David Chavez is a CFP® certificant with 14 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities since 2021. His prior experience includes roles at Bank of the West, BancWest Investment Services, Inc., and Ameriprise Financial Services, Inc. He is based in Las Vegas, NV. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice and customized reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Troy Pinkelman is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its Private Bank since 2013 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets using a structured planning process that includes proprietary tools and modeling techniques.

Ivo Malchov is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 66 designation and three years of industry experience. He has worked at Ameriprise since 2022 and is also employed as a marketing videographer for Gaudin Ford, where he produces video and photo content for the dealership’s YouTube channel and social media. Additionally, he operates a YouTube channel focused on cars, including repair, reviews, and driving, which he plans to monetize starting in 2024. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, offering comprehensive, research-backed recommendation reports and a broad array of advisory, brokerage, and insurance solutions.

Melinda Margolis is a CFP®-credentialed financial advisor with 36 years of industry experience. She is currently with LPL Financial and has previously worked at Bank of America, Merrill, and Banc of America Investment Services. Margolis is based in Henderson, NV. 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 financial planning, model portfolio programs, third-party asset management, retirement advice, and institutional platforms, with advice delivered primarily through its network of investment adviser representatives.

Lorraine Calcote is a CFP® professional with 26 years of industry experience, currently advising at Wells Fargo Clearing since 2025. She previously worked for nine years at JP Morgan Securities LLC. 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.

Brittany Carraway is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 10 years of industry experience. She has worked at PFS Investments Inc. since 2016 and Primerica Financial Services since 2015, with earlier experience at UI Health from 2012 to 2017. Her other business activities include sales of loan products and home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, offering model-based investment strategies and custodial services through BNY Mellon Advisors and Pershing.

Jimmie Anderson is a financial advisor with LPL Financial in Las Vegas, NV, holding a Series 66 license and three years of industry experience. Prior to joining LPL Financial in 2023, he worked at Caldera Wealth Management and has experience in various roles including at Best Buy and University of Nevada Las Vegas. 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 and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors and oversight of more than $819 billion in discretionary assets.

Nicholas Disney Fairchild is a financial advisor with LPL Financial in Henderson, NV, holding a Series 66 credential and five years of industry experience. His prior work includes roles at the University of Nevada, Reno, Montreux Golf & Country Club, Renaissance Reno Downtown Hotel, Southern Highlands Golf & Country Club, and Northern Arizona University. 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 and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Michael Ben Shimon is a Series 66-licensed financial advisor at Morgan Stanley with seven years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2019 and previously spent three years at BNY Mellon. Outside of his advisory role, he serves as Campaign Chair for Jewish Nevada and sits on the Board of Directors for the Boys and Girls Club of Southern Nevada. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and advisory services across a broad range of financial products.

Irene Catoera is a financial advisor at Merrill with 25 years of industry experience. She has been with Merrill since 2004 and holds a Series 63 designation. 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 strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christian Sanchez Berg is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Wells Fargo Clearing Services, Prime Trust, Fidelity Brokerage Services, TD Ameritrade, and Scottrade. 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 offers a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and a centralized operational structure.

Richard Scafa is a financial advisor at Merrill with 39 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Merrill and Bank of America, N.A. since 2015. 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, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Andres Sanchez is a financial advisor with LPL Financial, holding the ChFC® and Series 63 credentials and five years of industry experience. He has worked at LPL Financial since 2025 and previously held positions at Goldenshield Financial and Bankers Life companies. Sanchez is also involved in non-variable insurance activities with Key Retirement Solutions and Goldenshield Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by various operational and research tools.

William Vaughn Jr. is a financial advisor at Ameriprise in Henderson, NV, holding a Series 66 designation. He has been with Ameriprise since 2025 and has prior experience working nearly a decade at Navy Federal Credit Union. 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 annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Cameron Chianese is a financial advisor with Cambridge Investment Research Advisors, holding a Series 65 designation and 1 year of industry experience. Prior to joining Cambridge, Cameron worked at Virtuance LLC from 2022 to 2024 and held various roles at Lowe's Home Improvement and other organizations. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management and model-based solutions.

Issac Preis is a financial advisor with Raymond James Financial in Las Vegas, NV, holding a Series 66 designation and ten years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for nine years and spent two years at the College of Southern Nevada. Outside of his advisory role, he is involved as an associate at Toll Wealth Management, focusing on administrative tasks. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through unique affiliations.

Joe Thomas is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 66 designation and one year of industry experience. Prior to his current role, he has worked at Ameriprise and held positions in various service and retail industries. Outside of finance, he is studying tattoo art with the goal of practicing professionally. Ameriprise offers retirement-income planning services focused on individuals with substantial investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Daniel Paonessa is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Cetera Wealth Services, LLC since 2013 and currently serves as an OSJ branch manager at Malecki Financial Group. He also holds a role as a life and fixed annuities insurance agent. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large nationwide network of independent advisors serving individuals, employer-sponsored plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and retirement services through multi-manager platforms, combining affiliated and third-party strategies across various programs and custodial relationships.

Scott Schiefer is a financial advisor with Primerica Advisors in Henderson, NV, holding Series 65 and Series 63 credentials and two years of industry experience. He has been associated with Primerica Financial Services since 2023 and has worked for the City of Las Vegas since 2007. Outside of finance, he owns and operates Anything Aquatic LLC, a non-investment-related business. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services primarily through model-based strategies created by unaffiliated asset managers. The firm operates at scale with thousands of advisors and oversees approximately $15.5 billion in assets under management.

Bernice Chinn Mitra is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding Series 63 and Series 65 licenses and 29 years of industry experience. She previously worked at Morgan Stanley Smith Barney LLC from 2013 to 2019. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, performance reporting, participant education, and plan benchmarking. The firm’s advisory process 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.