Timothy Norton is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at Ameriprise and TD Ameritrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management services supported by multi-asset model portfolios and centralized operational infrastructure.

Jason Swobe is a financial advisor at Ameriprise with 27 years of industry experience. He has been with Ameriprise and its affiliated entity since 2016. He holds Series 63 and Series 65 credentials. 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 recommendation reports and annual retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Nicolette Walpole is a financial advisor with Raymond James Financial in Las Vegas, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has worked at Raymond James Financial Services Advisors Inc. since 2017 and previously spent eight years with Wells Fargo Advisors Financial Network LLC. Walpole is an owner of Johnson Peterson & Walpole LLC and serves as treasurer for LEAN - Local Equine Assistance Network, a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers advisory programs alongside institutional consulting and portfolio management.

Sam Mineo is a financial advisor with UBS Financial Services in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with UBS since 2014. Outside of his advisory role, he serves on the board of directors for the UNLV Rebel Football Foundation, a charity focused on raising funds and awareness for UNLV football. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans based on clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets services.

Gary Cohen is a financial advisor at Merrill with 49 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Merrill since 1976, alongside a 15-year tenure at Bank of America, N.A. He is based in Las Vegas, NV. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Little is a Wealth Management Advisor with Merrill Lynch Wealth Management based in Las Vegas. He works with clients to advance steady progress toward their financial goals by developing personalized strategies that consider their unique family dynamics, financial situations, and long-term aspirations. Michael’s approach emphasizes comprehensive planning to help clients anticipate key decision points and build confidence in their financial futures. He specializes in areas such as family wealth management strategies, legacy and retirement planning, portfolio management, tax minimization, and services for defined benefit plans. Michael holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and is also a Personal Investment Advisor (PIA). He earned his bachelor's degree from the University of Nevada - Las Vegas and is involved with professional and community organizations including the UNLV Letterwinners and Bishop Gorman High School. Outside of his professional commitments, Michael is a family man who enjoys spending time with his wife, son, daughter, and pets. He is active in his community and values participating in local organizations. In his personal time, he engages in competitive sports such as tennis, baseball, football, golf, and soccer, reflecting his energetic and disciplined approach both on and off the court.

Samuel Cho is a ChFC® credentialed financial advisor with 19 years of industry experience, currently working at J.P. Morgan Securities in Las Vegas, NV. He has been with J.P. Morgan Securities since 2014 and previously worked at Uber from 2023 to 2024. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Tasi Long is a financial advisor with Raymond James & Associates in Las Vegas, NV, holding a Series 66 credential. Long has experience working at Raymond James since 2024, alongside various roles including positions at Stanford University and the Office of the Mayor of Tinian. 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, pension plans, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Marina Linton is a Vice President and Financial Advisor with Merrill Lynch Wealth Management in Las Vegas. She provides advanced planning, tailored strategies, and guidance to clients, helping them achieve efficiency and control over their financial futures. With over two decades of experience in financial services, Marina offers industry knowledge and personalized service aimed at addressing what matters most to her clients. Marina serves a diverse clientele, including business owners, C-suite professionals, families, and members of the medical community, drawing on her background and experience co-founding and leading a home-financing and real estate group. She assists clients in managing complex wealth issues, tax-sensitive investing, business and retirement needs, and collaborates with clients' professional teams. Prior to joining Merrill Lynch in 2022, Marina held roles with Fidelity Investments, Discover Financial Services, Deloitte, and Cambridge Lending Group. She holds an M.B.A. in Finance with a concentration in Accounting from DePaul University’s Driehaus College of Business and a B.B.A. in Finance from the Lubar College of Business at the University of Wisconsin-Milwaukee. Marina also completed the Lean Six Sigma Executive Program at Northwestern University’s Kellogg School of Management and carries the Personal Investment Advisor (PIA) designation. She communicates fluently in English and Russian.

Russell Price is a financial advisor at UBS Financial Services with 23 years of industry experience. He holds Series 65 and Series 63 licenses and has been with UBS since 2014. Price is involved with the Southern Nevada YMCA and is a co-manager and owner of Wanda Wonder, LLC, an investment-related business he runs with his spouse. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, using proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management and provides a broad range of capital markets and advisory services.

Laura Moulin is a financial advisor with RBC Capital Markets in Las Vegas, NV, holding a Series 66 designation and 19 years of industry experience. She previously worked at Merrill for ten years before joining RBC Capital Markets in 2017. Outside of her advisory role, she is involved with the Boy Scouts of America as an assistant leader and treasurer for Troop 312 and serves on the committee of the Las Vegas Area Council, Inc. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering tailored investment programs and portfolio management services that integrate both in-house and third-party managers.

Nicole Di Tommaso is a financial advisor with UBS Financial Services in Las Vegas, NV, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at TalentWave and municipal government offices in Henderson and Carrollton. She also operates a mobile notary service outside of regular business hours. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans.

Josefa Sandhill is a financial advisor at Ameriprise with 11 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise Financial Services since 2013, including her current roles at Ameriprise and American Enterprise Investment Services INC. based in Las Vegas, NV. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Rolf Maile is a financial advisor with UBS Financial Services in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, Maile serves on the board of directors for Sheila LLC, a company involved in construction, building materials, and equipment leasing. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management and offers a wide range of financial products and services.

Austin Saxon is a financial advisor at Fidelity with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and manage funds.

Garegin Hambardzumyan is a financial advisor at Ameriprise with two years of industry experience. He holds the Series 66 designation and has previously worked at firms including Fidelity Investments, Bank of America, Merrill, and also operated Never Caged LLC. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which includes written recommendation reports and ongoing planning advice focused on dependable income and tax-aware withdrawal strategies.

Caleb Dawkins is a financial advisor with J.P. Morgan Securities in Las Vegas, NV, holding Series 63 and Series 65 designations and nine years of industry experience. His work history includes roles at Nevada Partners and JPMorgan Chase Bank, N.A. He contributes to Nevada Partners' financial literacy initiatives on a limited basis. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting through a non-discretionary approach.

Joel Zoufaly is a financial advisor at Edward Jones with three years of industry experience. He holds Series 63 and Series 66 licenses. His prior work history includes roles at Foreside Funds Distributors LLC, Polen Capital Management, Solenis, Fordham University, Bunker Hill Community College, and the United States Air Force. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households as well as pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Daniel Haselhorst is a financial advisor with Fidelity Investments in Las Vegas, NV, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He previously worked at Bank of America, NA, for 12 years before joining Fidelity. Outside of his advisory role, he participates in poker tournaments. Daniel works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Jami Lunde is a financial advisor at LPL Financial with 20 years of industry experience. She has held positions at LPL Financial since 2013 and previously worked at Merrill from 2009 to 2013. Lunde is a licensed notary public in the state of Nevada and has a related business under the name Heck Wealth Management. 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 offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and operational tools.