Ismael Higareda is an advisor at Ameriprise with Series 63 and Series 65 designations and one year of industry experience. His prior work includes roles at BMO Bank, U.S. Bank, Wells Fargo, and Bank of America. He was also involved with the Made The Team Foundation, a nonprofit aimed at organizing youth sports that did not become active. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement-income planning through a centralized team using proprietary research and third-party data. The firm employs a selective enrollment process and integrates its affiliated investment products within its recommendations.

Leslie Lozano is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Fidelity in 2021, Leslie worked at Bank of America and Verizon Wireless. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including management of model portfolios constructed through a combination of fundamental research, quantitative analysis, and algorithmic methods. The firm also serves as an advisor to registered investment companies and employs formal oversight and governance procedures in its operations.

Jeremy Purvines is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Cetera Advisors LLC and Countrywide Estate Planning LLC. His activities include managing Purvines Management LLC, a DBA related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services with diverse investment strategies and operational support tools.

Wyko Salvador is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and has worked previously at Equitable Advisors and RCG Economics. Outside of financial advising, he has served as an administrative assistant at Arwen Care Services LLC, a home health agency. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering broad financial planning on topics such as retirement, tax, and estate planning without portfolio management or discretionary trading authority.

Samuel Abebe is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 66 designation and three years of industry experience. He has been with Ameriprise since 2021 and previously worked at the University of Nevada Las Vegas and Snowed INN LLC. Outside of his advisory role, he works as an Uber driver. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that provide written recommendations and annual advice focused on income sources and tax-aware withdrawal strategies. The firm’s approach integrates proprietary research and third-party data within a defined investment framework, requiring minimum investable assets for participation.

Michael Gana is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. from 2015 to 2021 before joining Fidelity. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios across various asset classes.

Dee Clarke is a financial advisor at Morgan Stanley in Las Vegas, NV, holding Series 63 and Series 66 licenses with 21 years of industry experience. Clarke has been with Morgan Stanley and its predecessor Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools without individual security recommendations as part of standalone financial plans.

Claudia Badillo is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. She has been with Wells Fargo Clearing since 2021 and also has a background with Wells Fargo Bank, N.A. since 2008. Outside of finance, she is involved with Music and Arts. 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 and incorporates modern portfolio theory, serving as an ERISA fiduciary when providing investment advice.

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.

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.

Chevelle Tuck is a financial advisor with Wells Fargo Clearing and holds the Series 66 designation. She has 14 years of industry experience, with prior roles at Spire Investment Partners, Janney Montgomery Scott, and several independent firms. Outside of advisory work, she has experience as a real estate agent. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages roughly $671 billion in assets with over 14,000 advisors, offering both brokerage and advisory solutions.

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.

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.

Chris Norton is a financial advisor with Morgan Stanley in Las Vegas, NV, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. He has been with Morgan Stanley entities since 2013, including Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.