Gerard Diaz is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding a Series 66 designation and six years of industry experience. His work history includes roles at Charles Schwab & Co., Inc., Ameriprise Financial, and several other financial service firms. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Nathan Woolstenhulme is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 20 years of industry experience. His prior experience includes ten years at Edward Jones and seven years at Raymond James Financial 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 services including financial planning, model portfolio programs, and institutional platforms, supported by its extensive network of investment adviser representatives.

Bernard Schofield is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He is based in Las Vegas, NV. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools alongside its Global Investment Committee’s secular return estimates.

Robert Vollmer Jr. is a financial advisor at Cetera with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Cetera and its predecessor firms since 2003. Outside of advising, he operates as an independent contractor in insurance (fixed, life, health, and P&C). Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager investment platform with diverse program options and manages over $256 billion in assets through more than 10,000 advisors.

Farrell Dela Cruz is a financial advisor with LPL Financial in Las Vegas, NV, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Morgan Stanley, Bank of America, Merrill Lynch, and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a range of investment strategies delivered through a large network of investment adviser representatives.

Thomas Fitzgerald Jr. is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 66 designation and 23 years of industry experience. He has worked at Ameriprise and its affiliate since 2005. Fitzgerald serves on the Board of Directors for the Las Vegas CPCU Society Chapter and is its Immediate Past President. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Jacob Mohr is a financial advisor with Merrill in Henderson, Nevada. He holds Series 63 and Series 66 licenses and has 26 years of industry experience. He has been with Merrill and Bank of America since 2009. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Diego Torres is a financial advisor at Ameriprise in Las Vegas, NV, holding a Series 66 designation with two years of industry experience. Prior to his current role, he worked at Fidelity Investments and held various positions including bilingual sales and reservation agent at U-Haul. Outside of financial advising, he maintains part-time employment at U-Haul. Ameriprise provides retirement-income planning services targeting individuals nearing or in retirement with substantial investable assets, combining research-driven modeling and tax-efficient strategies to create tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Marc Kreisberger is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wells Fargo entities since 2011. Outside of his advisory role, he is a partial owner of an energy drink formulation company. 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 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.

Michael Recinos is a financial advisor at Fidelity with Series 65 and Series 63 licenses and two years of industry experience. His prior roles include positions at First Command Brokerage Services, DIS Holdings LLC, and academic institutions such as the University of South Carolina and Pasadena City College. He is also a property owner responsible for the maintenance and upkeep of a townhome in North Las Vegas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients using a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, with a role in managing registered investment companies and delivering model portfolios to intermediary platforms.

Edmundo Thomas Diez is a financial advisor with LPL Financial in Las Vegas, NV, holding a Series 65 designation and one year of industry experience. He previously worked at Goldenshield Financial LLC and has a background as a dance instructor. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors and utilizes various advanced tools to support portfolio management and operational efficiency.

Zhijun Zhu is a Series 66-licensed financial advisor at Morgan Stanley with three years of industry experience. Prior to joining Morgan Stanley in 2023, Zhu worked at Goldman Sachs from 2021 to 2023 and has held roles in academic institutions including the University of Utah. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Arnold Schwartz is a financial advisor at Morgan Stanley with 48 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets beginning in 1980. Morgan Stanley Wealth Management serves individuals and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and modeling tools and offers both direct and corporate financial planning solutions.

Matthew Mc Crea is a CFP®-certified financial advisor with 14 years of industry experience. He is currently with Wells Fargo Clearing and previously worked at JP Morgan Chase Bank, Merrill, Bank of America, Fidelity, and other firms. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, providing a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Joshua Reid is a financial advisor at UBS Financial Services with the Series 66 designation and two years of industry experience. Prior to joining UBS, he held positions at MGM Resorts International, Yelp Inc., and Hotel Del Coronado. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. Its advisory network employs proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances.

Stephanie Ficucell is a CFP® professional with 11 years of industry experience, currently affiliated with LPL Financial in Las Vegas, NV. She has worked at Strategic Wealth Management Group, Inc. and LPL Financial since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. It provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Felicia Anaya is a financial advisor with Fidelity, holding the Series 63 and Series 66 designations and having seven years of industry experience. She has been with Fidelity Investments since 2016. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Andrew Garcia is a financial advisor at Ameriprise with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Ameriprise, he worked in various roles including positions at Grand Sierra Resort, Greater Nevada Fields, and the University of Nevada Reno. Ameriprise Financial Services is a large advisory 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 dependable income sources and tax-aware withdrawal strategies.

Ian Schmutz is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019. Prior to his current roles, he worked at Domo, Inc. and doTERRA International. Morgan Stanley Wealth Management provides a range of 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 serves clients through both direct and corporate financial planning agreements.

Randy Goldhammer is a financial advisor with Merrill in Henderson, NV, holding Series 63 and Series 65 licenses and over 48 years of industry experience. His prior experience includes roles at UBS Financial Services and Bank of America. He is a trustee of a family trust. 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 strategies for a diverse client base including individuals, high-net-worth clients, and organizations.