Kevin Scanlon is a financial advisor at Primerica Advisors with six years of industry experience. He holds Series 65 and Series 63 designations and has worked with Primerica since 2018. In addition to his advisory role, he is employed by Clark County, NV in the County Clerk's Office issuing marriage licenses. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that relies on model-delivery strategies managed by unaffiliated asset managers and supports trade execution and account custody through established third parties.

Nicholas Scorza is a financial advisor at Ameriprise with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Ameriprise since 2019, with prior roles at Lyft, Nectar Bath, USA, and Acelero Learning Clark County. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficient strategies to produce written Recommendation Reports. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Ryan Schmidt is a financial advisor with Charles Schwab, holding a Series 66 designation and nine years of industry experience. He has worked at Charles Schwab and its affiliated trust companies since 2019, following six years at Ameriprise Financial Services. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a range of bundled advisory, brokerage, custody, and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs multi-asset model portfolios supported by research and alternative investment due diligence.

Robert Graham III is a financial advisor at Raymond James Financial with 23 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise, Bank of America, and Merrill. Graham operates out of Henderson, NV. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, charities, and institutions. The firm offers non-discretionary planning tailored to client goals and incorporates technology such as artificial intelligence in its advisory processes.

Henry Vasquez is a financial advisor with Ameriprise Financial Services, LLC in Las Vegas, NV, holding a Series 66 designation and five years of industry experience. Prior to his current role, he worked at firms including Octaform Systems Inc and MGM Resorts International. Outside of his advisory work, he is co-owner of Vasquez Legacy LLC, a real estate business. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies to deliver tailored recommendations through a centralized consulting team.

Mark Gines is a financial advisor with Fidelity, holding CFP® and multiple securities licenses, and has 24 years of industry experience. He has worked at Fidelity Investments and its affiliated entities since 2010. Strategic Advisers LLC, a Fidelity Investments company where he operates, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it plays a formal advisory role for multiple registered investment companies and fund-of-funds.

Craig Lustgarten is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2012. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement who meet certain asset criteria, combining research, modeling, and tax-efficiency analysis to produce written Recommendation Reports. The firm serves a large client base through a centralized consulting team and provides a broad range of advisory, brokerage, and insurance solutions typical of its institutional category.

Greg Nickel is the Vice President and Branch Leader at Fidelity Investments, where he leads a team of financial professionals serving the Southern Nevada community. In this role, he focuses on creating an environment that promotes teamwork and continuous development with the client in mind. Greg has extensive experience at Fidelity Investments, having served as Director and Team Leader for Investment Management Consulting from 2020 to 2023 and as Director and Team Leader for WPA from 2012 to 2020. His leadership centers on building relationships, emphasizing financial planning, and utilizing Fidelity's resources to assist clients in working towards their financial goals.

Chris Wible is a financial advisor at LPL Financial with 36 years of industry experience. He holds the CFP® and Series 63 designations and has worked at CUSO Financial Services, L.P. and One Nevada Credit Union since 2002. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.

Kayla Beel is a Financial Advisor at Merrill Lynch Wealth Management, based in Las Vegas, Nevada. She serves business owners, professionals, and families by helping them build, manage, and preserve their wealth through personalized financial strategies. Kayla focuses on areas including family wealth management, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management, small business strategies, tax minimization, and retirement income. Raised in a family of small business owners, Kayla witnessed the dedication and determination required to grow a business. Additionally, growing up with a mother who dedicated over 30 years to Bank of America and Merrill influenced her understanding of financial responsibility and discipline. This background enables her to relate to clients at various stages of their financial journeys and to provide guidance aligned with their goals and values. Kayla holds professional designations including Accredited Asset Management Specialist (AAMS), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She completed high school at Rancho High School. Outside of her professional role, she enjoys spending time with her family, practicing her faith, attending church, and caring for her two dogs, Wyeth and Gilly.

Erika Jenel Delos Santos is a financial advisor at Ameriprise with a Series 66 designation and no industry experience. She has worked at Ameriprise Financial Services since 2014 and has held roles at Percept Corporation, Everi, and the Ocular Wellness & Nutrition Society. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written recommendation reports and ongoing annual planning advice focused on income sources and tax-aware withdrawal strategies.

Emmanuel Aleman is a financial advisor with Merrill in Las Vegas, NV, holding a Series 66 designation and entering the industry with less than one year of experience. His prior work history includes roles at Bank of America, State Farm, and various other organizations. Outside of finance, he has experience with Water Wings Swim School. 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 individual, high-net-worth, pension, corporate, and charitable clients.

Salvatore Petetti Jr. is a financial advisor with LPL Financial in Las Vegas, NV. He holds Series 63 and Series 65 credentials and has 27 years of industry experience. His prior firms include Citigroup Global Markets, Ameriprise, Morgan Stanley, and Banc of America Investment Services. He is also the managing member of multiple business entities established 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 other institutions. The firm offers a range of advisory and brokerage services, including financial planning and third-party asset management, and supports over 22,800 advisors and $819 billion in discretionary assets.

Bradley Cole is a CFP® professional at OSAIC with 11 years of industry experience. He previously worked at Signator Investors and has been associated with Zahorik Financial and related entities for over a decade. Outside of financial advising, Cole is also active as an actor, musician, composer, director, producer, and author. OSAIC serves a broad range of clients including individuals, institutions, and charitable organizations through a large network of advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services with access to third-party money managers and employs various portfolio construction tools and managed-account solutions.

Shannon Roehrs is a financial advisor at Merrill with 25 years of industry experience and holds a Series 66 designation. She has worked at Merrill since 2009. Outside of her advisory role, she receives semi-annual dividends from a family-owned farming corporation but has no active involvement in the business. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kristen Dixon is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding Series 63 and Series 65 licenses and 12 years of industry experience. She has worked at Wells Fargo Clearing since 2017 and previously held roles at Bankers Life Securities Inc and Bankers Life & Casualty. Outside of her advisory work, she serves as an ambassador for Plexus, a company involved in supplement sales. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a range of financial products such as insurance-related vehicles and bank deposit sweep options.

Freddie Sarno is a financial advisor with Morgan Stanley in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2009, following his earlier experience at Citigroup Global Markets beginning in 2000. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Gary Rosenberg is a Certified Financial Planner® at UBS Financial Services with 41 years of industry experience. He has been with UBS since 2008 and serves as a FINRA/NASD arbitrator. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and a range of capital markets services through a comprehensive platform.

Alyosha Diaz Zamora is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Zamora held roles at US Bank NA and CITIBANK. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios. The firm is noted for its use of systematic methodologies, AI-driven research, and formal advisory roles to registered investment companies.

Daniel Rosengarten is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Wells Fargo entities since 2013. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.