Marisa Gardette is a Financial Consultant at Fidelity Investments, a position she has held since 2022. She has been with Fidelity Investments since 2018, progressing through roles as a Financial Representative and Investment Consultant before her current role. In her work, Marisa focuses on educating clients and collaborating with them to develop financial plans that align with their goals. She aims to create a welcoming environment that encourages open discussions and helps clients gain confidence and understanding in their financial decisions. Marisa's experience spans various aspects of financial consulting and investment advising within Fidelity Investments. She is committed to empowering clients by identifying their financial needs and partnering with them to establish clear and effective financial strategies. Outside of her professional role, Marisa has interests in art, food, pets, traveling, volunteering, and yoga.

Michael Wilson is a Series 66-credentialed financial advisor with 22 years of industry experience. He has been with Cambridge Investment Research Advisors since 2014 and also serves as president of the financial advisory division at A K Vargason, an insurance brokerage and consulting firm. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement services through a network of independent professionals, employing a range of discretionary and non-discretionary strategies across multiple platform arrangements.

Ke Chen is a Wealth Management Advisor at Merrill Lynch Wealth Management. With over 30 years of experience in the industry, Ke focuses on individual and family wealth management and provides services including portfolio management, retirement planning, wealth transfer strategies, estate design, and philanthropic planning. Ke holds a Master's Degree from the Business School of the University of Strathclyde in the United Kingdom and a Bachelor's Degree from Shanxi University. Ke is a CERTIFIED FINANCIAL PLANNER® certificant and a Personal Investment Advisor (PIA). Ke is fluent in English and Chinese. Ke participates in community activities, including involvement with MMCS, and is committed to managing wealth with integrity to serve clients' best interests.

Josefa Sandhill is a financial advisor at Ameriprise with 11 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise Financial Services since 2013, including her current roles at Ameriprise and American Enterprise Investment Services INC. based in Las Vegas, NV. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Claire Oshima is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding a Series 66 designation and 17 years of industry experience. She has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Outside of her advisory work, she owns a small business selling stamps on eBay. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Staci Smith is a financial advisor at Charles Schwab with 31 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at J.P. Morgan Securities, Robinhood Financial, and Fidelity Brokerage Services. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios and due diligence on alternative investments.

Marianne Reeves is a Series 65-licensed financial advisor with 24 years of industry experience. She is currently with Cetera and has worked with multiple firms including Anderson Wealth Management LLC and Reeves, Evans & Todd, CPAs Ltd. Marianne also operates a CPA and tax preparation business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors.

Guyan Long is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2012 to 2019. 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 approach 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.

Jedd Alcantara is a financial advisor with LPL Financial in Las Vegas, NV, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Waddell & Reed Inc and various insurance carriers, as well as work at Spring Valley Montessori School. Alcantara is also involved with Cernun Wealth Management, a business entity for tax and investment purposes. 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 and access to model portfolios and third-party asset management.

David Wilkinson is a financial advisor at Morgan Stanley with 43 years of industry experience. He has been with Morgan Stanley since 2009, including his current role at Morgan Stanley Private Bank, National Association since 2015. Wilkinson holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that employs structured discovery and firm-approved tools to support client goals.

Anaii Davis is a CFP®-designated financial advisor with two years of industry experience, currently associated with Cetera in Las Vegas, NV. Prior roles include positions at GenRock Wealth Management LLC and Close Financial Services Inc. Additionally, Davis has been involved in offering life and health insurance products through affiliated business activities. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm provides portfolio management, financial planning, and access to multiple investment managers through various program structures and custodial relationships.

Nicholas Cruz is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. He has worked at Wells Fargo Bank, N.A. since 2017 and has been with Wells Fargo Clearing since 2022. Prior to that, he held roles at Toybox and Cream. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Austin Sherman is a Series 66-licensed financial advisor with LPL Enterprise, based in Las Vegas, NV, and has two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Equitable Advisors, and Pruco Securities LLC. Outside of his financial advisory duties, he operates a small online business selling collectibles on eBay and TCGplayer. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, third-party asset management, and insurance product sales through affiliated entities.

Sammy Chang is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Citigroup, Terrible Herbst, Inc., Capital One Investing, LLC, and HSBC Bank USA, N.A. Chang is based in Las Vegas, NV. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages roughly $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Kostadin Nikolov 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 joining Ameriprise in 2021, he was involved with Star 5 Plumbing LLC for seven years. 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 annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Mark Bailey is a financial advisor with OSAIC Wealth Inc. in Las Vegas, NV, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Integrated Advisors Network, and Select Wealth Advisers. He serves as a director on the board of the Greenspark Foundation, a domestic nonprofit. OSAIC Wealth Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple platforms. The firm offers brokerage and advisory services, financial planning, and investment management tools, utilizing asset-allocation models and third-party solutions to construct diversified portfolios.

Jared Flanagan is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Woodbury Financial for 19 years. In addition to his advisory role, he operates Flanagan Financial Services, focusing on employee benefits and health and group benefits. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and nonprofit investors, providing integrated brokerage and advisory services supported by asset-allocation tools, model portfolios, and access to third-party managers.

Danny Jaimes is a financial advisor at Fidelity with eight years of industry experience. He has worked at Fidelity Investments since 2022 and previously held positions at Wells Fargo Clearing and Wells Fargo Bank. Outside of his advisory role, he is the sole proprietor of DanEffects, a photography and videography editing business based in Las Vegas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, applying a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Hunter Lim is a financial advisor at Equitable Advisors with four years of industry experience. He holds the Series 66 designation and has previously worked in various roles including positions at Highridge Costa Housing Partners and Virginia Country Club. Outside of his advisory work, he serves as a trustee of an immediate family trust and is involved in real estate sales as a sales associate with Realty Benefit Services and Dergalis Associates LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm’s approach involves assessing client risk tolerance to match them with advisory program models or discretionary managers, utilizing both proprietary and third-party solutions.

Lois Wolfslau is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she is a sole proprietor and landlord of a rental property in Huntington Beach, California. Morgan Stanley Wealth Management serves individuals and institutional clients with a wide range of advisory programs, including tailored financial planning that employs firm-approved tools and models to support client goals.