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.

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.

William Radtke is a financial advisor at UBS Financial Services with 25 years of industry experience. He has been with UBS since 2002 and holds Series 63 and Series 66 credentials. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and provides a wide range of financial products and capital markets services.

Joseph Sunseri is a Series 66-credentialed financial advisor with six years of industry experience. He has worked at RBC Capital Markets since 2022 and had prior experience at UBS Financial Services Inc. from 2020 to 2022. He also has a background that includes time at the University of San Diego. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, alongside integrated capital markets and asset management capabilities.

Gregory Glodowski is a CFP® with 22 years of experience at Cetera and its affiliates. He also has a legal background as an attorney with over 30 years at his own law firm and engages in insurance sales as a sole proprietor. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts through a network of more than 10,000 advisors. The firm offers a range of portfolio management and financial planning services featuring a multi-manager platform with access to affiliated and third-party managers, supporting various account structures and investment strategies.

Massimo Hoffmann is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. His prior work includes roles at JP Morgan Chase and Greater Nevada Credit Union. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and deliver model portfolios.

Laurie Murphy is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. She has been with Raymond James & Associates since 2011, following two years at Crowell, Weedon & Co. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, providing financial planning, investment consulting, and specialized municipal advisory services.

Keith Davis is a financial advisor with Ameriprise Financial Services, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 46 years of industry experience, including prior roles at Merrill and RBC Capital Markets. His background spans over 30 years at major firms before joining Ameriprise in 2019. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement planning through a centralized team using comprehensive investment research and algorithmic tools.