Justin Jacobs is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding a Series 66 designation and 23 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he serves as a trustee for a friend, dedicating a small amount of time monthly to this responsibility. 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 management based on an IPS-driven process grounded in modern portfolio theory. The firm’s services include investment policy preparation, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related investment options.

Terri Criswell is a financial advisor at Raymond James & Associates with 27 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for RBC Capital Markets Corporation for 16 years before joining Raymond James. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.

Alexander Wang is a financial advisor at MassMutual Investors Services with three years of industry experience. He holds the Series 65 and Series 63 licenses and has worked at MML Investors Services LLC since 2023. Outside of his advisory role, he is also licensed as an insurance agent, selling life and health insurance products. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, emphasizing collaborative, goal-based planning without investment discretion.

Justin Albrecht serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. He leads The Albrecht Group, a three-person team with over 40 years of combined experience in the financial services industry. The group focuses on building and developing long-term relationships with high net worth individuals, families, and their businesses, aiming to create strategies addressing both short and long-term financial goals. Justin and his team use principles of behavioral finance to adopt a dynamic and individualized approach to financial planning. Their process combines knowledge, experience, and insight with a detailed understanding of clients' goals, lives, families, interests, and passions. This client-centered approach is designed to help individuals pursue personal objectives such as retirement planning, income goals, family wealth management, and special needs planning. He holds several professional designations, including Accredited Asset Management Specialist (AAMS), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Justin received his High School Diploma from Smithtown High School East. Outside of his professional commitments, he has interests in baseball, cooking, football, and traveling.

Damon Pierson is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He worked at Woodbury Financial Services from 2010 to 2024 before joining Osaic. Outside of his advisory role, he owns Pierson Wealth Management, an S-Corp engaged in life, health, and property casualty insurance sales and service. Osaic Wealth serves a diverse client base, including individual and institutional investors, by offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs various portfolio construction tools and supports multiple advisory platforms and third-party solutions.

Ronald Betten is a financial advisor with Raymond James & Associates in Las Vegas, NV, holding a Series 63 designation and bringing 46 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, totaling 13 years before joining Raymond James in 2022. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through various advisory programs and utilizes a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Jonathan Suslo serves as a Financial Advisor at Merrill Lynch Wealth Management. He supports clients by helping them plan, implement, and manage their financial objectives to address both short-term needs and long-term financial security. He holds FINRA Series 7 and Series 66 registrations, along with a Nevada Life and Health insurance license, and is recognized as a Personal Investment Advisor (PIA). Jonathan earned a Bachelor of Science in Business Administration with a focus on Economics from the University of Nevada, Las Vegas. He also studied international economics abroad in Shanghai, China. He is committed to furthering his expertise in wealth management to provide optimal outcomes for his clients. Outside of his professional work, Jonathan enjoys camping with his wife, watching motorsports racing with friends, and spending quality time with his loved ones.

Greg Nielsen is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked with multiple educational institutions, including the University of Nevada and Washoe County Schools, alongside his advisory roles at PFS Investments Inc. and Primerica Financial Services. In addition to his advisory work, he is an author with books sold in the U.S. and international markets. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited selection of separately managed account options primarily for individual and high-net-worth clients. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers, with portfolio implementation delegated to BNY Mellon Advisors.

Kirsten Garlock is a financial advisor with LPL Enterprise in Las Vegas, NV, holding Series 63 and Series 66 designations and with one year of industry experience. Prior to joining LPL Enterprise in 2026, she worked at Credit One Bank from 2017 to 2025. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in a wrap program, while also providing affiliated trust custody, insurance services, and a collateralized lending program.

Dillon Stafford is a financial advisor at Ameriprise with three years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2022. Prior to his advisory role, he was employed at the University of Nevada, Las Vegas, and Republic Electric, INC. Stafford is involved in fiduciary activities outside of his advisory work. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools, primarily for clients maintaining accounts within Ameriprise.

Joanne Mantel is a financial advisor at LPL Financial with 21 years of industry experience. She holds Series 65 and Series 63 credentials and has worked at firms including UBS Financial Services, National Planning Corporation, and Alpha Omega Wealth. Based in Las Vegas, NV, Mantel has held roles at LPL Financial during multiple periods since 2017. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of investment strategies and advanced operational tools.

Timothy Cox is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has worked at several firms, including Kingswood Capital Partners, Edward Jones, and M Stevens Wealth Advisors. His current role is with Strategic Advisers LLC, a Fidelity Investments company. Strategic Advisers provides investment management and advisory services to retail and institutional clients, as well as registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Terry Smith is a financial advisor at Primerica Advisors with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Primerica since 2006. Outside of investment advisory, he is involved in the sale of loan products and home-related services through affiliated Primerica companies. Primerica Advisors primarily serves 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 emphasizes model-delivery strategies managed by third-party asset managers and operates at a large scale with over 3,600 advisors and approximately $15.5 billion in assets under management.

Denise Magana is a financial advisor at Ameriprise with six years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2019, following roles at OneMain Financial and National Debt Relief. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing tailored reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver these services, primarily for clients maintaining assets in Ameriprise-managed accounts.

Kylar Leahy is a financial advisor at J.P. Morgan Securities in Las Vegas, NV, holding Series 63 and Series 66 licenses with one year of industry experience. His prior roles include positions at US Capital Global Securities and experience with a family office/private trust company. 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 when recommending investment strategies.

Yenifer Anguiano is a financial advisor with Ameriprise in Las Vegas, NV, holding Series 66 and Series 63 credentials and one year of industry experience. Her prior work includes roles at Wells Fargo and Ameriprise Financial Services. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income strategies. The firm’s approach includes a restrictive enrollment policy and utilizes proprietary investment research alongside third-party data.

Lakely Greaves is a financial advisor with Ameriprise in N Las Vegas, NV, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of advising, he owns Madavara Boogy, LLC and is involved in independent insurance brokering. Ameriprise is a large institutional firm that offers a retirement-income planning service designed for clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement recommendations delivered through a centralized consulting team.

Michael Holden is a Series 66 licensed financial advisor with Edward Jones in Las Vegas, NV, bringing six years of industry experience. His prior roles include positions at Invictus International and Sam's Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Arnulfo Venegas is a financial advisor with Merrill based in Las Vegas, NV. He holds a Series 66 designation and has three years of industry experience. His prior roles include positions at Bank of America, JPMorgan Chase Bank, and Nevada State Bank. Merrill, along 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, and institutional investors, using a combination of internal and third-party portfolio management approaches.

Shane Cloninger is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked with LPL Financial since 2023 and concurrently operates SC Financial Group, LLC, which serves as a DBA for his LPL business. He is also involved with Benalex Benefit Consultants, LLC, a payroll entity based in Bellevue, WA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions with offerings including financial planning, wrap and model portfolio programs, and institutional platforms.