Jemel Lewis is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Bank, Thrivent Financial, and Bankers Life. Lewis served in the Army National Guard from 2014 to 2020. 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 process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Ottilia Cserenko is a financial advisor with Ameriprise in Henderson, Nevada, holding a Series 63 designation and nine years of industry experience. She has worked at Ameriprise since 2022 and previously held roles at Thrivent Financial and other firms from 2016 to 2020. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement income planning, utilizing research, third-party data, and algorithmic tools to provide written recommendations and ongoing advice.

Shawn Whitmore is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise and State Farm. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Jared York is a financial advisor with Merrill in Las Vegas, NV, holding a Series 66 designation and four years of industry experience. He has been associated with Bank of America and Merrill since 2017, and previously worked at Sea Quest and The Church of Jesus Christ of Latter-day Saints. 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, offering both model-based and discretionary investment strategies tailored for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Betsy Gaytan Leon is a financial advisor at Ameriprise in Las Vegas, NV, holding a Series 66 designation with less than one year of industry experience. Her prior work includes roles at Monument Title Insurance Inc and teaching positions at the University of Nevada, Las Vegas, and the College of Southern Nevada. She also serves as a Notary Public. Ameriprise offers a retirement-income planning service targeting individuals near or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations in partnership with clients’ financial advisors.

Michael Hood is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He previously worked at UBS Financial Services from 2011 to 2019 before joining Wells Fargo Clearing in 2019. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, delivering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and based on modern portfolio theory, offering a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Matthew Lawler is a financial advisor at Osaic Wealth, Inc. with 35 years of industry experience. He has held positions at Securities America Advisors, Inc. and Dakota County Insurance Agency. Lawler also serves as a financial advisor for F&M Bank, where he provides financial advising, investments, insurance, estate, and tax planning. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a focus on diversified portfolios using various asset classes and multiple advisory platforms.

Gary Cranford is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in developing personalized financial strategies tailored to clients' individual goals, focusing on areas such as family wealth management, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Gary holds a Bachelor's Degree from the University of Northern Colorado and maintains professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He follows the Merrill tradition of community involvement and spends time volunteering with local organizations. Outside of work, Gary enjoys hiking, reading, and running.

Dustin Engel is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing nearly two decades of experience serving high net worth individuals, families, and businesses. Since joining the firm in 2003, Dustin has focused on developing customized financial strategies based on clients’ risk tolerance, time horizon, liquidity needs, investment goals, and associated costs. His approach centers on understanding each client’s unique financial situation and aspirations, allowing him to tailor asset allocations and recommend solutions across investments, business services, retirement, and estate planning. Dustin emphasizes open and honest communication, maintaining regular reviews and being accessible to address clients’ questions or concerns throughout market fluctuations and life changes. Dustin’s expertise includes divorce transition planning, family wealth management strategies, managing new wealth, personal retirement planning, and investment consulting for both defined benefit and defined contribution plans. He holds professional designations including Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His educational background includes a high school diploma from Valley High School, with additional studies at the University of Nevada - Las Vegas and the University of Surrey. Residing in the Las Vegas valley for over 30 years, Dustin engages with the community through local charities such as St. Baldricks and serves as a board member for the Candlelighters Childhood Cancer Foundation of Nevada. He is also part of the Leadership Las Vegas Class of 2025. Outside of his professional and community activities, Dustin enjoys reading, attending live music events, traveling, and spending time with his family.

Carrie Rueckl is a financial advisor at Thrivent Investment Management with 15 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Bankers Life Securities, Inc. and The American College. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial analyses and written recommendations across various planning topics. The firm combines planning with managed-account services under a consolidated billing option while maintaining separate service structures.

Dennis Radek is a financial advisor at Fidelity with 22 years of industry experience. He holds the Series 66 and Series 63 designations. His work history includes roles at Fidelity Investments since 2021, as well as prior positions at USAA Financial Advisors and Western Southern Life. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and a Charitable Gift Fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, and has notable involvement in commodity pool operations and algorithm-driven research.

Miles Johnson is a financial advisor at Morgan Stanley in Las Vegas, NV, with nine years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2016, including a role at Morgan Stanley Private Bank since 2017. Outside of finance, he works as a consultant for Outdoorsmanship Media Production. Morgan Stanley Wealth Management is a firm that offers a wide array of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Mark Yontz is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Fidelity. He has worked across multiple divisions within Fidelity since 2014, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including oversight of registered investment companies and model portfolio construction. The firm employs proprietary research and quantitative analysis to create systematic, algorithm-driven investment solutions and serves in a formal advisory capacity to multiple investment funds.

Jay Ar Briones is a financial advisor at Morgan Stanley in Las Vegas, NV, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Citi and Nevada State Bank, as well as experience working at the College of Southern Nevada. Morgan Stanley Wealth Management serves both individual and institutional clients by offering 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 investment models as part of its financial planning process.

Mel O is a CFP®-certified financial advisor with 21 years of industry experience, currently practicing at LPL Financial since 2015. Prior to joining LPL, Mel worked at Ameriprise and Wells Fargo in various advisory roles. Mel also hosts a finance-related podcast, authors content, and teaches financial literacy courses both online and at Clark County Community College. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm provides 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 array of financial offerings.

Maricela Abdishou is a financial advisor at Fidelity with 17 years of industry experience and holds a Series 66 designation. Her work history includes roles at Fidelity Investments, Golden 1 Credit Union, and Wells Fargo affiliates dating back to 2005. She serves as a board member on the Family Selection Committee for Habitat for Humanity Stanislaus County. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, model portfolios, and registered investment companies.

Michael Webb is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Gavin Owen is a CFP®-certified financial advisor with five years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and has previously worked with firms including Whitwell & Co., CRG Wealth, LLC, and Canyon Ridge Group LLC. Outside of advisory roles, he manages operations for LL Ventures, LLC, a business holding company. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations by providing financial planning, investment management, and retirement advisory services. The firm supports independent Financial Professionals with a variety of portfolio management options and proprietary model strategies while maintaining institutional features such as advisor transition support and compliance oversight.

Christopher Peterson is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63, 65, and 66 licenses and has 43 years of industry experience. Prior to joining Raymond James in 2017, he worked at Wells Fargo Advisors Financial Network LLC for seven years. Outside of his advisory role, he serves as acting trustee for Bush Nevada Trust and is involved with Johnson Peterson & Walpole, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and nonprofit organizations. The firm offers tailored, non-discretionary planning using quantitative tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Guangzhi Zhai is a financial advisor with Mass Mutual Investors Services, holding the CFP® designation and Series 63 and 65 licenses. He has 13 years of industry experience, including roles at MassMutual Life Insurance Company and several other financial services firms. In addition to his advisory work, Zhai owns Evergreen Tax and Accounting LLC, where he provides tax preparation and consulting services. MassMutual Investors Services, LLC is a broker‑dealer and SEC‑registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing annually structured, collaborative client engagements using firm‑approved analytical tools.