Shane Dean is a Financial Consultant currently working at Fidelity Investments since 2022. He has accumulated experience in various roles within the financial services industry, including Investment Consultant at Charles Schwab in 2022, Relationship Manager at Fidelity Investments from 2020 to 2022, Financial Representative at Fidelity Investments from 2019 to 2020, and Originating Loan Officer Assistant at Guild Mortgage from 2017 to 2019. Born and raised in Nevada and an alumnus of the University of Nevada, Shane is a CERTIFIED FINANCIAL PLANNER® professional. He holds a California Insurance License. His professional focus is on developing comprehensive financial plans tailored to his clients' needs. Outside of his professional work, Shane enjoys camping, hiking, snowboarding, traveling, exploring culinary experiences as a foodie, and spending time with his pets.

Kristie Boyd is a financial advisor at Edward Jones with a Series 66 designation and over eight years of experience in various roles, including previous positions at Edward Jones and leadership at Westward Studio (Head West, LLC). Her background also includes work in the craft brewery and retail industries. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Jennifer Chappell is a CFP® with 11 years of experience currently serving as a financial advisor at Raymond James Financial in Reno, NV. She previously worked at Nevada Family Wealth and is involved as a managing member of Ladybug Peak, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting and supports municipal and public-finance work through a unique municipal advisor affiliation.

Matthew Jeannes is a financial advisor at Ameriprise Financial Services with 13 years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2016, following three years at Morgan Stanley. He serves on the Board of Directors for Northern Nevada Community Housing and is the Board President. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Stevan Lyon is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 22 years of industry experience. His prior work history includes roles at Waddell & Reed, Inc. and involvement with various insurance carriers. Outside of his advisory work, he is co-owner of SW Lyon LLC, a business entity 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Dean Gilliam is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has worked within various Morgan Stanley entities since 2003, including Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by offering a broad range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment modeling as part of its advisory process.

Neil Saiz is a financial advisor with Edward Jones in Reno, NV, holding CFP®, ChFC®, and Series 66 credentials and having 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he is the owner and managing member of Washoe Painting Company, a construction and trade business. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

John Deming is a financial advisor at UBS Financial Services with 31 years of industry experience. He has been with UBS since 2012 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a personal manager for the band Rudy Parris. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor investment strategies aligned with clients’ goals and risk tolerances.

Michael Vilardi is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Washoe Wealth Advisors Inc., James Lewis, and Waddell & Reed, Inc. He is also involved with Le Shack Tahoe LLC, a real estate rental business. 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 financial planning and investment management services, including model portfolios, third-party asset management, and institutional platforms.

Roberto Fontani is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously with Woodbury Financial Services, Inc. and Questar Asset Management. He is also licensed as an insurance agent, specializing in life, fixed annuities, and long-term care insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisers. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing across various investment vehicles.

Sandra Heers is a CFP®-designated financial advisor with Ameriprise, based in Gardnerville, NV, and has 34 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she is involved in commercial real estate ownership. Ameriprise serves individuals approaching or in retirement, offering specialized retirement-income planning that combines research, modeling, and tax-efficiency analysis, supported by a centralized consulting team delivering tailored recommendation reports.

Nicholas Frank is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 28 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets since 1997. Outside of his advisory role, he owns several rental properties in Reno, NV. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 employs structured planning tools and broad investment offerings across retail and institutional markets.

Peter Leuty is a financial advisor at Wells Fargo Advisors in Reno, NV, with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with Wells Fargo-affiliated firms since 2009. Outside of his advisory work, he umpires youth baseball games in the Reno area. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a wide range of financial planning services and develops tailored recommendations using proprietary research and planning tools, with clients choosing how to implement the advice.

Cosette Gibson Mc Elroy is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. She has been associated with LPL Financial since 2022 and co-owns The Office Golf Club. Additionally, she serves on the board of the Hidden Valley Country Club Ladies League, overseeing tournament play. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides access to financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with technology and research tools.

Gregory Raleigh is a financial advisor with LPL Financial in Reno, NV, holding Series 63 and Series 66 licenses and having 14 years of industry experience. His prior roles include positions at Waddell & Reed, Washoe Wealth Advisors, and involvement with organizations such as the For Kids Foundation and the Rotary Club of Reno Central. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

James Lewis is a financial advisor at LPL Financial with 38 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Washoe Wealth Advisors Inc., Waddell & Reed, and Wells Fargo Clearing. Lewis has also maintained a non-variable insurance business on a limited basis. 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, including financial planning, model portfolio programs, and institutional platforms, supported by a broad network of investment adviser representatives.

Thomas Oskam Mouton is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Merrill and Bank of America N.A. since 2022. His prior experience includes roles at Prime Communications, AT&T, and the University of Reno. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Ricardo Alonso is a financial advisor with Wells Fargo Clearing in Reno, NV, holding Series 63 and Series 65 credentials and 27 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. Outside of his advisory role, he has involvement with AMR Properties Ltd, an investment-related business focused on income properties. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings than typical large institutional advisers.

Michael Ambrogio is a financial advisor with Edward Jones, holding Series 65 and Series 63 licenses and six years of industry experience. His prior roles include positions at Alight Financial Solutions, Triad Advisors, AIG Retirement, JPMorgan Chase Bank, and Bloom Advisors. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Theresa Larsen is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 13 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wells Fargo Bank NA. Outside of finance, she owns and operates Theresa Larsen Photography, focusing on taking, selling, and editing photos. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its offerings.