Kristie Boyd is a financial advisor at Edward Jones with a Series 66 designation and over eight years of experience in various roles, including previous positions at Edward Jones and leadership at Westward Studio (Head West, LLC). Her background also includes work in the craft brewery and retail industries. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Jennifer Chappell is a CFP® with 11 years of experience currently serving as a financial advisor at Raymond James Financial in Reno, NV. She previously worked at Nevada Family Wealth and is involved as a managing member of Ladybug Peak, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting and supports municipal and public-finance work through a unique municipal advisor affiliation.

Matthew Jeannes is a financial advisor at Ameriprise Financial Services with 13 years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2016, following three years at Morgan Stanley. He serves on the Board of Directors for Northern Nevada Community Housing and is the Board President. 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 retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Morgan Bernsee is a financial advisor at Ameriprise with three years of industry experience. He holds Series 65 and Series 63 credentials. Prior to his current role, his work history includes positions at Renown, Blackhawk Network, and other companies. 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 retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Dean Gilliam is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has worked within various Morgan Stanley entities since 2003, including Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by offering a broad range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment modeling as part of its advisory process.

Neil Saiz is a financial advisor with Edward Jones in Reno, NV, holding CFP®, ChFC®, and Series 66 credentials and having 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he is the owner and managing member of Washoe Painting Company, a construction and trade business. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Jeremy Merlino is a CFP®-certified financial advisor at Cetera with 16 years of industry experience. He has worked at Cetera and American River Wealth Management since 2018 and previously held a role at U.S. Bancorp Investments. Outside of his financial advisory work, Merlino is involved in coaching CrossFit Kids classes as a CrossFit Level 1 Coach. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts through a nationwide network of independent advisors. The firm offers a variety of investment management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary programs across multiple custodial relationships.

Aaron Roques is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Roques also owns and operates AADR Financial Services, a financial practice based in Henderson, NV. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad planning menu, including specialized services such as business-owner transition and special-needs planning, and advisors develop tailored recommendations using proprietary research and planning tools.

John Deming is a financial advisor at UBS Financial Services with 31 years of industry experience. He has been with UBS since 2012 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a personal manager for the band Rudy Parris. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor investment strategies aligned with clients’ goals and risk tolerances.

Michael Vilardi is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Washoe Wealth Advisors Inc., James Lewis, and Waddell & Reed, Inc. He is also involved with Le Shack Tahoe LLC, a real estate rental business. 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 financial planning and investment management services, including model portfolios, third-party asset management, and institutional platforms.

Daryl Weeden is a CFP®-designated financial advisor with over 40 years of industry experience. He is currently with OSAIC and has previously worked at Securities America Advisors, National Planning Corporation, and LPL Financial. He is also involved with Weeden Capital Asset Management. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisers and advisory platforms, offering integrated brokerage, investment advisory services, and access to multiple third-party money managers.

Roberto Fontani is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously with Woodbury Financial Services, Inc. and Questar Asset Management. He is also licensed as an insurance agent, specializing in life, fixed annuities, and long-term care insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisers. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing across various investment vehicles.

Brian Urbani is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and previously worked at Umpqua Bank and several mortgage firms. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Nicholas Frank is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 28 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets since 1997. Outside of his advisory role, he owns several rental properties in Reno, NV. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and broad investment offerings across retail and institutional markets.

Peter Leuty is a financial advisor at Wells Fargo Advisors in Reno, NV, with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with Wells Fargo-affiliated firms since 2009. Outside of his advisory work, he umpires youth baseball games in the Reno area. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a wide range of financial planning services and develops tailored recommendations using proprietary research and planning tools, with clients choosing how to implement the advice.

Cosette Gibson Mc Elroy is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. She has been associated with LPL Financial since 2022 and co-owns The Office Golf Club. Additionally, she serves on the board of the Hidden Valley Country Club Ladies League, overseeing tournament play. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides access to financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with technology and research tools.

Robert Morales is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He previously worked for Triad Advisors, Inc., and has operated Morales & Associates since 2006. Morales is also involved in insurance sales for employee benefits and serves as a board member for Medtech Services, a client-related company. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a broad network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and advisory services with a focus on diversified portfolio construction using firm-provided tools and access to third-party money managers and wrap programs.

Gregory Raleigh is a financial advisor with LPL Financial in Reno, NV, holding Series 63 and Series 66 licenses and having 14 years of industry experience. His prior roles include positions at Waddell & Reed, Washoe Wealth Advisors, and involvement with organizations such as the For Kids Foundation and the Rotary Club of Reno Central. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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.

James Lewis is a financial advisor at LPL Financial with 38 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Washoe Wealth Advisors Inc., Waddell & Reed, and Wells Fargo Clearing. Lewis has also maintained a non-variable insurance business on a limited basis. 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 broad network of investment adviser representatives.

Thomas Oskam Mouton 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 N.A. since 2022. His prior experience includes roles at Prime Communications, AT&T, and the University of Reno. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.