Thomas Shimkus is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Thomas earned a Bachelor's Degree from Northern Illinois University. His role at Merrill Lynch involves providing financial advice and managing investment portfolios to help clients achieve their financial goals.

Jamie Lane is a financial advisor with Raymond James & Associates holding a Series 66 credential and nine years of industry experience. Prior to joining Raymond James, he worked for ten years at Morgan Stanley. Jamie is also involved with Quik Check Records, an outside business activity. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Elaina Carlson is a financial advisor with Ameriprise in Alexandria, MN, holding a Series 63 designation and 32 years of industry experience. She has been with Ameriprise and its related entities since 2005. Outside of her advisory work, she is a co-owner of Lake Time Brewing and Spirits LLC, a brewery and spirits business in Bridgman, MI. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency strategies to provide tailored recommendations through a centralized consulting team.

Jordan Mazuryk is a financial advisor with Edward Jones in Las Vegas, NV, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he worked in hospitality roles including positions at Ole Red and Golden Nugget Las Vegas. He also has experience with Kassi Beach House at Virgin Hotel & Resort. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a broad range of investment needs. The firm offers various advisory programs with discretionary and non-discretionary strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Zachary Grayson is a Series 66 licensed financial advisor with seven years of industry experience, currently practicing at Merrill in Las Vegas, NV. His prior roles include positions at Massachusetts Mutual Life Insurance Company and Capstone Partners Insurance and Financial Services. Outside of his advisory work, he owns Grayson Golf, LLC, which provides consultative services and instruction related to golf clubs. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Dakyn Dollens is a financial advisor with Edward Jones in Las Vegas, NV, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2014 and has concurrent work history with the University of Missouri dating back to 2010. Outside of finance, he is involved in the restaurant business as a server at a brunch establishment in Las Vegas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets, and maintains a large national network of financial advisors and branch offices.

Brent Cowin is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at J.P. Morgan Securities and JPMC Bank NA since 2019, with prior roles at Every Season Wealth Management, Cambridge Investment Research Advisors, and Golden Nugget. Outside of his advisory work, he consults on sports card collecting alongside his son. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Peter Cunningham is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. His career includes roles at Banc of America Investment Services and Citigroup Global Markets prior to joining LPL Financial. He is based in Las Vegas, NV. 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 network of investment adviser representatives. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies, supported by advanced research and operational tools.

Wilson Azer is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining J.P. Morgan Securities, Azer worked at Charles Schwab and TD Ameritrade, among other firms. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Michael Eakman II is a financial advisor at Ameriprise with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Kestra Advisory, Adaptive Wealth Partners, Kestra Investment Services, LLC, and Edward Jones. Outside of his advisory role, he is involved in horse ownership, breeding, and training through M Squared Performance Horses, LLC, and serves as a high school football coach in the Clark County School District. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Jimmy Salazar is a financial advisor at Fidelity with a Series 66 designation and six years of industry experience. His prior work includes roles at Bank of America, Merrill, and Clark County Schools. He is based in Las Vegas, NV. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a systematic investment process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction, and it serves a broad client base through discretionary and non-discretionary advisory solutions.

Kimberly Gilson is a financial advisor at Merrill with 13 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2009. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal Chief Investment Office teams and third-party managers.

Keely Kyle is a financial advisor with Primerica Advisors in Las Vegas, NV, holding Series 63 and Series 65 credentials and seven years of industry experience. She has worked with Primerica Investment Inc since 2021 and previously with Primerica Financial Services and Brittan Angel. Outside of her advisory role, she is involved in the management and operations of investment-related products. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for client accounts.

Cassandra Godbey is a Financial Advisor and business manager with The Malamet Group at Merrill Lynch Wealth Management. In her role, she helps oversee the team's operations and client experience while supporting individuals and families through important financial decisions. She brings over 10 years of experience in the financial services industry. Cassandra holds a Bachelor of Science degree from Columbus State University. Her approach to financial advising centers on trust, accountability, and a commitment to aligning with clients' goals and priorities. She emphasizes consistent follow-through and professionalism in her client relationships. Originally from Columbus, Georgia, Cassandra relocated to Las Vegas in 2014. Outside of work, she is a mother to two children and serves as a primary caregiver for her parents. She also maintains a close relationship with her younger sister in North Carolina. Her personal interests include traveling, reading, strength training, hiking, yoga, and following various sports.

Amanda Swinn is a financial advisor with RBC Capital Markets, holding a Series 66 designation and one year of industry experience. She has worked at City National Bank since 2025 and previously was with RBC Wealth Management and Luxe Lifestyle. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients, offering advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on client risk profiles and utilizes a combination of in-house and third-party investment managers and model providers.

Brent Ure is a financial advisor with Charles Schwab based in Las Vegas, NV, holding a Series 66 designation and 12 years of industry experience. He previously worked at TD Ameritrade, Inc. for eight years before joining Charles Schwab and its affiliated entities. 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 offers both non-discretionary investment guidance and access to discretionary separately managed accounts, leveraging multi-asset model portfolios and centralized operational support.

Gregory Townsend is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 63 designation and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2000. Townsend serves on the Board of Directors for the SOAR Safety Officers Award Recognition and acts as a Member at Large and Co-Chair in local community roles. Ameriprise provides retirement-income planning services targeting individuals nearing or in retirement with substantial investable assets, delivering written recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated processes overseen by specialized committees to generate personalized retirement income recommendations.

Kent R. Deaver is a financial advisor with UBS Financial Services in Las Vegas, NV, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has been with UBS since 2002. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management, combining institutional trading capabilities with wealth management services.

Travis Ball is a financial advisor at Merrill with 1 year of industry experience and a Series 66 designation. He has been with Merrill since 2005. Outside of his advisory role, he manages several rental properties and serves as a grantor for a personal trust. 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 a range of individual and institutional clients.

Robert Keyes Jr. is a financial advisor with Ameriprise in Las Vegas, NV, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Ameriprise and its affiliates since 2015. Outside of his advisory role, he owns RJK Asset Management, Inc. and is involved in independent insurance brokering with Penn Mutual. Ameriprise offers a retirement-income planning service targeting clients with at least $1 million in investable assets, providing written recommendations focused on income sources, Social Security, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support retirement planning, delivering tailored advice through a centralized consulting team.