Megan Phillips is a Series 66 licensed financial advisor with D.A. Davidson & Co., based in Minden, NV, with 16 years of industry experience. She previously worked at Wells Fargo Clearing for 12 years before joining D.A. Davidson & Co. in 2020. Outside of her advisory work, she is a 50% owner of Battle Born Wine, where she assists with sales, marketing, and general management. D.A. Davidson & Co. provides investment advisory and brokerage services to a variety of clients, including retirement plans, individual investors, charitable organizations, and corporations. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards with both qualitative and quantitative analysis.

Timothy Cleveland is a financial advisor at Edward Jones with 15 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Donovan Jackson is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 66 licenses, with 35 years of industry experience. He previously worked at Jackson & Whitaker Inc and has a long history with various insurance carriers and firms including Waddell & Reed, Inc. Jackson also served in roles with The Church of Jesus Christ of Latter Day Saints for over a decade. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions through a large network of investment adviser representatives.

Sharon Kaplan is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds a Series 66 designation and has worked in various roles within Wells Fargo and Chase Bank since 2013. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s advisory process is IPS-driven and includes a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Natalie Nielson is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. She holds a Series 66 designation and has worked with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. In addition to her advisory roles, she has been involved with Realty Executives Nevada's Choice since 2005. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is guided by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Walter Shepperd is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His work history includes roles at Avantax Advisory Services and Linsco/Private Ledger, among others. Outside of his advisory duties, he assists small business owners with human resources, payroll, benefits, and retirement plans through a consulting business. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors serving individual, corporate, retirement plan, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services with multiple program options and a multi-manager platform.

Stuart Shipley is a financial advisor with Edward Jones in Minden, NV, holding the ChFC® designation and Series 66 license with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Alexander Tancreto is a financial advisor with Edward Jones in Carson City, NV, holding a Series 66 designation and three years of industry experience. His prior work history includes positions at Sherwin Williams, Krch Realty, Amiseq Inc, Hughes Private Capital, Northwestern Mutual Life Insurance Company, and the Boys and Girls Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,000 financial advisors.

David Brady is a financial advisor with LPL Financial who holds the CFP® designation and has 39 years of industry experience. His career includes multiple tenures at LPL Financial as well as roles at Ameriprise Financial Services and Commonwealth Financial Network. He also operates a business entity under the name Brady and Associates related to his LPL activities. 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 and advanced research tools.

Dayna Picetti serves as a Wealth Management Advisor. In this role, she focuses on helping clients develop and implement comprehensive financial strategies tailored to their individual goals. Her work involves understanding both short-term and long-term objectives to provide appropriate advice for families, individuals, and business owners. While specific details about her education and credentials are not provided, Dayna operates within the Merrill Lynch Wealth Management framework, which emphasizes long-term investment approaches based on clients’ needs, goals, and risk tolerance. The team approach values hands-on financial guidance aimed at making clients’ financial aspirations achievable through disciplined investment processes. No information regarding personal interests or community involvement is available for inclusion.

Rance Kimberlin is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Barrett Financial Group LLC and Northpointe Bank. He also has experience outside of finance, having been involved in window tinting through Premier Window Tinting for nine years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment advisory strategies supported by a nationwide network of more than 23,700 advisors.

Donald Johnson is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 43 years of industry experience. His career includes 28 years at Wells Fargo Clearing and five years at Western International Securities, Inc. He is also involved with Johnson Wealth Group, a business related to his LPL advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of advisory and brokerage services through a large network of investment adviser representatives.

Michelle Ketten is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 17 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019, and previously at Merrill and Bank of America from 2012 to 2019. Outside of her advisory role, she serves as trustee and vice-chair of the Western Nevada College Foundation board. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm delivers these services on a non-discretionary basis, combining institutional advisory operations with brokerage, distribution, and investment management capabilities.

Michael Miller is a ChFC® and holds a Series 66 license with 19 years of experience in the financial industry. He has been with Edward Jones since 2019 and previously worked at U.S. Bancorp Investments, Inc. for seven years. Michael is based in Gardnerville, NV. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Igor Kuprin is a financial advisor with LPL Financial in Minden, NV, holding a Series 66 designation and 14 years of industry experience. He has been associated with LPL Financial since 2012 and has spent the last 10 years with Sequoia Wealth Advisors & Investment Management. Outside of his advisory role, he is involved with Metatron Holdings, LLC. 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 extensive operational tools and oversight of substantial discretionary assets.

James Foster is a financial advisor at Edward Jones with 28 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Edward Jones in 2017, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, Foster serves as president of the Toiyabe Men's Golf Club in Reno, NV. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers advisory programs featuring discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Bruce Woods is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 43 years of industry experience. He has worked at LPL Financial since 2009, with prior roles at Associated Planners Investment Advisory Inc., Associated Securities Corp., FSC Securities Corporation, and Strategic Wealth Advisors Group. 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 management solutions, including access to third-party asset managers and institutional platforms.

Janjilla Erickson is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. She previously worked at Wells Fargo Advisors for one year and has held two separate tenures at Edward Jones, totaling approximately ten years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and offers a variety of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

Matthew Collier is a financial advisor with Thrivent Investment Management in Carson City, NV, holding Series 63 and Series 66 licenses and possessing 31 years of industry experience. He has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning without discretionary trading authority, allowing clients to combine planning with managed-account services under a consolidated billing arrangement called “WealthPlan.”

Vincent Kvarna is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America and The Cheesecake Factory, as well as involvement with the Basque Cultural Center and its restaurant. 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, and institutional accounts.