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.

John Holcombe is a financial advisor at Cambridge Investment Research Advisors with 21 years of industry experience. He holds a Series 66 credential and has been with Cambridge since 2015. In addition to his advisory role, he is also an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations by providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers various portfolio management options, proprietary and third-party model strategies, and has institutional features that support advisor business relationships and compliance.

Jerry Eldridge is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He previously worked at J.P. Morgan Securities from 2012 to 2017 before joining Wells Fargo Clearing in 2017. 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 advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

James Polonsky is a financial advisor with LPL Financial based in Henderson, NV. He holds Series 63 and Series 66 credentials and has 34 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Morgan Stanley in various capacities from 2008 to 2025 and at Merrill from 1997 to 2008. Outside of his advisory role, he is the owner of Polonsky Coins and Collectibles LLC, a business unrelated to investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning and access to model portfolios, combining technology tools and a broad platform to support its network of over 22,800 advisors.

Corabelle Guevara is a Series 66 licensed financial advisor with 12 years of industry experience. She is currently with Equitable Advisors and holds additional roles in new business management for Signature Wealth Concepts and 345 Wealth Management. Her career includes prior positions at Axa Advisors. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning and asset management through various advisory programs and third-party managers.

William Peoples is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Wells Fargo Bank and various positions outside finance, such as with Lyft, Uber, Instacart, and Dallas County Community College. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services that include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Michael Beatty is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 10 years of industry experience, having previously worked at Park Avenue Securities and Guardian Life Insurance. Beatty also operates as an independent insurance agent for various firms in Las Vegas. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, and charitable organizations. The firm offers a range of financial planning, investment management, and retirement advisory services delivered through a network of independent Financial Professionals utilizing multiple platform options and a combination of proprietary and third-party investment strategies.

Derek Rosenberg is a Certified Financial Planner (CFP®) with 28 years of experience in the financial services industry. He is currently with Morgan Stanley in Las Vegas, NV, having joined in 2025. His prior experience includes roles at Ameriprise, Bank of America, and Merrill. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional offerings with specialized services such as estate planning and private fund relationships.

John Mc Cullough is a financial advisor at Ameriprise in Henderson, NV, holding a Series 66 designation. He joined Ameriprise in 2025 and has no prior industry experience. His work background includes positions at Albertsons, Enterprise, and several other employers before transitioning into financial advising. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, supporting clients with advisory, brokerage, and insurance solutions.

Hristo Sotirov is a financial advisor with Edward Jones in Las Vegas, NV, holding CFP®, ChFC®, and Series 66 credentials and bringing 10 years of industry experience. He previously worked at AWG Ambassador LLC for five years before joining Edward Jones in 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm provides a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kyle Denison is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 66 designation and 15 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Denison owns and manages a business related to his Ameriprise practice. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Jeremy Eller is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2007. He holds the Series 66 designation and is based in Las Vegas, NV. Outside of his advisory role, Eller is involved as the president of the Rice County Pheasants Forever chapter, organizing local conservation fundraising efforts. Edward Jones is a full-service wealth management firm serving a wide range of clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory strategies supported by a large network of financial advisors and branch offices nationwide.

Lorri Jackson is a Wealth Management Advisor at Merrill Lynch Wealth Management. She develops personalized financial strategies aimed at helping clients pursue their long-term goals through a comprehensive approach that begins with understanding the full financial picture of clients and their families. Jackson focuses on creating flexible wealth management solutions tailored to clients' evolving needs and market conditions, providing access to both investment insights and banking services. Her areas of expertise encompass college education planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, socially responsible and values-based investing, women and wealth, and tax minimization. She holds professional designations including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Jackson attended Arizona State University and obtained a Bachelor's Degree from the University of Nevada, Las Vegas. She has been actively involved in community organizations such as the American Heart Association, Nevada Casa, Soroptimist International of Greater Las Vegas, the Women's Research Institute of Nevada at UNLV, and the UNLV Library. Her past leadership roles include serving as Past President of the Southern Nevada Estate Planning Council and Past Associate Member of the Southern Nevada Association of Women Attorneys. Personal interests include biking, golfing, painting, photography, reading, and traveling.

Jeffrey Skoll is a financial advisor at Wells Fargo Clearing with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following a seven-year tenure at Wells Fargo Advisors LLC. 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 process is IPS-driven and includes a broader range of financial products than many institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Randall Fawcett is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding a Series 63 designation and 26 years of industry experience. He has been with Wells Fargo Clearing since 2016, including a prior role at Wells Fargo Advisors 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Gierra Silva is a financial advisor at Wells Fargo Clearing with five years of industry experience. She holds a Series 63 designation and has been with Wells Fargo Clearing since 2020, following an 11-year tenure at Wells Fargo Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, offering both non-discretionary and discretionary services tailored to plan objectives and risk tolerances.

Douglas White Jr. is a financial advisor with Edward Jones in Las Vegas, NV, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. He serves as a finance committee member for Holy Spirit Church. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm provides a broad range of advisory programs and investment solutions, operating under a fiduciary standard through a nationwide network of more than 23,700 financial advisors.

Tara Meyers is a Wealth Management Senior Relationship Manager at Fidelity Investments. In this role, she supports autonomous investors by providing access to insights and resources available through Private Wealth Management. Since beginning her career at Fidelity in 2021, Tara has progressed from Planning Consultant to her current senior management position. Her professional experience is focused on wealth management and financial planning within Fidelity Investments. Tara's work involves delivering service and support to clients to help them manage their investment portfolios effectively. Outside of her professional responsibilities, Tara has interests in boating, cooking and baking, exploring food, movies, caring for pets, and traveling.

Erik Kirschner is a Senior Financial Advisor and Portfolio Manager at Merrill Lynch Wealth Management. He began his career in financial services in 1995 at Dean Witter Reynolds, which merged with Morgan Stanley in 1997. In 2006, he joined UBS Financial Services, where he completed the Firm's Portfolio Management Program. Since 2017, Erik has been with Merrill Lynch Wealth Management, serving as a Senior Vice President and Senior Financial Advisor. Erik holds a Bachelor of Science in Business Administration with a concentration in Finance from the University of Nevada, Las Vegas. He maintains Series 7, 63, and 65 FINRA registrations, Life and Health Insurance licenses, and has earned professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His approach integrates liability management, estate planning, real estate transactions, tax optimization, and philanthropic strategies to create comprehensive financial plans for his clients. A native of Las Vegas, Erik graduated from Bishop Gorman High School. Outside of work, he is involved in community service with United Way and Three Square alongside his family. Erik enjoys golf, strength training, football, ice hockey, traveling, watching movies, and spending time with his wife and three daughters.

Jodie Cohen Potter is a financial advisor at LPL Financial with 40 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at firms including Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.