Austin Saxon is a financial advisor at Fidelity with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and manage funds.

Garegin Hambardzumyan is a financial advisor at Ameriprise with two years of industry experience. He holds the Series 66 designation and has previously worked at firms including Fidelity Investments, Bank of America, Merrill, and also operated Never Caged LLC. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which includes written recommendation reports and ongoing planning advice focused on dependable income and tax-aware withdrawal strategies.

Caleb Dawkins is a financial advisor with J.P. Morgan Securities in Las Vegas, NV, holding Series 63 and Series 65 designations and nine years of industry experience. His work history includes roles at Nevada Partners and JPMorgan Chase Bank, N.A. He contributes to Nevada Partners' financial literacy initiatives on a limited basis. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting through a non-discretionary approach.

Joel Zoufaly is a financial advisor at Edward Jones with three years of industry experience. He holds Series 63 and Series 66 licenses. His prior work history includes roles at Foreside Funds Distributors LLC, Polen Capital Management, Solenis, Fordham University, Bunker Hill Community College, and the United States Air Force. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households as well as pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Daniel Haselhorst is a financial advisor with Fidelity Investments in Las Vegas, NV, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He previously worked at Bank of America, NA, for 12 years before joining Fidelity. Outside of his advisory role, he participates in poker tournaments. Daniel works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Jami Lunde is a financial advisor at LPL Financial with 20 years of industry experience. She has held positions at LPL Financial since 2013 and previously worked at Merrill from 2009 to 2013. Lunde is a licensed notary public in the state of Nevada and has a related business under the name Heck Wealth Management. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and operational tools.

David Garcia is a CFP® professional with 13 years of industry experience, currently serving as a wealth advisor at J.P. Morgan Securities. He has been with J.P. Morgan since 2015, including roles at JPMorgan Chase Bank. Outside of his advisory work, Garcia serves on the board of the Three Square Food Bank in Las Vegas, where he is Vice Chair and leads the finance and investment committee. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to tailor recommendations.

Ronald Lwin is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked with Avantax Advisory Services and Avantax Investment Services for 18 years before joining Cetera in 2025. Outside his advisory role, he owns and operates several businesses including Abacus Tax Preparation, Wynn Real Estate, and Wynn Off Road. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager investment platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Shannon Dowd is a financial advisor at Charles Schwab with 25 years of industry experience. He holds Series 63 and Series 66 designations and has been with Charles Schwab and Charles Schwab Bank since 1999 and 2005, respectively. Based in Las Vegas, NV, Dowd’s career has been focused within the Schwab organization. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 features a multi-asset investment approach supported by proprietary research and alternative investment offerings.

Joshua Dowden is a Series 66–licensed financial advisor with 18 years of industry experience, currently serving clients at LPL Financial since 2022. Prior to that, he spent 15 years at Edward Jones. He is involved with Champion Health as a non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions utilizing both proprietary and third-party strategies, supported by technology tools for operational and research purposes.

Brandon Saliba is a financial advisor with Merrill based in Las Vegas, NV, holding Series 63 and Series 66 certifications and bringing 21 years of industry experience. His prior work includes roles at Wells Fargo Bank and Wells Fargo Clearing Services since 2020, as well as City National Bank from 2016 to 2019. 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.

Brandyn Abrams is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. 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 through a team of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Joseph Borriello is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior work includes roles at TD Ameritrade Institutional and American Portfolios Advisors, Inc. Outside of his advisory work, he owns and operates a photography business specializing in portraits. 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 and access to third-party asset management, and supports its advisors with research tools and diversified investment strategy options.

Kelcy Wilcox Weiger is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Prior to joining LPL Financial in 2023, Kelcy worked at Transamerica Financial Advisors and World Financial Group, and has been involved with Special K Financial Inc since 2020. Outside of advisory work, Kelcy has business interests unrelated to investment advisory in Special K Financial Inc. LPL Financial is a national broker-dealer and investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, combining proprietary and third-party investment strategies along with operational tools supporting its extensive network of advisors.

Vikas Bansal is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise, Eldorado Resorts, Amazon, and as a self-employed professional. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm employs a blend of proprietary fundamental research and quantitative analysis to construct model portfolios, using systematic methodologies and long-term asset allocation benchmarks.

Stephen Pickering is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill Lynch in 2010 after earning a bachelor's degree in Finance from the University of Nevada, Reno. Stephen holds several professional designations, including Certified Private Wealth Advisor® (CPWA), Chartered Retirement Planning Counselor™ (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). With over a decade of experience in the financial services industry, Stephen focuses on serving high-net-worth clients by developing tailored financial strategies that address their risk tolerance, time horizon, and liquidity needs. His expertise includes corporate executive services, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management, individual and corporate investment strategy, tax minimization, and retirement income. He emphasizes a hands-on and detail-oriented approach, working closely with clients to evaluate their financial situations and maintain investment plans through different life stages. Stephen is also a member of Vegas Lodge #32, part of the Grand Lodge of Free and Accepted Masons of Nevada. In his personal time, he enjoys golfing, ice hockey, and spending time with his family.

Michael Daly is a Wealth Management Advisor with Merrill Lynch Wealth Management based in Las Vegas. He has been in the banking and finance industry since 2002, bringing extensive experience in business and project management as well as a comprehensive understanding of banking and brokerage operations. His primary focus areas include client relationship management and enhancing the client service experience. Michael helps individuals, families, and businesses with wealth growth, management, and preservation, offering tailored guidance on a variety of financial concerns. Michael specializes in areas such as college education planning, divorce transition planning, executive and equity compensation, legacy and liquidity management, retirement planning, socially responsible and ESG investing, tax minimization, and LGBT wealth planning. He is known for his attention to detail, regular communication with clients, and accessibility to address their priorities and secure their financial legacies. His professional credentials include Chartered Financial Consultant (ChFC), Chartered SRI Counselor (CSRIC), and Personal Investment Advisor (PIA). Born and raised in Las Vegas, Michael values the diverse backgrounds of his clients and works closely with them to understand their unique goals and values. Outside of his professional role, he enjoys spending time with his wife Megan and their children, traveling, and woodworking.

Mera Tawfik Oshana is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. Prior to joining LPL Financial in 2018, she worked at Morgan Stanley Private Bank and Morgan Stanley from 2015 to 2018, and held positions at U.S. Bancorp Investments and Wells Fargo entities earlier in her career. Outside of advisory services, she is a co-trustee of a family living trust and engages in real estate services as a realtor. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advisor-facing technology tools.

Kristofer Gutierrez is a Series 65-licensed financial advisor with Edelman Financial Engines in Las Vegas, NV. He has one year of experience in the industry, including prior roles at NYLIFE Securities LLC and New York Life Insurance Company. Outside of finance, he has worked in the hospitality sector with positions at several hotels and resorts. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment management with an emphasis on diversified portfolios, periodic rebalancing, and long-term orientation.

Bryan Yeager is a financial advisor with Ameriprise based in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Morgan Stanley & Co., Incorporated. He has been with Ameriprise since 2017. Ameriprise offers a retirement-income planning service tailored to clients approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its recommendations, primarily for clients with assets managed within Ameriprise.