Shannon Dowd is a financial advisor at Charles Schwab with 25 years of industry experience. He holds Series 63 and Series 66 designations and has been with Charles Schwab and Charles Schwab Bank since 1999 and 2005, respectively. Based in Las Vegas, NV, Dowd’s career has been focused within the Schwab organization. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 services with access to discretionary separately managed accounts and features a multi-asset investment approach supported by proprietary research and alternative investment offerings.

Joshua Dowden is a Series 66–licensed financial advisor with 18 years of industry experience, currently serving clients at LPL Financial since 2022. Prior to that, he spent 15 years at Edward Jones. He is involved with Champion Health as a non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions utilizing both proprietary and third-party strategies, supported by technology tools for operational and research purposes.

Brandon Saliba is a financial advisor with Merrill based in Las Vegas, NV, holding Series 63 and Series 66 certifications and bringing 21 years of industry experience. His prior work includes roles at Wells Fargo Bank and Wells Fargo Clearing Services since 2020, as well as City National Bank from 2016 to 2019. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brandyn Abrams is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Joseph Borriello is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior work includes roles at TD Ameritrade Institutional and American Portfolios Advisors, Inc. Outside of his advisory work, he owns and operates a photography business specializing in portraits. 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 and access to third-party asset management, and supports its advisors with research tools and diversified investment strategy options.

Kelcy Wilcox Weiger is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Prior to joining LPL Financial in 2023, Kelcy worked at Transamerica Financial Advisors and World Financial Group, and has been involved with Special K Financial Inc since 2020. Outside of advisory work, Kelcy has business interests unrelated to investment advisory in Special K Financial Inc. LPL Financial is a national broker-dealer and investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, combining proprietary and third-party investment strategies along with operational tools supporting its extensive network of advisors.

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.

Vikas Bansal is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise, Eldorado Resorts, Amazon, and as a self-employed professional. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm employs a blend of proprietary fundamental research and quantitative analysis to construct model portfolios, using systematic methodologies and long-term asset allocation benchmarks.

Stephen Pickering is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill Lynch in 2010 after earning a bachelor's degree in Finance from the University of Nevada, Reno. Stephen holds several professional designations, including Certified Private Wealth Advisor® (CPWA), Chartered Retirement Planning Counselor™ (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). With over a decade of experience in the financial services industry, Stephen focuses on serving high-net-worth clients by developing tailored financial strategies that address their risk tolerance, time horizon, and liquidity needs. His expertise includes corporate executive services, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management, individual and corporate investment strategy, tax minimization, and retirement income. He emphasizes a hands-on and detail-oriented approach, working closely with clients to evaluate their financial situations and maintain investment plans through different life stages. Stephen is also a member of Vegas Lodge #32, part of the Grand Lodge of Free and Accepted Masons of Nevada. In his personal time, he enjoys golfing, ice hockey, and spending time with his family.

Michael Daly is a Wealth Management Advisor with Merrill Lynch Wealth Management based in Las Vegas. He has been in the banking and finance industry since 2002, bringing extensive experience in business and project management as well as a comprehensive understanding of banking and brokerage operations. His primary focus areas include client relationship management and enhancing the client service experience. Michael helps individuals, families, and businesses with wealth growth, management, and preservation, offering tailored guidance on a variety of financial concerns. Michael specializes in areas such as college education planning, divorce transition planning, executive and equity compensation, legacy and liquidity management, retirement planning, socially responsible and ESG investing, tax minimization, and LGBT wealth planning. He is known for his attention to detail, regular communication with clients, and accessibility to address their priorities and secure their financial legacies. His professional credentials include Chartered Financial Consultant (ChFC), Chartered SRI Counselor (CSRIC), and Personal Investment Advisor (PIA). Born and raised in Las Vegas, Michael values the diverse backgrounds of his clients and works closely with them to understand their unique goals and values. Outside of his professional role, he enjoys spending time with his wife Megan and their children, traveling, and woodworking.

Mera Tawfik Oshana is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. Prior to joining LPL Financial in 2018, she worked at Morgan Stanley Private Bank and Morgan Stanley from 2015 to 2018, and held positions at U.S. Bancorp Investments and Wells Fargo entities earlier in her career. Outside of advisory services, she is a co-trustee of a family living trust and engages in real estate services as a realtor. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advisor-facing technology tools.

Kristofer Gutierrez is a Series 65-licensed financial advisor with Edelman Financial Engines in Las Vegas, NV. He has one year of experience in the industry, including prior roles at NYLIFE Securities LLC and New York Life Insurance Company. Outside of finance, he has worked in the hospitality sector with positions at several hotels and resorts. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment management with an emphasis on diversified portfolios, periodic rebalancing, and long-term orientation.

Bryan Yeager is a financial advisor with Ameriprise based in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Morgan Stanley & Co., Incorporated. He has been with Ameriprise since 2017. Ameriprise offers a retirement-income planning service tailored to clients approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its recommendations, primarily for clients with assets managed within Ameriprise.

Krissi Santillana is a financial advisor with Mass Mutual Investors Services in Las Vegas, NV, holding a Series 66 designation and one year of industry experience. She previously worked at Capital Financial Group and MassMutual Life Insurance Company. Outside of financial advising, she owns PulseWave Solutions, LLC, a diagnostic ultrasound services business. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers, offering financial planning, asset management, and educational seminars.

Logan Johnson is a financial advisor with Merrill in Las Vegas, NV, holding a Series 66 designation and six years of industry experience. Before joining Merrill and Bank of America, he worked in various roles including at the University of Arizona College of Fine Arts Box Office. 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 model-based and discretionary investment strategies for a range of individual and institutional clients.

John Yeazel is a financial advisor with Ameriprise in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored, written Recommendation Reports. The firm operates as a large institutional provider delivering a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

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.

Courtney Topham is a financial advisor at LPL Financial with one year of industry experience. She holds the Series 66 designation and has prior experience working with Versifi Private Wealth and entrepreneurial ventures including a business named PowerHour360. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Mark Hamilton is a financial advisor at Raymond James & Associates with 48 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at City National Bank and RBC Capital Markets. Hamilton is based in Las Vegas, NV. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and government entities, offering non-discretionary financial planning and consulting through various specialized programs and affiliated research resources.

Kyle Harpin is a financial advisor at Edward Jones in Las Vegas, NV, holding the CFP®, CFA®, and Series 66 designations with 16 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and features a large national network of advisors and branch offices.