Antony Luz is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on simplifying the financial lives of high-net-worth clients by assisting them in identifying and prioritizing various goals such as estate planning, investments, tax minimization strategies, wealth transfer, and retirement income. Antony develops customized strategies tailored to clients' personal circumstances and preferences, aiming to help optimize their financial resources. He holds several professional designations, including Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Retirement Manager Advisor (RMA). Antony earned a bachelor's degree in Economics from Rutgers University. He is also a qualified Portfolio Manager who manages personalized and defined strategies that may include individual stocks and bonds, model portfolios, and third-party investment strategies. Antony resides in Fargo, North Dakota, with his wife Aileen and their two children, Alex and Anachelle. His personal interests include adventure sports, boating, cooking, spending time with family, traveling, and watching movies.

Sheri Amirsoleimani is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. She holds Series 63 and Series 66 registrations and has worked at Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA 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, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Araxie Baghdadlian is a financial advisor with Edward Jones in Las Vegas, NV, holding Series 63 and Series 66 credentials and 13 years of industry experience. She previously worked at Wells Fargo Bank for 14 years before joining Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of advisors and branch offices.

Kylar Leahy is a financial advisor at J.P. Morgan Securities in Las Vegas, NV, holding Series 63 and Series 66 licenses with one year of industry experience. His prior roles include positions at US Capital Global Securities and experience with a family office/private trust company. 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 when recommending investment strategies.

Zachary Garner is a Financial Advisor with Merrill Lynch Wealth Management and a member of the GM Wealth Management Group. He focuses on business development and leverages the capabilities of Merrill Lynch to develop and present investment plans and strategies tailored to meet diverse client needs and goals. Zach works alongside his team to provide service to individuals, families, and businesses. A lifelong resident of Henderson, Nevada, Zach is a graduate of the University of Nevada, Las Vegas, where he earned a Bachelor's degree in Economics and a Graduate Certificate in Business Administration. During his time at UNLV, he was a member and captain of the men's tennis team and was recognized as a Mountain West All Conference honors athlete. He continues to maintain his passion for tennis. Zach holds multiple professional designations, including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional life, Zach enjoys golfing, music, pickleball, spending time with his family, and tennis.

Yenifer Anguiano is a financial advisor with Ameriprise in Las Vegas, NV, holding Series 66 and Series 63 credentials and one year of industry experience. Her prior work includes roles at Wells Fargo and Ameriprise Financial Services. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income strategies. The firm’s approach includes a restrictive enrollment policy and utilizes proprietary investment research alongside third-party data.

Taryn Castro is a financial advisor at OSAIC with one year of industry experience and holds a Series 66 designation. Prior to joining OSAIC, she worked at the Institute of Reading Development and has a background that includes various roles outside finance. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage diversified portfolios.

Lakely Greaves is a financial advisor with Ameriprise in N Las Vegas, NV, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of advising, he owns Madavara Boogy, LLC and is involved in independent insurance brokering. Ameriprise is a large institutional firm that offers a retirement-income planning service designed for clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement recommendations delivered through a centralized consulting team.

James Matti is a financial advisor at Morgan Stanley in Las Vegas, NV, holding Series 63 and Series 65 licenses with 13 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2016. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and integrates various investment and planning strategies across its broad service offerings.

Ryan Grist is a Certified Financial Planner® (CFP®) with 14 years of industry experience. He is currently affiliated with LPL Financial and Zions Bank, and previously worked at Bank of America, N.A. and Merrill. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and advanced research.

Chad Yamada is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation. Prior to joining Ameriprise, he spent time in the restaurant industry, including roles at Jinya Ramen and TKRG Bouchon Bistro. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with tax-aware withdrawal strategies. The firm uses a combination of proprietary research and third-party tools to develop tailored recommendations that require clients to meet specific asset criteria.

Michael Holden is a Series 66 licensed financial advisor with Edward Jones in Las Vegas, NV, bringing six years of industry experience. His prior roles include positions at Invictus International and Sam's Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Arnulfo Venegas is a financial advisor with Merrill based in Las Vegas, NV. He holds a Series 66 designation and has three years of industry experience. His prior roles include positions at Bank of America, JPMorgan Chase Bank, and Nevada State Bank. 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 individuals, high-net-worth clients, and institutional investors, using a combination of internal and third-party portfolio management approaches.

David Jancuk is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 26 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment solutions. The firm’s advisory process is IPS-driven, grounded in modern portfolio theory, and includes a broader range of financial products than many large institutional advisers.

Shane Cloninger is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked at LPL Financial since 2023 and previously spent over 16 years at Cadaret, Grant & Co., Inc. and has maintained SC Financial Group, LLC since 2008. He is also involved with Benalex Benefit Consultants, LLC, a payroll entity based in Bellevue, WA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting through its network of investment adviser representatives.

Zachary Gaccione is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, N.A. and Merrill from 2011 to 2025. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities.

Mark Sudol is a financial advisor with LPL Financial in Las Vegas, NV, holding a CFP® designation and Series 63 and 65 licenses. He has 43 years of industry experience, including prior roles at Ameriprise Financial Services, The Sudol Group Wealth Management Specialists, and National Planning Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by a range of research and technology tools.

Andrea Butler is a financial advisor with Cambridge Investment Research Advisors in Las Vegas, NV, holding a Series 66 designation and 13 years of industry experience. She previously worked at Securities America Advisors and Securities America Inc from 2015 to 2022. Butler is involved in several business activities, including consulting and marketing roles within the financial services and insurance sectors. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing various portfolio management strategies and platform arrangements.

Christina Hong is a financial advisor at Ameriprise with one year of industry experience. She holds a Series 66 designation and previously co-owned a plumbing services business, Platinum Services LLC. Prior to her current role, she worked at Starbucks and has experience in education. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering customized, research-driven recommendations through a centralized consulting team. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Patricia Sidorick is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds a Series 66 credential and previously worked at Ameriprise and Ameriprise Financial Services, Inc. before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and market modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides planning services both directly and through Corporate Financial Planning agreements.