Michael Daly is a Wealth Management Advisor with Merrill Lynch Wealth Management based in Las Vegas. He has been in the banking and finance industry since 2002, bringing extensive experience in business and project management as well as a comprehensive understanding of banking and brokerage operations. His primary focus areas include client relationship management and enhancing the client service experience. Michael helps individuals, families, and businesses with wealth growth, management, and preservation, offering tailored guidance on a variety of financial concerns. Michael specializes in areas such as college education planning, divorce transition planning, executive and equity compensation, legacy and liquidity management, retirement planning, socially responsible and ESG investing, tax minimization, and LGBT wealth planning. He is known for his attention to detail, regular communication with clients, and accessibility to address their priorities and secure their financial legacies. His professional credentials include Chartered Financial Consultant (ChFC), Chartered SRI Counselor (CSRIC), and Personal Investment Advisor (PIA). Born and raised in Las Vegas, Michael values the diverse backgrounds of his clients and works closely with them to understand their unique goals and values. Outside of his professional role, he enjoys spending time with his wife Megan and their children, traveling, and woodworking.

Mera Tawfik Oshana is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. Prior to joining LPL Financial in 2018, she worked at Morgan Stanley Private Bank and Morgan Stanley from 2015 to 2018, and held positions at U.S. Bancorp Investments and Wells Fargo entities earlier in her career. Outside of advisory services, she is a co-trustee of a family living trust and engages in real estate services as a realtor. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advisor-facing technology tools.

Kristofer Gutierrez is a Series 65-licensed financial advisor with Edelman Financial Engines in Las Vegas, NV. He has one year of experience in the industry, including prior roles at NYLIFE Securities LLC and New York Life Insurance Company. Outside of finance, he has worked in the hospitality sector with positions at several hotels and resorts. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment management with an emphasis on diversified portfolios, periodic rebalancing, and long-term orientation.

Bryan Yeager is a financial advisor with Ameriprise based in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Morgan Stanley & Co., Incorporated. He has been with Ameriprise since 2017. Ameriprise offers a retirement-income planning service tailored to clients approaching or in retirement who meet specific asset 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 support its recommendations, primarily for clients with assets managed within Ameriprise.

Krissi Santillana is a financial advisor with Mass Mutual Investors Services in Las Vegas, NV, holding a Series 66 designation and one year of industry experience. She previously worked at Capital Financial Group and MassMutual Life Insurance Company. Outside of financial advising, she owns PulseWave Solutions, LLC, a diagnostic ultrasound services business. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers, offering financial planning, asset management, and educational seminars.

Logan Johnson is a financial advisor with Merrill in Las Vegas, NV, holding a Series 66 designation and six years of industry experience. Before joining Merrill and Bank of America, he worked in various roles including at the University of Arizona College of Fine Arts Box Office. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

John Yeazel is a financial advisor with Ameriprise in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored, written Recommendation Reports. The firm operates as a large institutional provider delivering a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Courtney Topham is a financial advisor at LPL Financial with one year of industry experience. She holds the Series 66 designation and has prior experience working with Versifi Private Wealth and entrepreneurial ventures including a business named PowerHour360. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Mark Hamilton is a financial advisor at Raymond James & Associates with 48 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at City National Bank and RBC Capital Markets. Hamilton is based in Las Vegas, NV. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and government entities, offering non-discretionary financial planning and consulting through various specialized programs and affiliated research resources.

Kyle Harpin is a financial advisor at Edward Jones in Las Vegas, NV, holding the CFP®, CFA®, and Series 66 designations with 16 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and features a large national network of advisors and branch offices.

Brian Darzev is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Mass Mutual Investors Services and MassMutual Life Insurance Company, as well as several positions outside the financial sector. Ameriprise offers retirement-income planning services targeting clients with significant investable assets, delivering written recommendations on income sources, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support retirement planning and provides a broad range of advisory, brokerage, and insurance solutions.

Joseph Benoit is a financial advisor with Charles Schwab in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior experience includes four years at Fidelity before joining Charles Schwab and Charles Schwab Bank in 2017. Charles Schwab & Co., Inc. serves primarily 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 offers a combination of non-discretionary and discretionary investment management through multi-asset model portfolios and alternative investment options, supported by a large-scale and integrated operational platform.

Victoria Obermiller is a financial advisor with Charles Schwab based in Las Vegas, NV. She holds Series 63 and Series 66 licenses and has 10 years of industry experience, including prior roles at JPMorgan Securities LLC and JPMorgan Chase Bank. She has been with Charles Schwab since 2019. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary advisory services and access to affiliated discretionary separately managed accounts. The firm integrates brokerage, custody, and advisory functions to serve a large client base with multi-asset model portfolios and alternative investment options.

James Harkins is a financial advisor with Raymond James & Associates in Las Vegas, NV, holding Series 63 and Series 66 credentials and 17 years of industry experience. His prior roles include positions at LPL Financial, Nevada State Bank, and TD Ameritrade. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, providing financial planning and non-discretionary investment consulting supported by various portfolio management styles and affiliated research.

David Flippo is a financial advisor with LPL Enterprise, holding a Series 66 credential and seven years of industry experience. Prior to joining LPL in 2025, he worked at First Command Insurance Services and its affiliates from 2019 to 2024 and at BP Alaska from 2009 to 2018. He serves on the board of a nonprofit organization, OSJ Food Aid USA, and is the owner of HobbyTown, a retail business. He is also a candidate for the U.S. Congress in Nevada. LPL Enterprise provides investment advisory and brokerage services to a diverse clientele, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm’s approach emphasizes model-driven investment implementation and offers access to third-party asset managers, with additional services in insurance and affiliated trust custody.

Rock Mirich is a financial advisor with Equitable Advisors in Las Vegas, NV, holding Series 63 and Series 65 licenses and having 36 years of industry experience. His prior employment includes roles at Allstate Financial Advisors and Investment Centers of America, among others. Outside of his advisory work, he is the single member of MY GUY, LLC. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a combination of proprietary and third-party advisory models, delivering services through Investment Adviser Representatives and emphasizing fiduciary responsibilities.

Elliot Bloch is a financial advisor at Raymond James & Associates with nine years of industry experience and holds a Series 66 designation. His career includes roles at City National Bank, RBC Capital Markets, and several mortgage companies. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning and advisory services supported by a nationwide network of advisors.

Tac Tang is a financial advisor with Mass Mutual Investors Services in Las Vegas, NV, holding a Series 63 designation and bringing 36 years of industry experience. His career includes 35 years at Metlife Securities Inc. before joining Mass Mutual Investors Services in 2017 and MassMutual Life Insurance Company in 2016. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers structured, collaborative financial planning engagements and various specialized planning services.

Zachary Zoufaly is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and previously worked at First Command Advisory Services, Inc. Outside of finance, his work history includes roles at Chippendales and Smith & Nephew. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Myra Jaimes is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill and Bank of America in 2026, she worked with several nonprofit organizations and educational institutions, including the Naples Art Institute and Florida Gulf Coast University. She has also been involved with Taste of Immokalee and The Immokalee Foundation. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.