Bojana Grujicic is a financial advisor at UBS Financial Services with eight years of industry experience. She holds the Series 63 and Series 65 designations and has worked previously at Ameriprise Financial Services and Wells Fargo. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and delivers advisory work using proprietary market assumptions and research from its Chief Investment Office and UBS Global Research.

Peter Damascus is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has served since 1997. In his current role, Peter focuses on business retirement services and family wealth planning and asset management. He advises clients on corporate retirement planning, individual family planning, and estate planning recommendations, emphasizing realistic goals, expectations, and collaborative strategies. He and his team support business owners and trustees by recommending employee retirement and deferred compensation plans, managing business cash flow, and assisting with lending lines. They also prioritize educating employees about benefit plans and their participation benefits. For family wealth management, Peter and his team listen attentively to clients' financial needs to develop personalized paths for achieving their goals. Peter holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation, along with Chartered Retirement Planning Counselor™, Certified 401(k) Professional, CERTIFIED PLAN FIDUCIARY ADVISOR, Personal Investment Advisor, and Retirement Benefits Consultant certifications. He earned his Juris Doctorate from Yeshiva University Benjamin N. Cardozo School of Law in 1995 and holds a Bachelor's degree from Pace University. Peter passed the New York and California State Bars and is a member in good standing of both bars as well as the Supreme Court of the United States and the United States Court of International Trade. He also serves as a FINRA Arbitrator. Outside of his professional responsibilities, Peter volunteers for the Special Olympics and serves as a board member of the Trojan Football Alumni Club and The Silver Stone Ranch HOA. He resides in Nevada with his family.

Michelle Diaz is a financial advisor at UBS Financial Services with a Series 66 credential and approximately one year of industry experience. Prior to entering finance, she held various roles in the luxury retail sector at firms including Tiffany & Co., Cartier, and Saks Fifth Avenue. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor investment plans. The firm integrates institutional trading capabilities with wealth management, offering a broad range of capital markets and financial planning products.

Melissa Eastep is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 66 credentials and has worked with Morgan Stanley and its affiliates since 2014. Outside of her advisory role, she is involved as a producer with THE BIKE PARTY LLC and serves on the advisory board of Magnifique Artists LLC, a consulting and project management firm. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs supported by structured planning tools and a global investment committee.

Amber Phoenix is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 66 credentials and 24 years of industry experience. She has been with LPL Financial since 2008. Outside of her advisory work, she hosts a podcast and maintains a social media presence focused on dating and marriage perspectives. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Shirley Cruz is a financial advisor at Merrill with 26 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Merrill since 2010, following a lengthy tenure at Bank of America dating back to 1994. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Thyra Kiehl is a financial advisor at LPL Financial with eight years of industry experience. She holds a Series 66 designation and has worked with LPL Financial since 2017, following two years at Regus. Kiehl operates Heck Wealth Management as an affiliated business entity in 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 financial planning, model portfolios, third-party asset management, and institutional platforms, combining a broad advisory network with various non-advisory financial services.

Jonathan Blitz is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at J.P. Morgan Securities and J.P. Morgan Chase Bank. Blitz is based in Las Vegas, NV. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Michael Fashtchi is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with LPL Financial since 2001. Outside of his advisory role, he is involved in telemedicine service referrals. 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 wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Alexis Kent is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Prior to joining Schwab, Alexis worked in various roles including with the Nevada State Board of Medical Examiners and Bella Grey Medical Spa. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and alternative investment options.

Vance Alm Jr. is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Merrill and Bank of America since 2022 and previously held roles at ReNew Lending, Williams-Sonoma, Target, Frito-Lay, Walmart, and the University of Nevada, Reno. 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 and profit-sharing plans, corporations, and charitable organizations.

Jeremy Keller is a financial advisor with UBS Financial Services in Las Vegas, NV, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with UBS Financial Services since 2009. His wife operates KK Consulting LLC, a legal nurse observer consulting business, for which he holds investment authority but has no operational role. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and employs proprietary research and model-based asset allocations to tailor client solutions.

Khristopher Hoopes is a CFP® professional with two years of industry experience, currently serving as a financial advisor at UBS Financial Services in Las Vegas, NV. Prior to joining UBS, he has experience in the plumbing industry and worked at the University of Nevada, Reno. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services including financial planning, portfolio management, and a variety of investment products. The firm combines institutional trading capabilities with wealth management services through a network of advisors who utilize proprietary research and model-based asset allocations.

Raymond Krusic is a financial advisor with Raymond James Financial in Las Vegas, NV, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior roles include positions at Morgan Stanley & Co. Incorporated and Commonwealth Financial Network. Outside of his advisory work, he is involved in managing a bridal retail business jointly owned with his wife. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, institutional, and nonprofit clients. The firm offers tailored, non-discretionary advisory services that use analytical tools to support client decision-making and maintains specialized programs in municipal finance and SIMPLE IRA employer consulting.

Megan Daly is a Series 66-credentialed financial advisor with 11 years of industry experience. She has been with Merrill since 2014 and also works at Bank of America, N.A. since 2017. Based in Las Vegas, NV, she supports a broad range of client needs within these firms. 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 managed by internal and third-party teams, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Timothy Chauser is a Series 66-licensed financial advisor with 44 years of industry experience. He is currently with LPL Financial and has previously worked at Cetera Wealth Services, LLC and Chauser & Company, Inc. in Las Vegas, NV. 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 large network of investment adviser representatives.

Michella Albright is a financial advisor at Fidelity with Series 66 and Series 63 designations and four years of industry experience. Prior to joining Fidelity, she worked at Triumvirate Environmental Inc and The University of Nevada Las Vegas. Outside of her advisory role, she occasionally sells items through the online platform Mercari. Her firm, Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and serves as an advisor to multiple registered investment companies.

Genaro Roman is a financial advisor at Merrill with eight years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Allianz Life Financial Services and Northwestern Mutual. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Emily Pendleton is a CFP® and ChFC® with 22 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and previously spent 13 years with MetLife Securities. In addition to her advisory role, she is an independent insurance agent and operates a legacy planning LLC focused on financial planning services. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes annual, collaborative planning engagements supported by firm-approved analytical tools and offers a range of specialized planning services.

Robert Sterling is a financial advisor at UBS Financial Services with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.