Matthew Fournier is a financial advisor with Ameriprise in Las Vegas, NV, holding Series 63 and Series 65 licenses and over 26 years of industry experience. He has been with Ameriprise since 2000, including six years in his current role. Ameriprise offers a retirement-income planning service tailored to individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendations on income sources and withdrawal strategies. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Matthew W. Shaughnessy is a financial advisor with Ameriprise in Bozeman, MT, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He previously worked at UBS Financial Services Inc for 10 years before joining Ameriprise Financial Services Inc and then Ameriprise. Outside of advisory work, he facilitates a weekly book group based on Dave Ramsey's Financial Peace, focusing on guided discussion without providing financial advice. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency strategies to create personalized, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Yun No Cheung is a financial advisor with Edward Jones in Las Vegas, NV, holding a Series 66 designation and 20 years of industry experience. She has been with Edward Jones since 2007. Outside of her advisory role, she serves as a committee member for the Conway Morning Rotary in Arkansas and is a member of Ascension Equipment Investments LLC, a family investment venture in heavy equipment. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs. The firm offers discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with an extensive nationwide advisor and branch network.

Richard Hoover is a financial advisor with OSAIC in Las Vegas, NV, holding Series 63 and Series 65 credentials and 31 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years. Outside of his advisory role, Hoover serves as a volunteer advisory board member for New Vista, a nonprofit supporting individuals with intellectual disabilities. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, and corporations through a large network of advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party management solutions across various investment vehicles.

Tyler Whittier is a financial advisor with Ameriprise in Henderson, NV, holding a Series 66 designation and bringing 13 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team.

Kent Baker is a Senior Financial Advisor and Managing Director at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1985, bringing extensive experience to his role in helping clients manage their wealth. Kent focuses on developing personalized wealth management strategies tailored to individual financial goals and market conditions, utilizing resources from Merrill and Bank of America to offer investment insights and banking solutions. Kent holds the professional designation of Personal Investment Advisor (PIA). He earned his High School Diploma from Shawnee Mission Northwest. Beyond his professional work, Kent is involved in his community through participation with Blue Valley Rec Youth Baseball, Shawnee Community Services, and the United Methodist Church of the Resurrection.

Craig Lyman is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LPL Financial since 2008. Outside of his advisory work, he teaches as a lecturer at Columbia University and provides health insurance and tax preparation services for select clients. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and various management strategies.

Andrey Korotkov is a financial advisor at Fidelity with a Series 66 designation and five years of industry experience. His prior roles include positions at The Vanguard Group and involvement with Sankor Productions L.L.C. and Multivista Systems L.L.C. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and deliver model portfolios across various investment platforms.

Michael Tamayo is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and seven years of industry experience. His prior work includes positions at Bank of America, Merrill Lynch, and Northwestern Mutual. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework.

Brian Ewell is a financial advisor at Ameriprise with 12 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for eight years before joining Ameriprise in 2023. Outside of his advisory role, he serves as President and a member of the Board of Directors for the Boulder Dam Chapter of the Sons of the Utah Pioneers. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Daniel Lujan is a CFP® and securities-licensed financial advisor with 10 years of industry experience. He is currently with Charles Schwab, having worked there in various capacities since 2022, following prior roles at Citigroup, Guaranteed Rate, and Wells Fargo Home Mortgage. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory guidance with access to affiliated discretionary separately managed accounts and employs multi-asset strategic portfolios supported by research from its Schwab Center for Financial Research.

Savanah Arellano is a financial advisor at Morgan Stanley with seven years of industry experience. She has worked at Morgan Stanley Private Bank since 2021 and previously held positions at U.S. Bancorp Investments and U.S. Bank. Outside of her advisory role, she is involved in property management as a sole proprietor of a real estate business in North Las Vegas. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers services that include financial planning, investment management, and institutional solutions.

Brian Chang is a CFP® professional with 25 years of experience, currently serving as a financial advisor at LPL Financial since 2000. He has experience selling traditional life insurance products and teaches a noncredit financial management workshop at community colleges and the University of Hawaii at Manoa. Brian also provides investment advice and insurance services through DCL Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, and institutions, offering a range of advisory programs, retirement consulting, and brokerage services supported by internal and third-party research.

Trent Gneiting is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined the team in 2018, focusing on providing tailored financial strategies for corporate executives, business owners, and individuals in the sports and entertainment industry. Trent's responsibilities include serving clients, conducting investment analysis, planning, and business development. He earned a Bachelor's degree in Economics with a minor in Business Management from Brigham Young University. Prior to his current role, Trent worked as a Research Analyst for Merrill Bateman Associates - Economic Consulting Group and completed internships with Transamerica and the Stanford University - Wharton College Clean Energy Project. He holds the designations of Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Outside of work, Trent enjoys spending time with his wife, Rachael, and their two children. His hobbies include sports such as basketball, volleyball, football, and following the Vegas Golden Knights, as well as outdoor activities like hiking and skiing. He is involved with professional and community organizations including the Church of Jesus Christ of Latter-day Saints, BYU, Habitat for Humanity, and has served on the Italy Milan LDS Mission and as Student Body President at Palo Verde High School.

Heather Djan is a Financial Advisor with Merrill Lynch Wealth Management. She began her career in financial services in 2007 with UBS in New York City and joined Merrill Lynch Wealth Management in 2010 in Northshore, Long Island. In 2014, she transferred to Las Vegas, where she currently resides. Her areas of expertise include college education planning, legacy planning, managing new wealth, personal retirement planning, women and wealth, and retirement income. Heather holds a Bachelor's Degree from SUNY Old Westbury and has earned several professional designations, including Accredited Wealth Management Advisor (AWMA), CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Originally from New York, Heather has lived in Las Vegas for nine years. She enjoys spending time with her family exploring local dining, shows, hiking trails, and supporting local businesses. Her personal interests include antiquing, dancing, drawing and sketching, interior decorating, music, photography, sewing, traveling, and woodworking.

Lawrence Jacobsen Jr. is a financial advisor at Merrill with 13 years of industry experience. He holds the Series 66 designation and has worked at firms including UBS Financial Services and Morgan Stanley. He is currently 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 plans, corporations, and charitable organizations.

Veniesha Brooks is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and having 21 years of industry experience. She has worked at Wells Fargo Bank, N.A. since 2007 and has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she is involved with Plexus Worldwide as a health and wellness ambassador. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Gabriel Gordon is a financial advisor with Wells Fargo Advisors in Las Vegas, NV, holding a Series 66 designation and 19 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 through 2025. Gordon serves as a Hebrew Free Loan Committee member for Jewish Nevada, reviewing the process and program for loan applicants. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services. The firm provides tailored recommendations using proprietary research and tools, with discrete planning engagements that clients may implement through brokerage or advisory programs.

Brad Wittusen is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and 27 years of industry experience. He previously worked for Wells Fargo Advisors Financial Network LLC for 12 years before joining Raymond James in 2020. Outside of his advisory role, he is the owner of a rental real estate business managing a single condo unit. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, charities, and institutions. The firm emphasizes tailored, non-discretionary planning and employs risk profiling and modeling tools to support client goals, while also maintaining specialized programs in municipal advisory and SIMPLE IRA consulting.

Justin Smith is a CFP® professional with 17 years of experience in financial advising. He has worked at Ameriprise since 2021 and previously spent eight years at Edward Jones. Ameriprise provides a retirement-income planning service tailored to individuals nearing or in retirement who meet specific asset criteria, offering detailed recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm employs a combination of research, modeling, and algorithmic automation to support its advisory process and offers a broad range of advisory, brokerage, and insurance solutions.