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.

Myles Brandon is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His work history includes roles at Bank of America and Merrill, as well as earlier experience in the food service and retail sectors. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

Jacob Mansfield is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has worked at several companies prior to joining Edward Jones, including Aqua Metals, Velocity Truck Centers, Karat, and Wayfair. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Jacqueline Garol is a CFP®-certified financial advisor with Edward Jones in Reno, NV, with 15 years of industry experience. She has been with Edward Jones since 2010. Outside of her advisory role, she is a part owner and managing member of Tahoe Properties LLC, a vacation rental business in South Lake Tahoe, CA. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a network of approximately 23,701 advisors nationwide.

Adam Jones is a Series 66 licensed financial advisor with 13 years of industry experience. He is currently with Ameriprise in Reno, NV, and has previously worked at Wells Fargo Clearing, LPL Financial, CUNA Mutual Group, Nevada State Bank, Bank of America, and Merrill. 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 approaching or in retirement with a written recommendation report and ongoing annual retirement-income planning advice.

Samuel Reynolds is a financial advisor at Stifel with one year of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Charles Schwab & Co., Inc. and Western Nevada Supply. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Mark Schulten is a CFP® professional with 38 years of industry experience, currently serving at Wells Fargo Advisors in Reno, NV. He has been with Wells Fargo and its affiliated entities since 2009. Outside of his advisory role, he is involved in managing several investment-related business ventures. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients through a broad planning menu and tailored recommendations supported by Wells Fargo’s research and tools.

Kenneth Charles is a financial advisor with Ameriprise in Reno, NV, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliates since 2005. In addition to his advisory role, he is also associated with Blue Oaks Management, LLC, an Ameriprise Financial franchise. 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 recommendations and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jana Garner is a financial advisor with Ameriprise, holding a Series 66 designation and 11 years of industry experience. She previously worked at Merrill, Money Concepts Capital Corp, NCH Tax & Wealth Advisors, Independent Financial Group, LLC, and Cinergy Financial. Outside of her advisory work, she serves as a Client Service Coordinator and Paraplanner at FWMG, LLC. 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 annual retirement-income planning focused on income reliability and tax-aware withdrawal strategies.

Gary Martin is a Certified Financial Planner (CFP®) with 22 years of industry experience. He is currently with Morgan Stanley, having previously worked at Bank of America and Merrill. Outside of financial advising, Martin is involved as a coach at Palisades Tahoe Ski Resort in Olympic Valley, California. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm emphasizes a structured planning process supported by proprietary tools and provides advisory services across a broad spectrum of financial products.

Joshua Martin is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. 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. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

McKay Robbins currently serves as Vice President and Branch Leader at Fidelity Investments, a role he has held since 2023. Prior to this position, he was a Senior Manager at Morgan Stanley in 2023 and has held several branch management roles, including Branch Manager at E*TRADE from 2018 to 2023 and at Scottrade from 2014 to 2018. He began his career as a Financial Consultant at E*TRADE from 2006 to 2011 and then at TD Ameritrade from 2011 to 2014. Throughout his career, McKay has worked closely with financial consultants and support associates to assist clients in preparing, planning, and pursuing their financial goals. His experience spans various leadership roles in well-known financial institutions. Outside of his professional life, McKay enjoys football, golf, hiking, motorcycles, outdoor adventures, and volunteering.

John Boyd is a Chartered Financial Consultant (ChFC®) with 33 years of experience at Edward Jones, where he has worked since 1992. He holds Series 63 and Series 65 licenses and is based in Reno, NV. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated services through a large network of financial advisors and branch offices nationwide.

James Motteler is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has been with Ameriprise and its affiliate since 2015. Outside of his advisory role, he has business ownership interests in a consulting venture unrelated to investment activities. Ameriprise Financial Services is a large, diversified 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 income sources and tax-aware withdrawal strategies.

John Dierking is a financial advisor at Stifel with 30 years of industry experience. He has held his current role at Stifel Nicolaus & Co Inc since 2012. Outside of his advisory work, he serves on the investment committee of the St. Bernard Project, a disaster relief nonprofit. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Joanna Moran is a financial advisor with Cetera, holding a Series 66 designation and bringing 22 years of industry experience. She has been affiliated with Cetera and its related entities since 2013, and currently works at Great Basin Federal Credit Union. Moran is also active as an insurance agent, selling life, annuities, and long-term care insurance, and serves as managing member of Tahoe Rim Wealth Advisors, LLC, which provides insurance, financial services, and bookkeeping. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm that serves individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various investment programs, including discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Roberto Tapia is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for eight years. His background also includes a position at Land Rover Rocklin. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and a variety of investment strategies.