Shirley Cruz is a financial advisor at Merrill with 26 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Merrill since 2010, following a lengthy tenure at Bank of America dating back to 1994. 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, and various institutional investors.

Thyra Kiehl is a financial advisor at LPL Financial with eight years of industry experience. She holds a Series 66 designation and has worked with LPL Financial since 2017, following two years at Regus. Kiehl operates Heck Wealth Management as an affiliated business entity in Las Vegas. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, combining a broad advisory network with various non-advisory financial services.

Jonathan Blitz is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at J.P. Morgan Securities and J.P. Morgan Chase Bank. Blitz is based in Las Vegas, NV. 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 fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Peter Pulido is a financial advisor with Ameriprise in Las Vegas, NV, holding Series 63 and Series 65 credentials with four years of industry experience. Prior to joining Ameriprise in 2022, he has worked in various roles including ownership and management at FuneralStats, LLC, where he is involved in marketing, compliance, data analysis, and community outreach. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focusing on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Michael Fashtchi is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with LPL Financial since 2001. Outside of his advisory role, he is involved in telemedicine service referrals. 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 a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Steven Spurlock is a financial advisor with Ameriprise in Las Vegas, NV. He holds a Series 66 designation and has been with Ameriprise since 2026. Prior to that, he held various roles including at FLO Unleashed and the Associated Students of Nevada. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service with written recommendation reports and annual planning advice focused on retirement income strategies.

Alexis Kent is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Prior to joining Schwab, Alexis worked in various roles including with the Nevada State Board of Medical Examiners and Bella Grey Medical Spa. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and alternative investment options.

Vance Alm Jr. is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Merrill and Bank of America since 2022 and previously held roles at ReNew Lending, Williams-Sonoma, Target, Frito-Lay, Walmart, and the University of Nevada, Reno. 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 and profit-sharing plans, corporations, and charitable organizations.

Deanna Almario is a financial advisor with Edward Jones in Las Vegas, NV, holding Series 63 and Series 66 licenses and nine years of industry experience. She previously worked at JP Morgan Securities LLC from 2015 to 2022 before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Jeremy Keller is a financial advisor with UBS Financial Services in Las Vegas, NV, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with UBS Financial Services since 2009. His wife operates KK Consulting LLC, a legal nurse observer consulting business, for which he holds investment authority but has no operational role. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and employs proprietary research and model-based asset allocations to tailor client solutions.

Bruce Holstine is a financial advisor with Ameriprise Financial Services, LLC in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing five years of industry experience. His background includes roles at Ameriprise since 2020 and prior work in various sectors such as sports, retail, and education. 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 ongoing retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Khristopher Hoopes is a CFP® professional with two years of industry experience, currently serving as a financial advisor at UBS Financial Services in Las Vegas, NV. Prior to joining UBS, he has experience in the plumbing industry and worked at the University of Nevada, Reno. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services including financial planning, portfolio management, and a variety of investment products. The firm combines institutional trading capabilities with wealth management services through a network of advisors who utilize proprietary research and model-based asset allocations.

Raymond Krusic is a financial advisor with Raymond James Financial in Las Vegas, NV, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior roles include positions at Morgan Stanley & Co. Incorporated and Commonwealth Financial Network. Outside of his advisory work, he is involved in managing a bridal retail business jointly owned with his wife. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, institutional, and nonprofit clients. The firm offers tailored, non-discretionary advisory services that use analytical tools to support client decision-making and maintains specialized programs in municipal finance and SIMPLE IRA employer consulting.

Megan Daly is a Series 66-credentialed financial advisor with 11 years of industry experience. She has been with Merrill since 2014 and also works at Bank of America, N.A. since 2017. Based in Las Vegas, NV, she supports a broad range of client needs within these firms. 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 managed by internal and third-party teams, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jared Jackson is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Ameriprise offers retirement-income planning services primarily for individuals with at least $1 million in investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendations in partnership with advisors like Jackson. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Philip Higgins is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 66 credential and 14 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Outside of advising, he is involved in retail sales through the purchase and resale of items online and creates videos for YouTube. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing detailed recommendation reports on income sources, Social Security options, and tax-smart withdrawal strategies. As a large institutional firm, Ameriprise also provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Timothy Chauser is a Series 66-licensed financial advisor with 44 years of industry experience. He is currently with LPL Financial and has previously worked at Cetera Wealth Services, LLC and Chauser & Company, Inc. in Las Vegas, NV. 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, and institutional platforms, supported by a large network of investment adviser representatives.

Michella Albright is a financial advisor at Fidelity with Series 66 and Series 63 designations and four years of industry experience. Prior to joining Fidelity, she worked at Triumvirate Environmental Inc and The University of Nevada Las Vegas. Outside of her advisory role, she occasionally sells items through the online platform Mercari. Her firm, Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and serves as an advisor to multiple registered investment companies.

Genaro Roman is a financial advisor at Merrill with eight years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Allianz Life Financial Services and Northwestern Mutual. Merrill, along 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 plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Emily Pendleton is a CFP® and ChFC® with 22 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and previously spent 13 years with MetLife Securities. In addition to her advisory role, she is an independent insurance agent and operates a legacy planning LLC focused on financial planning services. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes annual, collaborative planning engagements supported by firm-approved analytical tools and offers a range of specialized planning services.