Daniel Saravia is a financial advisor at Fidelity with Series 63 and Series 65 credentials and one year of industry experience. He previously worked at Ameriprise Financial, U.S. Bank, and The Home Depot. Outside of finance, he creates AI-themed and entertainment content on a YouTube channel. Strategic Advisers LLC, a Fidelity company, provides investment management and advisory services to retail and institutional clients using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is known for its oversight of registered investment companies, use of systematic methodologies, and incorporation of AI in its investment process.

Nicholas Scorza is a financial advisor at Ameriprise with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Ameriprise since 2019, with prior roles at Lyft, Nectar Bath, USA, and Acelero Learning Clark County. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficient strategies to produce written Recommendation Reports. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Brandon Lorain is a financial advisor with Ameriprise in Las Vegas, NV, holding Series 65 and Series 66 licenses and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2007. Outside of his advisory work, he occasionally serves as a golf caddy at professional golf events and bartends at private events. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a dedicated Premier Retirement Income service that provides clients with written recommendations and annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Johanna Blake is a financial advisor with Merrill in Las Vegas, NV, holding Series 63 and Series 66 licenses and 27 years of industry experience. She has been with Merrill since 2009 and has a concurrent affiliation with Bank of America since 2006. Outside of her advisory role, Johanna is involved as a general partner and managing member in several business ventures and participates as a speaker on panels about women in business and financial preparedness. 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, offering both model-based and discretionary investment strategies for a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brad Draper is a financial advisor with Edelman Financial Engines, holding a Series 65 designation and 19 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2016 and previously at Tmfs Advisors, LLC. Based in Las Vegas, NV, Draper is part of a large advisory team at Edelman Financial Engines. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm offers a range of discretionary and non-discretionary investment programs and supports a substantial client base through both advisor-led and online platforms.

Henry Vasquez is a financial advisor with Ameriprise Financial Services, LLC in Las Vegas, NV, holding a Series 66 designation and five years of industry experience. Prior to his current role, he worked at firms including Octaform Systems Inc and MGM Resorts International. Outside of his advisory work, he is co-owner of Vasquez Legacy LLC, a real estate business. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies to deliver tailored recommendations through a centralized consulting team.

Presley Johnson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has worked at Raymond James since 2017 and previously at Wells Fargo Advisors Financial Network LLC. Outside of advising, he writes and self-publishes a Western book series, the "Evil Stryker Series," under the pen name Wes Rand. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, institutions, and charitable organizations. The firm delivers tailored, non-discretionary planning and supports a broad advisor network with a focus on analytics, technology integration, and municipal advisory services.

Rustin Williams is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Bank and Wells Fargo Clearing Services. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Craig Lustgarten is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2012. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement who meet certain asset criteria, combining research, modeling, and tax-efficiency analysis to produce written Recommendation Reports. The firm serves a large client base through a centralized consulting team and provides a broad range of advisory, brokerage, and insurance solutions typical of its institutional category.

Raymond Elgaard is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with LPL Financial since 2004 and worked previously at Morgan Stanley Dw Inc. from 2002 to 2004. 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 portfolio programs, third-party asset management, and institutional platforms.

Patrick Lee is a financial advisor with LPL Financial based in Las Vegas, NV, holding Series 63 and Series 65 credentials and possessing 44 years of industry experience. His career includes roles at firms such as Sequoia Wealth Advisors & Investment Management and Securities America Advisors, Inc. Outside of advisory services, he has established consulting and management entities for tax and investment purposes. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational tools and a broad platform that includes advisory and insurance-related financial services.

Chris Wible is a financial advisor at LPL Financial with 36 years of industry experience. He holds the CFP® and Series 63 designations and has worked at CUSO Financial Services, L.P. and One Nevada Credit Union since 2002. 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 through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.

Emmanuel Aleman is a financial advisor with Merrill in Las Vegas, NV, holding a Series 66 designation and entering the industry with less than one year of experience. His prior work history includes roles at Bank of America, State Farm, and various other organizations. Outside of finance, he has experience with Water Wings Swim School. 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 for individual, high-net-worth, pension, corporate, and charitable clients.

Kolio Kolev is a financial advisor with J.P. Morgan Securities in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Prior to joining J.P. Morgan Securities, he worked at Wells Fargo and Edward Jones among other firms. Outside of finance, he is the founder of a mobile e-commerce technology company and works as a gymnastics coach, and occasionally acts in community theater and film. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a non-discretionary advisory program. The firm combines institutional advisory services with brokerage and investment management capabilities as a subsidiary of J.P. Morgan.

Jonathan Kwok is a financial advisor at LPL Financial in Las Vegas, NV, holding a Series 66 designation. He has one year of industry experience, with prior roles including positions at TakeProfitTrader LLC, Latus Group Ltd, and various educational and medical institutions. Kwok also has experience with Real Racquet Academy Limited. 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, third-party asset management access, and institutional platforms.

Charlton Simons is a financial advisor at LPL Financial with 38 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes roles at Sagepoint Financial, The Ameriflex Group, Silver State Schools Credit Union, and operating Simons Tax Service for over three decades. 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 wide range of advisory and brokerage services, including financial planning and model portfolio programs, and supports advisors with extensive research and operational tools.

Colin Christy is a Financial Advisor at UBS Financial Services in Las Vegas, NV, holding a Series 66 designation with 11 years of industry experience. He has been with UBS since 2014. Outside of his advisory role, he previously managed a concierge and reservation service business, ELITE VIP, LLC, which ceased operations in 2011. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

John Dube' is a financial advisor with Ameriprise Financial Services, holding a Series 63 designation and over 42 years of industry experience. He has worked at Ameriprise since 1984 in various capacities. Outside of his advisory role, he serves on multiple finance councils and boards for local Catholic churches and nonprofit organizations in the Las Vegas area. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. They offer a specialized Premier Retirement Income service focused on retirement income planning, utilizing proprietary research and third-party data to provide tailored recommendation reports and ongoing advice.

Danijel Martinovic is a financial advisor at J.P. Morgan Securities with a Series 66 designation and over 20 years of industry experience. He previously worked at Bank of America, N.A. for two decades before joining JPMorgan Chase Bank, N.A. and J.P. Morgan Securities in 2025. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities, delivering its program on a non-discretionary basis.

Bo Qiao is a financial advisor with Merrill in Las Vegas, NV, holding Series 63 and Series 66 designations and nine years of industry experience. His career includes roles at Bank of America and Wells Fargo, spanning both their banking and clearing divisions. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.