James Olizarowicz is a financial advisor at Ameriprise with 23 years of industry experience. He holds a Series 66 designation and has worked at several firms, including JP Morgan Chase Bank, JP Morgan Securities, Bank of the West, and Twain Brain Marketing Partners. He is currently based in Las Vegas, NV. 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 ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Robert Brant is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 11 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at WELLS FARGO Advisors, LLC and Wells Fargo Bank, N.A. His practice is based in Las Vegas, NV. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. 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.

Josh Bruce is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. He previously worked at Wells Fargo Bank for 23 years before joining Charles Schwab and its affiliated entities in 2025. 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 offers a combination of non-discretionary advice and access to discretionary separately managed accounts, using multi-asset model portfolios and research-driven alternative investment options.

Joseph Caldera is a CFP® professional with 27 years of experience in the financial services industry. He has worked at LPL Financial since 2018 and previously spent 15 years with INVEST Financial Corporation. Caldera is based in Las Vegas, NV. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions with advisory and brokerage services. The firm offers a range of solutions including financial planning, model portfolio programs, and institutional platforms, supporting a large network of advisors who employ both discretionary and non-discretionary strategies.

Rodrigo Quintana Jr. is a financial advisor at Ameriprise with seven years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its related entities since 2018. Prior to his advisory career, he worked at the University of Nevada Las Vegas from 2015 to 2018. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies through a written Recommendation Report and ongoing advice.

Jacob Gonzalez is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2024. Prior to his advisory role, his background includes positions in various service and retail environments, as well as freelance work. 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 tailored planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Nikolas Sandoval is a financial advisor at Merrill with three years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A., Merrill, Bankers Life, Guardian Life Insurance Company LLC, WestPac Wealth Partners, and Ameriprise. 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.

Nashton White is a financial advisor with Merrill in Las Vegas, NV, holding a Series 66 designation and two years of industry experience. His career includes roles at Bank of America, UBS Financial Services, and Hawkeye Capital Advisors. He serves on the board of a family private foundation, His Hands Foundation, which supports humanitarian causes. 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 individual and institutional clients.

George Werly is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he was involved in multiple ventures including operating George’s MacBooks, a business focused on tech refurbishing and repair. Fidelity, through its affiliate Strategic Advisers LLC, provides investment management and advisory services to a diverse range of clients including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in managing discretionary and non-discretionary advisory mandates, and it holds distinctive roles such as commodity pool operator registration and advisory services to registered investment companies.

Yohanes Tesfamariam is a financial advisor at Ameriprise with Series 66 credentials and one year of industry experience. Prior to joining Ameriprise, he worked in various roles including positions at Las Vegas Parking and the University of Las Vegas Nevada. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning and tax-aware withdrawal strategies. The firm’s approach involves a centralized service team that collaborates with advisors to provide customized recommendations based on proprietary research and external data.

Elvia Callahan is the Vice President, Wealth Planner at Fidelity Investments. In her current role, she partners with clients to build long-term trusted relationships with families and guides them through planning strategies that enhance their financial plans. Elvia has extensive experience in the financial services industry, having held multiple positions at Fidelity Investments since 2006, including Financial Consultant, Investments Representative, and Financial Representative. Prior to joining Fidelity, she worked as an Account Executive at MetLife Securities from 2005 to 2006.

Nnamdi Drew is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise before joining J.P. Morgan in 2024. His prior work experience includes roles outside of finance in logistics and food service. J.P. Morgan Securities 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 institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Aaron Blaine is a financial advisor with LPL Financial in Las Vegas, NV, holding a Series 66 credential and three years of industry experience. His prior roles include positions at Bank of America, Merrill, and Wells Fargo. Outside of advising, he has worked as a driver for Uber Technologies. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services delivered primarily through investment adviser representatives using a range of strategies and technologies.

John Royen is a financial advisor at Cetera with 12 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Avantax Advisory Services and Legacy Capital Advisors. He also operates Sofos Wealth Management, where he provides financial, insurance, and tax-smart planning services. Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with both affiliated and third-party money managers.

Gina Ortega is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and its related entities since 2005. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Jacob Lewis is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. He has been with various Raymond James entities since 2016. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling, supporting implementation through its advisory programs or other providers.

Ryan Butler is a financial advisor with Equitable Advisors in Las Vegas, NV. He holds a Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, he worked in various roles including positions at Broken Yolk Cafe and Las Vegas Printing Marketing. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm’s approach involves assessing client risk tolerance and matching clients to program models or discretionary managers, utilizing a range of investment options and third-party advisory programs.

Warren Duff is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009, working within both Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management (MSWM) offers a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and Corporate Financial Planning agreements.

Benjamin Herman is a financial advisor at Morgan Stanley in Las Vegas, NV, with 13 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016, as well as at Bank of America and Merrill from 2017 to 2021. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies, while managing approximately $2.74 trillion in client assets.

Martin Kulesza is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2018. Prior to that, he spent several years at Morgan Stanley and Merrill. Outside of his advisory role, he has a minor business interest in EoS Fitness in Las Vegas. 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 advisory services including financial planning, model portfolio programs, third-party asset management, and participant-level retirement advice, supported by technology tools and a broad network of over 22,800 advisors.