Jerrod Crouch is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. He holds the Series 65 designation and has previously worked at MassMutual Life Insurance Company and Penn Mutual. Outside of his advisory role, Jerrod is involved as a coach in sport and fitness and serves as a committee member for Las Vegas Heals. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides multiple investment platforms and strategies, including proprietary models and third-party solutions, with both discretionary and non-discretionary options tailored to client objectives.

Jon Erickson is a financial advisor at Morgan Stanley with 33 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2011. Erickson holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and provides planning services primarily in an advisory capacity.

Nicole Scullark is a Series 66-registered financial advisor with Morgan Stanley in Las Vegas, NV, and has five years of industry experience. Prior to joining Morgan Stanley in 2025, she worked at Merrill and Bank of America from 2019 to 2025, and held roles at Marshall Retail Group, Soleil Management, YMCA, and Desert Orthopaedic Center/Integrity Rehab Group. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through structured planning tools and a range of investment offerings.

Chris Label is a Financial Consultant currently working at Fidelity Investments. He provides comprehensive financial guidance tailored to the unique needs of each individual client, aiming to empower clients to make informed financial decisions and work towards their long-term investment goals. Chris emphasizes building lasting relationships based on trust, transparency, and open communication. His professional experience includes roles as a Financial Consultant at Fidelity Investments since 2024, an Investment Consultant at Fidelity Investments from 2022 to 2024, a Client Relationship Manager at Ameriprise Financial from 2021 to 2022, and a Client Support Associate at Ameriprise Financial from 2020 to 2021.

Jacqueline Mlechick is a financial advisor with Ameriprise Financial Services, LLC in Las Vegas, NV, holding a Series 66 designation and seven years of industry experience. She has worked with Ameriprise since 2019 and has prior experience at Northwestern Mutual and in other roles outside the financial sector. Mlechick is a co-owner of Mlechick Property Group, a real estate business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement planning through written recommendations and ongoing advice based on proprietary research and third-party data.

David Allen is a financial advisor at Ameriprise in Henderson, NV, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Resource One, Inc. and Home Depot. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering advisory, brokerage, and insurance solutions through affiliated entities.

Arthur Copperthite is a CFP® with 14 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. His prior experience includes roles at Edward Jones, Ameriprise Financial, and Chase Investment Services Corp. Outside of his advisory work, he provides tax preparation services through a business he owns called Copperthite Tax Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers diverse advisory and brokerage services supported by a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.

Jessica Arana is a financial advisor with J.P. Morgan Securities in Las Vegas, Nevada, holding Series 66 and Series 63 licenses and possessing 16 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2010, with brief tenures at Bank of America and Merrill in 2017. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Zachary Oshana is a financial advisor at Fidelity with a Series 66 designation and no prior industry experience. His work history includes roles at Juniper Networks and involvement with CrowdStretch and REDCAP Construction. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment funds. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs, and is noted for its use of systematic methodologies and advisory roles to multiple registered investment companies.

Candace Austin is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise Financial Services and Amazon Flex. Outside of her advisory role, she mentors individuals preparing for the CFP examination through the CFP Board. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Nico Rivellini is Vice President and Branch Leader at Fidelity Investments. In his role, he leads a team of financial professionals serving the Southern Nevada community. He focuses on creating an environment that fosters teamwork, collaboration, and continued development, all centered around client needs. Nico joined Fidelity Investments in 2020, bringing extensive experience from prior roles at Ameriprise Financial, where he served as Sales Director from 2018 to 2020, Sales Manager from 2014 to 2018, and Financial Advisor from 2012 to 2014. His professional background includes financial planning, relationship building, and team leadership. Outside of his professional work, Nico has personal interests including the beach, cars, golf, pets, and traveling.

Angela Tomassetti Ferrin is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her prior experience includes roles at UBS Financial Services and Banc of America Investment Services. 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, with a focus on customizable strategies and access to various investment platforms.

Matthew McGroarty is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding a Series 66 designation and nine years of industry experience. His work history includes multiple tenures at Wells Fargo Clearing and a brief period practicing law with McGROARTYLAW PC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources to inform its diversified investment approach.

Ryan Sepede is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2024, he was with Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he works part-time as a batting instructor. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment solutions including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and advanced research tools.

Richard Jacobs is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing 35 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a seven-year tenure at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven, incorporates modern portfolio theory, and includes a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Melissa Wilkinson is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 25 years of industry experience. She has worked at Wells Fargo Clearing since 2019 and previously held positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney between 2012 and 2019. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory options. The firm’s 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.

Chad Baca is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 66 credential and three years of industry experience. His prior roles include positions at LegalMatch, Strategic Financial Solutions, Amica Mutual, and Darden Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Tyler Johnson is a financial advisor at LPL Enterprise with five years of industry experience. He holds a Series 66 designation and has worked at several firms including Raymond James Financial Services and Prudential. Outside of his advisory work, he also works part-time as a food delivery driver in Las Vegas. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various insurance and trust services.

Paul Cahoon is a financial advisor with Morgan Stanley in Las Vegas, NV, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Morgan Stanley and its affiliates since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm‑approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and provides tailored financial planning through its Financial Advisors and Estate Planning Strategies Group.

Wes Jacobson is a Financial Consultant at Fidelity Investments. He has been with Fidelity since 2020, holding various roles including Workplace Planning Consultant, Financial Representative, Investment Consultant, and currently Financial Consultant. Wes works with clients to simplify their financial journey and assists them in building meaningful financial plans to achieve their goals. His experience encompasses personal and workplace investing, enabling him to support clients through Fidelity's broad range of offerings. Wes holds a California Insurance License. Outside of his professional work, Wes enjoys spending time at the beach, playing board games, golf, tennis, and watching movies.