Claudia Castaneda Cornejo is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Wells Fargo in various capacities since 2012. 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 range of financial products that include insurance-related vehicles and bank deposit sweep options.

Mary Mcclellan is a financial advisor at Ameriprise with 14 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2011. Ameriprise provides retirement-income planning services for individuals nearing or in retirement, using a centralized consulting team to deliver non-discretionary, research-driven recommendations. The firm serves clients with significant investable assets and offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Gary Hay is a Series 66-credentialed financial advisor with 15 years of industry experience. He is currently with Cambridge Investment Research Advisors and previously worked at Woodbury Financial Services and Questar Asset Management. Outside of advising, he is involved as a committee member in a local business networking group and serves as president of an insurance and benefits firm. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a variety of proprietary and third-party investment strategies.

Russell Garrett is a financial advisor at Cetera with eight years of industry experience and a Series 66 designation. He has worked at firms including Avantax Advisory Services and LPL Financial and is involved in business consulting through his CPA practice, RSG Consulting, Inc., where he provides tax preparation and business consulting services. He also serves as a trustee for multiple trusts, overseeing asset safeguarding and fiduciary responsibilities. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that supports both discretionary and non-discretionary strategies.

Jannet Davis is a financial advisor with LPL Financial in Las Vegas, NV, holding a Series 66 designation and one year of industry experience. She has previously worked at Peter Lik USA and currently serves as Director of Operations at AVGear.US LLC, an entrepreneurial role outside of her advisory activities. 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 broad range of advisory and brokerage services, including financial planning and access to third-party asset management, utilizing various investment strategies supported by advanced research and operational tools.

Unik Velasco is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 66 license and one year of industry experience. Prior to joining Ameriprise, Velasco worked at Bekins Commercial International and MGM Resorts International, and has experience in education at Northwest Career and Technical Academy and Findlay Middle School. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, offering written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm uses a combination of research, modeling, and algorithmic tools to generate personalized retirement recommendations, with a focus on assets held in Ameriprise Managed Accounts.

Mahesh Odhrani is a financial advisor with Cambridge Investment Research Advisors, holding the CFP® and ChFC® designations and over 22 years of industry experience. He has worked with Cambridge Investment Research since 2020 and previously held roles at Park Avenue Securities, Guardian Life Insurance Company of America, and Wealth Strategies Group. Outside of his advisory work, he is involved in technology for financial advisors through ownership of FinStak Solutions, LLC and serves on the board of Vegas PBS. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement services through a network of independent professionals, utilizing multiple platform arrangements and both proprietary and third-party investment strategies.

Polly Flores is a financial advisor at Ameriprise in Las Vegas, NV, holding a Series 66 designation with two years of industry experience. Prior to joining Ameriprise, she worked at the University of Nevada Las Vegas for six years. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Paul Alberini is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding Series 63 and Series 66 credentials and over 32 years of industry experience. He has worked with Wells Fargo Advisors LLC from 2011 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement consulting, and a range of brokerage and advisory solutions. The firm employs a research-driven approach grounded in diversification principles and modern portfolio theory.

Eddie Jones is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2017. Prior to that, he worked for the Nevada Department of Corrections for one year. Outside of his advisory role, Eddie is active as a musician in Las Vegas and also serves as a notary public. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Rafal Fafara is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding Series 63 and Series 66 designations and 14 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. He is also involved in managing rental properties in Las Vegas. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advice. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Daniel Chung is a financial advisor with Morgan Stanley in Las Vegas, NV, holding Series 66 and Series 63 licenses and possessing five years of industry experience. His previous roles include positions at TIAA-CREF, Robinhood Financial, Empower Retirement, Wells Fargo, and Scottrade. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers a range of retail and institutional investment services.

Jafar Asnaashari is a financial advisor with Ameriprise in Las Vegas, NV, holding Series 63, 65, and 66 licenses and four years of industry experience. Before joining Ameriprise in 2025, he worked in various roles including at Canyon Coach Lines, Caesars Entertainment, and the Las Vegas Raiders. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which focuses on written Recommendation Reports and ongoing annual advice for dependable income and tax-aware withdrawal strategies.

James Otto is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and three years of industry experience. He has worked at LPL Financial since 2023 and previously held roles with Securities America Advisors and Securities America, Inc. Otto is also currently serving in the US Army. 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 services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, leveraging extensive advisor resources and technology.

Christopher Drake is a financial advisor at Edward Jones with 10 years of industry experience. He holds Series 65 and Series 63 credentials and has previously worked at Creative Planning, LLC, Reilly Financial Advisors, LLC, Bank of America, Merrill, Unionbanc Investment Services, and J.P. Morgan. 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 under management through a large network of financial advisors and branch offices, offering a range of advisory programs and investment strategies under a fiduciary standard.

David Allen is a Financial Consultant at Fidelity Investments, where he works with families to develop financial plans and investment strategies tailored to their individual goals and financial situations. His approach emphasizes ensuring clients fully understand their financial plans and how these align with their objectives. He has been with Fidelity Investments since 2019, progressing from Investment Solutions Representative to Planning Consultant before assuming his current role in 2022. Prior to joining Fidelity, he served as Assistant Branch Manager at Service Credit Union from 2017 to 2019. David holds a California Insurance License.

Elizabeth Moreno is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding a Series 66 credential and 19 years of industry experience. She has worked with Wells Fargo Advisors, LLC and Wells Fargo Clearing since 2014. Outside of her advisory role, she produces two podcasts focused on true crime and travel, owning and managing these as separate business activities. 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 research and analytics to guide investment decisions and offers both brokerage and advisory solutions.

Antonio Peredia is a financial advisor with Wells Fargo Clearing in Henderson, NV, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2012 to 2016. He has been associated with Wells Fargo Bank NA since 2004. 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 approach is based on investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep products in its offerings.

John Fleming Jr. is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds Series 63 and Series 66 designations and has been associated with Wells Fargo entities since 2005. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Michael Booth is a financial advisor with Morgan Stanley in Las Vegas, NV, holding Series 63 and Series 65 licenses and possessing 44 years of industry experience. He has been with Morgan Stanley since 2011 and also works with Morgan Stanley Private Bank, National Association since 2015. 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, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and models.