Martin Weinberg is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services from 2013 to 2022. He serves as a board member for the Anti-Defamation League in Las Vegas. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning through structured processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers both direct and corporate financial planning services.

Suzanne Anderson is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 66 designation and 14 years of industry experience. She has been with Ameriprise and its affiliated entities since 2011. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Jamie Rosas is a financial advisor with Edelman Financial Engines in Henderson, NV, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining Edelman Financial Engines in 2025, Rosas worked at Thrivent Financial and Ameriprise Financial in various advisory roles. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions with a focus on diversified portfolios and long-term investment strategies.

Sarde Miles is a financial advisor with J.P. Morgan Securities in North Las Vegas, NV, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Wells Fargo Clearing, Ameriprise Financial Services, and Bank of America. 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, distribution, and investment management capabilities, delivering services on a non-discretionary basis while maintaining a centralized due-diligence framework.

Joseph Ayers is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at Bank of America and Merrill. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing both proprietary and third-party investment strategies tailored to client objectives.

Daniel Carvallo is a Series 66 licensed advisor with Merrill, based in Henderson, NV, and has four years of industry experience. His work history includes roles at Bank of America, Merrill, Western Governors University, and other firms. 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 strategies managed by internal teams and third-party managers for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Richard Fletcher is a financial advisor with Wells Fargo Clearing in Henderson, NV, holding Series 63 and Series 66 licenses and seven years of industry experience. He has been associated with Wells Fargo Clearing since 2018 and Wells Fargo Bank, N.A. since 2015. Outside of his advisory role, he serves as a Nevada Notary Public. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options, than is typical for large institutional advisers.

Nathan Jamieson is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 23 years of industry experience. He has worked at Wells Fargo bank since 1997 and has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services for qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory services. Their investment approach is IPS-driven and grounded in modern portfolio theory, with an emphasis on plan objectives, demographics, and risk tolerances.

Malcolm Rose Jr. is a financial advisor with Ameriprise in Las Vegas, NV, holding Series 63 and Series 66 licenses and bringing seven years of industry experience. His prior roles include positions at Truist Investment Services, Prudential Insurance Company of America, and Mutual of Omaha. Outside of his advisory work, Rose has authored a book of poetry and maintains a blog that interprets hip-hop lyrics to discuss mental, physical, and financial fitness. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Daniel Beheshti is a financial professional at Cetera with 14 years of industry experience. He has held previous roles at UBS, Bank of America, and Merrill. Outside of his advisory work, he is also an insurance agent selling fixed insurance products. Cetera is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management services and access to various third-party managers.

Rachel Sanchez is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan entities since 2009, including Wells Fargo NA and Wells Fargo Clearing from 2022 to 2023. 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 and investment management capabilities, delivering its program on a non-discretionary basis.

Matthew Cooper is a financial advisor at Equitable Advisors with six years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2020. Prior to that, he worked at Florida State University from 2016 to 2020. Equitable Advisors serves individual clients—including both non-high-net-worth and high-net-worth individuals—as well as pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Christine Graham is a financial advisor at Morgan Stanley with a Series 66 designation and six years of industry experience. She has been with Morgan Stanley since 2018 and previously worked at Fidelity Investments from 2015 to 2018. Morgan Stanley Wealth Management provides a 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 employs a structured planning process using firm-approved tools and modeling techniques.

Gregory Gonzalez is a financial advisor with Edward Jones in Henderson, NV, holding CFP®, ChFC®, and Series 66 credentials and nine years of industry experience. He has been with Edward Jones for ten years. Gregory is also involved with community outreach through his role at Our Savior Lutheran Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs with discretionary and non-discretionary strategies, operating under a fiduciary standard and supported by a nationwide network of over 23,000 financial advisors.

Jacob Woolstenhulme is a financial advisor with LPL Financial based in Henderson, NV. He holds the Series 66 designation and has recently begun his career in the industry. His background includes a variety of roles outside finance, such as event management and pest control, as well as service on a mission for the Church of Jesus Christ of Latter-day Saints. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.

Jennifer Ricca is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Prior to joining LPL Financial in 2019, she worked at Wells Fargo Clearing and Morgan Stanley Smith Barney. 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 services including financial planning and model portfolio programs, combining a broad platform with various operational and research tools.

Mia Kerman Quentin is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. Her prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory work, she has worked as a grocery delivery driver for Walmart Spark. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Michael Obrien is a financial advisor at Thrivent Investment Management with 10 years of industry experience. He holds Series 63 and Series 66 designations and has been with Thrivent since 2016. Outside of his advisory role, Obrien serves as a board member for Unshakable, a nonprofit supporting women recovering from trauma. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers holistic, goal-based planning across a wide range of topics, with the option to combine planning with managed-account programs under consolidated billing.

Michael Marinaro is a CFP® and holds a Series 66 license with Edward Jones, where he has worked for 15 years. He is based in Henderson, NV. Outside of his advisory role, he co-owns an LLC managing a family rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and advisory services, supported by a large nationwide network of financial advisors and branch offices.

Jason Guttenberg is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. Outside of his advisory role, Guttenberg serves as treasurer for the Malibu Men's Retreat, organizing bi-annual events. Wells Fargo Clearing provides retirement plan consulting services primarily to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.