Jason Scruggs is a financial advisor with Edward Jones in Las Vegas, NV, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large nationwide network of financial advisors and offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Marc Clark Jr. is a financial advisor with LPL Enterprise in Las Vegas, NV, holding Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at MML Investors Services, MassMutual Life Insurance, New York Life Insurance Company, and NY Life Securities. Outside of advisory work, he is also engaged as an insurance broker specializing in life, disability, long-term care, fixed annuities, and health insurance. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional clients. The firm employs a model-driven investment approach, offers financial planning and consulting, and facilitates access to third-party asset managers and insurance products through its network of investment adviser representatives.

Grey Sunderland is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and previously worked at KBC Advisors. Outside of his advisory role, he is the founder of Classics Lacrosse, a club lacrosse program focused on growing the sport on the West Coast. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework when recommending strategies and offers non-discretionary advisory services through a select group of Wealth Advisors.

Orin Haworth Jr. is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 65 credentials and over 31 years of industry experience. His prior roles include positions at Transamerica Financial Advisors, Orin Haworth & Associates LLC, and WFG. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering financial planning, model portfolios, third-party asset management, and institutional platforms. Its advisory services incorporate strategies using in-house research, subadvisors, and a range of allocation approaches.

Tyler Deaver is a financial advisor at UBS Financial Services with the Series 66 designation and six years of industry experience. Before joining UBS in 2019, he worked at Apple Inc. and the University of Nevada Las Vegas. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market assumptions and research to tailor strategies to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory solutions.

Alvin Lai is a financial advisor at J.P. Morgan Securities in Las Vegas, NV, holding Series 66 and Series 63 licenses with four years of industry experience. His prior roles include positions at Cetera Wealth Management and Cathay Bank. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors by providing investment consulting and advisory services, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Travis Johnson is a financial advisor with Edward Jones in Las Vegas, NV, holding a Series 66 designation and 7 years of industry experience. He has been with Edward Jones since 2011. 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 and investment strategies, operates under a fiduciary standard, and is notable for its extensive advisor network and affiliated financial services.

Douglas Erbert is a financial advisor at Edelman Financial Engines with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Financial Engines Advisors, L.L.C. since 2016, including its predecessor firm, as well as Tmfs Advisors, Llc. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through advisor-led and online offerings.

Derek Uehara is a CFP® credentialed financial advisor with Raymond James Financial, based in Las Vegas, NV, and has 26 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. since 2010. Outside of his advisory role, he is a writer of the book "Don't be a zombie -- seize control while you still can!" and serves as an emcee for special events and group meetings. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm provides tailored, non-discretionary planning using risk profiling and modeling tools and supports advisory programs alongside a municipal advisor and specialized consulting services.

Jose Munoz 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 Goldman Sachs from 2019 to 2022. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework for its recommendations.

Lisa Hunt is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Her prior work includes roles at Prudential Insurance Company of America and Nexa Mortgage LLC. She is based in Las Vegas, NV. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Dorothy Hull is a Series 66 licensed financial advisor with Ameriprise in Spring Creek, NV, and has 29 years of industry experience. Her background includes long-term roles at Waddell & Reed and various insurance carriers, along with independent insurance brokering. She also serves on the Board of Directors as an elder at Lamoille Presbyterian Church. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Jay Capps is a financial advisor with MassMutual Investors Services in Las Vegas, NV, holding Series 65 and Series 63 licenses with six years of industry experience. Prior to joining MassMutual, he worked at Northwestern Mutual Wealth Management Company and its affiliates for six years. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

David Stark is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 30 years of experience in portfolio management and financial advising. Since 1991, he has been actively involved in the financial markets, navigating significant events such as the tech bubble of 2000, the financial crisis of 2008-2009, and the COVID-19 pandemic. In 2014, David transitioned from institutional portfolio management to the retail sector to assist clients in achieving financial success and reaching their long-term goals. His expertise includes college education planning, institutional investment consulting, managing new wealth, portfolio management services, women and wealth, and retirement income. David's investment philosophy employs a disciplined, multi-pronged approach emphasizing patience, discipline, and a combination of fundamental and technical analysis. He practices active management and tactical decision-making, aiming to exceed client expectations by fostering relationships built on trust, care, and service. His professional designation includes being a Personal Investment Advisor (PIA). David earned a Bachelor of Arts degree in Economics from the University of California at Santa Barbara. He is married to his wife, Lisa, and they have three children. Outside of his professional role, David enjoys spending time watching his children’s soccer games, fishing, golfing, and walking his two dogs. He is fluent in English and Spanish.

Jennifer Schoech is a financial advisor at Merrill with 20 years of industry experience and holds the Series 66 designation. She has been with Merrill since 2009, totaling 17 years at the firm. Outside of her advisory role, she is involved in food delivery through DoorDash. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via 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.

Kevin Scanlon is a financial advisor at Primerica Advisors with six years of industry experience. He holds Series 65 and Series 63 designations and has worked with Primerica since 2018. In addition to his advisory role, he is employed by Clark County, NV in the County Clerk's Office issuing marriage licenses. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that relies on model-delivery strategies managed by unaffiliated asset managers and supports trade execution and account custody through established third parties.

Aaron Jacoby is a financial advisor with Fidelity in Las Vegas, holding a Series 66 designation and eight years of industry experience. His work history includes roles at Wells Capital Group, PlanMember Securities Corporation, Bank of America, Merrill, and self-employment since 2016. Outside of his advisory work, he tutors students in math and science as an independent contractor. Fidelity’s Strategic Advisers LLC, where he is affiliated, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, with notable features including its role as a commodity pool operator and the use of AI in its investment process.

Toni Peterson is a financial advisor at Merrill with 19 years of industry experience. She holds Series 63 and Series 65 designations and has worked at both Merrill and Bank of America since 2006 and 2009, respectively. 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.

Harrison Fried is a financial advisor at Raymond James & Associates with one year of industry experience. He holds a Series 66 designation and previously worked at Deep Roots Harvest for four years, along with roles at Veritas, Urban Health and Wellness, and Clemson University. 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, and municipal entities, offering a range of financial planning and investment consulting services with a focus on customized, non-discretionary advice.

Miyo Leong is a financial advisor with LPL Financial, holding Series 63 and 65 licenses and bringing 25 years of industry experience. Prior to joining LPL Financial in 2024, Leong worked at Crown Capital Securities, Signator Investors, Pacific Rim Wealth Management, and Transamerica Financial Advisors. Additionally, Leong is involved in fixed, non-variable insurance activities on a limited basis. 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 and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.