Kadishe Limani is a financial advisor with Mass Mutual Investors Services in Las Vegas, NV, holding a Series 66 credential and four years of industry experience. Prior to joining Mass Mutual Investors Services in 2022, Limani worked at Mass Mutual Insurance Company and has experience with the Yukon-Kuskokwim Health Corporation and the Association of Village Council Presidents. Outside of advisory work, Limani is also an insurance agent specializing in life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, using a collaborative, goal-driven approach supported by firm-approved analytical tools.

Jacqueline Baquera is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 11 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank NA. 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 grounded in modern portfolio theory and tailored to plan-specific objectives and risk tolerances.

Keith Jensen is a financial advisor with Charles Schwab in Las Vegas, NV, holding Series 63 and Series 66 licenses and having 20 years of industry experience. He has worked at Charles Schwab since 2009 and Charles Schwab Bank since 2010. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab offers a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Michael Carpenter is a financial advisor at LPL Financial with 23 years of industry experience. He holds the Series 66 credential and has worked with Linsco / Private Ledger since 2003. Carpenter serves on a community, civic, and charitable board in Southeast Las Vegas and also participates as a coach and referee. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting services, utilizing model portfolios and research to support various investment strategies.

Amalia Ranck is a financial advisor at UBS Financial Services with 19 years of industry experience. She holds a Series 66 designation and has been with UBS since 2008. Based in Las Vegas, NV, she provides advisory services within a large institutional firm. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Jeffrey Kopp is a financial advisor with Edward Jones in Las Vegas, NV, holding a Series 66 designation and bringing 16 years of industry experience. He has been with Edward Jones since 2009. 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 more than 23,700 financial advisors.

Ryan Tabor is a financial advisor with Equitable Advisors in Las Vegas, NV, holding a Series 66 designation and seven years of industry experience. He has worked at Equitable Advisors since 2018, with prior roles at Axa Advisors, Primerica, and AmeriPark. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and a broad range of third-party asset managers. The firm operates a hybrid referral and implementation model that combines advisory and brokerage channels to tailor client solutions.

Philip Natale is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career in financial services in 2007 as a bank teller and joined Merrill Lynch Wealth Management as a Financial Advisor in 2011. Philip works with clients on a comprehensive range of financial needs including investments, banking, retirement, lending, insurance, and estate planning to provide a well-rounded approach. He holds a Bachelor's Degree from the University of Nevada and is a Personal Investment Advisor (PIA). Philip is involved in several professional and community organizations, including Junior Achievement of Southern Nevada and Knights of Columbus. He volunteers with Junior Achievement teaching financial literacy, entrepreneurship, and economics to high school students, and participates in activities through the Catholic Church. Outside of his professional work, Philip enjoys running, writing, playing with his dog, and has lived in both New York City and Henderson, Nevada. He maintains ongoing communication with his clients and values both digital and face-to-face interactions to establish lifelong relationships.

Melissa Durante is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding a Series 66 designation and 17 years of industry experience. She has worked within various Wells Fargo entities since 2007, including Wells Fargo Bank, N.A. and Wells Fargo Advisors LLC. Outside of her advisory role, she serves as a trustee for a family trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Louis Larson is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has previously worked in facilities management and nonprofit roles, including with the University of St. Thomas and MNFEI, a nonprofit organization. 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 focused on dependable income sources and tax-aware withdrawal strategies.

Steven Lloyd is a financial advisor with LPL Financial in Las Vegas, NV, holding a Series 66 designation and 15 years of industry experience. Prior to joining LPL Financial in 2017, he worked at MML Investors Services LLC and MassMutual Life Insurance Company from 2014 to 2017. Outside of his advisory role, he is a 50% owner of VJ Kings, LLC, which operates the Junk King business. 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 a range of advisory programs and financial planning services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Anna Kareis is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and eight years of industry experience. She previously worked at Northwestern Mutual in various capacities from 2018 to 2022 and spent a year with City Year San Antonio. 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 annual planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Heather Henderson is a Financial Advisor with Merrill Lynch Wealth Management, operating out of the Summerlin Office in Tivoli Village in Las Vegas. She joined the firm in 2020 after a career in sports marketing and holds her Series 7 and 66 FINRA registrations along with the Accredited Asset Management Specialist™ (AAMS™) designation. Her approach centers on providing clients with financial confidence by customizing financial plans tailored to their lives and priorities. Heather's responsibilities include portfolio review management, marketing and event efforts, and team member training. She holds a Bachelor of Science degree in Business Administration with a focus on Marketing from the University of Nevada, Las Vegas. Heather has a background in digital marketing, having worked with a local Triple-A Baseball Team prior to entering financial services. She continues to pursue her interest in athletics by coaching a youth club volleyball team. Additionally, Heather is active in philanthropic efforts, serving on the Advisory Board of Moonrise NextGen and participating on her local Merrill office's Philanthropy Committee and Women's Exchange. She has been recognized by Bank of America for contributing over 100 volunteer hours.

Jemel Lewis is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Bank, Thrivent Financial, and Bankers Life. Lewis served in the Army National Guard from 2014 to 2020. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Ottilia Cserenko is a financial advisor with Ameriprise in Henderson, Nevada, holding a Series 63 designation and nine years of industry experience. She has worked at Ameriprise since 2022 and previously held roles at Thrivent Financial and other firms from 2016 to 2020. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement income planning, utilizing research, third-party data, and algorithmic tools to provide written recommendations and ongoing advice.

Shawn Whitmore is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise and State Farm. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Jared York is a financial advisor with Merrill in Las Vegas, NV, holding a Series 66 designation and four years of industry experience. He has been associated with Bank of America and Merrill since 2017, and previously worked at Sea Quest and The Church of Jesus Christ of Latter-day Saints. 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, offering both model-based and discretionary investment strategies tailored for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Betsy Gaytan Leon is a financial advisor at Ameriprise in Las Vegas, NV, holding a Series 66 designation with less than one year of industry experience. Her prior work includes roles at Monument Title Insurance Inc and teaching positions at the University of Nevada, Las Vegas, and the College of Southern Nevada. She also serves as a Notary Public. Ameriprise offers a retirement-income planning service targeting individuals near or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations in partnership with clients’ financial advisors.

Michael Hood is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He previously worked at UBS Financial Services from 2011 to 2019 before joining Wells Fargo Clearing in 2019. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, delivering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and based on modern portfolio theory, offering a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Matthew Lawler is a financial advisor at Osaic Wealth, Inc. with 35 years of industry experience. He has held positions at Securities America Advisors, Inc. and Dakota County Insurance Agency. Lawler also serves as a financial advisor for F&M Bank, where he provides financial advising, investments, insurance, estate, and tax planning. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a focus on diversified portfolios using various asset classes and multiple advisory platforms.