Lori Baumann is a financial advisor with Robert W. Baird & Co. in Henderson, NV, holding a Series 66 designation and 21 years of industry experience. She has been with Robert W. Baird & Co. since 2004. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals, employing both in-house and third-party managers across traditional and non-traditional investment strategies.

Austin Barr is a CFP® certificant affiliated with LPL Financial, with three years of industry experience. His prior roles include positions at Mai Capital Management, Whittier Trust Company, Vista Bank, and PlainsCapital Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced research and operational tools.

Joe Attinello is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2009. He holds the Series 63 and Series 66 licenses. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Mishell Sakai is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise in 2025, she held various roles including positions in several food-related businesses. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Omar Molina is a financial advisor at J.P. Morgan Securities with seven years of industry experience. His prior roles include positions at Bank of America, Merrill, and US Bank. Outside of his advisory work, he is a silent investor in Makers & Finders Urban Coffee Shop in Las Vegas, where he assists with social media marketing and Yelp, and he is involved in a family real estate investment. 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 recommendations.

Dan Osborne is a financial advisor with Merrill in Henderson, NV, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. He has worked at Merrill since 2009 and at Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Nicholas Speldrich is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. His prior work includes roles at Avantax Legacy Wealth Group and a long tenure at MGM Grand Hotel & Casino. Outside of advising, he works as an independent contractor providing rideshare services in Henderson, Nevada. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios, including oversight of multiple registered investment companies and fund-of-funds.

Katherine Johnson is a financial advisor with Edward Jones in Las Vegas, NV, holding Series 63 and Series 66 credentials and 23 years of industry experience. She has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of discretionary and non-discretionary strategies, with a large nationwide network of advisors and branch offices.

Valente Orozco Villasenor is a Senior Financial Advisor specializing in personalized wealth management strategies. He partners with clients to develop flexible financial plans that address legacy planning, personal retirement planning, portfolio management services, and tax minimization. Valente leverages the investment insights of Merrill Lynch Wealth Management along with banking and lending solutions from Bank of America to support clients' long-term goals. With a focus on building strong client-advisor relationships, Valente emphasizes a comprehensive understanding of each client's financial picture. He supports his clients through one-on-one collaboration to create strategies tailored to evolving market conditions and individual priorities. Valente is also committed to community involvement and volunteers with local organizations as part of Merrill's tradition of service. Valente holds a Bachelor's Degree in Business Administration from Saint Mary's College of California and has earned the Personal Investment Advisor (PIA) designation. Outside of his professional work, he enjoys camping, cooking, gardening, and spending time with his family.

Bianca Lee is a financial advisor at Raymond James Financial Services Advisors, Inc. with two years of industry experience. She holds a Series 66 designation and has worked at Raymond James since 2017 in various capacities. Outside of advising, she is an associate at Johnson, Peterson & Walpole LLC, where she performs administrative and client support roles. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning using analytical tools and supports a broad network of advisors with specialized programs including municipal advisory and SIMPLE IRA employer consulting services.

Jason Litwin is a Financial Consultant currently working at Fidelity Investments since 2024. He has held roles at Fidelity Investments since 2022, including Investment Consultant, and previously served as a Financial Consultant Partner and Financial Consultant Academy Representative at Charles Schwab from 2019 to 2022. Jason focuses on guiding clients through the financial industry and markets by partnering closely with them to understand their objectives and leveraging Fidelity's resources for individualized financial planning. He holds a California Insurance License. Outside of his professional work, Jason has personal interests in camping, cooking and baking, fishing, football, snowboarding, and traveling.

Milan Brennan is a Series 66-licensed financial advisor with Edward Jones in Henderson, NV, with two years of industry experience. Before joining Edward Jones, he studied at the University of California, Berkeley. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates under a fiduciary standard.

Spencer Marcus is a Senior Financial Advisor at Merrill Lynch Wealth Management, working in Las Vegas, NV. He joined the firm in 2012 and works closely with clients to pursue their financial goals through a holistic and comprehensive approach to wealth management. Spencer collaborates with the Marcus Gibson Group and assists his team with Personal Wealth Analysis to understand clients' unique financial situations and guide prudent investment decisions. Spencer's expertise covers areas such as education planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, socially responsible investing, sports and entertainment financial advisory, individual and corporate investment strategy, and retirement income. He holds the Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA) designation and the Personal Investment Advisor (PIA) designation. He earned a Bachelor of Science degree in Business Administration with an emphasis in Finance from California Lutheran University. Outside of work, Spencer is involved with Worldserve International and Habitat for Humanity. In his personal time, he enjoys adventure sports, basketball, chess, golfing, rock climbing, running, and skiing, as well as spending time with friends and family.

Jarmica Reese is a CFP®-designated financial advisor with LPL Financial, bringing 18 years of industry experience. She previously worked at Ameriprise and Waddell & Reed, Inc., and operated her own business, Jarmica Demetrius Reese LLC. Reese is also co-owner of Truvella S. Reese DMD LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jerri Pratt is a financial advisor at Morgan Stanley with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management provides a wide range of 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 uses a structured planning process that includes firm‑approved tools and modeling techniques to support client goals.

Daniel Montes is a financial advisor with Morgan Stanley in Las Vegas, holding a Series 66 designation and seven years of industry experience. His career includes roles at Morgan Stanley Private Bank, LPL Financial, UBS Financial Services, and six years of service in the United States Air Force. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides a variety of advisory programs and financial planning services supported by structured discovery processes and advanced modeling tools.

Farsheed Barghi is a financial advisor with LPL Financial in Las Vegas, NV, holding a Series 66 designation and beginning his advisory career in 2026. He has prior business experience managing Full Micropigmentation LLC since 2016 and previously operated 888 Motors LLC from 2008 to 2017. 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 portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors and more than $819 billion in discretionary assets.

Terri Bybee is a financial advisor at Merrill with 35 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 2003, with a brief period at First Republic Investment Management and First Republic Securities in 2017–2018. Merrill, together 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Hyun Ryu is a financial advisor with LPL Financial, holding a Series 65 designation and seven years of industry experience. Prior to joining LPL Financial in 2022, he worked at The Patterson Capital Corporation and Oakwood Capital Management LLC, each for four years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, and access to third-party asset management, utilizing both discretionary and non-discretionary strategies supported by advisor-facing tools.

Nathan Genung is a financial advisor at Ameriprise in Henderson, NV, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, using a centralized consulting team and a combination of research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.