Calvin Wilson is a financial advisor at Merrill with five years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A., and Merrill since 2021. His prior roles include positions at Merrill Lynch, Carol's Cafe, and Bates College. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering a range of model-based and discretionary investment strategies.

Brent Webster is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Morgan Stanley. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is involved with Hulet Livestock Corporation, a livestock grazing business in Utah. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, focusing on tailored financial planning and utilizing firm-approved tools such as Monte Carlo simulations and Secular Return Estimates.

William Dreher is a financial advisor at Cambridge Investment Research Advisors with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cambridge since 2016. Outside of his advisory role, Dreher is also an insurance agent and owner-advisor. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing a range of portfolio management approaches and platform arrangements.

Brian Sharpes is a financial advisor with Morgan Stanley in Reno, NV, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at UBS Financial Services from 2003 to 2017 before joining Morgan Stanley Private Bank and Morgan Stanley in 2017. Outside of his advisory role, he is involved in investment-related activities including property management and automotive/transportation ventures. Morgan Stanley Wealth Management offers advisory and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by firm-approved tools and delivers a broad range of investment programs and strategies.

James Laughton is a financial advisor with Wells Fargo Advisors in Reno, NV, holding Series 63 and Series 65 credentials and 44 years of industry experience. He has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC since 2009. Outside of his advisory role, he is involved in managing advisory practices through Iconic Wealth Advisory Group LLC and Ascendt Capital LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning solutions and uses proprietary research and tools to deliver tailored recommendations to clients.

John Wang is a financial advisor with Morgan Stanley in Reno, NV, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2016. Outside of his advisory role, he is involved in managing residential rental properties in Nevada. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that utilizes structured discovery and advanced modeling tools.

Tyler Whitten is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2009. He serves on the Advisory Board for the University of Nevada College of Liberal Arts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs and financial planning services that utilize structured discovery processes and approved planning tools.

Chris Corona is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Wells Fargo entities since 2016. Outside of his advisory role, he owns and operates VERITA AZ LLC, a non-investment business based in Scottsdale, AZ. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning services and investment strategies tailored to clients who meet a net-worth threshold, utilizing Wells Fargo’s research and planning tools.

Ashley Kovich is a financial advisor at Merrill in Reno, NV, with seven years of industry experience. She holds a Series 66 designation and has worked at Merrill and Bank of America since 2014. Prior to that, she was associated with My Biz Team LLC for one year. 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.

Edgar Manjarrez is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and six years of industry experience. His prior roles include positions at Bank of America Corporation, Merrill, and Morgan Stanley. Outside of finance, he was involved with the Boys & Girls Club of Truckee Meadows for five years. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Patricia Dunham is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 31 years of industry experience. She has been with Cetera Advisors LLC since 2013 and with Cetera since 2024. Dunham serves as a director for Soroptimist International of Truckee Meadows, a local service club. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving a diverse client base including individuals, retirement plans, corporations, charities, and institutions. The firm offers a range of portfolio management and financial planning services through various program platforms and third-party managers.

Angel Sandoval is a financial advisor with Morgan Stanley in Reno, NV, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management is an SEC-registered advisory and broker-dealer firm managing approximately $2.74 trillion in client assets. It provides a variety of advisory programs to individuals and institutions, emphasizing structured financial planning supported by firm-approved tools and investment research.

Mark Breeden is a financial advisor at Stifel with 42 years of industry experience. He has held his current role since 2010 at Stifel Nicolaus & Co Inc. Breeden holds Series 63 and Series 65 licenses and is based in Reno, NV. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology through its Investment Strategy Group to support asset allocation and financial planning analyses.

Brianna Lundy is a financial advisor with UBS Financial Services in Reno, NV, holding Series 65 and Series 63 licenses and six years of industry experience. Her prior roles include positions at Merrill and Cornerstone Retirement Group, Inc. She also has experience outside finance, having worked with SixFour Growlers. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans.

Kenneth Lutz Jr. is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since joining Merrill in 2014, he has focused on implementing a planning-based approach that prioritizes clients' personal and financial concerns. He works to help clients and their families feel confident about financial decisions and aims to educate them on contributing to long-term financial success. Ken began his financial services career in 2010 at Bank of America, where he advanced into management positions. He has expertise in identifying opportunities in business, residential, and securities-based lending and serves as a liaison to Bank of America specialists, including trust professionals and business bankers. His client focus areas include college education planning, family wealth management strategies, employee financial health, retirement planning, tax minimization, and managing new wealth. Ken holds a Bachelor's degree in Business Management and an MBA from the University of Phoenix. He also earned the Chartered Retirement Planning Counselor (CRPC) designation. He resides in Reno, Nevada with his wife, Christina, and enjoys hiking, lifting weights, and playing golf.

Karel Walker is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining LPL Financial in 2024, Walker spent six years at Wells Fargo Clearing and fourteen years at Wells Fargo Bank, N.A. He is also involved with Forest Wealth Planning, a business connected to his LPL advisory activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions, offering a range of financial planning and investment management solutions, including model portfolios and third-party asset management.

Wendy Martinez is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan, she held positions at Fidelity Investments, Bank of America, and JPMorgan Chase Bank, N.A. Outside of finance, she has diverse work experience including roles in hospitality and gaming at establishments such as Legends Bay Casino and The Ritz-Carlton Hotel. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Stacy Muirhead is a financial advisor with Morgan Stanley in Reno, NV, holding Series 63 and Series 66 licenses and 29 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment committee inputs as part of its advisory process.

Mark Moriarty is a financial advisor with Fisher Investments who holds Series 63 and Series 66 designations and has 25 years of industry experience. He has been with Fisher Investments for 35 years. Outside of his advisory role, Moriarty is a partial owner and shareholder of the Los Altos Rod and Gun Club, a gun club and shooting range. Fisher Investments serves a global client base that includes institutional and high-net-worth investors, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative, qualitative, and tax-aware strategies to manage diversified portfolios.

Thomas Hammann is a financial advisor at Wells Fargo Advisors with 40 years of industry experience. He previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of his advisory work, he has ownership in JETT HAWK, LLC, an investment-related business based in Las Vegas. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including niche services for specialized needs, and relies on Wells Fargo research and tools to develop tailored recommendations for its clients.