Jordan Rinas is a financial advisor at Charles Schwab with eight years of industry experience. He holds the Series 66 designation and has worked at firms including American Fidelity Assurance, Park Avenue Securities, Guardian Life Insurance Company, and Edward Jones. Outside the financial industry, he owns and manages a rental property in Las Vegas. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative-investment evaluation process.

Mary Mcclellan is a financial advisor at Ameriprise with 14 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2011. Ameriprise provides retirement-income planning services for individuals nearing or in retirement, using a centralized consulting team to deliver non-discretionary, research-driven recommendations. The firm serves clients with significant investable assets and offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Jerry Wagner Jr. is a financial advisor with Merrill in Las Vegas, NV, holding a Series 66 designation and 8 years of industry experience. He has been affiliated with Bank of America and Merrill since 2003. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Lori Bean is a financial advisor with Ameriprise in Las Vegas, NV, holding CFP®, ChFC®, and Series 63 designations and bringing 30 years of industry experience. She has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, delivering tailored, research-driven recommendation reports through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Gabriela Correa De Negredo is a financial advisor at Edward Jones with four years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Ameriprise and LPL Financial. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and a nationwide network of financial advisors and branch offices. The firm offers discretionary and non-discretionary strategies, tax-efficient services, and maintains affiliated capabilities including a trust company and proprietary mutual funds.

Maxwell Marsico is a financial advisor at UBS Financial Services with one year of industry experience. Prior to his work in financial services, he was a self-employed professional golfer for ten years. 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 and proprietary research to tailor investment plans.

Unik Velasco is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 66 license and one year of industry experience. Prior to joining Ameriprise, Velasco worked at Bekins Commercial International and MGM Resorts International, and has experience in education at Northwest Career and Technical Academy and Findlay Middle School. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, offering written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm uses a combination of research, modeling, and algorithmic tools to generate personalized retirement recommendations, with a focus on assets held in Ameriprise Managed Accounts.

Drew Beukelman is a financial advisor with UBS Financial Services in Las Vegas, NV, holding a Series 66 license and one year of industry experience. He has worked at UBS since 2023 and previously held roles at Grand Canyon University, Firethorn Golf Club, Adventure Golf Center, and Lincoln Christian School. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client solutions.

Nadine Allen is a financial advisor with Merrill based in Las Vegas, NV. She holds a Series 66 designation and has been with Merrill since 2015. Prior to her current role, she worked at The Orleans Hotel and Casino from 2016 to 2017. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Polly Flores is a financial advisor at Ameriprise in Las Vegas, NV, holding a Series 66 designation with two years of industry experience. Prior to joining Ameriprise, she worked at the University of Nevada Las Vegas for six years. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Jacquelyn Kendall is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. She previously worked at Bank of America, Rapid Cash, Target, and UNLV Bookstore. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jessica Cohen is a Wealth Management Advisor and Senior Vice President with The Cohen Group, a multigenerational family team at Merrill Lynch Wealth Management. She joined the team in 2014 after beginning her career as a Certified Public Accountant at Ernst & Young, LLP. Jessica works alongside her father, Gary Cohen, and her husband, Nick, providing a boutique-like client experience combined with the broad financial services offered through Merrill Lynch and Bank of America, N.A. She focuses on helping clients optimize, organize, and streamline their financial lives, connecting all aspects of their financial situations to prioritize and pursue their most important goals. Jessica serves the needs of multi-generational families across the country, working with clients of varied ages to address financial matters including education planning, managing new wealth, and tax minimization. She collaborates with clients' CPAs and assists owners of privately held companies with challenges such as retirement income planning, cash management, key person insurance, custom lending solutions, and company transfer or sale preparations. Jessica holds the CERTIFIED FINANCIAL PLANNER® (CFP®) and Chartered Retirement Planning Counselor™ (CRPC™) designations. Jessica graduated with distinction from the Goizueta Business School at Emory University with a Bachelor of Business Administration in finance and accounting, followed by a Master of Accountancy from the University of Nevada, Las Vegas. She is involved in the community as the Nevada Women's Exchange President for Merrill/Bank of America and has previously served on The Meadows School Alumni Board. In her personal time, Jessica enjoys hiking with her husband and their miniature poodle, attending Golden Knights hockey games, and going to musicals and plays.

Bridgette Chavis is a financial advisor at Ameriprise with eight years of industry experience and holds the Series 66 designation. She previously worked at Wells Fargo Clearing and Fidelity in various advisory roles. 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 written Recommendation Reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

James Corey is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Charles Schwab since 1993 and has also worked at Charles Schwab Bank, SSB since 2006. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory services with access to discretionary separately managed accounts and uses multi-asset model portfolios along with centralized custody and operational support.

Adam Leon is a Financial Advisor with Merrill Lynch Wealth Management. He combines experience from both the banking side of Bank of America and the investment side through Merrill to develop financial plans tailored to his clients' goals. Adam focuses on putting clients' needs first by listening actively and providing advice specific to their individual situations. His expertise includes estate planning strategies, business management including sales and purchases of businesses, and collaboration with clients' tax professionals to create tax-efficient financial strategies. Adam works with client focus areas such as family wealth management, legacy planning, liquidity management, managing new wealth, personal retirement planning, small business strategies, sports and entertainment, tax minimization, and retirement income. Adam holds a High School Diploma from Antioch High School and holds professional designations including Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Outside of his professional work, Adam enjoys adventure sports, billiards, bowling, boxing, football, music, reading, spending time with his family, swimming, and watching movies.

Sean Sullivan is a financial advisor with LPL Financial in Las Vegas, NV, holding a Series 66 designation and seven years of industry experience. He previously worked at Centaurus Financial, Inc. for six years and has been associated with Latus Group since 2017. 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, third-party asset management, and institutional platforms, supported by a network of investment adviser representatives.

Zachary Persin is a financial advisor with RBC Capital Markets in Las Vegas, NV, holding a Series 66 designation and 12 years of industry experience. He has worked at City National Bank, Bank of America, and Merrill before joining RBC Capital Markets. Outside of financial advising, he owns and operates a reptile breeding and conservation education business. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients, offering various advisory programs and portfolio management services tailored to client risk profiles.

Fred Flihan is a financial advisor with Merrill, holding a Series 66 designation and 13 years of industry experience. He has been with Bank of America and Merrill since 2013. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Brian Repko is a financial advisor at Edward Jones with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Edward Jones in 2023, he worked at Key Investment Services and KeyBank from 2021 to 2023 and spent five years at Caesars Entertainment and Cromwell Hotel & Casino. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and advisory services through a nationwide network of financial advisors and branch offices.

Jafar Asnaashari is a financial advisor with Ameriprise in Las Vegas, NV, holding Series 63, 65, and 66 licenses and four years of industry experience. Before joining Ameriprise in 2025, he worked in various roles including at Canyon Coach Lines, Caesars Entertainment, and the Las Vegas Raiders. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which focuses on written Recommendation Reports and ongoing annual advice for dependable income and tax-aware withdrawal strategies.