Wendy Martinez is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has worked previously at Fidelity Investments and Bank of America. Her background includes roles outside finance in hospitality and service industries. J.P. Morgan Securities 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, distribution, and investment management capabilities.

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 39 years of industry experience. He previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of his advisory role, 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, offering a comprehensive range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations, with an emphasis on both discrete planning engagements and optional implementation through various brokerage and advisory programs.

Ashley Radtke is a financial advisor with LPL Financial in Reno, NV, holding a Series 66 license and four years of industry experience. Her prior roles include work at Strategy Sisters, LLC and Zions Bancorporation N.A. She is also a commissioned notary in the state of Nevada. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and retirement plan consulting.

Norman Sarafian is a financial advisor at RBC Capital Markets with 52 years of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes City National Bank since 2018, alongside his ongoing tenure at RBC Capital Markets beginning in 2009. Outside of his advisory role, he serves on the Board of Directors for the Pasadena City College Educational Foundation and assists in providing information for a biography of his father. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse clientele including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers tailored portfolio management and advisory services through various programs, leveraging both in-house and third-party investment managers and emphasizing customizable strategies based on client risk profiles.

Jared Marchegger is a Series 66-credentialed financial advisor with Morgan Stanley, based in Reno, NV. He has one year of industry experience, including prior roles at Alliance Trust Company of Nevada and involvement in the automotive sector through Capitol Automotive. Outside of finance, he has worked in automotive and transportation services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Vance Alm Jr. is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has held roles at Bank of America, Merrill, ReNew Lending, and several retail companies including Williams-Sonoma and Walmart. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, and other fiduciaries.

Prudence Dowling is a financial advisor with Edward Jones in Reno, NV, holding a Series 66 designation and 3 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary 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.

Daniel Woods is a Senior Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management. He has been a financial advisor since 1988, beginning his career at Prudential, and later serving in management at A.G. Edwards for eleven years, where he led an integrated approach focused on growth, preservation, and protection of client wealth. Daniel is also a qualified Portfolio Advisor and holds the Personal Investment Advisor (PIA) designation. Throughout his career, Daniel has helped clients navigate various market conditions by emphasizing process, discipline, and clear communication regarding their investments. His experience allows him to assist clients at all stages, including wealth accumulation, distribution, and legacy planning, through customized financial strategies. Outside of his professional work, Daniel enjoys spending time with his wife Tracey and their three adult children. His personal interests include fitness activities such as CrossFit, pickleball, golf, skiing, and mountain biking, along with reading. He earned his high school diploma from Canyon High School.

David Bogart is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with Wells Fargo firms since 2011. Outside of his advisory role, he has ownership interests in hospitality businesses, including a restaurant and bar in Reno, NV. 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 advice grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related investment options.

Suzanne Jones is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. She has been with Wells Fargo Clearing since 2014. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

James Elston is a financial advisor at Stifel with 15 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2014. He holds Series 63 and Series 66 designations. Outside of his advisory work, he serves on the Board of Directors and the Executive Board of the Reno Rodeo Association. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group that supports asset allocation and planning analyses intended to inform client decisions.

Adam Wilson is a Series 66 licensed financial advisor with Edward Jones, where he has worked since 2014. He has 12 years of industry experience and is based in Sparks, NV. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and provides a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Shahriar Moshrefnoory is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds the Series 66 designation. His work history includes roles at Wells Fargo Bank, Principal Securities Inc, Principal Life Insurance Company, World Financial Group, Inc., and Transamerica Financial Advisors, Inc. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics from Wells Fargo Investment Institute and third-party sources, applying diversification principles and modern portfolio theory in its investment approach.

Randy Malm is a financial advisor with LPL Financial in Reno, NV, holding a Series 66 designation and 16 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing between 2014 and 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management with access to proprietary and third-party research.

Laurie Edwards is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Ryan Weberg is a financial advisor with Edward Jones in Reno, NV, holding Series 63 and Series 65 licenses and eight years of industry experience. His previous roles include positions at JP Morgan Chase Bank NA, JP Morgan Securities LLC, Morgan Stanley, and PFS Investments Inc. He also worked briefly in talent agency and retail sectors. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment products, supported by a large national network of financial advisors and branch offices.

John Caverhill is a financial advisor with Wells Fargo Clearing in Reno, NV, holding a Series 63 designation and bringing 43 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. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Linda Brune is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Her prior roles include positions at Morgan Stanley and JETT Gaming. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment services supported by multi-asset model portfolios and a centralized operational structure.