Zachary Gaccione is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, N.A. and Merrill from 2011 to 2025. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities.

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 19 years of industry experience. She holds a Series 66 credential and previously worked at Ameriprise and Ameriprise Financial Services, Inc. before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and market modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides planning services both directly and through Corporate Financial Planning agreements.

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.

Gideon Alwood is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2024, he worked in various roles including positions with Camp Big Horn and the Clark County School District. Outside of finance, he is employed as a host for a pub trivia company. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports delivered in partnership with its financial advisors.

Austin Barr is a CFP® certificant affiliated with LPL Financial, with three years of industry experience. His prior roles include positions at Mai Capital Management, Whittier Trust Company, Vista Bank, and PlainsCapital Bank. 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 financial planning and investment services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced research and operational tools.

Joe Attinello is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2009. He holds the Series 63 and Series 66 licenses. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Mishell Sakai is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise in 2025, she held various roles including positions in several food-related businesses. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Omar Molina is a financial advisor at J.P. Morgan Securities with seven years of industry experience. His prior roles include positions at Bank of America, Merrill, and US Bank. Outside of his advisory work, he is a silent investor in Makers & Finders Urban Coffee Shop in Las Vegas, where he assists with social media marketing and Yelp, and he is involved in a family real estate investment. 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 in its recommendations.

Dan Osborne is a financial advisor with Merrill in Henderson, NV, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. He has worked at Merrill since 2009 and at Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Katherine Johnson is a financial advisor with Edward Jones in Las Vegas, NV, holding Series 63 and Series 66 credentials and 23 years of industry experience. She has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of discretionary and non-discretionary strategies, with a large nationwide network of advisors and branch offices.

Valente Orozco Villasenor is a Senior Financial Advisor specializing in personalized wealth management strategies. He partners with clients to develop flexible financial plans that address legacy planning, personal retirement planning, portfolio management services, and tax minimization. Valente leverages the investment insights of Merrill Lynch Wealth Management along with banking and lending solutions from Bank of America to support clients' long-term goals. With a focus on building strong client-advisor relationships, Valente emphasizes a comprehensive understanding of each client's financial picture. He supports his clients through one-on-one collaboration to create strategies tailored to evolving market conditions and individual priorities. Valente is also committed to community involvement and volunteers with local organizations as part of Merrill's tradition of service. Valente holds a Bachelor's Degree in Business Administration from Saint Mary's College of California and has earned the Personal Investment Advisor (PIA) designation. Outside of his professional work, he enjoys camping, cooking, gardening, and spending time with his family.

Bianca Lee is a financial advisor at Raymond James Financial Services Advisors, Inc. with two years of industry experience. She holds a Series 66 designation and has worked at Raymond James since 2017 in various capacities. Outside of advising, she is an associate at Johnson, Peterson & Walpole LLC, where she performs administrative and client support roles. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning using analytical tools and supports a broad network of advisors with specialized programs including municipal advisory and SIMPLE IRA employer consulting services.

Jason Litwin is a Financial Consultant currently working at Fidelity Investments since 2024. He has held roles at Fidelity Investments since 2022, including Investment Consultant, and previously served as a Financial Consultant Partner and Financial Consultant Academy Representative at Charles Schwab from 2019 to 2022. Jason focuses on guiding clients through the financial industry and markets by partnering closely with them to understand their objectives and leveraging Fidelity's resources for individualized financial planning. He holds a California Insurance License. Outside of his professional work, Jason has personal interests in camping, cooking and baking, fishing, football, snowboarding, and traveling.

Spencer Marcus is a Senior Financial Advisor at Merrill Lynch Wealth Management, working in Las Vegas, NV. He joined the firm in 2012 and works closely with clients to pursue their financial goals through a holistic and comprehensive approach to wealth management. Spencer collaborates with the Marcus Gibson Group and assists his team with Personal Wealth Analysis to understand clients' unique financial situations and guide prudent investment decisions. Spencer's expertise covers areas such as education planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, socially responsible investing, sports and entertainment financial advisory, individual and corporate investment strategy, and retirement income. He holds the Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA) designation and the Personal Investment Advisor (PIA) designation. He earned a Bachelor of Science degree in Business Administration with an emphasis in Finance from California Lutheran University. Outside of work, Spencer is involved with Worldserve International and Habitat for Humanity. In his personal time, he enjoys adventure sports, basketball, chess, golfing, rock climbing, running, and skiing, as well as spending time with friends and family.

Jarmica Reese is a CFP®-designated financial advisor with LPL Financial, bringing 18 years of industry experience. She previously worked at Ameriprise and Waddell & Reed, Inc., and operated her own business, Jarmica Demetrius Reese LLC. Reese is also co-owner of Truvella S. Reese DMD LLC. 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, third-party asset management, and institutional platforms.

Jerri Pratt is a financial advisor at Morgan Stanley with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process that includes firm‑approved tools and modeling techniques to support client goals.

Daniel Montes is a financial advisor with Morgan Stanley in Las Vegas, holding a Series 66 designation and seven years of industry experience. His career includes roles at Morgan Stanley Private Bank, LPL Financial, UBS Financial Services, and six years of service in the United States Air Force. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides a variety of advisory programs and financial planning services supported by structured discovery processes and advanced modeling tools.