Larry Scullark Jr. is a financial advisor with Merrill, holding a Series 66 designation and five years of industry experience. He has a military background, serving in the US Army since 2011 and supervising Army Reserve logistics operations. He also has experience with Bank of America and American Military University. Outside of advising, he is involved with B Line Real Estate Group in Las Vegas. Merrill, alongside its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through model-based and discretionary strategies developed by internal and third-party teams. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Placide Paul is a financial advisor with Thrivent Investment Management in Las Vegas, NV, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Fidelity Investments, Stifel Nicolaus & Co Inc, and J.P. Morgan Securities. Outside of his advisory duties, he owns and operates Zapix, LLC, a business engaged in the online sale and distribution of consumer electronics, and is involved in acting in commercials through a separate entity. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based, holistic analyses and broad financial planning advice without discretionary portfolio management or implementation services.

Bradford Cook is a financial advisor with Fidelity Investments in Las Vegas, NV, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior work includes roles at Waddell & Reed, TIAA-CREF, and Global Financial Private Capital. Fidelity’s Strategic Advisers LLC, where he works, provides investment management and advisory services to both retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios from a broad investable universe and maintaining oversight of sub-advisers and share class evaluations.

Jeffery Zemp is a CFP® with 11 years of industry experience, currently affiliated with LPL Financial. His career includes roles at One Nevada Credit Union, CUSO Financial Services, Fidelity Investments, and City National Securities. Based in Las Vegas, NV, he also has involvement with One Nevada Insurance Services. 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 financial planning and investment management services through a large network of advisors and incorporates advanced tools to support investment decision-making.

Kristina Besstchetnaya is a financial advisor at Fidelity with six years of industry experience. She holds a Series 66 designation and has worked at Merrill and Tiffany & Co, among other firms. Outside of her advisory role, she is involved in managing administrative operations for a gymnastics business founded by her spouse. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative and algorithmic portfolio construction.

Patricia Murphy Radigan is a financial advisor with Merrill in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked at Merrill since 2009 and at Bank of America, N.A. since 2010. 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 a range of clients including individuals, high-net-worth clients, and institutional entities.

Pierre Perez is a financial advisor at Mass Mutual Investors Services with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors. Mass Mutual Investors Services is a subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs collaborative, annual planning engagements using firm-approved software and offers specialized programs such as divorce planning and estate settlement.

Dannette Trivisonno is a financial advisor at UBS Financial Services with 38 years of industry experience. She has held her current position at UBS since 2009. Her credentials include the Series 63 and Series 65 designations. UBS Financial Services Inc. 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, model-driven financial strategies tailored to clients’ goals and risk tolerances.

Samuel Harper is a financial advisor with Fisher Investments in Las Vegas, NV, holding Series 63 and Series 65 designations and 15 years of industry experience. He has been with Fisher Investments since 2016. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management across various mandates. The firm uses a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and employs tax-aware strategies alongside risk management techniques.

Robert Keelan is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on delivering a comprehensive approach to wealth management by understanding each client’s financial situation and personal priorities. Robert collaborates closely with clients to develop customized strategies that are adaptable to changing needs and market conditions. He utilizes the investment expertise of Merrill and the banking services of Bank of America to address the diverse financial aspects of his clients’ lives. Robert’s areas of expertise include education planning, legacy planning, LGBT wealth planning, liquidity management, managing new wealth, socially responsible and values-based investing, and retirement income. He holds a Bachelor's Degree from the University of California system, where he studied International Business and Political Science. During his time at university, Robert began his banking and investing career, progressing from teller positions to becoming a financial advisor. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional work, Robert volunteers in his community and has personal interests in chess, football, ice hockey, music, spending time with family, and watching movies.

Peter Capotosto is a financial advisor with J.P. Morgan Securities in Las Vegas, NV, holding a Series 66 designation and bringing 21 years of industry experience. His prior roles include positions at LM Capital Group, SEI Investments, and Mirae Asset Global Investments. 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 an ESG eligibility framework. The firm delivers services on a non-discretionary basis through a select group of Wealth Advisors.

Jordan Rinas is a financial advisor at Charles Schwab with eight years of industry experience. He holds the Series 66 designation and has worked at firms including American Fidelity Assurance, Park Avenue Securities, Guardian Life Insurance Company, and Edward Jones. Outside the financial industry, he owns and manages a rental property in Las Vegas. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative-investment evaluation process.

Jerry Wagner Jr. is a financial advisor with Merrill in Las Vegas, NV, holding a Series 66 designation and 8 years of industry experience. He has been affiliated with Bank of America and Merrill since 2003. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Lori Bean is a financial advisor with Ameriprise in Las Vegas, NV, holding CFP®, ChFC®, and Series 63 designations and bringing 30 years of industry experience. She has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, delivering tailored, research-driven recommendation reports through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Gabriela Correa De Negredo is a financial advisor at Edward Jones with four years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Ameriprise and LPL Financial. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and a nationwide network of financial advisors and branch offices. The firm offers discretionary and non-discretionary strategies, tax-efficient services, and maintains affiliated capabilities including a trust company and proprietary mutual funds.

Maxwell Marsico is a financial advisor at UBS Financial Services with one year of industry experience. Prior to his work in financial services, he was a self-employed professional golfer for ten years. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor investment plans.

Drew Beukelman is a financial advisor with UBS Financial Services in Las Vegas, NV, holding a Series 66 license and one year of industry experience. He has worked at UBS since 2023 and previously held roles at Grand Canyon University, Firethorn Golf Club, Adventure Golf Center, and Lincoln Christian School. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client solutions.

Nadine Allen is a financial advisor with Merrill based in Las Vegas, NV. She holds a Series 66 designation and has been with Merrill since 2015. Prior to her current role, she worked at The Orleans Hotel and Casino from 2016 to 2017. 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, pension plans, corporations, and charitable organizations.

Jacquelyn Kendall is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. She previously worked at Bank of America, Rapid Cash, Target, and UNLV Bookstore. 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.

Jessica Cohen is a Wealth Management Advisor and Senior Vice President with The Cohen Group, a multigenerational family team at Merrill Lynch Wealth Management. She joined the team in 2014 after beginning her career as a Certified Public Accountant at Ernst & Young, LLP. Jessica works alongside her father, Gary Cohen, and her husband, Nick, providing a boutique-like client experience combined with the broad financial services offered through Merrill Lynch and Bank of America, N.A. She focuses on helping clients optimize, organize, and streamline their financial lives, connecting all aspects of their financial situations to prioritize and pursue their most important goals. Jessica serves the needs of multi-generational families across the country, working with clients of varied ages to address financial matters including education planning, managing new wealth, and tax minimization. She collaborates with clients' CPAs and assists owners of privately held companies with challenges such as retirement income planning, cash management, key person insurance, custom lending solutions, and company transfer or sale preparations. Jessica holds the CERTIFIED FINANCIAL PLANNER® (CFP®) and Chartered Retirement Planning Counselor™ (CRPC™) designations. Jessica graduated with distinction from the Goizueta Business School at Emory University with a Bachelor of Business Administration in finance and accounting, followed by a Master of Accountancy from the University of Nevada, Las Vegas. She is involved in the community as the Nevada Women's Exchange President for Merrill/Bank of America and has previously served on The Meadows School Alumni Board. In her personal time, Jessica enjoys hiking with her husband and their miniature poodle, attending Golden Knights hockey games, and going to musicals and plays.