Douglas Brewer is a financial advisor at Merrill with 26 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 1999, as well as at Bank of America, N.A. since 2011. Outside of his advisory role, he 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, 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 investors, and charitable organizations.

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.

Jeffrey Jenkins is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career in investment management in 2010 and has since gained extensive experience across various roles in the financial services industry. Prior to joining Merrill, Jeff worked at Goldman Sachs’ Private Wealth Management in Boston, where he managed wealth for a select group of endowments and ultra-high net worth families. He also worked in the Securities Division at Goldman Sachs in both Boston and New York City, advising hedge funds, mutual funds, endowments, and pensions on investments across Asia and Emerging Markets. Jeff started his career at Nomura Securities in New York City, where he served as vice president on the Foreign Securities Desk. Jeff's areas of expertise include investment management, liability management, estate and philanthropic planning, retirement planning, tax minimization strategies, and managing new wealth. He and his team at Merrill work with executives, families, institutions, and individuals to create bespoke plans that invest, grow, preserve, and transfer wealth according to clients' wishes, aiming to match risk to client goals and maximize tax efficiency. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and Personal Investment Advisor (PIA) credential. Jeff earned a Bachelor's Degree from the University of Utah, graduating Summa Cum Laude with an Honors B.A. He is a native of Reno, Nevada, where he lives with his wife Alyse and their three children. Outside of work, Jeff's personal interests include biking, boxing, hiking, hunting, spending time with his family, and traveling. He is also involved in the community through college rugby (A Side Locke).

Deborah Williams is a financial advisor with Wells Fargo Clearing in Reno, NV, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked with Wells Fargo Advisors and Wells Fargo Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets through more than 14,000 financial advisors and offers a combination of brokerage and advisory solutions.

Michael Walecke is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. Prior to joining Edward Jones, he was self-employed for one year and held roles in higher education with the Nevada System of Higher Education and the University of Nevada, Reno. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Badwick is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, National Association since 2015, as well as Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets starting in 1993. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and market modeling to assist clients in their financial decisions.

Dean Clemetsen is a financial advisor with Wells Fargo Clearing in Reno, NV, holding Series 63 and Series 65 licenses and 27 years of industry experience. His background includes roles at Fidelity Investments and Wells Fargo Bank, NA. Outside of finance, he works part-time as a cashier and stocker at PetSmart. Wells Fargo Advisors is a national firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Melissa Robinson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing seven years of industry experience. Her career includes roles at J.P. Morgan Securities, Jpmorgan Chase Bank, N.A., and Bank of America, N.A. She is based in Sparks, Nevada. 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 and investment management capabilities.

Gregory Morgan is a financial advisor with Wells Fargo Advisors in Reno, NV, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Wells Fargo in various capacities since 2009. Outside of his primary role, he co-owns a wealth management practice with his spouse and serves as a trustee and co-trustee for several family trusts and retirement plans. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions with a broad range of investment and financial planning services, offering tailored recommendations supported by proprietary research and planning tools.

Claudia Erickson is a Senior Financial Advisor at Merrill Lynch Wealth Management. She focuses on providing comprehensive wealth management services, including retirement planning, legacy planning, tax minimization, and services for endowments and non-profits. Claudia takes a process-driven approach to investing, emphasizing education to help clients make informed decisions and minimize portfolio volatility. With experience dating back to 2002, Claudia has advised clients at Morgan Stanley and Fidelity Investments before joining Merrill in 2022. She holds a Bachelor's Degree from the University of Phoenix and is a Personal Investment Advisor (PIA). Claudia is bilingual in English and Spanish and is involved with professional organizations such as PADI and the Utah Army National Guard. Outside of her professional work, Claudia participates in community activities including Sierra Youth Football League and has previously served with the Army National Guard. She enjoys cooking, football, scuba diving, swimming, traveling, volleyball, yoga, and spending time with her family.

Anthony Puckett is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he is involved in rental property investment. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients, offering a variety of advisory programs and tailored financial planning solutions. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and market simulations.

Michael Barcia is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked for eight years at Elko Mining Group LLC and spent a year with Origin Mining Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Zachary Salinger is a financial advisor at Merrill in Reno, NV, holding a Series 66 credential. He has been in the industry since 2026 and has prior experience with Bank of America, N.A. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

George Rooker is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Wells Fargo entities since 2000. 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 products such as insurance-related vehicles and bank deposit sweep options.

Bryson Bohlander is a CFP®-designated financial advisor with Edward Jones in Reno, NV, where he has worked since 2003, accumulating 23 years of industry experience. Outside of his advisory role, he is a contract pilot and manages an LLC that holds ownership of an airplane alongside his wife. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, and provides additional capabilities such as affiliated mutual funds and a securities-based lending option.

Chris Beeman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 28 years of industry experience. He previously worked at Morgan Stanley in various capacities from 2007 to 2018 before joining Wells Fargo Clearing in 2018. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. 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 among its investment offerings.

Scott Coolbaugh is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and previously worked at Ameriprise, Alpha Analytical Inc., Mondelez International, and Safeway. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions through a large network of advisors and a platform that includes model portfolios, third-party asset management, and institutional programs.

William Palmer III is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He is based in Reno, NV, and also works as a junior dance instructor at The Ballroom of Reno. 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 broad range of advisory services, including discretionary and non-discretionary strategies, tax-efficient services, and access to affiliated mutual funds and proprietary investment options.

Janice Maize is a financial advisor with Morgan Stanley in La Quinta, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Morgan Stanley since 2009, including her current role at Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory work, she owns and operates a retail business called Rock Obsession. Morgan Stanley Wealth Management serves both individuals and institutional clients, offering a variety of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides planning services without individual security recommendations in standalone programs.