Jeff Juarez is a Planning Consultant at Fidelity Investments, where he collaborates with a team of advisors to work directly with clients. In his role, he focuses on co-creating financial road maps to help clients achieve long-term financial success. Jeff emphasizes a step-by-step planning process aimed at building strong relationships and tracking progress over time. Jeff joined Fidelity Investments in 2023 and has held several roles within the company, including Customer Relationship Advocate and Investment Solutions Representative 1. This experience has provided him with a broad understanding of customer service and investment solutions. Outside of his professional work, Jeff enjoys engaging in family activities, fitness, music, snowboarding, soccer, and traveling.

Timothy Cox is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has worked at several firms, including Kingswood Capital Partners, Edward Jones, and M Stevens Wealth Advisors. His current role is with Strategic Advisers LLC, a Fidelity Investments company. Strategic Advisers provides investment management and advisory services to retail and institutional clients, as well as registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Terry Smith is a financial advisor at Primerica Advisors with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Primerica since 2006. Outside of investment advisory, he is involved in the sale of loan products and home-related services through affiliated Primerica companies. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that emphasizes model-delivery strategies managed by third-party asset managers and operates at a large scale with over 3,600 advisors and approximately $15.5 billion in assets under management.

Alex Soeth is a Financial Consultant currently working at Fidelity Investments since 2022. Prior to this role, Alex served as a Financial Advisor at Ameriprise Financial from 2019 to 2022. Alex holds the designation of CERTIFIED FINANCIAL PLANNER™ Professional and possesses a California Insurance License. Alex focuses on holistic financial planning by understanding each client's unique situation to provide guidance tailored to their financial goals, concerns, and preferences. Transparency and an excellent client experience are central to Alex's approach. Outside of professional activities, Alex enjoys beach activities, concerts, fitness, music, snowboarding, and surfing.

Denise Magana is a financial advisor at Ameriprise with six years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2019, following roles at OneMain Financial and National Debt Relief. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing tailored reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver these services, primarily for clients maintaining assets in Ameriprise-managed accounts.

Matthew Bees is a CFP® and holds a Series 66 license, with 21 years of experience in the financial industry. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. 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 based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Sheri Amirsoleimani is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. She holds Series 63 and Series 66 registrations and has worked at Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Araxie Baghdadlian is a financial advisor with Edward Jones in Las Vegas, NV, holding Series 63 and Series 66 credentials and 13 years of industry experience. She previously worked at Wells Fargo Bank for 14 years before joining Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of advisors and branch offices.

Kylar Leahy is a financial advisor at J.P. Morgan Securities in Las Vegas, NV, holding Series 63 and Series 66 licenses with one year of industry experience. His prior roles include positions at US Capital Global Securities and experience with a family office/private trust company. 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 applying an ESG eligibility framework when recommending investment strategies.

Zachary Garner is a Financial Advisor with Merrill Lynch Wealth Management and a member of the GM Wealth Management Group. He focuses on business development and leverages the capabilities of Merrill Lynch to develop and present investment plans and strategies tailored to meet diverse client needs and goals. Zach works alongside his team to provide service to individuals, families, and businesses. A lifelong resident of Henderson, Nevada, Zach is a graduate of the University of Nevada, Las Vegas, where he earned a Bachelor's degree in Economics and a Graduate Certificate in Business Administration. During his time at UNLV, he was a member and captain of the men's tennis team and was recognized as a Mountain West All Conference honors athlete. He continues to maintain his passion for tennis. Zach holds multiple professional designations, including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional life, Zach enjoys golfing, music, pickleball, spending time with his family, and tennis.

Yenifer Anguiano is a financial advisor with Ameriprise in Las Vegas, NV, holding Series 66 and Series 63 credentials and one year of industry experience. Her prior work includes roles at Wells Fargo and Ameriprise Financial Services. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income strategies. The firm’s approach includes a restrictive enrollment policy and utilizes proprietary investment research alongside third-party data.

Taryn Castro is a financial advisor at OSAIC with one year of industry experience and holds a Series 66 designation. Prior to joining OSAIC, she worked at the Institute of Reading Development and has a background that includes various roles outside finance. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage diversified portfolios.

Lakely Greaves is a financial advisor with Ameriprise in N Las Vegas, NV, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of advising, he owns Madavara Boogy, LLC and is involved in independent insurance brokering. Ameriprise is a large institutional firm that offers a retirement-income planning service designed for clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement recommendations delivered through a centralized consulting team.

James Matti is a financial advisor at Morgan Stanley in Las Vegas, NV, holding Series 63 and Series 65 licenses with 13 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2016. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and integrates various investment and planning strategies across its broad service offerings.

Ryan Grist is a CFP® professional with 14 years of industry experience. He is currently with LPL Financial and Zions Bank, having previously worked at Bank of America and Merrill. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Chad Yamada is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation. Prior to joining Ameriprise, he spent time in the restaurant industry, including roles at Jinya Ramen and TKRG Bouchon Bistro. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with tax-aware withdrawal strategies. The firm uses a combination of proprietary research and third-party tools to develop tailored recommendations that require clients to meet specific asset criteria.

Michael Holden is a Series 66 licensed financial advisor with Edward Jones in Las Vegas, NV, bringing six years of industry experience. His prior roles include positions at Invictus International and Sam's Club. 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 offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Arnulfo Venegas is a financial advisor with Merrill based in Las Vegas, NV. He holds a Series 66 designation and has three years of industry experience. His prior roles include positions at Bank of America, JPMorgan Chase Bank, and Nevada State Bank. 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 institutional investors, using a combination of internal and third-party portfolio management approaches.

David Jancuk is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 26 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment solutions. The firm’s advisory process is IPS-driven, grounded in modern portfolio theory, and includes a broader range of financial products than many large institutional advisers.

Shane Cloninger is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked with LPL Financial since 2023 and concurrently operates SC Financial Group, LLC, which serves as a DBA for his LPL business. He is also involved with Benalex Benefit Consultants, LLC, a payroll entity based in Bellevue, WA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions with offerings including financial planning, wrap and model portfolio programs, and institutional platforms.