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 at Wells Fargo Clearing with 10 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Wells Fargo in various roles since 2004. 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 advisory process is IPS-driven and grounded in modern portfolio theory, with an investment approach that includes a broader set of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

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 with a Series 66 credential and less than one year of industry experience. Prior to joining Merrill, he has held roles at Bank of America, Verdi Views, Aloha Capital, and other organizations. 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, and institutional fiduciaries.

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® professional with 22 years of experience at Edward Jones, where he has been advising clients since 2003. He holds Series 63 and Series 66 licenses and operates out of Reno, NV. Outside of financial advising, Bryson is a contract pilot and manages an LLC that holds ownership of his airplane. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages over $1 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, supported by a nationwide network of more than 23,700 financial advisors.

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 with LPL Financial, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Ameriprise, Alpha Analytical Inc., Mondelez International, Safeway, University of Nevada, Reno, and Carson High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management with access to diverse model portfolios and research.

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.

Sean Reardon is a Financial Consultant currently with Fidelity Investments, a position he has held since 2023. He has over a decade of experience in the financial advisory field, having worked previously as a Financial Advisor at Wells Fargo Advisors from 2015 to 2023, Merrill Lynch from 2012 to 2015, and as a Financial Representative at Country Capital from 2011 to 2012. Throughout his career, Sean has focused on building lasting relationships with clients and providing financial guidance tailored to their specific investment objectives. He employs a collaborative process to implement wealth-building strategies, emphasizing professional integrity and personal service. Sean holds a California Insurance License. Outside of his professional life, Sean enjoys traveling with his wife and four children. His personal interests include cars, golf, sailing, scuba diving, and skiing.

Ashley Ravencroft is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Her prior work history includes positions at UBS Financial Services, Inc. and Nevada Industrial, among others. Charles Schwab & Co., Inc. serves a large client base, 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 relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Christina Haddix is an Investment Consultant at Fidelity Investments, where she provides financial guidance tailored to clients' individual goals. She aims to simplify complex financial topics, build client confidence, and create personalized strategies to support long-term financial well-being. Christina has held various roles at Fidelity Investments since 2021, including Customer Relations Associate, High Net Worth Associate, Investment Solutions Representative 1, and Relationship Manager. Her experience spans multiple facets of investment management and client relations. She holds a California Insurance License. Outside of work, Christina enjoys camping, concerts, hiking, museums, snowboarding, and traveling.