Joseph Sunseri is a financial advisor at RBC Capital Markets based in Reno, NV, holding a Series 66 designation with five years of industry experience. He previously worked at UBS Financial Services and RBC Wealth Management and has academic experience 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 customized advisory programs with a variety of portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

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 34 years of industry experience. She has been with Raymond James & Associates since 2011. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations, serving both retail and institutional clients with a range of advisory and fiduciary solutions.

Keith Davis is a Certified Financial Planner (CFP®) with 45 years of industry experience. He is currently with Ameriprise in Reno, NV, where he has worked since 2019. Prior to that, he spent ten years at RBC Capital Markets. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

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® professional with 23 years of industry experience, currently affiliated with Wells Fargo Advisors since 2022. He previously worked at Morgan Stanley and Morgan Stanley Private Bank starting in 2009. Holcomb serves as a board member of the Logan Creek Neighborhood Association in Glenbrook, NV. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers a broad range of financial planning and investment services to individuals, trusts, and institutional clients, including specialized planning for business owners and special-needs situations. The firm integrates advisory services with various financial products and referral channels, providing clients with tailored recommendations supported by proprietary research and planning tools.

Kelly Waite is a financial advisor with Wells Fargo Clearing, holding Series 63, Series 65, and Series 66 licenses and 17 years of industry experience. She has worked at Wells Fargo Home Mortgage prior to her current role, where she has been since 2020. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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 with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at JP Morgan Chase Bank and JP Morgan Securities. Outside of his advisory work, he has a rental property business in Eugene, Oregon. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s investment approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its offerings.

Gregg Lapenta is a financial advisor with Cetera, holding a Series 66 designation and over 24 years of industry experience. He has worked with Cetera and its affiliates since 2018 and has provided financial advisory services at Greater Nevada Credit Union since 2007. In addition to his advisory role, he acts as an insurance agent, selling life, health, disability, annuities, and long-term care products. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, supporting both discretionary and non-discretionary account structures.

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.

Scott Hinxman is a CFA® charterholder and holds the Series 66 designation with seven years of industry experience. He has been with UBS Financial Services since 2018. Prior to that, he worked at Forever Awnings and the University of Nevada, Reno. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.

Louis Dimarco is a financial advisor at Cetera with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera Advisors LLC since 2013. He also operates a financial services business under the name First Wall Street Financial Advisors. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple program platforms and third-party managers through a multi-manager approach.

Dean Miller is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 credential and previously worked at UBS Financial Services from 2014 to 2017 before joining Morgan Stanley, where he has been since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

David Martin is a financial advisor at OSAIC based in Reno, NV, holding Series 63 and Series 65 licenses with 53 years of industry experience. He previously worked at Securities America Advisors, Inc. for 15 years and has managed his own insurance and employee benefits business since 1982. Martin also manages Family Business Centers, LLC, which assists family-owned companies with succession planning. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through an extensive network of advisers and multiple platforms. The firm offers integrated brokerage and advisory services with a range of investment options and utilizes proprietary asset-allocation tools and third-party services to support client portfolios.

Kevin Dunn is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2008. He has worked with Fidelity for 25 years, including time as a Financial Representative from 1999 to 2007. His work centers on wealth planning and assisting clients in pursuing their financial goals through strategies tailored for various investor styles. Kevin holds a California Insurance License, supporting his expertise in financial consulting. Throughout his tenure at Fidelity, he has focused on delivering trusted financial strategies aligned with the firm's reputation. No additional information regarding education or personal interests has been provided.