James Lewis is a financial advisor with LPL Financial in Reno, NV, holding Series 63 and Series 66 licenses and 37 years of industry experience. He previously worked at Washoe Wealth Advisors Inc. and Waddell & Reed, Inc., as well as various insurance carriers affiliated with W&R Insurance Agencies. 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, model portfolios, and retirement plan consulting.

Thomas Oskam Mouton is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill and Bank of America N.A. in 2022, he held roles at several companies including Prime Communications and AT&T. He has a concurrent affiliation with the University of Reno since 2018. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a wide range of individual, institutional, and nonprofit clients.

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.

Ky Gemmill is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Wells Fargo in 2026, Ky worked at J.P. Morgan Securities and JPMC Bank NA (Southwest) from 2019 to 2026, and US Bank from 2017 to 2019. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research and analytics with diversification principles to offer brokerage and advisory solutions across a broad range of financial products.

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 three years of industry experience. He has worked at Merrill since 2018 and also has prior experience at Bank of America, N.A. Outside of finance, he was involved with Lamppost Pizza from 2016 to 2018. Merrill 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 to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

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 at Wells Fargo Advisors with 37 years of industry experience. He has been with Wells Fargo in various capacities since 2009. Outside of his advisory role, he is involved in multiple business ventures, including ownership interests in several investment-related LLCs and nonprofit foundations. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized areas such as business-owner transition and special-needs planning, utilizing proprietary research and planning 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 in Carson City, NV, holding a Series 66 designation and 10 years of industry experience. Her prior roles include positions at Merrill, Money Concepts Capital Corp, NCH Tax & Wealth Advisors, Independent Financial Group, LLC, and Cinergy Financial. She also works as a Client Service Coordinator and Paraplanner for FWMG, LLC. Ameriprise offers retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies and a centralized consulting team to deliver tailored recommendation reports.

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.