Stephanie Webb is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 63 designation and bringing 40 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Outside of her advisory role, Webb serves on the board of directors and as secretary for CEF of Southern Nevada Inc., acts as a successor trustee in fiduciary activities, and performs as a banjo player in musical shows. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines centralized consulting with personalized advisor collaboration, emphasizing managed accounts and algorithm-supported recommendations.

John Roehm is a financial advisor with Mass Mutual Investors Services based in Las Vegas, NV, holding Series 65 and Series 66 licenses. He has 20 years of industry experience, including long tenures at Key Investment Services LLC and KEY BANK. Outside of his advisory role, he is involved in insurance brokerage and business development for residential and commercial real estate financing companies. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, with a focus on collaborative, annual planning engagements using firm-approved analytical tools.

Weiping Chen is a CFP® with 18 years of industry experience, currently serving at MassMutual Investors Services since 2017. Prior to this, Chen worked at Metlife Securities from 2009 to 2017. Chen is also the owner of CWP Wealth Solutions, a financial and insurance services LLC. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational programs with a focus on collaborative annual planning engagements.

Ramoncito Rodriguez is a financial advisor with Merrill in Las Vegas, NV, holding Series 65 and Series 66 licenses and 20 years of industry experience. He has been with Merrill and Bank of America since 2015. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Melissa Kahler is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 18 years of industry experience. Her prior roles include positions at Colonial Life and Transamerica Financial Advisors, Inc. She also maintains a notary public designation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a broad advisory platform and diversified financial services.

Jeffrey Tuckett is a Planning Consultant at Fidelity Investments, where he assists clients in navigating financial planning processes. He focuses on making financial planning less overwhelming and more actionable by maintaining clear conversations centered on clients' priorities. Jeffrey helps clients translate their long-term goals into practical steps, supporting them as their plans evolve. His professional experience includes roles as a Planning Consultant at Fidelity Investments in 2026, a Financial Representative at the same firm from 2023 to 2026, and a Life Insurance Broker at Guidetoinsure in 2023. Jeffrey emphasizes clarity and transparency, helping clients understand their financial options in a way that is relevant to their everyday lives. Outside of his professional work, Jeffrey is interested in family activities, football, social events with friends, golf, and movies.

Peter Henriques is a financial advisor with Merrill in Las Vegas, NV, holding a Series 66 designation and 20 years of industry experience. He has worked at Merrill and Bank of America since 2020 and previously spent five years at Charles Schwab. Outside of his advisory role, he is a 50% owner of HCY Global, LLC, a retail and wholesale business managed by his wife, where he assists with bookkeeping and tax filing. Merrill, along 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 investment strategies for a wide range of clients, including individuals, high-net-worth clients, and institutional entities, with a focus on diverse asset allocation and tax-sensitive strategies.

Craig Knight Jr. is a financial advisor with Fidelity Investments in Las Vegas, NV, holding Series 63 and Series 65 licenses and having six years of industry experience. Prior to Fidelity, he worked at Ameriprise Financial Services and has experience in bookkeeping and courier services through his side businesses. Fidelity’s affiliate, 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 to manage portfolios across multiple asset classes.

Brett Willis is a financial advisor with Ameriprise in Henderson, NV, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he served in the United States Army from 2020 to 2023 and worked at MassMutual Life Insurance Company. Willis is also involved in independent insurance brokering focused on disability income. Ameriprise provides retirement-income planning services aimed at individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Justin Schnurstein is a financial advisor at UBS Financial Services with 10 years of industry experience. He has worked at UBS since 2018 and previously was with Waddell & Reed Financial Advisors from 2016 to 2018. He also has a concurrent role at the University of La Verne. UBS Financial Services serves individual, corporate, and institutional clients offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Sally Walker is a financial advisor at RBC Capital Markets in Las Vegas, NV, with 32 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs with customized strategies implemented through a combination of in-house and third-party investment managers and model providers.

Debra Harkins is a financial advisor with RBC Capital Markets in Las Vegas, NV, holding Series 66 and Series 63 licenses and bringing 24 years of industry experience. Prior to joining RBC in 2021, she worked with Capstone Capital Group and Safe Money Advisors. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to each client’s risk profile through a combination of in-house and third-party investment managers.

Vincenzo Fresquez is a financial advisor with Charles Schwab in Las Vegas, NV. He holds the CFP® designation along with Series 63 and Series 66 licenses and has 10 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2013. Outside of his advisory role, he serves as an assistant baseball coach at The Meadows School and is the treasurer of Mission Church Las Vegas, a 501(c)(3) religious organization. Charles Schwab & Co., Inc. serves a large clientele primarily composed of high- and ultra-high-net-worth individuals through a range of advisory, brokerage, custody, and financial planning services. The firm offers both non-discretionary and discretionary investment options using multi-asset model portfolios and maintains a centralized operational structure supporting its extensive client base.

Jason Scruggs is a financial advisor with Edward Jones in Las Vegas, NV, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large nationwide network of financial advisors and offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Marc Clark Jr. is a financial advisor with LPL Enterprise in Las Vegas, NV, holding Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at MML Investors Services, MassMutual Life Insurance, New York Life Insurance Company, and NY Life Securities. Outside of advisory work, he is also engaged as an insurance broker specializing in life, disability, long-term care, fixed annuities, and health insurance. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional clients. The firm employs a model-driven investment approach, offers financial planning and consulting, and facilitates access to third-party asset managers and insurance products through its network of investment adviser representatives.

Grey Sunderland is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and previously worked at KBC Advisors. Outside of his advisory role, he is the founder of Classics Lacrosse, a club lacrosse program focused on growing the sport on the West Coast. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework when recommending strategies and offers non-discretionary advisory services through a select group of Wealth Advisors.

Orin Haworth Jr. is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 65 credentials and over 31 years of industry experience. His prior roles include positions at Transamerica Financial Advisors, Orin Haworth & Associates LLC, and WFG. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering financial planning, model portfolios, third-party asset management, and institutional platforms. Its advisory services incorporate strategies using in-house research, subadvisors, and a range of allocation approaches.

Karina Hill is a financial advisor at Thrivent Investment Management with two years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Thrivent Financial since 2023. In addition to her advisory role, she is contracted as a health insurance broker with Heart and Soul Agency. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based analyses and written recommendations across various planning areas without discretionary trading authority. The firm allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan” while maintaining separation of these services.

Andrew Schneider is a financial advisor at Wells Fargo Clearing with five years of industry experience and a Series 66 designation. His prior roles include positions at Morgan Stanley, Ameriprise, and Transamerica Financial Advisors. He holds a minority ownership interest in PALASEEK, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering a range of non-discretionary and discretionary investment advisory services grounded in modern portfolio theory. The firm’s approach includes preparation of investment policy statements, performance reporting, participant education, and a discretionary 3(38) option for plan-level investment management.

Tyler Deaver is a financial advisor at UBS Financial Services with the Series 66 designation and six years of industry experience. Before joining UBS in 2019, he worked at Apple Inc. and the University of Nevada Las Vegas. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market assumptions and research to tailor strategies to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory solutions.