Richard Isaacs is a financial advisor with LPL Financial based in Las Vegas, NV. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. His prior work includes long tenures at LPL Financial, RGI Financial, and National Planning Corporation. 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, with advice delivered through a network of investment adviser representatives using a range of strategies and operational tools.

Eduardo Corral is a Wealth Management Advisor and Managing Director with Merrill Lynch Wealth Management, bringing approximately 28 years of experience to his role. He works as part of a financial advisory team that collectively possesses over 70 years of experience in serving the financial needs of high net worth individuals and families. Eduardo acts as the team's liaison to Merrill's department specialists in areas such as retirement, estate, and trust planning services. His expertise encompasses comprehensive wealth management strategies including college education planning, divorce transition planning, family wealth management, legacy planning, retirement planning, and socially responsible investing. Eduardo holds multiple professional designations, including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his bachelor's degree from the California State University System and is fluent in English and Spanish. Eduardo participates in community volunteering aligned with Merrill's tradition of involvement in the communities served. Outside of his professional life, he enjoys biking, football, running, and spending time with his family.

William Evans III is a financial advisor at LPL Enterprise with seven years of industry experience. He holds Series 65 and Series 63 designations and has worked at firms including DelMorgan & Co and Access Health Ventures. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

Thomas Jones is a financial advisor at Ameriprise with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Based in Las Vegas, NV, he has spent over 18 years at the firm. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm provides written, non-discretionary recommendation reports developed through a centralized consulting team using modeling, research, and tax-efficiency analysis, with a focus on assets held in Ameriprise-managed accounts.

Spencer Haire is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to simplify complex financial decisions and develop strategies that align with their personal goals. His approach focuses on building trust and providing personalized service to help clients feel confident about their financial future. Spencer's expertise includes personal retirement planning, sports and entertainment financial matters, and individual and corporate investment strategies. He is a Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Spencer holds a Master's Degree in Biomedical Science from Liberty University and a Bachelor's Degree in Comprehensive Cell & Molecular Biology from the University of Nevada - Las Vegas. He is fluent in English and Spanish. Outside of his professional work, Spencer is involved in community organizations including National Youth Sports, Olive Crest, Three Square Food Bank, and the Tyler Robinson Foundation. His personal interests include basketball, golfing, volleyball, and spending time with his family.

Deorella Bautista is a financial advisor at Merrill with 12 years of industry experience. She holds Series 63 and Series 66 designations and has prior experience at Wells Fargo Clearing and Wells Fargo Advisors. Bautista is also a general partner and managing member of Pleasant View Homecare LLC, a residential home for the elderly in Las Vegas. 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.

Emanuel Lizama is a financial advisor at Edelman Financial Engines with three years of industry experience. He holds a Series 65 designation and has previously worked at USAA and American Express. Outside of his advisory role, Emanuel is the sole proprietor of Lizard-Llama Games LLC, where he designs and develops games. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large participant base through advisor-led and online offerings.

Madison Faulis is a Financial Advisor at Merrill Lynch Wealth Management, where she has been serving High Net Worth professionals and their families since 2016. She works closely with clients to develop strategies that align with their personal goals, particularly focusing on education planning, family wealth management, legacy planning, and socially responsible investing. Madison assists clients in navigating significant financial decisions and emphasizes simplicity and transparency in the investment process. She is a member of Faulis DeGeorge and Associates, a team with over 70 years of combined industry experience, specializing in legacy and estate planning, as well as multi-generational investing. The team also provides access to banking, credit, and lending services through Bank of America, enabling a full-service approach to financial advisory. Madison holds Series 7 and Series 66 FINRA registrations and the Personal Investment Advisor (PIA) designation. Born and raised in Las Vegas, Madison earned both a Bachelor of Arts in Economics with a minor in Digital Humanities and a Master degree in Information Science from UCLA. Her community involvement includes participation in philanthropic groups such as Moonrise Next Gen Philanthropy, and she is a member of the UCLA Alumni Group's Las Vegas Chapter. She is passionate about sustainability and animal rights.

Cason Swinn is a financial advisor with RBC Capital Markets in Las Vegas, NV, holding a Series 66 designation and 18 years of industry experience. He previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 10 years before joining RBC Capital Markets and City National Bank, where he has worked since 2017. Outside of financial advising, he owns and oversees Vegas Janitorial Services and Zolo Solutions Inc., a prescription drug regulator. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing a mix of in-house and third-party investment managers.

Eric Schimpf is a financial advisor at Merrill with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill since 2014. Outside of his advisory role, he is a minority investor in Chop Shop LLC, a butcher shop and restaurant in Park City, Utah, and a partner investor in raw land development in Tennessee. 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 strategies for individuals, high-net-worth clients, and institutional investors.

Chris Oribello is a financial advisor with LPL Financial in North Las Vegas, NV, holding Series 63 and 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Linsco/Private Ledger Corp., Wells Fargo Investments, and Morgan Stanley DW Inc. Outside of his financial career, Oribello serves as an assistant high school football coach at Mount Carmel High School in San Diego. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, leveraging model portfolios, third-party subadvisors, and customized strategies supported by advanced research and operational tools.

Sydney Szwyd is a financial advisor at Raymond James & Associates with six years of industry experience. Prior to joining Raymond James in 2025, Sydney worked at UBS Financial Services and Merrill Lynch, among other firms. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that serves individuals, institutions, and municipal entities. The firm offers financial planning and consulting services that are generally non-discretionary, employing a range of portfolio management styles supported by in-house research and a network of affiliated sub-advisers.

Tiana Loftlin is a financial advisor at Fidelity with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Edward Jones, The Vanguard Group, and GWFS Equities. Loftlin is based in Las Vegas, NV. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Juan Mardueno Rodriguez is a financial advisor at Merrill with 13 years of industry experience, including roles at Merrill since 2014 and Bank of America since 2025. He holds a Series 66 designation. Outside of his advisory role, he is an officer and owner of Mardueno LLC, a company involved in lending funds for residential real estate flips. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Benjamin Lengson is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in personalized wealth management strategies tailored to clients' individual financial goals. He began his career at Merrill Lynch Wealth Management in 2005 after interning there in 2004 and has also served as a training coordinator for new advisors from 2011 to 2013. His advisory approach centers on three pillars: financial modeling and planning, investment management and risk mitigation, and providing access to private banking experiences through Bank of America Private Bank. Ben is a graduate of the University of Nevada, Las Vegas, where he earned a bachelor's degree in Finance. He holds advanced certificates in Health Care Economics and Financial Accounting from Harvard Business School. His professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Prior to his financial advisory career, he served in the United States Air Force. An east coast transplant now residing in Las Vegas since 2002, Ben supports financial literacy and community involvement through his work with organizations such as Junior Achievement of Southern Nevada and the Las Vegas Rescue Mission. He is a proud father and an avid tennis player, with personal interests that include adventure sports, camping, music, skiing, spending time with his family, and watching movies.

Kellen Kaneshiro is a financial advisor with LPL Financial, holding Series 65 and Series 63 credentials and 12 years of industry experience. He previously worked at Cambridge Investment Research Advisors and MML Investors Services LLC. Outside of his advisory role, Kaneshiro coaches at Hawaii Baptist Academy. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning, model portfolio programs, and institutional platforms, supporting more than 22,800 advisors and managing over $819 billion in discretionary assets.

Samuel Fejfar is a Series 66 licensed advisor with Fidelity Investments, based in Henderson, Nevada, and has one year of industry experience. Prior to joining Fidelity, he held various roles including work in real estate as a licensed REALTOR with Simply Vegas Real Estate. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Timothy Mc Fall is a financial advisor with Cetera, holding CFP® and ChFC® designations and over 35 years of industry experience. He has worked with multiple firms, including Avantax Investment Services and Independent Financial Group, and is president of U.S. Capital Strategies, Inc., where he manages securities and insurance-related financial services. He is also the manager of My Financial Compass, LLC, another financial services business. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services across multiple program structures, with more than $256 billion in assets under management.

Ronald Manning is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His prior roles include positions at CUSO Financial Services, LP, Wells Fargo, and service in the US Army Reserves. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives.

Haylie Kalinowski is a financial advisor at UBS Financial Services with three years of industry experience. She holds the Series 66 designation and has prior experience at Axos Bank, Credit Union 1, and Generations Federal Credit Union. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-based, tailored financial plans through its network of advisors.