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 based in Henderson, NV, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining LPL Financial, he was with Securities America Advisors and Securities America, Inc. He also has a long-standing career with the Las Vegas Metropolitan Police Department. Additionally, Kinsler is involved with the Raiders Football Club LLC outside of his advisory role. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides financial planning and investment management services to individuals, retirement plans, banks, and institutions. The firm supports its advisors with a broad range of model portfolios and investment strategies, alongside extensive non-advisory financial products and partnerships.

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 at LPL Financial with 30 years of industry experience. His prior firms include UBS Financial Services, Merrill, and Banc of America Investment Services. He holds Series 63 and Series 65 registrations and operates a business entity for tax and investment purposes outside of his advisory role. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Brian Evans is a Series 66-licensed financial advisor with Equitable Advisors in Las Vegas, NV, bringing 17 years of industry experience. He has worked at Equitable Advisors since 2009, including during its prior association with Axa Advisors, LLC. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach involves assessing client risk tolerance to match them with appropriate advisory models, many implemented through third-party asset managers and sponsored advisory programs.

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 with Equitable Advisors in Las Vegas, NV, holding Series 63 and Series 66 licenses and five years of industry experience. He has been with Equitable Advisors since 2020 and worked previously at the University of New Mexico. Equitable Advisors serves individual clients including non-high-net-worth and high-net-worth individuals, as well as pension plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and a variety of asset-management programs utilizing third-party advisory models and a mix of proprietary and third-party investment solutions.

Louis Berlin is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 45 years of industry experience. He previously worked at Bank of America and Merrill for a decade each. Outside of his advisory role, he is the owner of a general partnership involved in the purchase of a condominium in Nevada. 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 broader range of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

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 at LPL Financial with a Series 66 credential and three years of industry experience. His work history includes roles at Guardian Life, Equitable Advisors, and service in the United States Marine Corps Reserves. He continues to serve in the Marine Corps Reserves alongside his advisory duties. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm offers a wide range of financial planning and investment management solutions to individuals, retirement plans, banks, trust companies, and institutions, utilizing both proprietary and third-party strategies.

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.