Aaron Roques is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Roques also owns and operates AADR Financial Services, a financial practice based in Henderson, NV. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad planning menu, including specialized services such as business-owner transition and special-needs planning, and advisors develop tailored recommendations using proprietary research and planning tools.

John Deming is a financial advisor at UBS Financial Services with 31 years of industry experience. He has been with UBS since 2012 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a personal manager for the band Rudy Parris. UBS Financial Services serves individual, corporate, and institutional clients through 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 investment strategies aligned with clients’ goals and risk tolerances.

Michael Vilardi is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Washoe Wealth Advisors Inc., James Lewis, and Waddell & Reed, Inc. He is also involved with Le Shack Tahoe LLC, a real estate rental business. 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 financial planning and investment management services, including model portfolios, third-party asset management, and institutional platforms.

Roberto Fontani is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously with Woodbury Financial Services, Inc. and Questar Asset Management. He is also licensed as an insurance agent, specializing in life, fixed annuities, and long-term care insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisers. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing across various investment vehicles.

Brian Urbani is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and previously worked at Umpqua Bank and several mortgage firms. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Nicholas Frank is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 28 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets since 1997. Outside of his advisory role, he owns several rental properties in Reno, NV. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and broad investment offerings across retail and institutional markets.

Peter Leuty is a financial advisor at Wells Fargo Advisors in Reno, NV, with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with Wells Fargo-affiliated firms since 2009. Outside of his advisory work, he umpires youth baseball games in the Reno area. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a wide range of financial planning services and develops tailored recommendations using proprietary research and planning tools, with clients choosing how to implement the advice.

Cosette Gibson Mc Elroy is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. She has been associated with LPL Financial since 2022 and co-owns The Office Golf Club. Additionally, she serves on the board of the Hidden Valley Country Club Ladies League, overseeing tournament play. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides access to financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with technology and research tools.

Robert Morales is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He previously worked for Triad Advisors, Inc., and has operated Morales & Associates since 2006. Morales is also involved in insurance sales for employee benefits and serves as a board member for Medtech Services, a client-related company. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a broad network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and advisory services with a focus on diversified portfolio construction using firm-provided tools and access to third-party money managers and wrap programs.

Gregory Raleigh is a financial advisor with LPL Financial in Reno, NV, holding Series 63 and Series 66 licenses and having 14 years of industry experience. His prior roles include positions at Waddell & Reed, Washoe Wealth Advisors, and involvement with organizations such as the For Kids Foundation and the Rotary Club of Reno Central. 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, model portfolio programs, third-party asset management, and institutional platforms.

James Lewis is a financial advisor at LPL Financial with 38 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Washoe Wealth Advisors Inc., Waddell & Reed, and Wells Fargo Clearing. Lewis has also maintained a non-variable insurance business on a limited basis. 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 a broad network of investment adviser representatives.

Thomas Oskam Mouton is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Merrill and Bank of America N.A. since 2022. His prior experience includes roles at Prime Communications, AT&T, and the University of Reno. Merrill, along 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 a range of model-based and discretionary investment strategies.

Ricardo Alonso is a financial advisor with Wells Fargo Clearing in Reno, NV, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he has involvement with AMR Properties Ltd, an investment-related business focused on income properties. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings than typical large institutional advisers.

Adam Hollen is a financial advisor at Cetera with the PFS™ designation. He has experience working at Johanson & Yau, Thayer Green & Associates, and Persing Professional Group. Hollen has been with Cetera since 2026. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with discretionary and non-discretionary program options.

Joseph Bray Newcombe is a financial advisor at Ameriprise with a Series 66 designation and four years of industry experience. His prior work includes roles at US Bank and the University of Nevada Reno. Outside of his advisory work, he serves in the US Navy Reserves and volunteers with Veterans for All Voters and 3rd Decade, providing financial education and mentorship. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on tax-aware withdrawal strategies and dependable income sources for clients approaching or in retirement.

Theresa Larsen is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 13 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wells Fargo Bank NA. Outside of finance, she owns and operates Theresa Larsen Photography, focusing on taking, selling, and editing photos. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its offerings.

Craig Titterington is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he served with the Reno Police Department for over two decades. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Steven Hill is a financial advisor at RBC Capital Markets with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2008, with prior experience at City National Bank from 2017 to 2023. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients including pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, utilizing both in-house and third-party investment managers.

Steven Sakata is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Wells Fargo Clearing and Morgan Stanley Private Bank. He also serves as co-trustee for his mother's trust. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning including retirement, education, and niche services such as business-owner transition and special-needs analysis. The firm utilizes proprietary research and planning tools to develop tailored recommendations delivered through meetings and written summaries.

Anthon Matkulak is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include extensive tenure at Morgan Stanley in various capacities from 2009 to 2025. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory. The firm’s approach includes a broad range of financial product options, including insurance-related vehicles and bank deposit sweep programs.