Brian Coffey is a financial advisor with Equitable Advisors in Las Vegas, NV, holding Series 63 and Series 66 licenses and five years of industry experience. He has been with Equitable Advisors since 2020 and worked previously at the University of New Mexico. Equitable Advisors serves individual clients including non-high-net-worth and high-net-worth individuals, as well as pension plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and a variety of asset-management programs utilizing third-party advisory models and a mix of proprietary and third-party investment solutions.

Louis Berlin is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 45 years of industry experience. He previously worked at Bank of America and Merrill for a decade each. Outside of his advisory role, he is the owner of a general partnership involved in the purchase of a condominium in Nevada. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their advisory process is IPS-driven and includes a broader range of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Patricia Beard is a financial advisor at Fidelity with 21 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Fidelity Investments and its affiliated firms since 2009. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and utilizes systematic methodologies and long-term asset allocation benchmarks.

Bennett Greely is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. He previously worked at Avantax Advisory Services and Legacy Capital Advisors, where he also served as a Client Services Associate. He operates a wealth management practice under the DBA Eclipse Capital, LLC. Cetera Investment Advisers LLC is a large SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse investment program options and oversees more than $256 billion in assets across over 10,000 advisors.

Jessica Ciccarelli is a financial advisor at Mass Mutual Investors Services with over 20 years of industry experience. She holds the ChFC® designation and Series 66 license. Her prior work includes roles at Park Avenue Securities and Guardian Life Insurance. Ciccarelli is active in professional associations, serving as Immediate Past President of NAIFA Nevada and Membership Chair for the WIFS Los Angeles Chapter, and she also works as a consultant on agency operations. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm emphasizes collaborative, annual financial planning relationships supported by firm-approved analytical tools.

Karina Serrano is a financial advisor with Primerica Advisors in Las Vegas, NV, holding Series 63 and Series 65 credentials and five years of industry experience. Her work history includes multiple roles at Primerica Advisors and Primerica Financial Services since 2017, as well as positions at Neurorestorative 4 Kids and Serenity Counseling and Support Services. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts, using a tiered wrap-fee structure and third-party asset managers overseen by an independent consultant.

Trevor Vollstedt is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 24 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he owns and operates ILISTAUTOS LLC, a car listing service for private sellers in Las Vegas. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings than typical large institutional advisers.

James Schilling is a financial advisor at LPL Financial with a Series 66 credential and three years of industry experience. His work history includes roles at Guardian Life, Equitable Advisors, and service in the United States Marine Corps Reserves. He continues to serve in the Marine Corps Reserves alongside his advisory duties. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm offers a wide range of financial planning and investment management solutions to individuals, retirement plans, banks, trust companies, and institutions, utilizing both proprietary and third-party strategies.

Alec Risso is a financial advisor at Fidelity with Series 63 and Series 66 designations and five years of industry experience. His prior work includes roles at Edward Jones, Wells Fargo Bank, and the Professional Institute of Technology Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a variety of clients, including retail and institutional investors, with an investment process that incorporates proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and offers model portfolios through Fidelity Institutional Wealth Adviser.

Joseph Scarff is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding Series 66 and Series 63 licenses and six years of industry experience. His prior roles include positions at Ameriprise Financial and Integral Associates, LLC. 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 employs a large team of advisors and integrates research and analytics to support a range of brokerage and advisory solutions.

Jose Abreu is a financial advisor with Primerica Advisors in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at MassMutual and People's United Bank, and he is also active as a licensed real estate salesperson with EXP Realty. Outside of advisory work, he is involved in real estate sales and refers home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options. The firm curates third-party asset managers and delegates trading responsibilities while employing a tiered wrap fee structure.

Tatiana Dudek is a financial advisor at Ameriprise with 25 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise and its affiliated entities since 2000. Outside of her advisory role, she is involved in business management through ownership of JOTT LLC and performs administrative duties and bookkeeping for TTD Entertainment, a ticket resale business. Ameriprise is a large institutional firm offering a retirement-income planning service for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Matthew Fournier is a financial advisor with Ameriprise in Las Vegas, NV, holding Series 63 and Series 65 licenses and over 26 years of industry experience. He has been with Ameriprise since 2000, including six years in his current role. Ameriprise offers a retirement-income planning service tailored to individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendations on income sources and withdrawal strategies. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Matthew W. Shaughnessy is a financial advisor with Ameriprise in Bozeman, MT, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He previously worked at UBS Financial Services Inc for 10 years before joining Ameriprise Financial Services Inc and then Ameriprise. Outside of advisory work, he facilitates a weekly book group based on Dave Ramsey's Financial Peace, focusing on guided discussion without providing financial advice. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency strategies to create personalized, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Yun No Cheung is a financial advisor with Edward Jones in Las Vegas, NV, holding a Series 66 designation and 20 years of industry experience. She has been with Edward Jones since 2007. Outside of her advisory role, she serves as a committee member for the Conway Morning Rotary in Arkansas and is a member of Ascension Equipment Investments LLC, a family investment venture in heavy equipment. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs. The firm offers discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with an extensive nationwide advisor and branch network.

Richard Hoover is a financial advisor with OSAIC in Las Vegas, NV, holding Series 63 and Series 65 credentials and 31 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years. Outside of his advisory role, Hoover serves as a volunteer advisory board member for New Vista, a nonprofit supporting individuals with intellectual disabilities. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, and corporations through a large network of advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party management solutions across various investment vehicles.

Kent Baker is a Senior Financial Advisor and Managing Director at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1985, bringing extensive experience to his role in helping clients manage their wealth. Kent focuses on developing personalized wealth management strategies tailored to individual financial goals and market conditions, utilizing resources from Merrill and Bank of America to offer investment insights and banking solutions. Kent holds the professional designation of Personal Investment Advisor (PIA). He earned his High School Diploma from Shawnee Mission Northwest. Beyond his professional work, Kent is involved in his community through participation with Blue Valley Rec Youth Baseball, Shawnee Community Services, and the United Methodist Church of the Resurrection.

Craig Lyman 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. He has been with LPL Financial since 2008. In addition to his advisory work, Lyman lectures at Columbia University and provides health insurance and tax preparation services for select clients. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, 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 institutional platforms, supported by extensive technology and a large network of advisors.

Andrey Korotkov is a financial advisor at Fidelity with a Series 66 designation and five years of industry experience. His prior roles include positions at The Vanguard Group and involvement with Sankor Productions L.L.C. and Multivista Systems L.L.C. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and deliver model portfolios across various investment platforms.

Brian Ewell is a financial advisor at Ameriprise with 12 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for eight years before joining Ameriprise in 2023. Outside of his advisory role, he serves as President and a member of the Board of Directors for the Boulder Dam Chapter of the Sons of the Utah Pioneers. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.