James Olivero is a financial advisor with LPL Financial based in Reno, NV. He holds a Series 66 designation and has 19 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Waddell & Reed, Inc. and James Lewis. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Raymond Martin is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2019 and previously at Wells Fargo Clearing and Wells Fargo Advisors. Outside of advisory work, he is involved in managing and investing in commercial real estate through ownership and leadership roles in several property-related businesses. Stifel serves a broad range of clients including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Donna Hyatt is a financial advisor with Ameriprise Financial Services in Reno, NV, holding a Series 66 designation and eight years of industry experience. Her career includes roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank from 2017 to 2021, along with prior work in coaching and tax preparation. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing advice focused on retirement income planning, utilizing internal research and third-party data within a defined investment framework.

Mark Mitchell is a Financial Consultant currently working at Fidelity Investments since 2022. In his role, he has worked with a diverse client base including young professionals aiming to build wealth and retirees focused on preserving their assets and planning for retirement. He emphasizes tailored financial services to address each client's unique needs and goals. Mark holds a California Insurance License. Outside of his professional work, he engages in family activities as well as hobbies such as fishing, golf, outdoor adventures, skiing, and traveling.

Jeffrey Morrow is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 13 years of industry experience. He previously worked at Edward Jones for 10 years before joining Wells Fargo in 2022. Outside of his advisory role, he serves on the finance committee for the Galena PTO, supporting activities at Galena High School. 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 advisory process is IPS-driven and includes a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Michael Frauenknecht is a CFP® designated financial advisor with Edward Jones, based in Reno, NV. He has 14 years of industry experience and has worked with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates through a large national network of advisors and branch offices.

Dan Springer is a financial advisor with Cambridge Investment Research Advisors in Reno, NV, holding Series 63 and Series 65 designations and 21 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2016 and has been with MacLean Financial Group since 2008. Outside of his advisory work, he serves as president and secretary of Joyride Inc., an organization providing recreational therapy to individuals with disabilities. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a variety of portfolio management strategies that can be tailored to client objectives.

Thomas Barcia is a financial advisor with Edward Jones in Reno, NV, holding CFP® and Series 66 designations and bringing 15 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. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.

Soren Lancaster is a financial advisor with Thrivent Investment Management in Reno, NV, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Outside of his advisory role, Lancaster serves as a nonvoting member of the Endowment Committee for the Lutheran Church of the Good Shepherd, advising on charitable and legacy gift strategies. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based analyses across various planning topics without discretionary trading authority. The firm’s approach integrates planning with managed-account services under a consolidated billing system while maintaining the separation of these services.

Brock Miller is a Senior Financial Advisor and Senior Vice President with Merrill Lynch Wealth Management based in Reno, Nevada. He holds the Chartered Retirement Planning Counselor™ (CRPC) designation as well as the Personal Investment Advisor (PIA) credential. Brock's primary focus is helping clients organize their financial lives by developing and maintaining tailored wealth management strategies based on specific financial needs, expectations, and desires. He leverages over 33 years of experience in the financial services industry along with the resources available through Merrill Lynch Wealth Management to support his clients' goals. Brock has been in the financial services industry since 1993 and became a Financial Advisor at Banc of America Investment Services Inc. in 2004, which later merged with Merrill Lynch in 2009. His prior experience as a Bank Manager for Bank of America provides him with a comprehensive understanding of his clients' financial situations to create effective financial strategies. He advises clients on the accumulation, preservation, and transfer of wealth by creating and reviewing tailored wealth management plans, practicing disciplined periodic communication to adapt to clients' evolving needs. He earned an Associate's Degree/College Diploma from Truckee Meadows. Brock participates in community volunteering inspired by Merrill's tradition of engagement in local communities. His personal interests include biking, golfing, spending time with family, table tennis, and tennis.

Michael Drake is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning that utilizes firm-approved tools and modeling techniques to support clients' financial goals.

Megan Dobyns is a financial advisor with Edward Jones in Reno, NV, holding a Series 66 designation and eight years of industry experience. She has been with Edward Jones since 2015 and previously worked at Grand Sierra Resort from 2013 to 2017. 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 strategies supported by over 23,700 financial advisors nationwide.

Monica Simpson is a financial advisor with Wells Fargo Clearing in Reno, NV, holding a Series 66 designation and 19 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC for seven years. Outside of her advisory role, she serves as a finance committee member for the Nevada Women's Fund, a charitable organization. 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 supported by research from the Wells Fargo Investment Institute and third-party data sources.

Thomas Pasko IV is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds Series 63 and Series 66 licenses. His prior employment includes positions at Bank of America, Merrill, J.P. Morgan Securities, and JPMorgan Chase Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Grant Slocumb is a financial advisor with Wells Fargo Clearing in Reno, NV, holding Series 63 and Series 65 credentials with 41 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. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Donald Bernard III is a financial advisor at Stifel with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stifel Nicolaus since 2019. His prior experience includes roles at Franklin Templeton Distributors, Inc. and Girard Securities/Newcastle Financial Advisors. Bernard serves as a board member for the Truckee Meadows Boys and Girls Club, a charitable organization focused on supporting youth in the Reno area. Stifel provides brokerage and investment advisory services to a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities. The firm’s investment approach relies on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to guide asset allocation and financial planning.

Claire Bowie Faye is a financial advisor with Wells Fargo Advisors in Reno, Nevada, holding Series 63 and Series 66 licenses and having four years of industry experience. She previously worked at Goldman Sachs and has a background in retail and outdoor recreation sectors. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services using proprietary research and tools, offering a comprehensive planning menu that includes specialized services such as business-owner transition and special-needs analysis.

Leonard Wohletz III is a financial advisor with Morgan Stanley in Reno, NV, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Wohletz serves on the Board of Trustees and Investment Committee for a University of Nevada private foundation and participates in governance and finance committees for local community organizations. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process includes structured discovery and firm-approved tools, emphasizing advisory services without individual security recommendations in standalone planning.

Katherine Keeler is a Financial Advisor at Merrill Lynch Wealth Management, where she manages a wealth management practice. She focuses on assisting retirees, individuals preparing for retirement, and those navigating newly acquired wealth, including inheritance or proceeds from business sales. Katherine's approach emphasizes simplifying complex financial decisions and fostering confidence in legacy planning and asset transfer strategies. Her areas of expertise include legacy planning, managing new wealth, and personal retirement planning. Katherine holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Her educational background includes a High School Diploma from Blue Valley Southwest, attendance at the University of Kansas without degree conferral, and an Associate's Degree from Johnson County Community College. Outside of her professional work, Katherine has personal interests in adventure sports, biking, hiking, skiing, and yoga. Her financial philosophy centers on uncovering what matters most to clients and their families to develop strategies aimed at pursuing their financial goals.

Taneem Aziz is a financial advisor with Merrill based in Sparks, NV. He holds the Series 66 designation and has six years of industry experience. Prior to joining Merrill, he has been with Bank of America, N.A. since 2014. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.