, and skiing.

Michael Hayes is a financial advisor with Morgan Stanley in Reno, NV, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and previously with Citigroup Global Markets starting in 1988. Outside of finance, Hayes is a drummer in a cover band based in Verdi, Nevada. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Calvin Wilson is a financial advisor at Merrill based in Reno, NV, holding a Series 66 credential with four years of industry experience. His prior work includes roles at Bank of America and Merrill Lynch, as well as non-financial work at Carol's Cafe and Main Management LLC. He also attended Bates College from 2017 to 2021. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.