Haylie Kalinowski is a financial advisor at UBS Financial Services with three years of industry experience. She holds the Series 66 designation and has prior experience at Axos Bank, Credit Union 1, and Generations Federal Credit Union. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-based, tailored financial plans through its network of advisors.

Sidney Thompson is a financial advisor with UBS Financial Services in Las Vegas, NV, holding a Series 66 designation and five years of industry experience. Prior to joining UBS, Thompson worked at AG Light and Sound and Hearthstone Kitchen and Cellar, and was affiliated with the University of Nevada Las Vegas. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets services and proprietary research to support client strategies.

Andrew Garcia is a financial advisor at Ameriprise with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Ameriprise, he worked in various roles including positions at Grand Sierra Resort, Greater Nevada Fields, and the University of Nevada Reno. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering 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.

Daniel Cuddy Jr. is a financial advisor at Cambridge Investment Research Advisors with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked extensively with Cambridge and Securities America. Outside of his advisory work, he is involved in life coaching through his firm Go 4 Th and serves as president of Retirement Benefits Group, an insurance agency. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a variety of portfolio management and model-based solutions.

Kelechi Obilor is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 66 designation and has worked with Ameriprise Financial Services and Fidelity Investments. Fidelity's Strategic Advisers LLC provides a range of investment management and advisory services to retail and institutional clients, including discretionary portfolio management and model portfolio delivery. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction, and has a formal advisory role to multiple registered investment companies.

Ryan D’souza is a financial advisor at Raymond James & Associates with a Series 66 designation and 10 years of industry experience. His prior roles include positions at City National Bank, RBC Capital Markets, LLC, and Ameriprise Financial Services, Inc. He is based in Las Vegas, NV. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and public entities. The firm offers financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Larry Scullark Jr. is a financial advisor with Merrill, holding a Series 66 designation and five years of industry experience. He has a military background, serving in the US Army since 2011 and supervising Army Reserve logistics operations. He also has experience with Bank of America and American Military University. Outside of advising, he is involved with B Line Real Estate Group in Las Vegas. Merrill, alongside its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through model-based and discretionary strategies developed by internal and third-party teams. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Placide Paul is a financial advisor with Thrivent Investment Management in Las Vegas, NV, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Fidelity Investments, Stifel Nicolaus & Co Inc, and J.P. Morgan Securities. Outside of his advisory duties, he owns and operates Zapix, LLC, a business engaged in the online sale and distribution of consumer electronics, and is involved in acting in commercials through a separate entity. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based, holistic analyses and broad financial planning advice without discretionary portfolio management or implementation services.

Bradford Cook is a financial advisor with Fidelity Investments in Las Vegas, NV, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior work includes roles at Waddell & Reed, TIAA-CREF, and Global Financial Private Capital. Fidelity’s Strategic Advisers LLC, where he works, provides investment management and advisory services to both retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios from a broad investable universe and maintaining oversight of sub-advisers and share class evaluations.

Joseph Caldera is a CFP® professional with 27 years of experience in the financial services industry. He has worked at LPL Financial since 2018 and previously spent 15 years with INVEST Financial Corporation. Caldera is based 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 other institutions with advisory and brokerage services. The firm offers a range of solutions including financial planning, model portfolio programs, and institutional platforms, supporting a large network of advisors who employ both discretionary and non-discretionary strategies.

Jeffery Zemp is a CFP® with 11 years of industry experience, currently affiliated with LPL Financial. His career includes roles at One Nevada Credit Union, CUSO Financial Services, Fidelity Investments, and City National Securities. Based in Las Vegas, NV, he also has involvement with One Nevada Insurance Services. 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 range of financial planning and investment management services through a large network of advisors and incorporates advanced tools to support investment decision-making.

Jacob Gonzalez is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2024. Prior to his advisory role, his background includes positions in various service and retail environments, as well as freelance work. 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 tailored planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Kristina Besstchetnaya is a financial advisor at Fidelity with six years of industry experience. She holds a Series 66 designation and has worked at Merrill and Tiffany & Co, among other firms. Outside of her advisory role, she is involved in managing administrative operations for a gymnastics business founded by her spouse. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative and algorithmic portfolio construction.

Patricia Murphy Radigan is a financial advisor with Merrill in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked at Merrill since 2009 and at Bank of America, N.A. since 2010. 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 a range of clients including individuals, high-net-worth clients, and institutional entities.

Pierre Perez is a financial advisor at Mass Mutual Investors Services with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors. Mass Mutual Investors Services is a subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs collaborative, annual planning engagements using firm-approved software and offers specialized programs such as divorce planning and estate settlement.

Dannette Trivisonno is a financial advisor at UBS Financial Services with 38 years of industry experience. She has held her current position at UBS since 2009. Her credentials include the Series 63 and Series 65 designations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-based, model-driven financial strategies tailored to clients’ goals and risk tolerances.

Yohanes Tesfamariam is a financial advisor at Ameriprise with Series 66 credentials and one year of industry experience. Prior to joining Ameriprise, he worked in various roles including positions at Las Vegas Parking and the University of Las Vegas Nevada. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning and tax-aware withdrawal strategies. The firm’s approach involves a centralized service team that collaborates with advisors to provide customized recommendations based on proprietary research and external data.

Samuel Harper is a financial advisor with Fisher Investments in Las Vegas, NV, holding Series 63 and Series 65 designations and 15 years of industry experience. He has been with Fisher Investments since 2016. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management across various mandates. The firm uses a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and employs tax-aware strategies alongside risk management techniques.

Robert Keelan is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on delivering a comprehensive approach to wealth management by understanding each client’s financial situation and personal priorities. Robert collaborates closely with clients to develop customized strategies that are adaptable to changing needs and market conditions. He utilizes the investment expertise of Merrill and the banking services of Bank of America to address the diverse financial aspects of his clients’ lives. Robert’s areas of expertise include education planning, legacy planning, LGBT wealth planning, liquidity management, managing new wealth, socially responsible and values-based investing, and retirement income. He holds a Bachelor's Degree from the University of California system, where he studied International Business and Political Science. During his time at university, Robert began his banking and investing career, progressing from teller positions to becoming a financial advisor. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional work, Robert volunteers in his community and has personal interests in chess, football, ice hockey, music, spending time with family, and watching movies.

Peter Capotosto is a financial advisor with J.P. Morgan Securities in Las Vegas, NV, holding a Series 66 designation and bringing 21 years of industry experience. His prior roles include positions at LM Capital Group, SEI Investments, and Mirae Asset Global Investments. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers services on a non-discretionary basis through a select group of Wealth Advisors.