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 seven years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2019, with prior roles at OneMain Financial, National Debt Relief, and Emineo Marketing Solutions. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service focused on written recommendation reports and ongoing planning advice that addresses income sources, tax-aware withdrawals, and Social Security options for clients nearing or in retirement.

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.

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.

Yenifer Anguiano is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 66 licenses and having one year of industry experience. Her career includes roles at Ameriprise Financial Services and Wells Fargo. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a notable Premier Retirement Income service that provides tailored retirement planning and tax-aware withdrawal strategies through a centralized service team in collaboration with advisors.

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 at Ameriprise with 26 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of advisory work, he is involved in independent insurance brokering and owns Madavara Boogy, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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.

Mark Sudol is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 65 licenses. He has 43 years of industry experience, including prior roles at Ameriprise Financial Services, The Sudol Group Wealth Management Specialists, and National Planning Corporation. He is based in Las Vegas, NV. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services through a large network of advisors and supports multiple investment strategies and platforms.

Andrea Butler is a financial advisor with Cambridge Investment Research Advisors in Las Vegas, NV, holding a Series 66 designation and 13 years of industry experience. She previously worked at Securities America Advisors and Securities America Inc from 2015 to 2022. Butler is involved in several business activities, including consulting and marketing roles within the financial services and insurance sectors. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing various portfolio management strategies and platform arrangements.

Christina Hong is a financial advisor at Ameriprise with one year of industry experience. She holds a Series 66 designation and previously co-owned a plumbing services business, Platinum Services LLC. Prior to her current role, she worked at Starbucks and has experience in education. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering customized, research-driven recommendations through a centralized consulting team. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Patricia Sidorick is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise Financial Services from 2006 to 2025. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its service.

Quest Salazar is a financial advisor at Cetera with a Series 66 designation and less than one year of industry experience. His background includes roles at Cetera Investment Advisors, Cetera Wealth Services, GenRock Wealth Management, and prior experience in medical billing and education. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting various investment strategies and program structures with over $256 billion in assets under management.