Terri Criswell is a financial advisor at Raymond James & Associates with 27 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for RBC Capital Markets Corporation for 16 years before joining Raymond James. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.

Debra Huff is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding Series 63 and Series 66 credentials and 28 years of industry experience. She previously worked at UBS Financial Services Inc. from 2011 to 2017. Outside of her advisory role, she serves as a trustee for her father's trust and executor for her mother's estate. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their advisory process is IPS-driven and includes a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Alexander Wang is a financial advisor at MassMutual Investors Services with three years of industry experience. He holds the Series 65 and Series 63 licenses and has worked at MML Investors Services LLC since 2023. Outside of his advisory role, he is also licensed as an insurance agent, selling life and health insurance products. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, emphasizing collaborative, goal-based planning without investment discretion.

Brett Graham is a financial advisor with LPL Financial in Las Vegas, NV, holding a Series 66 designation and 12 years of industry experience. He previously worked at Citigroup, Waddell & Reed, MSI Financial Services, and New England Securities. Outside of his advisory role, he is involved with Havasu AZ 2023 LLC, a business entity for tax and investment purposes. 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 model portfolio programs, supported by a network of over 22,800 advisors.

Isabella Horrisland is a financial advisor at Morgan Stanley in Las Vegas, NV, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, she held various roles across multiple industries including positions at Amazon and Nevada State College. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to both individual and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved tools.

Justin Albrecht serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. He leads The Albrecht Group, a three-person team with over 40 years of combined experience in the financial services industry. The group focuses on building and developing long-term relationships with high net worth individuals, families, and their businesses, aiming to create strategies addressing both short and long-term financial goals. Justin and his team use principles of behavioral finance to adopt a dynamic and individualized approach to financial planning. Their process combines knowledge, experience, and insight with a detailed understanding of clients' goals, lives, families, interests, and passions. This client-centered approach is designed to help individuals pursue personal objectives such as retirement planning, income goals, family wealth management, and special needs planning. He holds several professional designations, including Accredited Asset Management Specialist (AAMS), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Justin received his High School Diploma from Smithtown High School East. Outside of his professional commitments, he has interests in baseball, cooking, football, and traveling.

Damon Pierson is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He worked at Woodbury Financial Services from 2010 to 2024 before joining Osaic. Outside of his advisory role, he owns Pierson Wealth Management, an S-Corp engaged in life, health, and property casualty insurance sales and service. Osaic Wealth serves a diverse client base, including individual and institutional investors, by offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs various portfolio construction tools and supports multiple advisory platforms and third-party solutions.

Ronald Betten is a financial advisor with Raymond James & Associates in Las Vegas, NV, holding a Series 63 designation and bringing 46 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, totaling 13 years before joining Raymond James in 2022. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through various advisory programs and utilizes a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Jonathan Suslo serves as a Financial Advisor at Merrill Lynch Wealth Management. He supports clients by helping them plan, implement, and manage their financial objectives to address both short-term needs and long-term financial security. He holds FINRA Series 7 and Series 66 registrations, along with a Nevada Life and Health insurance license, and is recognized as a Personal Investment Advisor (PIA). Jonathan earned a Bachelor of Science in Business Administration with a focus on Economics from the University of Nevada, Las Vegas. He also studied international economics abroad in Shanghai, China. He is committed to furthering his expertise in wealth management to provide optimal outcomes for his clients. Outside of his professional work, Jonathan enjoys camping with his wife, watching motorsports racing with friends, and spending quality time with his loved ones.

Alli Collier is a Series 66 credentialed financial advisor with one year of industry experience. She is currently with Thrivent Investment Management and previously worked in real estate and advertising, including roles at eXp Realty and Keller Williams Realty. Thrivent Investment Management provides Dedicated Planning Services for individuals, families, businesses, and nonprofits, offering holistic, goal-based financial planning without portfolio management or institutional advisory services.

Kirsten Garlock is a financial advisor with LPL Enterprise in Las Vegas, NV, holding Series 63 and Series 66 designations and with one year of industry experience. Prior to joining LPL Enterprise in 2026, she worked at Credit One Bank from 2017 to 2025. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in a wrap program, while also providing affiliated trust custody, insurance services, and a collateralized lending program.

Dillon Stafford is a financial advisor at Ameriprise with three years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2022. Prior to his advisory role, he was employed at the University of Nevada, Las Vegas, and Republic Electric, INC. Stafford is involved in fiduciary activities outside of his advisory work. 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 recommendations, supported by a centralized consulting team and algorithmic tools, primarily for clients maintaining accounts within Ameriprise.

Ryan Hafen is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He is focused on helping clients develop both short- and long-term financial plans to work toward their financial goals. Prior to this role, he has held various positions at Fidelity Investments including Investment Consultant, Investment Solutions Representative II, Investment Solutions Representative, and Customer Relationship Advocate, gaining experience in client relationship management and investment solutions since 2021. Ryan's approach emphasizes client confidence and understanding of their financial plans. Outside of his professional work, he is interested in board games, family activities, football, social events with friends, and golf.

Joanne Mantel is a financial advisor at LPL Financial with 21 years of industry experience. She holds Series 65 and Series 63 credentials and has worked at firms including UBS Financial Services, National Planning Corporation, and Alpha Omega Wealth. Based in Las Vegas, NV, Mantel has held roles at LPL Financial during multiple periods since 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of investment strategies and advanced operational tools.

Jeff Juarez is a Planning Consultant at Fidelity Investments, where he collaborates with a team of advisors to work directly with clients. In his role, he focuses on co-creating financial road maps to help clients achieve long-term financial success. Jeff emphasizes a step-by-step planning process aimed at building strong relationships and tracking progress over time. Jeff joined Fidelity Investments in 2023 and has held several roles within the company, including Customer Relationship Advocate and Investment Solutions Representative 1. This experience has provided him with a broad understanding of customer service and investment solutions. Outside of his professional work, Jeff enjoys engaging in family activities, fitness, music, snowboarding, soccer, and traveling.

Timothy Cox is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has worked at several firms, including Kingswood Capital Partners, Edward Jones, and M Stevens Wealth Advisors. His current role is with Strategic Advisers LLC, a Fidelity Investments company. Strategic Advisers provides investment management and advisory services to retail and institutional clients, as well as registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Alex Soeth is a Financial Consultant currently working at Fidelity Investments since 2022. Prior to this role, Alex served as a Financial Advisor at Ameriprise Financial from 2019 to 2022. Alex holds the designation of CERTIFIED FINANCIAL PLANNER™ Professional and possesses a California Insurance License. Alex focuses on holistic financial planning by understanding each client's unique situation to provide guidance tailored to their financial goals, concerns, and preferences. Transparency and an excellent client experience are central to Alex's approach. Outside of professional activities, Alex enjoys beach activities, concerts, fitness, music, snowboarding, and surfing.

Denise Magana is a financial advisor at Ameriprise with six years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2019, following roles at OneMain Financial and National Debt Relief. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing tailored reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver these services, primarily for clients maintaining assets in Ameriprise-managed accounts.

Matthew Bees is a CFP® and holds a Series 66 license, with 21 years of experience in the financial industry. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Sheri Amirsoleimani is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. She holds Series 63 and Series 66 registrations and has worked at Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.