Christopher Bekker is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2018. Prior to his advisory role, he was employed in the construction machinery and freightliner industries. Outside of his financial advisory work, Bekker operates a professional driving and business management service and works as a driver for ride-sharing companies. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs, serving institutional clients with both discretionary and non-discretionary services.

Michael Gregg is a financial advisor at OSAIC with 46 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Lincoln Financial Advisors Corporation for 27 years before joining OSAIC in 2025. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm employs a variety of asset-allocation tools and supports both discretionary and non-discretionary account management across multiple investment types.

Carol Lewis is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 33 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of her advisory role, she serves as an executor for her father's estate. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services grounded in modern portfolio theory. The firm’s advisory process is IPS-driven and includes a broader range of financial product offerings than typical large institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

James McRae Christman is a Wealth Management Advisor at Merrill Lynch Wealth Management, based in Reno, NV. He has been with Merrill since 2020 and brings over a decade of experience in financial services to his role. His advisory practice primarily serves ultra-high-net-worth families, executives, and business owners, focusing on comprehensive wealth management, multi-generational planning, advanced retirement strategies, and business transitions. His work often addresses family wealth stewardship, concentrated equity strategies, managing new and sudden wealth, and tax-aware legacy planning. James collaborates closely with clients and their professional advisors to align financial decisions with family values across generations, aiming to preserve capital and enhance financial flexibility. James holds several professional designations, including Chartered Financial Consultant® (ChFC®), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), and Chartered Retirement Plans Specialist (CRPS). He earned his education from the University of Nevada, Reno. Beyond his advisory practice, he contributes to the community as a member of the City of Reno's Financial Advisory Board. In his personal life, James values discipline and balance, with interests in skiing, boxing, and traveling with his wife, Marissa.

Eric Reding Sr. is a financial advisor with Osaic Wealth, Inc. in Reno, NV, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior firms include Woodbury Financial Services and Madison Avenue Securities. He is also the owner of Reding Financial Group, a firm focused on comprehensive retirement planning. Additionally, he holds a software license related to an estate planning referral platform. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutional clients through a large network of advisers and platforms. The firm provides integrated brokerage and advisory services with portfolio construction supported by advanced asset-allocation tools, and offers access to multiple third-party managed-account solutions.

Cheryl Dillon is a CFP® with three years of experience in financial advising at Charles Schwab. She previously worked at Coldwell Banker for four years and has a longstanding background with All Islands, Inc. Outside of her advisory role, she is a managing member and co-owner of Double Diamond Investments LLC, where she is involved in accounting, business decisions, and tax compliance. Charles Schwab & Co., Inc. serves a large client base, 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 advisory recommendations and access to discretionary separate managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Brett Bryan is a CFP® with 20 years of experience in the financial services industry. He is currently with Charles Schwab in Reno, NV, having joined the firm and its affiliated entities in 2021. Prior to this, he worked at TD Ameritrade and Scottrade, with over a decade at Scottrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers a range of investment products and centralized operational support.

Alexi Fair is a financial advisor at Morgan Stanley with Series 63 and Series 65 registrations and one year of industry experience. Prior to joining Morgan Stanley, Alexi held roles at firms including Lululemon and New York Life Insurance and has experience in varied positions outside of finance such as at Bainbridge Island CrossFit and the University of Oregon Recreation Center. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets and utilizing firm‑approved planning tools and methodologies to support client goals.

Brian Pansky is a Series 66 licensed financial advisor with Morgan Stanley, based in Reno, NV, and has 19 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is involved with Pansky Planning, LLC, a land development business, and serves on the Finance Committee of the Truckee River Men's Stag, a social and community organization in Reno. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and offers a range of investment products and strategies through its extensive network of financial advisors.

William Biddle is a financial advisor at Wells Fargo Advisors in Reno, NV, holding CFP® and ChFC® designations with 10 years of industry experience. He previously worked at Edward Jones for 10 years before joining Wells Fargo Advisors in 2025. Biddle also owns and operates Biddle Wealth Management as a separate business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services including retirement, risk, and wealth-transfer planning, and uses proprietary research and tools to develop customized recommendations.

Jacob Honea is a financial advisor at Edward Jones with 25 years of industry experience. He has been with Edward Jones since 2021 and previously worked at VOYA Financial Advisors for six years. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds.

Omar Rubio is a financial advisor with Wells Fargo Clearing in Reno, NV, holding a Series 66 designation and two years of industry experience. He previously worked at Merrill for nine years. Outside of his advisory role, he has a partial ownership interest in Lotus Therapy LLC, a therapy business in Reno, which he helped establish. 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.

Tessa Breeden is a financial advisor at Stifel with a Series 66 credential and less than one year of industry experience. Prior to joining Stifel, she held various roles predominantly in the fitness and wellness sectors. Outside of her advisory work, she owns and operates a women’s fashion boutique called Trainer Tessa LLC DBA Sporty Chic. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and planning analyses.

Shane Dean is a Financial Consultant currently working at Fidelity Investments since 2022. He has accumulated experience in various roles within the financial services industry, including Investment Consultant at Charles Schwab in 2022, Relationship Manager at Fidelity Investments from 2020 to 2022, Financial Representative at Fidelity Investments from 2019 to 2020, and Originating Loan Officer Assistant at Guild Mortgage from 2017 to 2019. Born and raised in Nevada and an alumnus of the University of Nevada, Shane is a CERTIFIED FINANCIAL PLANNER® professional. He holds a California Insurance License. His professional focus is on developing comprehensive financial plans tailored to his clients' needs. Outside of his professional work, Shane enjoys camping, hiking, snowboarding, traveling, exploring culinary experiences as a foodie, and spending time with his pets.

Kristie Boyd is a financial advisor at Edward Jones with a Series 66 designation and over eight years of experience in various roles, including previous positions at Edward Jones and leadership at Westward Studio (Head West, LLC). Her background also includes work in the craft brewery and retail industries. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Elliot Debrabander is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo, he worked at Home Depot and Baskin Robbins. Wells Fargo Clearing provides retirement plan consulting services 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 range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Jennifer Chappell is a CFP® with 11 years of experience currently serving as a financial advisor at Raymond James Financial in Reno, NV. She previously worked at Nevada Family Wealth and is involved as a managing member of Ladybug Peak, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting and supports municipal and public-finance work through a unique municipal advisor affiliation.

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.