Malinda Maile is a financial advisor with UBS Financial Services in Las Vegas, NV, holding Series 63, 65, and 66 licenses and 24 years of industry experience. She has been with UBS since 2009, totaling 17 years at the firm. Outside of financial advising, she serves on the board of directors for SHEILA LLC, a company involved in construction and equipment leasing. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services to deliver tailored advice supported by proprietary research and model-based asset allocations.

Keith Chock is a financial advisor at OSAIC with 37 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining OSAIC in 2023, he worked at LPL Financial and Wells Fargo Advisors. He is also the manager of The Little Guest, LLC, a non-investment-related entity. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios across various asset classes.

Nacole Light is a financial advisor at Mass Mutual Investors Services with eight years of industry experience. She holds Series 63 and Series 65 registrations and has worked with Mass Mutual Investors Services since 2019, following roles at Pruco Securities LLC and The Prudential Insurance Company of America. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved tools and emphasizes investment category recommendations without discretionary authority.

Scott Johnson is a financial advisor at Morgan Stanley in Las Vegas, NV, holding a Series 66 designation with 10 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Ameriprise Financial Services, Inc. He has been with Morgan Stanley since 2019. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

Brent Anderson is a financial advisor with Edward Jones in Las Vegas, NV, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at Edward Jones since 2019 and previously held positions at Prosperity Wealth Management, Fortune Financial Services, and Gradient Securities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across wealth levels, corporate entities, pension plans, and charitable organizations. The firm offers a range of advisory programs and strategies, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

Mary Upchurch is a financial advisor with Edward Jones in Las Vegas, NV, holding a Series 66 designation and over 15 years of industry experience. She has been with Edward Jones since 2005. Outside of her financial advisory work, she performs stand-up comedy at various clubs and events. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates nationwide with a large advisor network and offers additional services such as tax-efficient strategies and securities-based lending.

Mikael Lara is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors, LLC. Outside of his advisory role, he is involved with Idols Trail Team, a merchandise sales business based in Las Vegas. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Justin Jacobs is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding a Series 66 designation and 23 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he serves as a trustee for a friend, dedicating a small amount of time monthly to this responsibility. 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 management based on an IPS-driven process grounded in modern portfolio theory. The firm’s services include investment policy preparation, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related investment options.

Erin Childs is a Series 66 licensed financial advisor with Edward Jones in Henderson, NV, where she has worked since 2017. She has nine years of experience at Edward Jones and five years in the financial industry overall. Prior to her career in finance, she was involved in photography, working at Evans Photos and Four Lads Photography. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across various segments. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Adam Udy is a CFP®-credentialed financial advisor with 28 years of industry experience. He has been with Cambridge Investment Research Advisors since 2015. Udy serves as a board member of the University of Nevada, College of Fine Arts Advocacy Board. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, with investment strategies ranging from proprietary models to third-party managers and a mix of discretionary and non-discretionary approaches.

Terri Criswell is a financial advisor at Raymond James & Associates with 27 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for RBC Capital Markets Corporation for 16 years before joining Raymond James. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.

Debra Huff is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding Series 63 and Series 66 credentials and 28 years of industry experience. She previously worked at UBS Financial Services Inc. from 2011 to 2017. Outside of her advisory role, she serves as a trustee for her father's trust and executor for her mother's estate. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their advisory process is IPS-driven and includes a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Alexander Wang is a financial advisor at MassMutual Investors Services with three years of industry experience. He holds the Series 65 and Series 63 licenses and has worked at MML Investors Services LLC since 2023. Outside of his advisory role, he is also licensed as an insurance agent, selling life and health insurance products. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, emphasizing collaborative, goal-based planning without investment discretion.

Brett Graham is a financial advisor with LPL Financial in Las Vegas, NV, holding a Series 66 designation and 12 years of industry experience. He previously worked at Citigroup, Waddell & Reed, MSI Financial Services, and New England Securities. Outside of his advisory role, he is involved with Havasu AZ 2023 LLC, a business entity for tax and investment purposes. 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 and model portfolio programs, supported by a network of over 22,800 advisors.

Isabella Horrisland is a financial advisor at Morgan Stanley in Las Vegas, NV, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, she held various roles across multiple industries including positions at Amazon and Nevada State College. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to both individual and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved tools.

Justin Albrecht serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. He leads The Albrecht Group, a three-person team with over 40 years of combined experience in the financial services industry. The group focuses on building and developing long-term relationships with high net worth individuals, families, and their businesses, aiming to create strategies addressing both short and long-term financial goals. Justin and his team use principles of behavioral finance to adopt a dynamic and individualized approach to financial planning. Their process combines knowledge, experience, and insight with a detailed understanding of clients' goals, lives, families, interests, and passions. This client-centered approach is designed to help individuals pursue personal objectives such as retirement planning, income goals, family wealth management, and special needs planning. He holds several professional designations, including Accredited Asset Management Specialist (AAMS), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Justin received his High School Diploma from Smithtown High School East. Outside of his professional commitments, he has interests in baseball, cooking, football, and traveling.

Damon Pierson is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He worked at Woodbury Financial Services from 2010 to 2024 before joining Osaic. Outside of his advisory role, he owns Pierson Wealth Management, an S-Corp engaged in life, health, and property casualty insurance sales and service. Osaic Wealth serves a diverse client base, including individual and institutional investors, by offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs various portfolio construction tools and supports multiple advisory platforms and third-party solutions.

Ronald Betten is a financial advisor with Raymond James & Associates in Las Vegas, NV, holding a Series 63 designation and bringing 46 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, totaling 13 years before joining Raymond James in 2022. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through various advisory programs and utilizes a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Jonathan Suslo serves as a Financial Advisor at Merrill Lynch Wealth Management. He supports clients by helping them plan, implement, and manage their financial objectives to address both short-term needs and long-term financial security. He holds FINRA Series 7 and Series 66 registrations, along with a Nevada Life and Health insurance license, and is recognized as a Personal Investment Advisor (PIA). Jonathan earned a Bachelor of Science in Business Administration with a focus on Economics from the University of Nevada, Las Vegas. He also studied international economics abroad in Shanghai, China. He is committed to furthering his expertise in wealth management to provide optimal outcomes for his clients. Outside of his professional work, Jonathan enjoys camping with his wife, watching motorsports racing with friends, and spending quality time with his loved ones.

Greg Nielsen is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked with multiple educational institutions, including the University of Nevada and Washoe County Schools, alongside his advisory roles at PFS Investments Inc. and Primerica Financial Services. In addition to his advisory work, he is an author with books sold in the U.S. and international markets. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited selection of separately managed account options primarily for individual and high-net-worth clients. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers, with portfolio implementation delegated to BNY Mellon Advisors.