Douglas Almeida is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. Prior to joining LPL Financial in 2020, he worked at firms including Cetera Advisor Networks, Summit Financial Group, Wells Fargo Clearing, and IFMG Securities. Outside of his advisory role, Almeida performs stand-up comedy and acting across the country. 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, supported by extensive technology and a broad network of over 22,800 advisors.

James Rensvold is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2020. His prior experience includes roles at Zions Bancorporation N.A. and Wells Fargo Investments. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

David Patten is a financial advisor at Edward Jones in Henderson, NV, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he owns a rental property. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Chase Bratland is a financial advisor with Cetera who holds a Series 66 designation and has 10 years of industry experience. He is also an enrolled agent providing income tax preparation services through Conrado & Company and Bratland Financial. In addition, he works as an insurance agent selling life, disability, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered adviser offering a broad range of portfolio management, financial planning, and retirement consulting services through a nationwide network. The firm serves individual and institutional clients with multi-manager investment platforms and a variety of program options under discretionary and non-discretionary authorities.

Clark Stevens is a financial advisor with LPL Financial based in Las Vegas, NV. He holds a Series 66 designation and has 26 years of experience in the industry, including prior roles at Waddell & Reed and Independent Financial Group. Stevens joined LPL Financial in 2025 after brief tenures with other firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning and asset management solutions utilizing both proprietary and third-party strategies.

Leonel Jacquez Bojorquez is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. His prior roles include positions at UBS and Merrill. 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 through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage and investment management capabilities.

Raymond Martin is a financial advisor with Stifel who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2019 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he is involved in commercial real estate investment and property management as a general partner and president of related business entities. Stifel serves a broad range of clients including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

Robert Bozworth is Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2017, progressing through roles including Planning Consultant, Senior Relationship Manager, and Relationship Manager. Prior to joining Fidelity, he worked as a Financial Advisor at Waddell & Reed and Metlife, a Sales Representative at Liberty Mutual Insurance, and served as Vice President Relationship Manager in Commercial Banking at Citibank from 2001 to 2013. Robert focuses on helping clients develop financial roadmaps to support their retirement goals. He works to identify potential obstacles and monitors progress regularly to assist clients in navigating toward their objectives. His professional experience spans wealth planning, relationship management, financial advising, and commercial banking. Outside of his professional work, Robert enjoys boating, playing musical instruments, surfing, and spending time with his pets.

Rong Liu is a financial advisor with Fidelity in Las Vegas, NV, holding Series 63 and Series 65 licenses and 12 years of industry experience. Prior to joining Fidelity, Liu worked at Ameriprise Financial Services and Merrill. Fidelity’s 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 across mutual funds, ETFs, and ETPs. The firm is noted for its registration as a commodity pool operator, advisory roles to registered investment companies, and use of AI-driven methodologies in portfolio management.

Nasser Mehrzad is a financial advisor with Primerica Advisors in Las Vegas, NV, holding Series 63 and Series 65 licenses and possessing 37 years of industry experience. He has been with Primerica Advisors since 1988 and Primerica Financial Services since 1991. Outside of his advisory role, he is the owner of Mehrzad LLC, a legal entity associated with Primerica. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options, operating primarily as a wrap-fee solution. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors while offering a range of investment models including Strategic, Tactical, Tax-Aware, and Income Distribution approaches.

Edgar Anguiano-Estrada is a Financial Consultant currently working at Fidelity Investments since 2020. In his role, he partners with clients to assist them in working towards their financial goals by providing tools, implementation, and knowledge to help clients feel more confident in their financial situation. He emphasizes building long-term relationships based on trust, transparency, and education to empower clients in making informed financial decisions. Prior to his current position, Edgar was a Manager at Ameriprise Financial Inc from 2018 to 2020 and served as a Financial Advisor at the same company from 2015 to 2018. He holds a California Insurance License. Outside of his professional work, Edgar enjoys camping, family activities, hiking, and reading.

Adrian Nunez Aguilar is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Las Vegas, NV. He has been with Thrivent since 2026 and has one year of industry experience. His prior work includes roles at Equitable Advisors, Nevada State University, and other diverse positions. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses without managing discretionary accounts. The firm combines planning with managed-account programs under a consolidated billing option called “WealthPlan,” while maintaining separate planning and management services.

Jeffrey Potter is a CFP® with 27 years of industry experience, currently serving at RBC Capital Markets since 2025. He previously worked at UBS Financial Services Inc. and Master Matrix Sports Inc. His background includes roles at leading financial firms. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, and charitable organizations, offering a range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Luis Morales Montanez is a financial advisor with LPL Financial based in Las Vegas, NV. He holds the Series 66 designation and has been with LPL Financial since 2022. His prior experience includes work with Aerotek Contractors and service in the United States Marine Corps. 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 a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with both discretionary and non-discretionary strategies across various asset classes.

Keith Tanabe is a Wealth Management Advisor with Merrill Lynch Wealth Management, leading a team focused on serving institutional and private clients. He manages Global Institutional Consultants under the TTFH Group, providing investment consulting and services for defined benefit and contribution plans, institutional consulting, and corporate benefit services. Keith has held this role for 26 years at Merrill Lynch, developing expertise in institutional investment consulting and wealth management. He began his financial career as a Certified Public Accountant in the corporate tax department of PriceWaterhouseCoopers, LLP. He holds a bachelor's degree from the University of Southern California and has earned professional designations including Chartered Alternative Investment Analyst (CAIA), Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and specialization in Sports & Entertainment (SE). Outside of his professional work, Keith enjoys golfing, spending time with his family, and traveling.

Rachel Harpin is a financial advisor at Edward Jones with 15 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2010. Based in Las Vegas, NV, she is part of a large network of advisors serving a diverse client base. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and supported by a nationwide network of over 23,700 financial advisors.

Angel Cipres 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, he operated Cipres Tree Service for five years and worked at the University of Nevada, Las Vegas, as well as Rancho High School. Ameriprise serves individuals approaching or in retirement, providing a retirement-income planning service that includes written Recommendation Reports addressing income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic automation and oversight to deliver personalized retirement advice, primarily for clients with substantial investable assets and Ameriprise-managed accounts.

Peter Klurfeld is a financial advisor at Ameriprise in Las Vegas, NV, holding a Series 66 designation with less than one year of industry experience. Prior to his current role, he was self-employed as a digital marketer and worked at Innovative Inhalables, INC. for nine years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement planning through written recommendation reports and ongoing advice, emphasizing dependable income sources and tax-aware withdrawal strategies.

Farhad Kalanaki is a financial advisor with Edward Jones in Henderson, NV, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2024, he worked at Merrill Lynch, Pierce, Fenner & Smith and Bank of America. His background also includes roles outside finance in the food service sector. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Paul Becht is a financial advisor with Wells Fargo Advisors in Las Vegas, NV, holding Series 63 and Series 65 licenses and 30 years of industry experience. He has been with various Wells Fargo entities since 2009. He also holds ownership stakes in several investment-related entities outside his advisory role. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients meeting specific net-worth criteria. The firm integrates advisory services with other financial products and maintains multiple compensation arrangements across its network.