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.

David Bax is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 66 designations and has been with LPL Financial since 2017, following three years at National Planning Corporation. Outside of his advisory role, he is involved in insurance and annuity sales. 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.

Stamen Matev is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in assisting families, individuals, and business owners in developing and implementing long-term financial strategies. His services include investment management, retirement planning, education planning, estate and wealth transfer, and life and health insurance guidance. Stamen incorporates Behavioral Finance alongside conventional wealth management practices to tailor financial strategies that align with clients' unique investment personalities, life aspirations, and priorities. Stamen holds a Bachelor's degree from Sofia University and a Master's degree in Business Administration with a Finance concentration from the University of Nevada, Las Vegas. He has earned professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is a member of the French Academy of Las Vegas and the National Association of Plan Advisors. Residing in Nevada since 2003, Stamen enjoys spending time with his wife and two children. His personal interests include golfing, hiking, music, reading, skiing, swimming, tennis, traveling, and watching movies.

Gregory Butler is a financial advisor with UBS Financial Services in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with UBS since 2014. Outside of his advisory work, Butler serves on the board of directors and assists with fundraising for the Newport Harbor Boys Lacrosse Booster Club and owns Li'l Fat Monkey, a publishing business focused on automotive-related content. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Gavin Mez is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. His prior work includes roles at UBS Financial Services and JPMORGAN Chase Bank, N.A., as well as experience in media and marketing. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.