Steven Brundage is a financial advisor at Ameriprise in Las Vegas, NV, holding Series 63 and Series 66 designations with 30 years of industry experience. He has been with Ameriprise and its affiliate firms since 2005. Outside of his advisory work, he is involved in music distribution and sells original songs. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Tahirih Toll is a financial advisor with Raymond James Financial Services Advisors, Inc. in Las Vegas, NV, holding a Series 66 designation and bringing 20 years of industry experience. Her prior roles include positions at City National Bank, RBC Capital Markets, Bank of America, and Merrill. She is also an owner of a personal LLC with her husband. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm employs fact-finding and risk profiling tools to tailor non-discretionary planning and investment consulting, supporting clients through various advisory programs and institutional consulting services.

Rodolfo Acosta Jr. is a financial advisor at Merrill with eight years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Wells Fargo Clearing and Wells Fargo Bank prior to his current role. His career also includes a position at Premier Trust, Inc. 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 and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

James Hatcher is a financial advisor at Cetera with 40 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Cetera and its affiliates since 2013. Outside of advising, he is the founder and president of the Partners in Ministry Expressing Compassion Foundation, a charitable organization. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm operates as a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

William Scarlett is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 17 years of industry experience, including a lengthy tenure at Equitable Advisors, LLC. He is also involved as a partner in RWS Ventures, LLC, an investment entity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and utilizes advanced risk profiling and modeling tools to support client decision-making.

Steven Cahoon is a financial advisor with Ameriprise in Las Vegas, NV, holding Series 63, 65, and 66 licenses and bringing 42 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations through a centralized consulting team.

Stephanie Baker is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she worked at North Davis Cabinet for 13 years. 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 utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, with a noted use of AI and systematic methodologies.

Lance Horton is a financial advisor with Raymond James & Associates in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Prior to joining Raymond James in 2023, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2009 to 2023. He serves as a board member for the Darren Waller Foundation, a private foundation. Raymond James & Associates is a large, dually registered broker‑dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Todd Hauge is a financial advisor with Edward Jones in Henderson, NV, holding Series 63 and Series 66 licenses and 28 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Paul Guistolise is a financial advisor with Charles Schwab in Las Vegas, NV, holding Series 63 and Series 66 credentials and over 28 years of industry experience. His career includes roles at Charles Schwab Bank, TD Ameritrade, and Scottrade. 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 affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house research and due diligence.

Niggelen Holman is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior roles include positions at Bank of America, Merrill, Edward Jones, J.P. Morgan Securities, and Chase Investment Services Corp. He is also involved with Silver State Wealth Management as a business activity connected to his LPL practice. 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 portfolios, and institutional platforms, supported by a network of over 22,800 advisors.

Sinjin Torres is a financial advisor with Thrivent Investment Management based in Las Vegas, NV. He holds Series 63 and Series 65 designations and has three years of industry experience. Prior to joining Thrivent, he worked in hospitality and other business roles and is also the CEO of Fine Society, a luxury streetwear brand. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without discretionary trading authority. Their approach includes modeling tools and consolidated billing options, focusing on ongoing plan reviews and coordination with managed account services.

Samuel Powers IV is a financial advisor with Ameriprise in Las Vegas, NV, holding Series 63 and Series 65 licenses and having 34 years of industry experience. He has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1990. Outside of his advisory role, he owns a small LLC unrelated to investment activities. Ameriprise offers a retirement-income planning service focused on clients nearing or in retirement with substantial investable assets, providing detailed written recommendations on income, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver personalized, non-discretionary advice through a centralized team in partnership with its financial advisors.

Kenneth Heck is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at LPL Financial since 2013 and previously at Merrill from 2009 to 2013. Outside of his advisory role, he is co-owner of a family restaurant business, Chinglish Restaurant Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Evan Newton is a financial advisor at LPL Financial with nine years of industry experience. He previously worked at Ameriprise Financial Services, Inc. and CUSO Financial Services, LP. 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 provides advisory and brokerage services through a large network of representatives and offers a range of financial planning, portfolio management, and institutional platforms.

Jimani Duncan is a financial advisor at Ameriprise in Las Vegas, NV, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise, his work history includes roles at Amazon, Target, and various educational institutions. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing comprehensive written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored recommendations, primarily for clients with substantial assets managed within Ameriprise.

Sarah Bray is a financial advisor at Edward Jones in Henderson, NV, holding a Series 66 designation with six years of industry experience. She has worked at Edward Jones since 2019 and previously was employed at Terrible Herbst, Inc. from 2013 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and strategies with approximately $1.01 trillion in assets under management. The firm is notable for its extensive network of financial advisors and branch offices, as well as its affiliated capabilities including a trust company and proprietary mutual funds.

Justin Blackard is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 66 designation and bringing 14 years of industry experience. He has worked with Ameriprise and its related entities since 2012. 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.

Yakov Krassovskiy is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping individuals and families build clear, confident paths toward their financial goals through education planning, managing new wealth, personal retirement planning, portfolio management services, and tax minimization. Yakov works to make finance approachable by providing straightforward guidance tailored to each client's unique situation. He began his career in financial planning at Bank of America as a Banker, where he recognized the complexities many face with personal finance and the importance of clear communication. His professional designations include Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Yakov holds a High School Diploma from Carson High School. Outside of his professional work, he enjoys hiking, photography, scuba diving, and traveling.

Sara Mccue is a financial advisor with UBS Financial Services in Las Vegas, NV, holding a Series 66 designation and 19 years of industry experience. She previously worked at Bank of America, N.A. and Merrill. Outside of her advisory role, she is the owner of The Blue Agave Trust, where she serves as a living revocable trust grantor and trustee. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm offers a broad range of services including portfolio management, financial planning, and institutional trading capabilities.