Ryan Deutsch is a financial advisor with Merrill, holding a Series 66 credential and four years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2022 and has held various roles in real estate and other businesses since 2017, including Uber and MRBD LLC. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Andres Perez Paredes is a financial advisor at Thrivent Investment Management with two years of industry experience and a Series 66 designation. He has held roles at Thrivent Financial since 2024 and previously worked in education and entertainment sectors, including Tutor Kings and AV Vegas Entertainment. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across various financial planning topics, without managing investment portfolios or institutional mandates.

Kitty Law is a financial advisor at Merrill with 11 years of industry experience. She holds the Series 66 designation and has been associated with Merrill and Bank of America since 2005. Outside of her advisory role, she is involved as a general partner in SKCK Investment LLC, a property management business based in Las Vegas. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Stephanie Webb is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 63 designation and bringing 40 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Outside of her advisory role, Webb serves on the board of directors and as secretary for CEF of Southern Nevada Inc., acts as a successor trustee in fiduciary activities, and performs as a banjo player in musical shows. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines centralized consulting with personalized advisor collaboration, emphasizing managed accounts and algorithm-supported recommendations.

Weiping Chen is a CFP® with 18 years of industry experience, currently serving at MassMutual Investors Services since 2017. Prior to this, Chen worked at Metlife Securities from 2009 to 2017. Chen is also the owner of CWP Wealth Solutions, a financial and insurance services LLC. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational programs with a focus on collaborative annual planning engagements.

Ramoncito Rodriguez is a financial advisor with Merrill in Las Vegas, NV, holding Series 65 and Series 66 licenses and 20 years of industry experience. He has been with Merrill and Bank of America since 2015. 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.

Jeffrey Tuckett is a Planning Consultant at Fidelity Investments, where he assists clients in navigating financial planning processes. He focuses on making financial planning less overwhelming and more actionable by maintaining clear conversations centered on clients' priorities. Jeffrey helps clients translate their long-term goals into practical steps, supporting them as their plans evolve. His professional experience includes roles as a Planning Consultant at Fidelity Investments in 2026, a Financial Representative at the same firm from 2023 to 2026, and a Life Insurance Broker at Guidetoinsure in 2023. Jeffrey emphasizes clarity and transparency, helping clients understand their financial options in a way that is relevant to their everyday lives. Outside of his professional work, Jeffrey is interested in family activities, football, social events with friends, golf, and movies.

Peter Henriques is a financial advisor with Merrill in Las Vegas, NV, holding a Series 66 designation and 20 years of industry experience. He has worked at Merrill and Bank of America since 2020 and previously spent five years at Charles Schwab. Outside of his advisory role, he is a 50% owner of HCY Global, LLC, a retail and wholesale business managed by his wife, where he assists with bookkeeping and tax filing. 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 a wide range of clients, including individuals, high-net-worth clients, and institutional entities, with a focus on diverse asset allocation and tax-sensitive strategies.

Craig Knight Jr. is a financial advisor with Fidelity Investments in Las Vegas, NV, holding Series 63 and Series 65 licenses and having six years of industry experience. Prior to Fidelity, he worked at Ameriprise Financial Services and has experience in bookkeeping and courier services through his side businesses. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across multiple asset classes.

Brett Willis is a financial advisor with Ameriprise in Henderson, NV, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he served in the United States Army from 2020 to 2023 and worked at MassMutual Life Insurance Company. Willis is also involved in independent insurance brokering focused on disability income. Ameriprise provides retirement-income planning services aimed at individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Justin Schnurstein is a financial advisor at UBS Financial Services with 10 years of industry experience. He has worked at UBS since 2018 and previously was with Waddell & Reed Financial Advisors from 2016 to 2018. He also has a concurrent role at the University of La Verne. UBS Financial Services serves individual, corporate, and institutional clients offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Vincenzo Fresquez is a financial advisor with Charles Schwab in Las Vegas, NV. He holds the CFP® designation along with Series 63 and Series 66 licenses and has 10 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2013. Outside of his advisory role, he serves as an assistant baseball coach at The Meadows School and is the treasurer of Mission Church Las Vegas, a 501(c)(3) religious organization. Charles Schwab & Co., Inc. serves a large clientele primarily composed of high- and ultra-high-net-worth individuals through a range of advisory, brokerage, custody, and financial planning services. The firm offers both non-discretionary and discretionary investment options using multi-asset model portfolios and maintains a centralized operational structure supporting its extensive client base.

Marc Clark Jr. is a financial advisor with LPL Enterprise in Las Vegas, NV, holding Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at MML Investors Services, MassMutual Life Insurance, New York Life Insurance Company, and NY Life Securities. Outside of advisory work, he is also engaged as an insurance broker specializing in life, disability, long-term care, fixed annuities, and health insurance. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional clients. The firm employs a model-driven investment approach, offers financial planning and consulting, and facilitates access to third-party asset managers and insurance products through its network of investment adviser representatives.

Karina Hill is a financial advisor at Thrivent Investment Management with two years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Thrivent Financial since 2023. In addition to her advisory role, she is contracted as a health insurance broker with Heart and Soul Agency. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based analyses and written recommendations across various planning areas without discretionary trading authority. The firm allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan” while maintaining separation of these services.

Andrew Schneider is a financial advisor at Wells Fargo Clearing with five years of industry experience and a Series 66 designation. His prior roles include positions at Morgan Stanley, Ameriprise, and Transamerica Financial Advisors. He holds a minority ownership interest in PALASEEK, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering a range of non-discretionary and discretionary investment advisory services grounded in modern portfolio theory. The firm’s approach includes preparation of investment policy statements, performance reporting, participant education, and a discretionary 3(38) option for plan-level investment management.

Jennifer Barrios is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 66 credentials and nine years of industry experience. She previously worked at Raymond James Financial Services from 2016 to 2019. 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 and access to model portfolios and third-party asset management.

Carlo Mendoza is a Wealth Management Advisor at Merrill Lynch Wealth Management and a member of The GM Wealth Management Group. Prior to joining Merrill Lynch in 1997, he worked as a financial service officer at Bank of America for two years. Carlo is responsible for directing the team's overall strategic investment planning and business operations. He focuses on developing and presenting personal investment plans and wealth management strategies tailored to meet clients' short and long-term financial goals. Carlo is a specially qualified Portfolio Manager, managing Personalized or Defined Strategies on a discretionary basis, incorporating individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. Carlo earned a Bachelor's degree in Finance from the University of Nevada at Las Vegas and holds the CERTIFIED FINANCIAL PLANNER (CFP) certification awarded by the Certified Financial Planner Board of Standards, Inc. He resides in Henderson, Nevada with his wife Renaye and their two sons, Brayden and Bryce. His personal interests include hiking, racquetball, running, table tennis, tennis, traveling, volleyball, and spending time with his family.

Alvin Lai is a financial advisor at J.P. Morgan Securities in Las Vegas, NV, holding Series 66 and Series 63 licenses with four years of industry experience. His prior roles include positions at Cetera Wealth Management and Cathay Bank. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors by providing investment consulting and advisory services, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Mary Sapaden is a financial advisor with LPL Enterprise and holds a Series 66 credential. She has one year of industry experience, with previous roles at Prudential and Hertz Rental Car. Sapaden also operates a non-variable insurance agency. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, retirement plans, and institutional investors, utilizing model-driven investment strategies and offering access to third-party asset managers and insurance products.

Travis Johnson is a financial advisor with Edward Jones in Las Vegas, NV, holding a Series 66 designation and 7 years of industry experience. He has been with Edward Jones since 2011. 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, operates under a fiduciary standard, and is notable for its extensive advisor network and affiliated financial services.