Harold Basilio is a financial advisor with OSAIC, holding the ChFC® designation and the Series 63 license, with 34 years of industry experience. His prior roles include positions at Woodbury Financial Services Inc, Mass Mutual Investors Services, and MetLife Securities. Outside of his advisory work, he operates a sole proprietorship focused on recommending and selling fixed annuities and various types of insurance. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated financial advisors and offers integrated brokerage and advisory services, including financial planning, retirement plan consulting, and access to third-party money managers. The firm utilizes various asset-allocation tools and supports both discretionary and non-discretionary portfolio management across multiple investment types.

Elizabeth Delgado is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. She has 24 years of industry experience and has been with Cambridge Investment Research since 2015. Outside of her advisory role, she volunteers with Junior Achievement of Southern Nevada and provides mindpower coaching through her own coaching business. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations by offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of investment solutions including proprietary and third-party strategies across multiple custody platforms.

Nidhi Dadlani is a financial advisor at Merrill with six years of industry experience. Her prior roles include positions at LPL Financial, Nevada State Bank, and JPMorgan Chase Bank. She serves as a steering committee member for the Alliance of Mergers & Acquisition Advisors, coordinating educational events on business succession and exit planning. 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.

Devin Cooley is a financial advisor with Charles Schwab in Las Vegas, NV, holding a Series 66 designation and three years of industry experience. His work history includes roles at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., Stewart Title, and the University of Nevada Reno. 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 affiliated discretionary separately managed accounts and offers a range of integrated brokerage, custody, and advisory services.

Jaydon Elliott is a financial advisor with Ameriprise in Las Vegas, NV. He holds a Series 66 designation and has one year of industry experience. Prior to joining Ameriprise, he worked in various roles including at the University of California, Los Angeles, and Sacramento City College. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides annual retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Dylan Viall is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop personalized financial plans that align with their goals. He has experience in various roles within Fidelity, including Investment Consultant, Investment Solutions Representative, High Net Worth Service Associate, and Customer Relationship Advocate, progressing through these positions since 2022. Throughout his career at Fidelity, Dylan has focused on building strong client relationships by understanding their motivations and addressing their concerns. His professional journey reflects a commitment to leveraging Fidelity's diverse range of offerings and strategies to support clients' financial objectives. Outside of his professional role, Dylan has interests in baseball, beach activities, comedy, fitness, and football.

Dean Elyacoubi is a Sales Manager and Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in providing personalized wealth management strategies tailored to each client’s unique financial situation and goals. His approach involves a comprehensive understanding of clients' family backgrounds, lifestyles, values, and future aspirations to deliver customized investment plans. With a focus on areas including education planning, employee benefits, executive compensation, investment consulting for defined contribution plans, liquidity management, retirement planning, and tax minimization, Dean guides clients through complex financial decisions by offering clear and wide-ranging advice. He emphasizes client education to ensure confidence and understanding in the investment process. Dean holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Dean earned a Bachelor of Science in Hotel Administration from the University of Nevada, Las Vegas. He has been actively involved in his community, previously serving on the Board of Directors for the Juvenile Diabetes Research Foundation Southern Nevada and United Way of Southern Nevada. Outside of work, he enjoys cooking, traveling, and following sports such as European soccer.

Gabriel Milano is a financial advisor at Charles Schwab with 13 years of industry experience. He holds the Series 66 designation and has worked at Charles Schwab and TD Ameritrade in various roles since 2014. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment solutions, utilizing multi-asset model portfolios and a centralized client service structure.

Malinda Maile is a financial advisor with UBS Financial Services in Las Vegas, NV, holding Series 63, 65, and 66 licenses and 24 years of industry experience. She has been with UBS since 2009, totaling 17 years at the firm. Outside of financial advising, she serves on the board of directors for SHEILA LLC, a company involved in construction and equipment leasing. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services to deliver tailored advice supported by proprietary research and model-based asset allocations.

Keith Chock is a financial advisor at OSAIC with 37 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining OSAIC in 2023, he worked at LPL Financial and Wells Fargo Advisors. He is also the manager of The Little Guest, LLC, a non-investment-related entity. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios across various asset classes.

Nacole Light is a financial advisor with Mass Mutual Investors Services in Las Vegas, NV, holding Series 65 and Series 63 licenses and bringing seven years of industry experience. She has worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2019, with prior experience at Pruco Securities LLC and The Prudential Insurance Company of America. Mass Mutual Investors Services 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, wrap and money-manager programs, and educational seminars, structuring client engagements as annual, collaborative relationships focused on goal analysis and written recommendations.

Scott Johnson is a financial advisor at Morgan Stanley in Las Vegas, NV, holding a Series 66 designation with 10 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Ameriprise Financial Services, Inc. He has been with Morgan Stanley since 2019. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

Brent Anderson is a financial advisor with Edward Jones in Las Vegas, NV, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at Edward Jones since 2019 and previously held positions at Prosperity Wealth Management, Fortune Financial Services, and Gradient Securities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across wealth levels, corporate entities, pension plans, and charitable organizations. The firm offers a range of advisory programs and strategies, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

Mary Upchurch is a financial advisor with Edward Jones in Las Vegas, NV, holding a Series 66 designation and over 15 years of industry experience. She has been with Edward Jones since 2005. Outside of her financial advisory work, she performs stand-up comedy at various clubs and events. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates nationwide with a large advisor network and offers additional services such as tax-efficient strategies and securities-based lending.

Mikael Lara is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors, LLC. Outside of his advisory role, he is involved with Idols Trail Team, a merchandise sales business based in Las Vegas. Wells Fargo Clearing provides retirement plan consulting services 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 incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Justin Jacobs is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding a Series 66 designation and 23 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he serves as a trustee for a friend, dedicating a small amount of time monthly to this responsibility. 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 management based on an IPS-driven process grounded in modern portfolio theory. The firm’s services include investment policy preparation, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related investment options.

Anthony Friend is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. He previously worked at Raymond James Financial Services for 14 years and has owned Tony Friend Capital Management LLC since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, leveraging model portfolios, research, and various management strategies supported by technology and third-party subadvisors.

Erin Childs is a Series 66 licensed financial advisor with Edward Jones in Henderson, NV, where she has worked since 2017. She has nine years of experience at Edward Jones and five years in the financial industry overall. Prior to her career in finance, she was involved in photography, working at Evans Photos and Four Lads Photography. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across various segments. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Adam Udy is a CFP®-credentialed financial advisor with 28 years of industry experience. He has been with Cambridge Investment Research Advisors since 2015. Udy serves as a board member of the University of Nevada, College of Fine Arts Advocacy Board. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, with investment strategies ranging from proprietary models to third-party managers and a mix of discretionary and non-discretionary approaches.

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.