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.

Bridgette Chavis is a financial advisor at Ameriprise with eight years of industry experience and holds the Series 66 designation. She previously worked at Wells Fargo Clearing and Fidelity in various advisory roles. 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 written Recommendation Reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

James Corey is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Charles Schwab since 1993 and has also worked at Charles Schwab Bank, SSB since 2006. 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 combines non-discretionary advisory services with access to discretionary separately managed accounts and uses multi-asset model portfolios along with centralized custody and operational support.

Adam Leon is a Financial Advisor with Merrill Lynch Wealth Management. He combines experience from both the banking side of Bank of America and the investment side through Merrill to develop financial plans tailored to his clients' goals. Adam focuses on putting clients' needs first by listening actively and providing advice specific to their individual situations. His expertise includes estate planning strategies, business management including sales and purchases of businesses, and collaboration with clients' tax professionals to create tax-efficient financial strategies. Adam works with client focus areas such as family wealth management, legacy planning, liquidity management, managing new wealth, personal retirement planning, small business strategies, sports and entertainment, tax minimization, and retirement income. Adam holds a High School Diploma from Antioch High School and holds professional designations including Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Outside of his professional work, Adam enjoys adventure sports, billiards, bowling, boxing, football, music, reading, spending time with his family, swimming, and watching movies.

Sean Sullivan is a financial advisor with LPL Financial in Las Vegas, NV, holding a Series 66 designation and seven years of industry experience. He previously worked at Centaurus Financial, Inc. for six years and has been associated with Latus Group since 2017. 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, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of investment adviser representatives.

Zachary Persin is a financial advisor with RBC Capital Markets in Las Vegas, NV, holding a Series 66 designation and 12 years of industry experience. He has worked at City National Bank, Bank of America, and Merrill before joining RBC Capital Markets. Outside of financial advising, he owns and operates a reptile breeding and conservation education business. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients, offering various advisory programs and portfolio management services tailored to client risk profiles.

Fred Flihan is a financial advisor with Merrill, holding a Series 66 designation and 13 years of industry experience. He has been with Bank of America and Merrill since 2013. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Brian Repko is a financial advisor at Edward Jones with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Edward Jones in 2023, he worked at Key Investment Services and KeyBank from 2021 to 2023 and spent five years at Caesars Entertainment and Cromwell Hotel & Casino. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and advisory services through a nationwide network of financial advisors and branch offices.

Timothy Norton is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at Ameriprise and TD Ameritrade. 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 management services supported by multi-asset model portfolios and centralized operational infrastructure.

Jason Swobe is a financial advisor at Ameriprise with 27 years of industry experience. He has been with Ameriprise and its affiliated entity since 2016. He holds Series 63 and Series 65 credentials. 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 advice focused on income sources and tax-aware withdrawal strategies.

Nicolette Walpole is a financial advisor with Raymond James Financial in Las Vegas, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has worked at Raymond James Financial Services Advisors Inc. since 2017 and previously spent eight years with Wells Fargo Advisors Financial Network LLC. Walpole is an owner of Johnson Peterson & Walpole LLC and serves as treasurer for LEAN - Local Equine Assistance Network, a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers advisory programs alongside institutional consulting and portfolio management.

Sam Mineo is a financial advisor with UBS Financial Services in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with UBS since 2014. Outside of his advisory role, he serves on the board of directors for the UNLV Rebel Football Foundation, a charity focused on raising funds and awareness for UNLV football. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans based on clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets services.

Gary Cohen is a financial advisor at Merrill with 49 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Merrill since 1976, alongside a 15-year tenure at Bank of America, N.A. He is based in Las Vegas, NV. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Little is a Wealth Management Advisor with Merrill Lynch Wealth Management based in Las Vegas. He works with clients to advance steady progress toward their financial goals by developing personalized strategies that consider their unique family dynamics, financial situations, and long-term aspirations. Michael’s approach emphasizes comprehensive planning to help clients anticipate key decision points and build confidence in their financial futures. He specializes in areas such as family wealth management strategies, legacy and retirement planning, portfolio management, tax minimization, and services for defined benefit plans. Michael holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and is also a Personal Investment Advisor (PIA). He earned his bachelor's degree from the University of Nevada - Las Vegas and is involved with professional and community organizations including the UNLV Letterwinners and Bishop Gorman High School. Outside of his professional commitments, Michael is a family man who enjoys spending time with his wife, son, daughter, and pets. He is active in his community and values participating in local organizations. In his personal time, he engages in competitive sports such as tennis, baseball, football, golf, and soccer, reflecting his energetic and disciplined approach both on and off the court.

Samuel Cho is a ChFC® credentialed financial advisor with 19 years of industry experience, currently working at J.P. Morgan Securities in Las Vegas, NV. He has been with J.P. Morgan Securities since 2014 and previously worked at Uber from 2023 to 2024. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Tasi Long is a financial advisor with Raymond James & Associates in Las Vegas, NV, holding a Series 66 credential. Long has experience working at Raymond James since 2024, alongside various roles including positions at Stanford University and the Office of the Mayor of Tinian. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Marina Linton is a Vice President and Financial Advisor with Merrill Lynch Wealth Management in Las Vegas. She provides advanced planning, tailored strategies, and guidance to clients, helping them achieve efficiency and control over their financial futures. With over two decades of experience in financial services, Marina offers industry knowledge and personalized service aimed at addressing what matters most to her clients. Marina serves a diverse clientele, including business owners, C-suite professionals, families, and members of the medical community, drawing on her background and experience co-founding and leading a home-financing and real estate group. She assists clients in managing complex wealth issues, tax-sensitive investing, business and retirement needs, and collaborates with clients' professional teams. Prior to joining Merrill Lynch in 2022, Marina held roles with Fidelity Investments, Discover Financial Services, Deloitte, and Cambridge Lending Group. She holds an M.B.A. in Finance with a concentration in Accounting from DePaul University’s Driehaus College of Business and a B.B.A. in Finance from the Lubar College of Business at the University of Wisconsin-Milwaukee. Marina also completed the Lean Six Sigma Executive Program at Northwestern University’s Kellogg School of Management and carries the Personal Investment Advisor (PIA) designation. She communicates fluently in English and Russian.