Jay Ar Briones is a financial advisor at Morgan Stanley in Las Vegas, NV, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Citi and Nevada State Bank, as well as experience working at the College of Southern Nevada. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment models as part of its financial planning process.

Mel O is a CFP®-certified financial advisor with 21 years of industry experience, currently practicing at LPL Financial since 2015. Prior to joining LPL, Mel worked at Ameriprise and Wells Fargo in various advisory roles. Mel also hosts a finance-related podcast, authors content, and teaches financial literacy courses both online and at Clark County Community College. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced research tools and a broad array of financial offerings.

Maricela Abdishou is a financial advisor at Fidelity with 17 years of industry experience and holds a Series 66 designation. Her work history includes roles at Fidelity Investments, Golden 1 Credit Union, and Wells Fargo affiliates dating back to 2005. She serves as a board member on the Family Selection Committee for Habitat for Humanity Stanislaus County. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, model portfolios, and registered investment companies.

Michael Webb is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Wells Fargo Clearing since 2016, following five years 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 options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Gavin Owen is a CFP®-certified financial advisor with five years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and has previously worked with firms including Whitwell & Co., CRG Wealth, LLC, and Canyon Ridge Group LLC. Outside of advisory roles, he manages operations for LL Ventures, LLC, a business holding company. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations by providing financial planning, investment management, and retirement advisory services. The firm supports independent Financial Professionals with a variety of portfolio management options and proprietary model strategies while maintaining institutional features such as advisor transition support and compliance oversight.

Christopher Peterson is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63, 65, and 66 licenses and has 43 years of industry experience. Prior to joining Raymond James in 2017, he worked at Wells Fargo Advisors Financial Network LLC for seven years. Outside of his advisory role, he serves as acting trustee for Bush Nevada Trust and is involved with Johnson Peterson & Walpole, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and nonprofit organizations. The firm offers tailored, non-discretionary planning using quantitative tools and supports municipal and public finance work through a unique municipal advisor affiliation.

George Pierce is a Series 66 licensed financial advisor with 13 years of industry experience. He has worked at LPL Financial since 2016 and was previously with Merrill from 2013 to 2016. Pierce also operates Pierce Wealth Management as an extension of his LPL business. 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 portfolios, and access to third-party asset managers, supported by a large network of investment adviser representatives.

Guangzhi Zhai is a financial advisor with Mass Mutual Investors Services, holding the CFP® designation and Series 63 and 65 licenses. He has 13 years of industry experience, including roles at MassMutual Life Insurance Company and several other financial services firms. In addition to his advisory work, Zhai owns Evergreen Tax and Accounting LLC, where he provides tax preparation and consulting services. MassMutual Investors Services, LLC is a broker‑dealer and SEC‑registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing annually structured, collaborative client engagements using firm‑approved analytical tools.

Harold Basilio is a financial advisor with OSAIC, holding the ChFC® designation and the Series 63 license, with 34 years of industry experience. His prior roles include positions at Woodbury Financial Services Inc, Mass Mutual Investors Services, and MetLife Securities. Outside of his advisory work, he operates a sole proprietorship focused on recommending and selling fixed annuities and various types of insurance. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated financial advisors and offers integrated brokerage and advisory services, including financial planning, retirement plan consulting, and access to third-party money managers. The firm utilizes various asset-allocation tools and supports both discretionary and non-discretionary portfolio management across multiple investment types.

Elizabeth Delgado is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. She has 24 years of industry experience and has been with Cambridge Investment Research since 2015. Outside of her advisory role, she volunteers with Junior Achievement of Southern Nevada and provides mindpower coaching through her own coaching business. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations by offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of investment solutions including proprietary and third-party strategies across multiple custody platforms.

Nidhi Dadlani is a financial advisor at Merrill with six years of industry experience. Her prior roles include positions at LPL Financial, Nevada State Bank, and JPMorgan Chase Bank. She serves as a steering committee member for the Alliance of Mergers & Acquisition Advisors, coordinating educational events on business succession and exit planning. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Devin Cooley is a financial advisor with Charles Schwab in Las Vegas, NV, holding a Series 66 designation and three years of industry experience. His work history includes roles at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., Stewart Title, and the University of Nevada Reno. 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. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a range of integrated brokerage, custody, and advisory services.

Jaydon Elliott is a financial advisor with Ameriprise in Las Vegas, NV. He holds a Series 66 designation and has one year of industry experience. Prior to joining Ameriprise, he worked in various roles including at the University of California, Los Angeles, and Sacramento City College. 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 annual retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Dylan Viall is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop personalized financial plans that align with their goals. He has experience in various roles within Fidelity, including Investment Consultant, Investment Solutions Representative, High Net Worth Service Associate, and Customer Relationship Advocate, progressing through these positions since 2022. Throughout his career at Fidelity, Dylan has focused on building strong client relationships by understanding their motivations and addressing their concerns. His professional journey reflects a commitment to leveraging Fidelity's diverse range of offerings and strategies to support clients' financial objectives. Outside of his professional role, Dylan has interests in baseball, beach activities, comedy, fitness, and football.

Dean Elyacoubi is a Sales Manager and Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in providing personalized wealth management strategies tailored to each client’s unique financial situation and goals. His approach involves a comprehensive understanding of clients' family backgrounds, lifestyles, values, and future aspirations to deliver customized investment plans. With a focus on areas including education planning, employee benefits, executive compensation, investment consulting for defined contribution plans, liquidity management, retirement planning, and tax minimization, Dean guides clients through complex financial decisions by offering clear and wide-ranging advice. He emphasizes client education to ensure confidence and understanding in the investment process. Dean holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Dean earned a Bachelor of Science in Hotel Administration from the University of Nevada, Las Vegas. He has been actively involved in his community, previously serving on the Board of Directors for the Juvenile Diabetes Research Foundation Southern Nevada and United Way of Southern Nevada. Outside of work, he enjoys cooking, traveling, and following sports such as European soccer.

Gabriel Milano is a financial advisor at Charles Schwab with 13 years of industry experience. He holds the Series 66 designation and has worked at Charles Schwab and TD Ameritrade in various roles since 2014. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment solutions, utilizing multi-asset model portfolios and a centralized client service structure.

Malinda Maile is a financial advisor with UBS Financial Services in Las Vegas, NV, holding Series 63, 65, and 66 licenses and 24 years of industry experience. She has been with UBS since 2009, totaling 17 years at the firm. Outside of financial advising, she serves on the board of directors for SHEILA LLC, a company involved in construction and equipment leasing. 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 to deliver tailored advice supported by proprietary research and model-based asset allocations.

Keith Chock is a financial advisor at OSAIC with 37 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining OSAIC in 2023, he worked at LPL Financial and Wells Fargo Advisors. He is also the manager of The Little Guest, LLC, a non-investment-related entity. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios across various asset classes.

Nacole Light is a financial advisor at Mass Mutual Investors Services with eight years of industry experience. She holds Series 63 and Series 65 registrations and has worked with Mass Mutual Investors Services since 2019, following roles at Pruco Securities LLC and The Prudential Insurance Company of America. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved tools and emphasizes investment category recommendations without discretionary authority.

Scott Johnson is a financial advisor at Morgan Stanley in Las Vegas, NV, holding a Series 66 designation with 10 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Ameriprise Financial Services, Inc. He has been with Morgan Stanley since 2019. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.