Graham Miller is a ChFC® and Series 66-registered financial advisor with Edward Jones in Las Vegas, NV, and has 13 years of industry experience. He has been with Edward Jones since 2009. Miller is also the owner of Coach G LLC, a mindset coaching practice based in Las Vegas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Jeffrey Potter is a CFP® with 27 years of industry experience, currently serving at RBC Capital Markets since 2025. He previously worked at UBS Financial Services Inc. and Master Matrix Sports Inc. His background includes roles at leading financial firms. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, and charitable organizations, offering a range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Luis Morales Montanez is a financial advisor with LPL Financial based in Las Vegas, NV. He holds the Series 66 designation and has been with LPL Financial since 2022. His prior experience includes work with Aerotek Contractors and service in the United States Marine Corps. 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 range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with both discretionary and non-discretionary strategies across various asset classes.

Brandon Winkler is a Financial Advisor with Merrill Lynch Wealth Management based in Las Vegas. In his role, he partners with clients to simplify financial decisions and develop practical plans that focus on what matters most to them. He specializes in areas including college education planning, family wealth management strategies, personal retirement planning, portfolio management services, individual and corporate investment strategy, and retirement income. Brandon holds a Bachelor's Degree in Finance from Georgetown University and began his career in New York City. He has experience working with a portfolio management team at Morgan Stanley, overseeing billions in assets and gaining insight into institutional investment approaches, risk management, and long-term decision making. He has also worked in hedge fund research, institutional sales, and entrepreneurship, bringing a diverse perspective to his advisory practice. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. In addition to his professional commitments, Brandon is the founding organizer of the Georgetown Alumni Club of Las Vegas. His personal interests include basketball, football, music, pickleball, singing, skiing, and spending time with his family.

David Dixon is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 65 licenses. He has 44 years of industry experience, including 22 years at LPL Financial and three years at CUNA Brokerage Services, Inc. He is also involved with Pence Financial Group, LLC, a related investment advisory business. 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 range of financial planning and investment management solutions through a large network of advisors.

Christopher Stagg is a financial advisor with J.P. Morgan Securities in Las Vegas, NV. He holds a Series 66 designation and has four years of industry experience. Prior to joining J.P. Morgan Securities in 2021, he worked at US Bank from 2017 to 2021 and Wells Fargo Bank from 2007 to 2017. 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.

Scott Lehigh is a financial advisor with Cambridge Investment Research Advisors in Las Vegas, NV, holding Series 63 and Series 65 licenses and 25 years of industry experience. Prior to joining Cambridge in 2023, he worked for Crown Capital Securities, L.P. for 18 years. Lehigh also operates as an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements.

Jason Garofalo is a financial advisor at Ameriprise with 27 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2015. He is based in Post Falls, Idaho. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide annual, written recommendation reports, supported by a centralized consulting team and algorithmic tools, while delivering a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Rachel Harpin is a financial advisor at Edward Jones with 15 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2010. Based in Las Vegas, NV, she is part of a large network of advisors serving a diverse client base. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and supported by a nationwide network of over 23,700 financial advisors.

Christine Zalonka is a financial advisor with Raymond James & Associates who holds a Series 66 designation and has 24 years of industry experience. Her prior work includes tenures at Wells Fargo Advisors and Wells Fargo Clearing, as well as experience with G.G.R.M Law Firm. Outside of finance, she is involved with Las Vegas Beach Volleyball. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Bruce Dillard is a financial advisor at UBS Financial Services with 30 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he serves as a consultant on naval aviation content for the production of the movie Devotion. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management through a broad platform that includes capital markets services and proprietary research.

Preston White is a financial advisor at J.P. Morgan Securities in Las Vegas, NV, holding a Series 66 designation. He has one year of industry experience, including prior roles at Arsenal Capital Partners and 2E Capital Partners Stressed Credit Hedge Fund. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Paul Becht is a financial advisor with Wells Fargo Advisors in Las Vegas, NV, holding Series 63 and Series 65 licenses and 30 years of industry experience. He has been with various Wells Fargo entities since 2009. He also holds ownership stakes in several investment-related entities outside his advisory role. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients meeting specific net-worth criteria. The firm integrates advisory services with other financial products and maintains multiple compensation arrangements across its network.

Douglas Pagan is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and Wells Fargo in various roles over the past 18 years. 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, utilizing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Steven Mccracken is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has worked at both Merrill since 2003 and Bank of America, N.A. since 2014. Outside of financial advising, he is an owner of Wellington Foods, LLC, which provides meal services to various institutions in the Las Vegas area, and he is also involved as a general partner and managing member of Wellspring Holdings LLC, which is investing in a mental health and addiction counseling practice. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individual, high-net-worth, and institutional clients.

Vanessa Gomez Coronel is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In her role, she works closely with clients to understand their financial priorities and develop strategies tailored to meet their short-, mid-, and long-term goals. She serves as a resource for a broad range of financial needs, including investing, retirement planning, and saving for unexpected expenses. Additionally, she can connect clients with specialists from Bank of America for banking, credit, home financing, and small business solutions. Vanessa holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She earned her High School Diploma from Southwest Career and Technical Academy. Her approach focuses on identifying what matters most to clients and their families to help create actionable financial strategies.

Justin Elliott is a financial advisor with Ameriprise in Elk Grove, CA, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Outside of his advisory role, he owns and operates a business buying and selling baseball cards and sports memorabilia. Ameriprise is an institutional firm that offers a retirement-income planning service aimed at individuals nearing or in retirement with substantial investable assets. The firm uses a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports.

Nicholas Degeorge is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career at Merrill Lynch in 2010 as a Registered Retirement Plan Specialist, servicing 401(k) plan participants and Executive Bonus Award recipients. Since 2012, he has assisted High Net Worth clients and their families in the Las Vegas Valley, focusing on areas such as education planning, legacy planning, retirement income, and services for endowments, foundations, and non-profits. Nicholas holds Series 7 and 66 FINRA registrations, is licensed for Life and Health Insurance, and maintains the CERTIFIED FINANCIAL PLANNER® designation. Nicholas graduated from Embry-Riddle Aeronautical University with a Bachelor of Science degree in Professional Aeronautics. His career includes experience co-founding and growing a software company. He emphasizes a planning-first approach, developing written financial strategies tailored to clients' specific needs, which are reviewed and adjusted annually. Nicholas leads a team that includes Wealth Management Client Associates and specialists in banking, loans, trusts, and estates. Outside of his professional role, Nicholas enjoys hiking and outdoor activities with his wife and two dogs. He supports community organizations such as Lion Habitat Ranch Inc., Nevada Partnership for Homeless Youth, and Three Square through volunteer work. Nicholas has family roots in Las Vegas spanning four generations.

Robert Brown is a financial advisor at Charles Schwab with 35 years of industry experience. He holds the CFP® designation along with Series 65, 66, and 63 licenses. His prior experience includes long tenures at Fidelity and independent financial firms before joining Charles Schwab. Charles Schwab 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. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment due diligence.

Paul Gross is a financial advisor with LPL Financial in Las Vegas, NV, holding a Series 66 license and 16 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Waddell & Reed, Inc. and Morgan Stanley. Gross is involved with nonprofits such as Caring Hand for Children and New Directions for Youth. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.