Jeremiah Johnson is a financial advisor with Ameriprise in Henderson, NV, holding the ChFC® and Series 66 designations and bringing 26 years of industry experience. He has worked at Ameriprise and its affiliated entity since 2005. He is also the president and owner of Jeremiah Johnson Incorporated, an S-Corp established for his personal use as an Ameriprise Financial Advisor. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice with a focus on dependable income sources and tax-aware withdrawal strategies.

James Dence is a financial advisor at Merrill Lynch Wealth Management. He specializes in helping individuals and families create financial strategies aligned with their goals and values. His approach centers on uncovering clients' priorities to build confidence in their financial future. Before entering financial services, James earned a Bachelor's degree in Christian Ministry and Psychology from Blue Mountain College. He spent five years as a pastor and four years as a personal trainer. These roles helped him develop skills in listening, building trust, and guiding people through significant decisions. He holds the Personal Investment Advisor (PIA) designation. James emphasizes integrity, compassion, and service in both his professional and personal life. He and his wife are raising two children, including one adopted through foster care. He is involved in volunteer and nonprofit work, including participation in the organization Fostering Hope.

Edwin Harris is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Wells Fargo entities since 2009, including Wells Fargo Advisors LLC and Wells Fargo Clearing. Harris also serves as co-trustee for his father. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Todd Williams is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding Series 63, Series 65, and Series 66 licenses and bringing 33 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2011. 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 IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Paul Couch is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked for City National Bank for 13 years before joining Wells Fargo Clearing in 2024. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

David Hengel is a financial advisor with Ameriprise in Henderson, NV, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at Ameriprise since 2013, including his current role beginning in 2020, and previously spent two years at Southend Strategic Partners LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, non-discretionary advice, primarily for clients with Ameriprise-managed accounts.

Austin Hopp is a financial advisor at Ameriprise in Las Vegas, NV, holding a Series 66 designation with one year of industry experience. His prior work includes roles at MML Investor Services, MassMutual Life Insurance, and Golf Summerlin. He has an academic background with positions at the University of Hawaii and Western Illinois University. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Gary Woodard Jr. is a financial advisor at Ameriprise with 14 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2012. Based in Las Vegas, NV, he has been with his current firm for six years. 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 clients nearing or in retirement with written Recommendation Reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

David Tanaka is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 66 and Series 63 designations and has worked previously at Raymond James Financial Services and First Hawaiian Bank. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also offers discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery, with distinctive features including its registration as a commodity pool operator and use of AI in research.

Joseph Rosania is a Series 66-licensed financial advisor at Edward Jones with five years of industry experience. He previously worked at JP Morgan Securities LLC and JPMorgan Chase Bank NA, accumulating ten years of experience prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options. The firm is notable for its extensive retail advisor network, affiliated mutual funds, trust company, and securities-based lending services.

Sandra Burke is a financial advisor at Thrivent Investment Management with 11 years of industry experience. She holds a Series 66 designation and has been with Thrivent since 2014. Outside of her advisory role, she is a silent partner with her spouse in a Five Guys franchisee business operating in Arizona and California. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers planning as a standalone service or combined with managed accounts under its WealthPlan program.

John Garner is a Senior Financial Advisor at Merrill Lynch Wealth Management leading The GM Wealth Management Group. He advises a select group of high-net-worth individuals, families, and businesses, leveraging the capabilities of Merrill Lynch to provide tailored investment strategies and portfolio management services. John is a qualified Portfolio Advisor and holds the Personal Investment Advisor (PIA) designation. John's financial services career spans three decades and includes experience in both management and client advising roles at several prominent Wall Street firms. Prior to joining Merrill Lynch in 2010, he spent 13 years as a financial advisor at Morgan Stanley. His expertise encompasses personal retirement planning, portfolio management, socially responsible investing, and individual and corporate investment strategies. He holds a bachelor's degree from Georgia Southern University. Residing in Henderson, Nevada since 1991, John maintains interests in golfing, tennis, and traveling, and is an enthusiastic fan of the NHL Las Vegas Golden Knights and NFL Raiders.

Laurence Di Cicco is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at Ameriprise Financial prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. His background includes roles in marketing, dining, and real estate sectors. J.P. Morgan Securities LLC 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Anastasia Bergevin is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and 13 years of industry experience. She has worked at Charles Schwab Bank, RBC Capital Markets, Bank of America, and Merrill. Outside of finance, she is co-owner of Crowder Crew LLC, a small family-run coffee roasting business based in Las Vegas. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management with integrated advisory, brokerage, and custody services.

Robert Martin is a financial advisor at Morgan Stanley with six years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank since 2019, and previously spent 14 years at BNY Mellon. He serves as a board member of the University of Nevada, Las Vegas Football Foundation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market models to support its financial planning services.

Stuart Cohen is a financial advisor with LPL Financial in Las Vegas, NV, holding a Series 66 credential and 13 years of industry experience. He previously worked at Morgan Stanley and Wells Fargo Advisors before joining LPL Financial in 2019. Cohen has involvement with several business entities related to his work at LPL. 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 tools such as machine learning for operational and research purposes.

Brent Wick is a financial advisor with Merrill, holding a Series 66 designation and 19 years of industry experience. He has worked at Merrill since 2017 and previously was with J.P. Morgan Securities LLC and J.P. Morgan Chase Bank NA from 2015 to 2017. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary strategies developed by internal and third-party managers.

Robert Bracco is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1996, beginning his career in the Anchorage office. Robert brings extensive industry experience focused on wealth management strategies tailored to clients' risk tolerance, time horizon, liquidity needs, and overall investment goals. He holds bachelor's degrees in both finance and social science from the University of Florida. Robert has earned multiple professional designations, including Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His areas of expertise include family wealth management, services for endowments and foundations, liquidity management, personal retirement planning, portfolio management, and tax minimization. Robert is involved in the community through his service on the board of the Older Person's Action Group. He also volunteers by coaching boys JV basketball and participates in outdoor activities such as basketball, camping, fishing, hiking, and scuba diving. He and his family relocated to Idaho in 2013.

Mark Richanbach is a financial advisor with Morgan Stanley in Las Vegas, NV, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2012 and at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Richanbach is a founder and board member of TheChristianThingTodo.org, a nonprofit organization focused on community and humanitarian efforts. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm emphasizes structured planning processes using approved tools and offers both tailored financial plans and extensive investment strategies.

Jordan Parks is a financial advisor at Merrill based in Las Vegas, NV, holding a Series 66 designation. He has been with Merrill since 2018 and has one year of experience with Bank of America, N.A. Prior to his roles in finance, he worked at the College of Southern Nevada and Wal-Mart. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.