Jimani Duncan is a financial advisor at Ameriprise in Las Vegas, NV, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise, his work history includes roles at Amazon, Target, and various educational institutions. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing comprehensive written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored recommendations, primarily for clients with substantial assets managed within Ameriprise.

Paul Biafore is the Senior Resident Director at Merrill, where he provides personalized wealth management strategies tailored to clients' individual goals and aspirations. He works closely with clients to develop flexible financial plans that adapt to changing market conditions, offering access to Merrill's investment insights and Bank of America's banking and lending solutions. His client focus areas include college education planning, family wealth management, legacy planning, philanthropic planning, retirement income, and services for endowments, foundations, and non-profits. With a background that includes senior roles in the gaming industry and experience as a college basketball manager, Paul serves a diverse client base that includes C-suite executives, professional and college basketball coaches, retirees, and non-profit organizations. He collaborates with clients' CPAs, estate and tax attorneys to provide comprehensive strategies that address managing risk, creating legacies, and helping clients pursue long-term financial goals. As a qualified Portfolio Manager, he builds and manages customized investment strategies, which may include individual securities, Merrill model portfolios, and third-party strategies, sometimes managing portfolios on a discretionary basis. Paul earned a bachelor's degree in Business Management from the University of Nevada-Las Vegas, where he served as Senior Student Manager for the men's basketball team that won the 1990 NCAA Championship. He was honored as the 2011 Lee Business School Alumnus of the Year at UNLV. Additionally, Paul holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He supports community organizations such as the National Youth Sports Organization and the UNLV College of Business. Outside of work, his interests include basketball, golfing, music, traveling, and spending time with his family.

Sarah Bray is a financial advisor at Edward Jones in Henderson, NV, holding a Series 66 designation with six years of industry experience. She has worked at Edward Jones since 2019 and previously was employed at Terrible Herbst, Inc. from 2013 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and strategies with approximately $1.01 trillion in assets under management. The firm is notable for its extensive network of financial advisors and branch offices, as well as its affiliated capabilities including a trust company and proprietary mutual funds.

Mark Ventresco is a Managing Director and Wealth Management Advisor with Merrill Lynch Wealth Management. He has worked in financial services since 1993 and joined Merrill Lynch in 2013. Mark provides detailed financial strategy and sustained advice to business owners, senior executives, retirees, and multi-generational families, focusing on areas such as corporate executive services, executive compensation, equity compensation services, family wealth management, legacy planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, and special needs planning. Mark holds a Master of Business Administration in business management from Pepperdine University, where his capstone project focused on transition planning for privately held business owners. His professional designations include the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., the Certified Exit Planning Advisor (CEPA) designation, and the Certified Plan Fiduciary Advisor® (CPFA) designation. He is a member of the Graziadio Alumni Network and the Pepperdine University Alumni Association. Outside of work, Mark enjoys spending time with his wife Amy and their daughter Lauren. His personal interests include renovating homes, classic cars, rock and roll music, gymnastics, music, and woodworking.

Justin Blackard is a financial advisor at Ameriprise in Las Vegas, NV, holding a Series 66 designation with 13 years of industry experience. He has worked with Ameriprise and Ameriprise Financial Services, Inc. since 2012. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver these services through a centralized consulting team and supports a wide range of advisory, brokerage, and insurance solutions.

Yakov Krassovskiy is a financial advisor at Merrill Lynch Wealth Management. He helps individuals and families develop clear financial plans tailored to their unique needs, goals, and circumstances. His approach focuses on making finance approachable, providing straightforward guidance for clients at various stages, from those just starting to invest to retirees managing income. Yakov's expertise includes education planning, managing new wealth, personal retirement planning, portfolio management services, and tax minimization. He works with clients to invest, grow, preserve, and transfer wealth, aiming to match risk to client goals while maximizing tax efficiency. He began his career at Bank of America as a banker, where he developed an understanding of how complex personal finance can be for many people. Yakov holds professional designations as an Accredited Wealth Management Advisor (AWMA) and a Chartered Retirement Planning Counselor (CRPC). He earned a high school diploma from Carson High School. Outside of work, he enjoys hiking, photography, scuba diving, and traveling.

Sara Mccue is a financial advisor with UBS Financial Services in Las Vegas, NV, holding a Series 66 designation and 19 years of industry experience. She previously worked at Bank of America, N.A. and Merrill. Outside of her advisory role, she is the owner of The Blue Agave Trust, where she serves as a living revocable trust grantor and trustee. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm offers a broad range of services including portfolio management, financial planning, and institutional trading capabilities.

Albert Guida Jr. is a financial advisor at OSAIC with 39 years of industry experience. He holds a Series 63 designation and joined OSAIC in 2018 after two years at Signator Investors, Inc. Outside of his advisory work, he serves as treasurer for the Downtown Las Vegas Rotary Club. OSAIC serves a broad mix of retail and institutional clients through a large network of financial advisers, offering brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios including stocks, bonds, options, mutual funds, ETFs, and alternative investments.

John Scarff is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments and Ameriprise Financial Services. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Peter Cox is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His prior work includes positions at Nevada State Bank, MML Investors Services, and MassMutual Life Insurance Company. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Brett Belt is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at GWFS Equities, Inc. for five years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios from a broad investable universe.

Arthur Nisperos is a financial advisor with Ameriprise in Las Vegas, NV, holding Series 65 and Series 63 credentials and 10 years of industry experience. He has been with Ameriprise and its affiliate since 2016. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning and tax-aware withdrawal strategies.

Miguel Guzman III is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and four years of industry experience. He has been with Primerica Advisors since 2021 and was previously employed at Green Valley High School and Southeast Career Technical Academy. In addition to his advisory role, he is involved in sales of investment-related products and also participates in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Shyanna Sagadraca is a financial advisor with Morgan Stanley in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. She previously worked at Ameriprise for seven years and has a background with the University of Las Vegas, Nevada. Morgan Stanley Wealth Management is an SEC-registered advisory and broker-dealer firm serving both individual and institutional clients with a range of financial planning and investment management services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools guided by its Global Investment Committee.

Gail Brown is a financial advisor with Morgan Stanley in Las Vegas, Nevada, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Outside of her advisory work, Brown serves as Chair of the Summerlin Rotary and operates an Amazon FBA retail business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Scott Chamberlain is a CFP® professional with 31 years of experience in the financial services industry. He has been with UBS Financial Services since 2009. Outside of his advisory role, he served on the board of directors for the Miracle League of Las Vegas, a charity that provides baseball opportunities for individuals with physical and mental disabilities. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management solutions and provides research-driven, tailored financial plans.

Rafael Velazquez Borragan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and six years of industry experience. He has been with Wells Fargo Clearing and its related entities since 2019 and has a total of ten years with Wells Fargo Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and brokerage services. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with third-party data to support its investment and retirement plan offerings.

Douglas Gold is a financial advisor at Mass Mutual Investors Services with 18 years of industry experience. He holds a Series 66 designation and has worked at several firms, including BNY Mellon and Wells Fargo Advisors. Gold serves on the boards of charitable organizations providing tutoring for low-income schools and supporting adoption and social services. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses structured, collaborative planning tools and provides event-driven programs such as divorce and estate-settlement planning.

Scott Self is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. He previously worked at Partners Capital Group and spent seven years with Hoffman Hospitality Group. 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 tax-aware retirement planning advice.

Jeramy Woods is a CFP® professional with eight years of industry experience, currently affiliated with LPL Financial. He previously worked at Edward Jones for nine years and has additional experience in hospitality and title services. Woods is the owner of HAIOS Inc., a sign language interpreting service based in Las Vegas, which he manages in a primarily hands-off capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by in-house research and third-party subadvisors.