Brett Coltman is a financial advisor at UBS Financial Services with 23 years of industry experience. He holds the Series 66 designation and has been with UBS since 2002. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services and offers a range of fee-based financial planning and portfolio management solutions.

Denise Wilkins is a financial advisor at Merrill with 18 years of industry experience and holds a Series 66 designation. She has been with Merrill since 1994. Merrill, in conjunction 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 offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Shana Daniels is a financial advisor with J.P. Morgan Securities in Las Vegas, NV, holding a Series 66 designation and 12 years of industry experience. Her prior work includes roles at Ameriprise Financial Services and Credit One Bank. J.P. Morgan Securities 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 network of Wealth Advisors. The firm operates on a non-discretionary basis, combining large institutional advisory capabilities with brokerage and investment management functions.

Pei Jung Luh is a financial advisor at Merrill with a Series 66 credential and less than one year of industry experience. Prior to joining Merrill and Bank of America in 2026, Pei's background includes roles at Caesars Entertainment, MGM Resorts International, and the University of Nevada, Las Vegas. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Jennifer Mazanek is a financial advisor with Edward Jones in Las Vegas, NV, holding Series 63 and Series 66 licenses and six years of industry experience. Her prior roles include positions at Northern Trust and Wells Fargo. She is listed as a joint owner of an energy-related LLC for estate planning purposes but has no involvement in its operations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm operates under a fiduciary standard and is notable for its large retail advisor network and affiliated capabilities beyond advisory services.

Vincent Ottaviano is a CFP® professional with 10 years of industry experience, currently affiliated with Charles Schwab in Las Vegas, NV. His prior experience includes roles at TD Ameritrade, Ameriprise Financial Services, and Waddell & Reed. Outside of advisory work, he has worked as a food delivery driver. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and associated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by research and centralized operational infrastructure.

Steven Budin is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has been with LPL Financial since 1996. Budin serves as a financial commentator for the ABC affiliate in Las Vegas and works as a FINRA arbitrator. 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 and access to model portfolios and third-party asset management, supported by technology tools and a broad platform that integrates advisory and non-advisory financial activities.

Nicholas Vierra is a financial advisor with Equitable Advisors in Las Vegas, NV, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Morgan Stanley, Fidelity Investments, and Total Quality Logistics. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and various asset-management programs. The firm’s approach involves assessing client risk tolerance and matching them to advisory models, often implemented through third-party asset managers and LPL-sponsored programs.

Paul Cohen is a financial advisor with Raymond James & Associates in Las Vegas, NV. He holds Series 63 and Series 65 licenses and has 44 years of industry experience, including eight years each at Raymond James & Associates and UBS Financial Services Inc. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and charitable organizations with a range of financial planning and consulting services, employing various portfolio management styles supported by affiliated research and sub-advisers.

Darren Daye is a financial advisor with Equitable Advisors, holding Series 63, 65, and 66 licenses and 24 years of industry experience. His prior roles include positions at B. Riley Wealth Management, National Securities Corporation, Select Planning Group, and Securian Financial Services. He also serves as power of attorney for his son. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes various advisory models implemented through third-party managers and offers a range of investment options including mutual funds, ETFs, and alternative investments.

Chad Saclolo is a financial advisor with UBS Financial Services in Las Vegas, NV, holding a Series 66 designation and seven years of industry experience. He has previously worked at Ameriprise Financial Services and Jo-Ann Stores, Inc., and also spent time at the University of Nevada, Las Vegas. UBS Financial Services serves individual, corporate, and institutional clients through a range of 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 financial plans according to clients' goals and risk tolerances.

Marcos Martinez Bergman is a financial advisor with Mass Mutual Investors Services in Las Vegas, NV. He holds Series 65 and Series 63 licenses and has five years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Life Insurance Company. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers a range of planning programs and educational seminars, using firm-approved tools to support collaborative, annual financial planning engagements.

Gregory Adams is a financial advisor with Ameriprise in Las Vegas, NV, holding Series 63, 65, and 66 licenses and 12 years of industry experience. He previously worked at Edward Jones for seven years before joining Ameriprise in 2022. Adams serves as President of the Rotary of Downtown Las Vegas and is also an Adjutant for the American Legion Post 51 in North Las Vegas. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations as part of a broad range of advisory, brokerage, and insurance solutions.

John Klumbach is a CFP® professional with 27 years of industry experience, currently affiliated with Cetera. He has held roles at Avantax Investment Services and LPL Financial and has operated JJ Klumbach Consulting, Inc. since 2001. Klumbach serves as treasurer for multiple nonprofit organizations, including the Lions District 46 Foundation and the West Charleston Lions Club Foundation. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutions. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with access to both affiliated and unaffiliated managers.

Janinne Campbell Smith is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Ameriprise Financial Services. Outside of her advisory role, she is a travel planner associate and holds various independent contractor positions in transportation and delivery services. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Michael Bajorek is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior roles include positions at Heartland Institute of Financial Education, Nationwide Financial, Transamerica Financial Advisors, and World Financial Group. Bajorek is also involved with Southern Nevada Property Management LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, utilizing model portfolios and customized strategies supported by advisor-facing technology.

Jason Kelley is a financial advisor with J.P. Morgan Securities in Las Vegas, NV, holding a Series 66 designation and bringing 13 years of industry experience. His prior roles include positions at Capital Choice Investment Advisers and Ccf Investments, Inc. Outside of his advisory career, he was involved with Sin City Aquatics LLC from 2019 to 2020. J.P. Morgan Securities 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 delivers its program on a non-discretionary basis, combining large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Nicolas Scamorza is a Financial Advisor at The Cohen Group, a Merrill Lynch Wealth Management team headquartered in Las Vegas, Nevada. Joining the team in 2022, he contributes to business development and works alongside his wife, Jessica Cohen, and father-in-law, Gary Cohen. His role involves helping clients build and preserve their wealth across generations with personalized financial strategies. Prior to his current position, Nicolas spent over 11 years as a Certified Public Accountant at PwC, RSM US LLP, and Deloitte. His areas of client focus include Divorce Transition Planning, Family Wealth Management Strategies, Small Business Strategies, Tax Minimization, and Retirement Income. Although he draws on his accounting background, he does not provide tax advice in his current role. Nicolas holds a Bachelor's Degree from the University of Nevada - Las Vegas and maintains professional designations including Accredited Asset Management Specialist (AAMS), Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of work, he enjoys spending time with his wife, hiking, cheering for the Vegas Golden Knights, and cooking.

Crystal Heres is a financial advisor at Charles Schwab with 15 years of industry experience. She holds Series 63 and Series 66 designations and has been with Charles Schwab and Charles Schwab Bank since 2014. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm offers a combination of non-discretionary advisory services and discretionary separately managed accounts, supported by integrated brokerage, custody, and alternative investment due diligence.

Kerry Withrow is a financial advisor with Raymond James & Associates in Las Vegas, NV, holding Series 63 and Series 65 licenses and 32 years of industry experience. Prior to joining Raymond James in 2024, he worked at City National Bank and RBC Capital Markets. He is a passive investor in a private equity healthcare fund. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by extensive research and a range of portfolio management strategies.