Matthew Iacono is a CFP® with 10 years of experience in the financial services industry. He is currently with Morgan Stanley, where he has worked since 2023, following an eight-year tenure at UBS. Iacono holds the Series 66 license and is based in Incline Village, NV. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a broad range of advisory programs, managing approximately $2.74 trillion in client assets.

Miguel Soriano is a financial advisor with Ameriprise in Carson City, NV, holding a Series 66 designation and five years of industry experience. His background includes roles at Ameriprise, Marriott International, and Diablo Valley College. Outside of advisory work, he is a Notary Public and operates an independent insurance brokering business specializing in Medicare Supplement plans. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service, providing personalized retirement planning with a focus on dependable income sources and tax-aware withdrawal strategies.

Grant Slocumb is a financial advisor with Wells Fargo Clearing in Reno, NV, holding Series 63 and Series 65 credentials with 41 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Shelby Gallagher is a Financial Advisor with Merrill Lynch Wealth Management. She works closely with clients to understand their priorities and develop strategies aimed at achieving their financial objectives across the short, mid, and long term. Shelby provides guidance on a range of financial matters including investing, retirement planning, and saving for unforeseen events, while also offering access to Bank of America specialists for services related to banking, credit, home financing, and small business solutions. Shelby holds professional designations as an Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She earned her Bachelor's Degree from the University of Nevada - Reno. Her approach involves ongoing discussions with clients to address their goals and concerns, providing continuous advice and support as their financial needs evolve.

Leonard Wohletz III is a financial advisor with Morgan Stanley in Reno, NV, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Wohletz serves on the Board of Trustees and Investment Committee for a University of Nevada private foundation and participates in governance and finance committees for local community organizations. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process includes structured discovery and firm-approved tools, emphasizing advisory services without individual security recommendations in standalone planning.

Katherine Keeler is a Financial Advisor at Merrill Lynch Wealth Management, where she manages a wealth management practice. She focuses on assisting retirees, individuals preparing for retirement, and those navigating newly acquired wealth, including inheritance or proceeds from business sales. Katherine's approach emphasizes simplifying complex financial decisions and fostering confidence in legacy planning and asset transfer strategies. Her areas of expertise include legacy planning, managing new wealth, and personal retirement planning. Katherine holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Her educational background includes a High School Diploma from Blue Valley Southwest, attendance at the University of Kansas without degree conferral, and an Associate's Degree from Johnson County Community College. Outside of her professional work, Katherine has personal interests in adventure sports, biking, hiking, skiing, and yoga. Her financial philosophy centers on uncovering what matters most to clients and their families to develop strategies aimed at pursuing their financial goals.

Gary Delorenzo is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 credential and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and scenario modeling as part of its advisory process.

Michael De La Rosa is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. He has worked with Wells Fargo Bank, N.A. since 2017 and joined Wells Fargo Clearing in 2021. Prior to his financial services career, he was employed at Chipotle for three years. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Scott Kleinbaum is a financial advisor with Charles Schwab in Reno, NV, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2007, with prior experience at Morgan Stanley from 2005 to 2007. Kleinbaum serves as a member of the University of Nevada Planned Giving Advisory Council in an honorary capacity. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advisory services and access to discretionary separately managed accounts. The firm is notable for its large scale, integrated structure, and multi-asset investment guidance model.

Karen Vibe is a financial advisor with Ameriprise in Reno, NV, holding a Series 66 designation and 20 years of industry experience. Her prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of her advisory work, she is involved as a musician with the Reno Phil and the Reno Chamber Orchestra. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Christopher Bekker is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2018. Prior to his advisory role, he was employed in the construction machinery and freightliner industries. Outside of his financial advisory work, Bekker operates a professional driving and business management service and works as a driver for ride-sharing companies. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs, serving institutional clients with both discretionary and non-discretionary services.

Carol Lewis is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 33 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of her advisory role, she serves as an executor for her father's estate. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services grounded in modern portfolio theory. The firm’s advisory process is IPS-driven and includes a broader range of financial product offerings than typical large institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

James McRae Christman is a Wealth Management Advisor at Merrill Lynch Wealth Management, based in Reno, NV. He has been with Merrill since 2020 and brings over a decade of experience in financial services to his role. His advisory practice primarily serves ultra-high-net-worth families, executives, and business owners, focusing on comprehensive wealth management, multi-generational planning, advanced retirement strategies, and business transitions. His work often addresses family wealth stewardship, concentrated equity strategies, managing new and sudden wealth, and tax-aware legacy planning. James collaborates closely with clients and their professional advisors to align financial decisions with family values across generations, aiming to preserve capital and enhance financial flexibility. James holds several professional designations, including Chartered Financial Consultant® (ChFC®), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), and Chartered Retirement Plans Specialist (CRPS). He earned his education from the University of Nevada, Reno. Beyond his advisory practice, he contributes to the community as a member of the City of Reno's Financial Advisory Board. In his personal life, James values discipline and balance, with interests in skiing, boxing, and traveling with his wife, Marissa.

Eric Reding Sr. is a financial advisor with Osaic Wealth, Inc. in Reno, NV, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior firms include Woodbury Financial Services and Madison Avenue Securities. He is also the owner of Reding Financial Group, a firm focused on comprehensive retirement planning. Additionally, he holds a software license related to an estate planning referral platform. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutional clients through a large network of advisers and platforms. The firm provides integrated brokerage and advisory services with portfolio construction supported by advanced asset-allocation tools, and offers access to multiple third-party managed-account solutions.

Cheryl Dillon is a CFP® with three years of experience in financial advising at Charles Schwab. She previously worked at Coldwell Banker for four years and has a longstanding background with All Islands, Inc. Outside of her advisory role, she is a managing member and co-owner of Double Diamond Investments LLC, where she is involved in accounting, business decisions, and tax compliance. Charles Schwab & Co., Inc. serves a large client base, 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 offers a combination of non-discretionary advisory recommendations and access to discretionary separate managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Brett Bryan is a CFP® with 20 years of experience in the financial services industry. He is currently with Charles Schwab in Reno, NV, having joined the firm and its affiliated entities in 2021. Prior to this, he worked at TD Ameritrade and Scottrade, with over a decade at Scottrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers a range of investment products and centralized operational support.

Alexi Fair is a financial advisor with Morgan Stanley in Reno, NV, holding Series 65 and Series 63 licenses. Fair has one year of industry experience and previously worked in various roles including positions at Lululemon, Renown Health, and New York Life Insurance. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning services supported by firm-approved planning tools and methodologies.

Brian Pansky is a Series 66 licensed financial advisor with Morgan Stanley, based in Reno, NV, and has 19 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is involved with Pansky Planning, LLC, a land development business, and serves on the Finance Committee of the Truckee River Men's Stag, a social and community organization in Reno. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and offers a range of investment products and strategies through its extensive network of financial advisors.

William Biddle is a financial advisor at Wells Fargo Advisors in Reno, NV, holding CFP® and ChFC® designations with 10 years of industry experience. He previously worked at Edward Jones for 10 years before joining Wells Fargo Advisors in 2025. Biddle also owns and operates Biddle Wealth Management as a separate business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services including retirement, risk, and wealth-transfer planning, and uses proprietary research and tools to develop customized recommendations.

Scott Cruse is a financial advisor with Morgan Stanley in Los Gatos, CA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been associated with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm’s approach involves structured discovery and firm-approved planning tools, supporting clients through advisory services without providing individual security recommendations as part of standalone plans.