Jonathan Kwok is a financial advisor at LPL Financial in Las Vegas, NV, holding a Series 66 designation. He has one year of industry experience, with prior roles including positions at TakeProfitTrader LLC, Latus Group Ltd, and various educational and medical institutions. Kwok also has experience with Real Racquet Academy Limited. 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 portfolios, third-party asset management access, and institutional platforms.

Charlton Simons is a financial advisor at LPL Financial with 38 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes roles at Sagepoint Financial, The Ameriflex Group, Silver State Schools Credit Union, and operating Simons Tax Service for over three decades. 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 wide range of advisory and brokerage services, including financial planning and model portfolio programs, and supports advisors with extensive research and operational tools.

Colin Christy is a Financial Advisor at UBS Financial Services in Las Vegas, NV, holding a Series 66 designation with 11 years of industry experience. He has been with UBS since 2014. Outside of his advisory role, he previously managed a concierge and reservation service business, ELITE VIP, LLC, which ceased operations in 2011. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including 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.

John Dube' is a financial advisor with Ameriprise Financial Services, holding a Series 63 designation and over 42 years of industry experience. He has worked at Ameriprise since 1984 in various capacities. Outside of his advisory role, he serves on multiple finance councils and boards for local Catholic churches and nonprofit organizations in the Las Vegas area. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. They offer a specialized Premier Retirement Income service focused on retirement income planning, utilizing proprietary research and third-party data to provide tailored recommendation reports and ongoing advice.

Danijel Martinovic is a financial advisor at J.P. Morgan Securities with a Series 66 designation and over 20 years of industry experience. He previously worked at Bank of America, N.A. for two decades before joining JPMorgan Chase Bank, N.A. and J.P. Morgan Securities in 2025. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities, delivering its program on a non-discretionary basis.

Bo Qiao is a financial advisor with Merrill in Las Vegas, NV, holding Series 63 and Series 66 designations and nine years of industry experience. His career includes roles at Bank of America and Wells Fargo, spanning both their banking and clearing divisions. 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.

Bruno Mark is a financial advisor with LPL Financial in Las Vegas, NV, holding the ChFC® and Series 63 designations and bringing 42 years of industry experience. He has been associated with LPL Financial since 1990 and has operated Bruno Mark Financial Inc. since 1993. Outside of advisory work, he is a co-owner and secretary of an underground trenching company and holds one-third ownership of a bar. He also serves on the board of the Boyd Family Foundation, a nonprofit organization. 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, and access to third-party asset management, with a focus on diverse investment strategies and operational support tools.

Jimmy Epley is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has previously worked at Cetera and Avantax, and he manages JD’S Wealth Management Group, a tax-focused wealth management firm. Outside of advisory work, he serves as Vice-President of a nonprofit private school and is president of the Nevada Society of Enrolled Agents. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm emphasizes tailored, non-discretionary planning supported by risk profiling and modeling tools, and it provides specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

David Segarra is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at Centaurus Financial, Inc. for 17 years before joining LPL Financial in 2024. 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 access to financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a range of discretionary and non-discretionary investment strategies.

Jordan Grangard is a financial advisor at RBC Capital Markets with 11 years of industry experience. Prior to joining RBC in 2025, he worked at UBS Financial Services from 2014 to 2025. He serves on the board of Miracle League Las Vegas, a nonprofit that provides opportunities for disabled individuals to play baseball. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors and institutional clients, offering tailored portfolio management and financial planning through a variety of advisory programs.

Brock Whiteman is a financial advisor at Ameriprise in Las Vegas, NV, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Moneytree Inc., La Cantera Resorts, and Dillard's, Inc. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored written recommendations and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies.

Jose Elizundia Salcido is a Financial Advisor based in Las Vegas with Merrill Lynch Wealth Management. He works with individuals and families to provide clarity and structure around important financial decisions by developing personalized financial plans tailored to each client's unique circumstances, priorities, and goals. With more than 10 years of experience in financial markets, Jose specializes in investment management, retirement planning, wealth preservation, education planning, employee benefits planning, and tax minimization strategies. He holds advanced educational credentials including two master's degrees from the University of Dallas and Instituto Europeo de Posgrados as well as a bachelor's degree from Universidad Iberoamericana. Additionally, he earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Accredited Wealth Management Advisor (AWMA). Jose is committed to building lasting client relationships based on trust, transparency, and communication. He speaks both English and Spanish and applies thoughtful analysis and disciplined guidance to help clients make informed financial decisions aligned with their long-term goals. Outside of his professional work, he has interests in adventure sports, baseball, basketball, chess, football, golfing, reading, and soccer.

Samuel Shepard III is a financial advisor at Primerica Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been associated with Primerica Financial Services since 2001 and PFS Investments Inc since 2016. His other business activities include management and operations of investment-related products. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Jonathan Zeller is a financial advisor with Edward Jones in Las Vegas, NV, holding Series 63 and Series 66 credentials and possessing 21 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including managed solutions and separately managed accounts, and operates under a fiduciary standard.

Sariguli Tuersun is a financial advisor at Merrill with Series 65 and Series 63 licenses and five years of industry experience. Her prior roles include positions at Ameriprise Financial Services and work connected to women's health organizations. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Denise Reitz is a financial advisor with Primerica Advisors in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Primerica Advisors since 1997 and with Primerica Financial Services since 1992. Outside of her advisory role, she is involved in home health care as a personal care assistant. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.

Carolyn Kerr is a financial advisor at Merrill with 32 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 1986. 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 strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Olgers Hasanaj is a financial advisor with J.P. Morgan Securities in Las Vegas, NV, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America, Merrill, and Bankers Life. 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 applying an ESG eligibility framework in its recommendations.

Elizabeth Pattarettu is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing 18 years of industry experience. She has worked at Transamerica Financial Advisors, Inc. for multiple terms totaling around 10 years and served on the Senior Citizens Advisory Board for the City of Las Vegas since 2017. Prior to her financial advisory career, she was employed at University Medical Center for 24 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that delivers advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, including access to model portfolios, third-party asset management, and institutional platforms.

Lynda Schultz is a financial advisor at Raymond James & Associates with 29 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of her advisory role, she serves as officer, treasurer, and secretary for Arsilica, Inc., an online glassware distributor. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and municipal entities. The firm offers financial planning and consulting services through a range of portfolio management styles supported by firm research and a nationwide adviser network.