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 with Charles Schwab in Reno, NV, holding a Series 66 designation and one year of industry experience. Her work history includes roles at Charles Schwab Premier Bank, UBS Financial Services, and Nevada Industrial. 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 relationships with access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

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.

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.

Izak Engelbrecht is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Engelbrecht has worked at Wells Fargo Clearing since 2016 and was previously employed at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Christopher Rosa is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has worked previously at Walmart and in educational roles at the University of Nevada Reno and Damonte Ranch High School. Ameriprise is a large institutional firm that offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets. The firm’s approach includes written recommendation reports, algorithmic automation with oversight, and a range of advisory, brokerage, and insurance solutions through affiliated companies.

Michele Casey is a financial advisor with Wells Fargo Clearing in Reno, NV, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked at Wells Fargo Clearing since 2018 and previously at Morgan Stanley Private Bank, National Association from 2015 to 2018. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven advisory process incorporates modern portfolio theory and offers both non-discretionary and discretionary services, including a 3(38) discretionary option, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Cameron Tom is a CFP® and Series 66-licensed financial advisor with two years of industry experience. He is currently affiliated with Osaic Wealth Inc and Parity Capital Financial, having previously worked at Pruco Securities LLC and other firms. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a variety of investment options and employs asset-allocation tools and automated rebalancing to construct portfolios tailored to clients’ risk tolerance and preferences.

Michael Holcomb is a CFP®-certified financial advisor with 23 years of industry experience. He is currently with Wells Fargo Advisors and has a prior career at Morgan Stanley and its affiliates spanning from 2003 to 2022. Outside of his advisory work, he serves as a board member for the Logan Creek neighborhood association in Glenbrook, NV. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with client engagements that are typically discrete and customizable based on client needs.

Kelly Waite is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds Series 63, 65, and 66 licenses. His prior roles include positions at Wells Fargo Home Mortgage, Merrill, Morgan Stanley, Citigroup Global Markets, and Prudential Equity Group. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Gregory Martin is a financial advisor with Edward Jones in Reno, NV, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he is the managing member of G&J Martin Holdings LLC, an LLC registered in Reno. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jesse Conary is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing, JP Morgan Chase Bank, and JP Morgan Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and retirement advice, supported by advanced operational tools and a broad network of over 22,800 advisors.

Gregg Lapenta is a financial advisor at Cetera with 24 years of industry experience. He holds the Series 66 designation and has worked at Cetera and affiliated firms since 2018, with prior experience at Greater Nevada Credit Union, CUNA Brokerage Services, and Equitable Advisors. In addition to his advisory role, he is an insurance agent involved in selling life, health, disability, annuities, and long-term care products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform that provides a range of portfolio management, financial planning, and retirement services through discretionary and non-discretionary programs, leveraging a nationwide network of over 10,000 advisors.

Kevin Mccarthy is a financial advisor at Edward Jones in Reno, NV, holding the Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked at BakeMark and Sysco. He serves as president of the University of Nevada Rugby Alumni Chapter, a nonprofit supporting current men’s and women’s rugby teams. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and managed solutions. The firm manages over $1 trillion in assets through a large nationwide network of financial advisors and branch offices.