Debra Harkins is a financial advisor at RBC Capital Markets with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Capstone Capital Group, Safe Money Advisors, and TD Ameritrade. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base that includes individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored strategies using a combination of in-house and third-party investment managers and provides discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Vincenzo Fresquez is a financial advisor with Charles Schwab in Las Vegas, NV. He holds the CFP® designation along with Series 63 and Series 66 licenses and has 10 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2013. Outside of his advisory role, he serves as an assistant baseball coach at The Meadows School and is the treasurer of Mission Church Las Vegas, a 501(c)(3) religious organization. Charles Schwab & Co., Inc. serves a large clientele primarily composed of high- and ultra-high-net-worth individuals through a range of advisory, brokerage, custody, and financial planning services. The firm offers both non-discretionary and discretionary investment options using multi-asset model portfolios and maintains a centralized operational structure supporting its extensive client base.

Jason Scruggs is a financial advisor with Edward Jones in Las Vegas, NV, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large nationwide network of financial advisors and offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Marc Clark Jr. is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at MML Investors Services, MassMutual Life Insurance, New York Life Insurance Company, and several hospitality and service businesses. He also maintains an outside insurance sales role as an insurance broker for life, disability, long-term care, fixed annuities, and health products. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm employs a model-driven approach to investment implementation and offers access to third-party asset managers, financial planning, and insurance products via affiliated entities.

Grey Sunderland is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and previously worked at KBC Advisors. Outside of his advisory role, he is the founder of Classics Lacrosse, a club lacrosse program focused on growing the sport on the West Coast. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework when recommending strategies and offers non-discretionary advisory services through a select group of Wealth Advisors.

Orin Haworth Jr. is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 65 credentials and over 31 years of industry experience. His prior roles include positions at Transamerica Financial Advisors, Orin Haworth & Associates LLC, and WFG. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering financial planning, model portfolios, third-party asset management, and institutional platforms. Its advisory services incorporate strategies using in-house research, subadvisors, and a range of allocation approaches.

Karina Hill is a financial advisor at Thrivent Investment Management with two years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Thrivent Financial since 2023. In addition to her advisory role, she is contracted as a health insurance broker with Heart and Soul Agency. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based analyses and written recommendations across various planning areas without discretionary trading authority. The firm allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan” while maintaining separation of these services.

Andrew Schneider is a financial advisor at Wells Fargo Clearing with five years of industry experience and a Series 66 designation. His prior roles include positions at Morgan Stanley, Ameriprise, and Transamerica Financial Advisors. He holds a minority ownership interest in PALASEEK, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering a range of non-discretionary and discretionary investment advisory services grounded in modern portfolio theory. The firm’s approach includes preparation of investment policy statements, performance reporting, participant education, and a discretionary 3(38) option for plan-level investment management.

Tyler Deaver is a financial advisor at UBS Financial Services with the Series 66 designation and six years of industry experience. Before joining UBS in 2019, he worked at Apple Inc. and the University of Nevada Las Vegas. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market assumptions and research to tailor strategies to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory solutions.

Jennifer Barrios is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 66 credentials and nine years of industry experience. She previously worked at Raymond James Financial Services from 2016 to 2019. 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 advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management.

Alvin Lai is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Cetera Wealth Management, Cathay Bank, and JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Mary Sapaden is a financial advisor with LPL Enterprise and holds a Series 66 credential. She has one year of industry experience, with previous roles at Prudential and Hertz Rental Car. Sapaden also operates a non-variable insurance agency. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, retirement plans, and institutional investors, utilizing model-driven investment strategies and offering access to third-party asset managers and insurance products.

Travis Johnson is a financial advisor with Edward Jones in Las Vegas, NV, holding a Series 66 designation and 7 years of industry experience. He has been with Edward Jones since 2011. 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, operates under a fiduciary standard, and is notable for its extensive advisor network and affiliated financial services.

Stephen Close is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Cetera. His prior experience includes roles at Concourse Financial Group Securities Inc, Lincoln Financial Securities Corporation, and LPL Financial. Beyond his advisory work, Close is the treasurer of the Nevada Firearms Coalition and serves as Stake Assistant Clerk - Finance for The Church of Jesus Christ of Latter-day Saints. Cetera Investment Advisers LLC is an SEC-registered firm that offers advisory services through a large network of independent advisors. The firm serves individuals, retirement plans, corporate and charitable clients, and institutional accounts, providing discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Alexander Newby is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds a Series 66 credential and has held various roles at Thrivent and Thrivent Financial since 2021. Outside of his advisory work, Newby is involved in entrepreneurial ventures including serving as COO of Skout Media, LLC, a company that builds and monetizes niche websites, as well as co-founding a game publishing company and an ice cream business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary portfolio management. The firm emphasizes comprehensive analyses across multiple financial topics and integrates planning with managed-account services under a consolidated billing option.

Lisa Obeji is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Morgan Stanley since 2014, including a role at Morgan Stanley Private Bank, National Association since 2015. Prior to joining Morgan Stanley, she worked at REDW Wealth LLC and Merrill. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Douglas Erbert is a financial advisor at Edelman Financial Engines with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Financial Engines Advisors, L.L.C. since 2016, including its predecessor firm, as well as Tmfs Advisors, Llc. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through advisor-led and online offerings.

Sashene Powell is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Brian Davis is a financial advisor with LPL Financial in Las Vegas, NV, holding CFP® and Series 66 designations and bringing 17 years of industry experience. His prior roles include positions at Atlas Team LLC, various insurance carriers, and Waddell & Reed Inc. Outside of advisory roles, he is involved with Encore Wealth Management LLC, a separate business entity for tax and investment purposes. 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.

Fatima Arevalo is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding Series 63 and Series 66 credentials and 16 years of industry experience. She has worked with Wells Fargo entities since 2007, including Wells Fargo Advisors LLC and Wells Fargo Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.