Omar Rubio is a financial advisor with Wells Fargo Clearing in Reno, NV, holding a Series 66 designation and two years of industry experience. He previously worked at Merrill for nine years. Outside of his advisory role, he has a partial ownership interest in Lotus Therapy LLC, a therapy business in Reno, which he helped establish. 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.

Tessa Breeden is a financial advisor at Stifel with a Series 66 credential and less than one year of industry experience. Prior to joining Stifel, she held various roles predominantly in the fitness and wellness sectors. Outside of her advisory work, she owns and operates a women’s fashion boutique called Trainer Tessa LLC DBA Sporty Chic. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and planning analyses.

Shane Dean is a Financial Consultant currently working at Fidelity Investments since 2022. He has accumulated experience in various roles within the financial services industry, including Investment Consultant at Charles Schwab in 2022, Relationship Manager at Fidelity Investments from 2020 to 2022, Financial Representative at Fidelity Investments from 2019 to 2020, and Originating Loan Officer Assistant at Guild Mortgage from 2017 to 2019. Born and raised in Nevada and an alumnus of the University of Nevada, Shane is a CERTIFIED FINANCIAL PLANNER® professional. He holds a California Insurance License. His professional focus is on developing comprehensive financial plans tailored to his clients' needs. Outside of his professional work, Shane enjoys camping, hiking, snowboarding, traveling, exploring culinary experiences as a foodie, and spending time with his pets.

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 with Ameriprise in Reno, NV, holding Series 63 and Series 65 credentials and three years of industry experience. His work history includes positions at Ameriprise and other companies in various roles since 2016. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies. The firm uses a centralized service team and a combination of proprietary research and third-party tools to develop tailored recommendations.

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. His prior experience includes roles at Woodbury Financial Services, Questar Asset Management, Questar Capital Corporation, and Bancwest Investment Services. He is also licensed as an insurance agent, providing life, fixed annuities, and long-term care products. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services. The firm uses various analytical tools and multiple advisory platforms to construct diversified portfolios, providing both discretionary and non-discretionary account management.

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 in Reno, NV, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets from 1997 to 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by proprietary tools and analytics. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Peter Leuty is a financial advisor with Wells Fargo Advisors in Reno, NV, holding Series 63 and Series 66 licenses and having 21 years of industry experience. He has worked at Wells Fargo Advisors since 2009, including prior roles at Wells Fargo Clearing, Charles Schwab, and Morgan Stanley. Outside of finance, he serves as a baseball umpire for All World Sports and Washoe Little League. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, risk management, and specialized areas such as business-owner transition and sports planning. Advisors deliver tailored recommendations through meetings and reports, with implementation options through the firm’s brokerage or advisory programs.

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.