Emmy Zhang is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones in 2023, she worked at Cisco for seven years. She holds the Series 66 designation and is based in Las Vegas, NV. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

Jeffrey Kinsler is a financial advisor with LPL Financial in Henderson, NV, holding Series 63 and Series 65 credentials and four years of industry experience. Prior to joining LPL Financial, he worked at Securities America Advisors and Securities America, Inc. He has served with the Las Vegas Metropolitan Police Department since 2005. Outside of his advisory role, he is involved with Raiders Football Club LLC in Las Vegas. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Michael Derhake is a CFP® professional with 31 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he serves as a trustee for a family-related investment entity in Las Vegas. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment products, including insurance-related vehicles and bank deposit sweep options.

Jose Castruita is a Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized money management strategies. He focuses on areas such as family wealth management strategies, managing new wealth, personal retirement planning, small business strategies, and retirement income. Jose holds a Personal Investment Advisor (PIA) designation and completed a non-accredited certificate program at Riverside City College. Fluent in English and Spanish, he emphasizes understanding clients' personal priorities to create financial approaches tailored to their unique goals and life circumstances. Outside of his professional role, Jose enjoys baseball, cooking, golfing, and softball.

David Winchell is a financial advisor with LPL Financial based in Las Vegas, NV. He holds Series 63 and Series 65 licenses and has 30 years of industry experience, including 11 years at UBS Financial Services Inc. Outside of his advisory work, he operates a non-variable insurance business and manages an entity for tax and investment purposes. 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 representatives. The firm offers a range of financial planning and advisory programs alongside brokerage services, utilizing model portfolios, third-party research, and various investment strategies.

Brian Evans is a financial advisor at Equitable Advisors in Las Vegas, NV, holding a Series 66 designation with 16 years of industry experience. He has been with Equitable Advisors since 2009, following his time at Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and a range of third-party asset managers. The firm uses a hybrid referral and implementation model and provides both advisory and brokerage/insurance channels to implement client recommendations.

Domenica Richards is a financial advisor at J.P. Morgan Securities with nine years of industry experience and holds the Series 66 designation. Her prior experience includes roles at Morgan Stanley, Merrill, and Bank of America. Outside of her advisory work, she is involved in travel-related ventures, including owning a travel blog and a travel photography business, and serves on the Finance Committee of the Girl Scouts of Southern Nevada. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support customized investment recommendations.

Melanie Horner is a financial advisor with Ameriprise in Henderson, NV, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. Her career includes positions at Wells Fargo Clearing and Wells Fargo Advisors LLC prior to joining Ameriprise in 2022. Ameriprise provides a retirement-income planning service tailored to individuals nearing or in retirement with significant investable assets, delivering detailed, research-based recommendation reports that incorporate tax-smart withdrawal strategies and Social Security options. The firm combines advisory, brokerage, and insurance solutions and utilizes algorithmic tools overseen by a dedicated consulting team to support its retirement planning approach.

Brian Coffey is a financial advisor at Equitable Advisors with five years of industry experience. He holds the Series 63 and Series 66 designations and has been with Equitable Advisors since 2020. Prior to this, he worked at the University of New Mexico for four years. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer and collaborates extensively with program sponsors and third-party managers to provide advisory and brokerage solutions.

Patricia Beard is a financial advisor at Fidelity with 21 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Fidelity Investments and its affiliated firms since 2009. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and utilizes systematic methodologies and long-term asset allocation benchmarks.

Bennett Greely is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. He previously worked at Avantax Advisory Services and Legacy Capital Advisors, where he also served as a Client Services Associate. He operates a wealth management practice under the DBA Eclipse Capital, LLC. Cetera Investment Advisers LLC is a large SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse investment program options and oversees more than $256 billion in assets across over 10,000 advisors.

Lori Sengdara is a financial advisor with Charles Schwab & Co., Inc. in Las Vegas, NV, holding a Series 66 designation. She has experience working at Arista Wealth Management and Finance of America prior to joining Schwab. 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 affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a range of integrated custody, brokerage, and advisory services.

Jessica Ciccarelli is a financial advisor at Mass Mutual Investors Services with over 20 years of industry experience. She holds the ChFC® designation and Series 66 license. Her prior work includes roles at Park Avenue Securities and Guardian Life Insurance. Ciccarelli is active in professional associations, serving as Immediate Past President of NAIFA Nevada and Membership Chair for the WIFS Los Angeles Chapter, and she also works as a consultant on agency operations. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm emphasizes collaborative, annual financial planning relationships supported by firm-approved analytical tools.

Karina Serrano is a financial advisor with Primerica Advisors in Las Vegas, NV, holding Series 63 and Series 65 credentials and five years of industry experience. Her work history includes multiple roles at Primerica Advisors and Primerica Financial Services since 2017, as well as positions at Neurorestorative 4 Kids and Serenity Counseling and Support Services. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts, using a tiered wrap-fee structure and third-party asset managers overseen by an independent consultant.

Trevor Vollstedt is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 24 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he owns and operates ILISTAUTOS LLC, a car listing service for private sellers in Las Vegas. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings than typical large institutional advisers.

James Schilling is a financial advisor with LPL Financial in Las Vegas, NV, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Guardian Life, Equitable Advisors, and service in the United States Marine Corps Reserves. He continues his involvement with the Marine Corps Reserves alongside his financial advisory work. 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 advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research from various sources.

Alec Risso is a financial advisor at Fidelity with Series 63 and Series 66 designations and five years of industry experience. His prior work includes roles at Edward Jones, Wells Fargo Bank, and the Professional Institute of Technology Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a variety of clients, including retail and institutional investors, with an investment process that incorporates proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and offers model portfolios through Fidelity Institutional Wealth Adviser.

Joseph Scarff is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding Series 66 and Series 63 licenses and six years of industry experience. His prior roles include positions at Ameriprise Financial and Integral Associates, LLC. 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 employs a large team of advisors and integrates research and analytics to support a range of brokerage and advisory solutions.

Jose Abreu is a financial advisor with Primerica Advisors in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at MassMutual and People's United Bank, and he is also active as a licensed real estate salesperson with EXP Realty. Outside of advisory work, he is involved in real estate sales and refers home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options. The firm curates third-party asset managers and delegates trading responsibilities while employing a tiered wrap fee structure.

Tatiana Dudek is a financial advisor at Ameriprise with 25 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise and its affiliated entities since 2000. Outside of her advisory role, she is involved in business management through ownership of JOTT LLC and performs administrative duties and bookkeeping for TTD Entertainment, a ticket resale business. Ameriprise is a large institutional firm offering a retirement-income planning service for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.