Stacey Lee is a financial advisor with Ameriprise in Las Vegas, NV, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has worked at Ameriprise since 2017 and previously spent nine years with UBS Financial Services Inc. Ameriprise offers a retirement-income planning service targeting clients with significant investable assets, providing written recommendations that include income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver tailored retirement advice through a centralized consulting team.

Candace Johnson is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds a Series 66 designation and has worked at firms including Wells Fargo Advisors and Ameriprise Financial Services. Johnson is based in Las Vegas, NV. 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 and investment management capabilities, delivering recommendations on a non-discretionary basis.

Joseph Rubinstein is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. His prior roles include positions at Grove Point Investments, Grove Point Advisors, H. Beck, Inc., and DSI Advisers, Inc. Rubinstein has also worked in non-variable insurance services since 1988. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management access, and institutional platforms, supported by extensive resources and technology across a large network of advisors.

Alyssa Lubey is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Her career includes roles at Charles Schwab, TD Ameritrade, Cetera, and Foresters Financial Services. Outside of finance, she is involved with Sonora Guitar Intensive in a non-investment capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Richard Pettibone is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since joining Merrill Lynch in 1999, after creating and selling five companies as an entrepreneur, he has focused on serving a dedicated circle of both traditional and non-traditional clients. His client base includes entrepreneurs, physicians, and professionals seeking personalized wealth management strategies. Richard emphasizes clear and timely communication and prioritizes face-to-face meetings and client events to build trust and connect clients beyond financial matters. Richard’s expertise spans college education planning, divorce transition planning, family wealth management, institutional and corporate benefit services, managing new wealth, personal retirement planning, women and wealth, sports and entertainment, tax minimization, and retirement income. He combines Merrill Lynch’s research resources with long-standing external managers and collaborates with Bank of America Private Bank specialists, CPAs, and attorneys to deliver comprehensive wealth management solutions. He holds a Bachelor of Science degree in Business Administration from Golden Gate University and carries professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Richard is actively involved in community organizations such as the Bonnie J. Addario Lung Cancer Foundation, Children’s Brain Disease, Performing Stars of Marin, Roots of Peace, and The Taylor Family Foundation. Outside of work, he enjoys adventure sports, biking, golfing, hiking, scuba diving, skiing, tennis, traveling, yoga, and spending time with his family.

Kyra Gardner is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. She has been with J.P. Morgan Chase Bank and J.P. Morgan Securities since 2021. Gardner also has a background in education, having worked at the University of Southern California since 2020. 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 delivers these advisory services alongside affiliated brokerage and investment management capabilities.

Carolina Dean is a financial advisor with J.P. Morgan Securities in Las Vegas, NV, holding a Series 66 designation and four years of industry experience. Prior to joining J.P. Morgan in 2025, she worked at Ameriprise from 2021 to 2025 and has a diverse background including roles in education and retail. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Robert Duffy III is a financial advisor at Raymond James & Associates with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank and Ameriprise. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and various organizations, offering financial planning, investment consulting, and municipal advisory services, with tailored planning generally conducted on a non-discretionary basis.

Margaret Quinones is a financial advisor at Merrill with 13 years of industry experience. She holds the Series 66 designation and has been associated with Merrill since 2012 and Bank of America since 2013. Outside of her advisory role, she is the owner of a personal business unrelated to investments. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Brandon Mc Queen is a financial advisor at Raymond James & Associates with eight years of industry experience. He holds a Series 66 credential and has previously worked at Edward Jones and Ameriprise Financial Services Inc. Brandon is based in Las Vegas, NV. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, charitable organizations, and municipal entities, offering financial planning, consulting, and institutional advisory services with a range of portfolio management styles and affiliated research resources.

Bradley Pickering is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch in 2011 following the completion of his bachelor's degree in Finance from the University of Nevada, Reno. He holds the Chartered Retirement Planning Counselor (CRPC) designation conferred by the College for Financial Planning Institutes Corp., as well as the Personal Investment Advisor (PIA) designation. Bradley's approach to wealth management is hands-on and detail-oriented. He evaluates each client's financial situation individually to offer recommendations that accurately reflect their investment profile and expectations. He works closely with clients to maintain their financial strategies over time, reviewing their needs and goals through different life stages. His expertise encompasses family wealth management strategies, services for endowments and non-profits, legacy planning, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Bradley is involved with the University of Nevada, Reno alumni community and participates in the Southern Nevada Golf Association. His personal interests include adventure sports, golfing, and ice hockey.

James Kukurin is a financial advisor with Charles Schwab in Las Vegas, NV, holding a Series 66 designation and bringing 20 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2013. 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 offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Daniel Mejia is a financial advisor with Charles Schwab based in Las Vegas, NV, holding Series 63 and Series 66 licenses and having 10 years of industry experience. His career includes roles at JP Morgan Chase Bank and JP Morgan Securities before joining Charles Schwab in 2022. Mejia's current positions span Charles Schwab, Charles Schwab Premier Bank, and Charles Schwab Bank. 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 discretionary separately managed accounts and offers a range of services including brokerage, custody, and cash-sweep arrangements.

Michael Chudd is a financial advisor with UBS Financial Services in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with UBS since 1997. Outside of his advisory work, he is involved with the UNLV Rebel Football Foundation. UBS Financial Services serves individual, corporate, and institutional clients with a broad range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services, and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Marlen Garner is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds a Series 66 designation and has worked at various JPMorgan entities since 2005, including JPMorgan Chase Bank and J.P. Morgan Securities. 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 through its Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Brandon Katz is a financial advisor at OSAIC with 15 years of industry experience and a Series 66 designation. His prior roles include positions at Securities America Advisors, Cooper Financial Group, and Scottrade. He is also involved in insurance sales, focusing on life insurance, annuities, and Medicare Advantage and Supplement plans. OSAIC serves a diverse client base that includes individual and high‑net‑worth investors, pension and profit‑sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of advisers, employing a variety of asset-allocation tools and third-party platforms to manage portfolios across multiple investment types.

Enrique Marrero Jr. is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He has worked at Merrill since 2020 and has prior experience at Bank of America, N.A., Morton College, and C&C Market Research. 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.

Ruben Aldape is a financial advisor with Fidelity, holding a Series 66 designation and seven years of industry experience. He previously worked at Edward Jones and Sun City Insurance Group before joining Fidelity. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Javier Magana Benitez is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He has worked at Merrill since 2016 and previously held roles at Bank of America, N.A. and Autozone, Inc. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Laura Cosse is a Series 66-qualified financial advisor with nine years of industry experience. She has worked at Fidelity Investments since 2022 and previously held roles at Equitable Advisors, Axa Advisors, Transamerica Financial Advisors, and World Financial Group. Outside of her advisory work, she operates a small LLC focused on creating and selling custom t-shirt designs related to her dance activities. Laura is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a variety of investment portfolios, including model portfolios incorporating mutual funds, ETFs, and ETPs.