Heather Szczepanski is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. She has held roles at J.P. Morgan Securities since 2012 and has been associated with JPMorgan Chase Bank, N.A. and Wamu Investments, Inc. since 2009. She holds Series 63 and Series 65 credentials and is based in Las Vegas, NV. 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 additional market-facing registrations and functions, delivering services on a non-discretionary basis.

Kellie Scholes is a Series 65-registered financial advisor with nine years of industry experience. She is currently with Edelman Financial Engines in Las Vegas, NV, where she has worked since 2016, including through the firm's prior iterations. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through advisor-led and online offerings.

Anthony Van Hollebeke is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 63 designation and 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Van Hollebeke is also involved in independent insurance brokering with companies including Genworth Life and TransAmerica Life. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, providing tailored written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with algorithmic tools and oversight to deliver customized retirement solutions.

Anthony Goldstein is a financial advisor at Merrill with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill and Bank of America since 2013. He is associated with Sky Trust, an outside business based in Las Vegas, although he devotes no hours annually to this activity. 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 developed by internal and third-party managers for individuals, high-net-worth clients, and institutional investors.

Eric Harbak is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior roles include positions at Financial Engines Advisors, TMFS Advisors, The Mutual Fund Store, and Edward Jones. 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 services, including financial planning, model portfolios, and institutional platforms, supported by extensive technology tools and a broad network of over 22,800 advisors.

Kimberly Parker Hansen is a financial advisor at LPL Financial with 30 years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at UBS Financial Services and Morgan Stanley. Outside of her advisory role, she owns PowerHour 360, a non-investment-related business. 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 broad range of financial planning and investment management services through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.

Christopher Griffin is a financial advisor at Ameriprise in Las Vegas, NV, holding Series 63 and Series 65 licenses. He has prior experience at Konica Minolta and Kemp Jones, LLP. 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 retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Aubrey Liddell is a financial advisor at UBS Financial Services with 11 years of industry experience. She holds a Series 66 designation and has been with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven, model-based asset allocations tailored to clients’ goals and risk tolerances.

Tamara Ramirez is a Financial Advisor with Merrill Lynch Wealth Management. She serves clients by connecting them to tailored plans and processes designed to address their unique financial ambitions. Her work focuses on helping individuals and families plan for important goals such as funding education, preparing for retirement and potential health care costs, and creating long-term wealth strategies. Tamara holds the Personal Investment Advisor (PIA) designation. She earned her high school diploma from River Valley High School and pursued further studies at Austin Community College. Her approach emphasizes understanding clients' personal perspectives and priorities to bring clarity and transparency to the complexities of investing.

Christopher Coyer is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior roles include positions at Net Law Inc, WealthWave, Transamerica Financial Advisors, and Niagara University. 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 portfolio programs, and institutional platforms, supported by extensive research tools and a broad non-advisory financial services network.

George Murakami is a CFP® with 41 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked with Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he is a co-owner of Suite 1400 LLC, a business involved in managing Ameriprise operations. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide detailed, non-discretionary recommendations. The firm serves a broad client base through a wide range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Georgia Gardner is a financial advisor at J.P. Morgan Securities with a Series 66 credential and four years of industry experience. Her prior work history includes roles at Fidelity Investments and Ameriprise. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a program that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Jacob Bierstedt is a CFP® and ChFC® with 13 years of experience in the financial services industry. He has been with LPL Financial since 2017 and previously worked at Jamie Houston, Northwestern Mutual Investment Services LLC, Gary Davis, and Ameriprise. He is also involved with Dixon Financial Group, LLC and Pence Financial Group LLC, entities related to his LPL business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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 third-party asset management, utilizing model portfolios and customized strategies supported by operational tools such as machine learning.

Manuel Cantella serves as a Financial Solutions Advisor at Merrill Lynch Wealth Management. In his role, he focuses on collaborating with clients to understand their personal priorities and develop tailored investment strategies aimed at pursuing their financial goals. He also provides access to banking and lending services through Bank of America. Manuel holds the designation of Personal Investment Advisor (PIA). His approach centers on uncovering what matters most to clients and their families to support the creation of individualized financial plans.

Thomas Steele is a financial advisor at RBC Capital Markets with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Advisors LLC and Wells Fargo Clearing. Steele is based in Las Vegas, NV. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm provides a range of advisory programs with customized portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Morgan Baum is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with LPL Financial since 2003 and previously worked at Wells Fargo Clearing. Baum is also involved with Dixon Financial Group as a financial advisor and team member. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced research tools and a broad suite of non-advisory financial products.

Paul Forrester is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has extensive experience in family wealth management strategies, personal retirement planning, and portfolio management services. Paul co-founded The Wilson Forrester Group in 2006, which focuses on guiding clients through various phases of wealth creation, growth, retirement, and legacy planning. The group utilizes the resources and banking services of Merrill Lynch Wealth Management and Bank of America to deliver services such as risk management, retirement income strategies, trust and estate planning, and wealth transfer. Paul began his career in 1995 with The Sceptre Investment Counsel Limited in Toronto, Canada, before joining Morgan Stanley in the USA in 2005. He transitioned to Merrill Lynch Wealth Management in 2010. Paul holds a Bachelor of Arts degree in English Literature from York University, earned in 1988, and holds the Personal Investment Advisor (PIA) designation. Outside of his professional role, Paul enjoys golfing, ice hockey—playing twice weekly—and music, drawing on his background as a former professional musician who continues to play multiple instruments.

Lindsay Shuck is a financial advisor at Merrill with 25 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley for 15 years before joining Merrill in 2024. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joanne Sturgill is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior roles include positions at OSAIC, Sagepoint Financial, Global Capital Strategies, Cantella & Co, and Wells Fargo Advisors Financial Network LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment recommendations tailored to clients’ needs, utilizing Wells Fargo research and planning tools.

Thomas Herber is a Planning Consultant at Fidelity Investments, a position he has held since 2026. He collaborates with clients to develop financial plans aimed at helping them achieve their financial goals. Thomas has extensive experience in the financial services industry, having held several roles at Fidelity Investments, including Investment Management Consultant from 2023 to 2026 and Investment Solutions Representative from 2021 to 2023. Prior to that, he worked as a Personal Financial Representative at All State Financial Services from 2019 to 2021, and as a Financial Advisor at both CUSO Financial Services from 2018 to 2019 and Wells Fargo Advisors from 2014 to 2018. He also held a position as a Representative at TTEC-EHealth in 2020.