Jeffrey Katz is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 credentials. His career includes roles at Wells Fargo Clearing, Wells Fargo Advisors, Morgan Stanley, and Citigroup Global Markets. 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 portfolios, third-party asset management, and institutional platforms.

Craig Titterington is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he served with the Reno Police Department for over two decades. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Steven Hill is a financial advisor at RBC Capital Markets with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2008, with prior experience at City National Bank from 2017 to 2023. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients including pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, utilizing both in-house and third-party investment managers.

Anthon Matkulak is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include extensive tenure at Morgan Stanley in various capacities from 2009 to 2025. 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 advisory services grounded in modern portfolio theory. The firm’s approach includes a broad range of financial product options, including insurance-related vehicles and bank deposit sweep programs.

Jacob Mansfield is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has worked at several companies prior to joining Edward Jones, including Aqua Metals, Velocity Truck Centers, Karat, and Wayfair. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Adam Jones is a Series 66 licensed financial advisor with 13 years of industry experience. He is currently with Ameriprise in Reno, NV, and has previously worked at Wells Fargo Clearing, LPL Financial, CUNA Mutual Group, Nevada State Bank, Bank of America, and Merrill. 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 clients approaching or in retirement with a written recommendation report and ongoing annual retirement-income planning advice.

Jana Garner is a financial advisor with Ameriprise, holding a Series 66 designation and 11 years of industry experience. She previously worked at Merrill, Money Concepts Capital Corp, NCH Tax & Wealth Advisors, Independent Financial Group, LLC, and Cinergy Financial. Outside of her advisory work, she serves as a Client Service Coordinator and Paraplanner at FWMG, LLC. 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 annual retirement-income planning focused on income reliability and tax-aware withdrawal strategies.

Gary Martin is a Certified Financial Planner (CFP®) with 22 years of industry experience. He is currently with Morgan Stanley, having previously worked at Bank of America and Merrill. Outside of financial advising, Martin is involved as a coach at Palisades Tahoe Ski Resort in Olympic Valley, California. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm emphasizes a structured planning process supported by proprietary tools and provides advisory services across a broad spectrum of financial products.

Joshua Martin is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Wells Fargo Clearing since 2016, following five 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 investment advisory services. The firm’s approach 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.

McKay Robbins currently serves as Vice President and Branch Leader at Fidelity Investments, a role he has held since 2023. Prior to this position, he was a Senior Manager at Morgan Stanley in 2023 and has held several branch management roles, including Branch Manager at E*TRADE from 2018 to 2023 and at Scottrade from 2014 to 2018. He began his career as a Financial Consultant at E*TRADE from 2006 to 2011 and then at TD Ameritrade from 2011 to 2014. Throughout his career, McKay has worked closely with financial consultants and support associates to assist clients in preparing, planning, and pursuing their financial goals. His experience spans various leadership roles in well-known financial institutions. Outside of his professional life, McKay enjoys football, golf, hiking, motorcycles, outdoor adventures, and volunteering.

James Ardissono is a CFP® with 31 years of industry experience, currently advising at Raymond James Financial Services Advisors, Inc. since 2019. He previously worked at Wells Fargo Advisors for 10 years and has led Ardissono Wealth Management since 2009. Outside of advisory, he is managing director and branch manager of a support company named ARDISSONO. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm uses tailored, non-discretionary planning supported by analytical tools and offers specialized programs including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

John Boyd is a Chartered Financial Consultant (ChFC®) with 33 years of experience at Edward Jones, where he has worked since 1992. He holds Series 63 and Series 65 licenses and is based in Reno, 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 offers a range of advisory programs, investment strategies, and affiliated services through a large network of financial advisors and branch offices nationwide.

James Motteler is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has been with Ameriprise and its affiliate since 2015. Outside of his advisory role, he has business ownership interests in a consulting venture unrelated to investment activities. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Joanna Moran is a financial advisor at Cetera with 23 years of industry experience. She holds a Series 66 designation and has worked with Cetera and Cetera Wealth Services since 2013. In addition to her advisory role, Moran sells life, annuities, and long-term care insurance as an insurance agent and serves as managing member of Tahoe Rim Wealth Advisors, LLC, which provides insurance, financial services, and bookkeeping. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across multiple program structures, managing over $256 billion in assets with more than 10,000 advisors.

Roberto Tapia is a financial advisor with LPL Financial in Reno, NV, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones for eight years and has experience outside finance working with Land Rover Rocklin. 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 and access to model portfolios, with a focus on combining scale and diverse financial offerings alongside its advisory platform.

Monica House is a financial advisor with Morgan Stanley in Reno, NV, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. House serves as a board member of Soroptimist International of Sierra Reno, a nonprofit focused on community service for children and youth. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Leah Schug is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services directly and through Corporate Financial Planning agreements.

Christopher Knight is a Financial Consultant currently working with Fidelity Investments since 2020. He has held various roles in the financial services industry, including Vice President and Financial Consultant at Charles Schwab from 2018 to 2020, and Associate Financial Consultant at Charles Schwab from 2017 to 2018. Prior to that, he served as a Financial Representative at Fidelity Investments from 2015 to 2017. His professional experience encompasses a range of financial consulting roles, reflecting a commitment to helping clients pursue their financial goals. Christopher holds a California Insurance License, supporting his ability to provide comprehensive financial advice. Outside of his professional work, Christopher has personal interests in fitness and music, specifically as an instrumentalist.

Chris Osborne is a financial advisor at Morgan Stanley with 51 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. 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, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Roman Satroplus is a CFP® professional with four years of industry experience, currently serving at LPL Enterprise LLC. His prior experience includes roles at Bank of America, Merrill, Levin Group, and the University of Nevada Reno. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach utilizing portfolios developed by LPL’s Research Department and third-party strategists, alongside offering financial planning and access to third-party asset managers.