Claire Bowie Faye is a financial advisor at Wells Fargo Advisors with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Goldman Sachs and MOTHER Denim. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients through a broad planning menu that includes retirement, education, and niche 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 who holds a Series 66 designation and has six years of industry experience. He has been with Bank of America and Merrill since 2014. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Gary Delorenzo is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 credential and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and scenario modeling as part of its advisory process.

Michael De La Rosa is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. He has worked with Wells Fargo Bank, N.A. since 2017 and joined Wells Fargo Clearing in 2021. Prior to his financial services career, he was employed at Chipotle for three years. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Scott Kleinbaum is a financial advisor with Charles Schwab in Reno, NV, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2007, with prior experience at Morgan Stanley from 2005 to 2007. Kleinbaum serves as a member of the University of Nevada Planned Giving Advisory Council in an honorary capacity. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advisory services and access to discretionary separately managed accounts. The firm is notable for its large scale, integrated structure, and multi-asset investment guidance model.

Karen Vibe is a financial advisor with Ameriprise in Reno, NV, holding a Series 66 designation and 20 years of industry experience. Her prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of her advisory work, she is involved as a musician with the Reno Phil and the Reno Chamber Orchestra. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Erin Ellis is a Series 66-licensed financial advisor with 20 years of industry experience. She has worked at Raymond James Financial Services Advisors, Inc. since 2026 and previously spent 17 years at Stifel Independent Advisors, LLC. Outside of her advisory role, she assists with conference organization and educational content delivery through Total Root Concepts. Raymond James Financial Services Advisors, Inc. serves a broad client base, including individuals, high-net-worth clients, institutions, and charitable organizations, offering tailored financial planning and investment consulting. The firm uses risk profiling and analytical tools to support client goals and provides specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

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® professional affiliated with Charles Schwab in Reno, NV, with three years of industry experience. Her background includes roles at Charles Schwab Bank and Coldwell Banker. Outside of her advisory work, 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 serves a large client base primarily consisting of high- and ultra-high-net-worth individuals, offering wrap fee advisory, brokerage, custody, and financial planning services. The firm provides primarily non-discretionary investment guidance through multi-asset model portfolios, alongside access to discretionary separately managed accounts managed by an affiliated entity.

Brett Bryan is a CFP® professional affiliated with Charles Schwab who has 21 years of experience in the financial services industry. His work history includes roles at TD Ameritrade, Scottrade, and various Charles Schwab entities since 2006. He is based in Reno, NV. 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 and offers multi-asset model portfolios supported by Schwab’s research and alternative investment due diligence.

Alexi Fair is a financial advisor at Morgan Stanley with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Morgan Stanley, his work history includes positions at Lululemon, Renown Health, Guild Mortgage Company, New York Life Insurance, and the University of Oregon Recreation Center. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides tailored financial planning and a range of advisory programs supported by structured planning tools and extensive resources.

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.