Matthew Jeannes is a financial advisor with Ameriprise in Reno, NV, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. He serves as Board President of Northern Nevada Community Housing. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Morgan Bernsee is a financial advisor at Ameriprise with three years of industry experience. He holds Series 65 and Series 63 credentials. Prior to his current role, his work history includes positions at Renown, Blackhawk Network, and other companies. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Dean Gilliam is a financial advisor with Morgan Stanley in Reno, NV, holding a Series 66 designation and 23 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Neil Saiz is a financial advisor with Edward Jones in Reno, NV, holding CFP®, ChFC®, and Series 66 credentials and having 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he is the owner and managing member of Washoe Painting Company, a construction and trade business. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Jeremy Merlino is a CFP®-certified financial advisor at Cetera with 16 years of industry experience. He has worked at Cetera and American River Wealth Management since 2018 and previously held a role at U.S. Bancorp Investments. Outside of his financial advisory work, Merlino is involved in coaching CrossFit Kids classes as a CrossFit Level 1 Coach. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts through a nationwide network of independent advisors. The firm offers a variety of investment management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary programs across multiple custodial relationships.

Aaron Roques is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Roques also owns and operates AADR Financial Services, a financial practice based in Henderson, NV. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad planning menu, including specialized services such as business-owner transition and special-needs planning, and advisors develop tailored recommendations using proprietary research and planning tools.

John Deming is a financial advisor at UBS Financial Services with 31 years of industry experience. He has been with UBS since 2012 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a personal manager for the band Rudy Parris. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor investment strategies aligned with clients’ goals and risk tolerances.

Michael Vilardi is a financial advisor with LPL Financial in Reno, NV, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His prior roles include ten years at Waddell & Reed, Inc. and positions at Washoe Wealth Advisors Inc. and James Lewis. Outside of advisory work, he is involved with Le Shack Tahoe LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from internal and third-party sources.

Daryl Weeden is a CFP® professional with 40 years of experience in the financial industry. He is currently with OSAIC and has held prior roles at Securities America Advisors and National Planning Corporation. He is also involved with Weeden Capital Asset Management, a related business activity. OSAIC 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 through a large network of advisers, using a variety of tools and platforms to construct portfolios with multiple asset types.

Roberto Fontani is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously with Woodbury Financial Services, Inc. and Questar Asset Management. He is also licensed as an insurance agent, specializing in life, fixed annuities, and long-term care insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisers. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing across various investment vehicles.

Nicholas Frank is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 28 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets since 1997. Outside of his advisory role, he owns several rental properties in Reno, NV. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and broad investment offerings across retail and institutional markets.

Peter Leuty is a financial advisor at Wells Fargo Advisors in Reno, NV, with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with Wells Fargo-affiliated firms since 2009. Outside of his advisory work, he umpires youth baseball games in the Reno area. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a wide range of financial planning services and develops tailored recommendations using proprietary research and planning tools, with clients choosing how to implement the advice.

Cosette Gibson Mc Elroy is a financial advisor with LPL Financial in Reno, NV, holding a Series 66 designation and three years of industry experience. She has worked at several organizations including Sequoia Surgical and Evolution Surgical and is a co-owner of The Office Golf Club. Mc Elroy is also involved in local community activities such as serving on the board of the Hidden Valley Country Club Ladies League. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research, model portfolios, and technology-driven strategies.

Gregory Raleigh is a financial advisor with LPL Financial in Reno, NV, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior roles include positions at Waddell & Reed, Washoe Wealth Advisors, and involvement with community organizations such as the Rotary Club of Reno Central and the For Kids Foundation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and corporations. The firm offers a range of advisory programs and financial planning services supported by research, model portfolios, and technology-driven strategies.

James Lewis is a financial advisor with LPL Financial in Reno, NV, holding Series 63 and Series 66 licenses and 37 years of industry experience. He previously worked at Washoe Wealth Advisors Inc. and Waddell & Reed, Inc., as well as various insurance carriers affiliated with W&R Insurance Agencies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Thomas Oskam Mouton is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill and Bank of America N.A. in 2022, he held roles at several companies including Prime Communications and AT&T. He has a concurrent affiliation with the University of Reno since 2018. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a wide range of individual, institutional, and nonprofit clients.

Ricardo Alonso is a financial advisor with Wells Fargo Clearing in Reno, NV, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he has involvement with AMR Properties Ltd, an investment-related business focused on income properties. 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 grounded in modern portfolio theory, with a broader set of financial product offerings than typical large institutional advisers.

Adam Hollen is a financial advisor at Cetera with the PFS™ designation. He has experience working at Johanson & Yau, Thayer Green & Associates, and Persing Professional Group. Hollen has been with Cetera since 2026. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with discretionary and non-discretionary program options.

Joseph Bray Newcombe is a financial advisor at Ameriprise with a Series 66 designation and four years of industry experience. His prior work includes roles at US Bank and the University of Nevada Reno. Outside of his advisory work, he serves in the US Navy Reserves and volunteers with Veterans for All Voters and 3rd Decade, providing financial education and mentorship. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on tax-aware withdrawal strategies and dependable income sources for clients approaching or in retirement.

Theresa Larsen is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 13 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wells Fargo Bank NA. Outside of finance, she owns and operates Theresa Larsen Photography, focusing on taking, selling, and editing photos. 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 investment process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its offerings.