Yarinette Flores is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. She has worked within various divisions of Wells Fargo since 2012, including roles at Wells Fargo Bank Wealth Management and Wells Fargo Advisors. Wells Fargo Clearing provides retirement plan consulting services for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Jordan Lawshe is a financial advisor at Morgan Stanley with three years of industry experience. He has previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Jordan holds Series 63 and Series 65 licenses. 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 that utilize structured discovery conversations and firm-approved planning tools.

Kyle Wilsey is a financial advisor at Edward Jones in Reno, NV, holding a Series 66 designation with seven years of industry experience. He has been with Edward Jones since 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering a range of advisory programs and investment strategies under a fiduciary standard.

David Miller is a CFP®-certified financial advisor with 22 years of industry experience, currently with UBS Financial Services in Reno, NV, where he has worked since 2009. He serves on the board of Catholic Charities of Northern Nevada as Treasurer and a member of the Finance Committee. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor investment solutions.

Cody Mc Donald is a financial advisor at Merrill with six years of industry experience and holds a Series 66 designation. He has worked at Merrill and Bank of America since 2019. Prior to his financial services career, he was employed at Michael's Reno Powersports and Flanigan Leavitt Insurance. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Shannon Mountain is a financial advisor with Morgan Stanley in Reno, NV, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining Morgan Stanley in 2021, he worked at UBS Financial Services Inc for 10 years. Outside of advising, he serves as treasurer for Mountain Brewing LLC, a restaurant and bar in Reno. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through various programs including corporate financial planning agreements.

Scott Morley is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked at Cetera and its affiliate Cetera Wealth Services since 2021, and previously was with VOYA Financial Advisors from 2014 to 2021. Morley serves as secretary on the board of the Chino Hills Bourbon Society. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management and financial planning services, overseeing more than $256 billion in assets.

Manuel Robert Senna Jr. is a financial advisor with UBS Financial Services in Reno, NV, holding a Series 66 designation and 25 years of industry experience. He has been with UBS Financial Services since 2008. Outside of his advisory role, he serves as a committee member for the Tahoe Roundtable, an organization involved in social support and community activities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering a broad range of investment products and research to tailor solutions to client needs.

Mary Self is a financial advisor with LPL Financial, holding CFP® and Series 66 designations and bringing 18 years of industry experience. She was previously with Ameriprise Financial Services, Inc. for 10 years before joining LPL Financial in 2024. 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 advisers. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Tyler Cox is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Nike Inc. and the University of Nevada, Reno. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Ian Meintjes is a financial advisor with Morgan Stanley in Reno, NV, holding a Series 66 designation and six years of industry experience. Prior to his current role, he worked at Custom Physical Therapy and TrainerRoad, and he also has experience at the University of Nevada. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate agreements.

Justin Reedy is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has previously worked at Valic Financial Advisors, Wells Fargo, and Gap Inc. Justin is based in Reno, NV. 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, distribution, and investment management capabilities.

Michael Jacobs is a Wealth Management Advisor with Merrill Lynch Wealth Management, focusing on helping families and individuals develop personalized financial strategies. Since entering the financial services industry in 2017 after graduating from the University of Nevada, Reno, Michael has specialized in complex wealth management strategies and retirement planning. His client-centric approach involves identifying and prioritizing financial goals, including estate planning, investments, tax minimization, wealth transfer, and retirement income, to create tailored plans that fit each client’s unique circumstances. Michael holds the CERTIFIED FINANCIAL PLANNER (CFP) designation, the Chartered Retirement Planning Counselor (CRPC) credential, and the Personal Investment Advisor (PIA) designation. He aims to build trust with clients by working closely with them one-on-one to optimize their resources and support their long-term financial objectives. In addition to his professional work, Michael is engaged in community activities in line with Merrill’s tradition of service, and he enjoys a variety of outdoor activities such as baseball, biking, camping, fishing, football, hiking, hunting, ice skating, skiing, and spending time with his family.

Andrea Petersen is a financial advisor at Edward Jones with five years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2020. Prior to her current role, she held positions at The Dentists Supply Company, Arnold Dental Supply, and Sierra Nevada Corporation. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Steven Nease is a financial advisor with Ameriprise in Reno, NV, holding a Series 66 designation and 25 years of industry experience. He previously worked at Edward Jones and Dean Witter Reynolds Inc., with a combined tenure of over 20 years before joining Ameriprise in 2021. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets, providing tailored, non-discretionary recommendations based on research, modeling, and tax-efficient strategies. The firm combines advisory, brokerage, and insurance solutions through its affiliated entities, with a centralized team supporting the delivery of retirement-income recommendations.

James L. Mills is a financial advisor with Morgan Stanley in Reno, NV, holding Series 63 and Series 65 licenses with 35 years of industry experience. He has been associated with various Morgan Stanley entities since 2014, including Morgan Stanley Private Bank. Outside of his advisory role, he serves as a successor trustee in an estate administration trust. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools combined with investment committee estimates to support clients’ financial goals.

Patrick Foley Jr. is a financial advisor with Edward Jones in Reno, NV, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at NV Energy for 19 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and advisory services supported by a nationwide network of more than 23,700 financial advisors.

Douglas Brewer is a financial advisor with Merrill, holding a Series 66 credential and bringing 26 years of industry experience. He has worked at Merrill since 1999 and with Bank of America, N.A. since 2011. Outside of investment advising, Brewer serves on the advisory boards of the Nevada Art Museum and Northern Nevada HOPES and manages a state contract focused on soil erosion control at Lake Tahoe. Merrill provides managed account services through the Select Portfolio Solutions program, serving a diverse client base including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm offers model-based and discretionary investment strategies integrated with Bank of America’s broader financial platform.

Joseph Tartaglini Jr. is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked with JPMorgan Chase Bank and J.P. Morgan Securities since 2017 and previously held roles at Bank of America and Merrill from 2012 to 2017. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting through Wealth Advisors, delivering services alongside affiliated brokerage and investment management capabilities.

Robin Brunson is a financial advisor with RBC Capital Markets in Reno, NV, holding a Series 66 license and 12 years of industry experience. Prior to joining RBC and City National Bank in 2019, Brunson worked at Bank of America and Merrill from 2014 to 2019. Outside of advising, Brunson is a partner in a horse business, handling books and contributing cash, and also manages rental properties. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management tailored to client risk profiles and incorporates both in-house and third-party investment managers.