Quest Salazar is a financial advisor at Cetera with a Series 66 designation and less than one year of industry experience. His background includes roles at Cetera Investment Advisors, Cetera Wealth Services, GenRock Wealth Management, and prior experience in medical billing and education. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting various investment strategies and program structures with over $256 billion in assets under management.

Gideon Alwood is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2024, he worked in various roles including positions with Camp Big Horn and the Clark County School District. Outside of finance, he is employed as a host for a pub trivia company. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports delivered in partnership with its financial advisors.

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® and Series 66-licensed financial advisor with three years of industry experience. He is currently with LPL Financial and previously worked at Mai Capital Management, Whittier Trust Company, Vista Bank, and PlainsCapital Bank. Prior to his financial career, he was a student at Texas Tech and worked as a bar back. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management alongside model portfolios and research.

Joe Attinello is a financial advisor at J.P. Morgan Securities with 16 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 Series 63 and Series 66 licenses. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

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 with Raymond James Financial, holding a Series 66 credential and two years of industry experience. She has worked at various Raymond James entities since 2017 and has prior experience at New York Life and in retail. Outside of her advisory role, she is employed as an associate at Johnson, Peterson & Walpole LLC, contributing to administrative tasks and client prospecting. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary advisory services supported by risk profiling and analytical modeling and maintains unique affiliations, such as a municipal advisory relationship and specialized SIMPLE IRA plan offerings.

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 with Merrill Lynch Wealth Management, based in Las Vegas, NV. He joined Merrill Lynch in 2012, immediately after earning his Bachelor of Science degree in Business Administration with an emphasis in Finance from California Lutheran University. Spencer works closely with clients to address a broad range of financial needs, including education planning, family wealth management strategies, retirement income, and socially responsible investing. Spencer employs a comprehensive, values-based approach to wealth management, focusing on understanding each client’s unique financial situation through detailed personal wealth analysis. He holds the Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA™) designation and the Personal Investment Advisor (PIA) designation. Beyond his professional commitments, Spencer is involved with the organization Habitat for Humanity and is a member of Worldserve International. In his personal time, he enjoys outdoor activities such as running, basketball, and spending time with friends and family.

Jarmica Reese is a CFP®-credentialed financial advisor with 18 years of industry experience, currently practicing at LPL Financial since 2021. Her prior experience includes founding Jarmica Demetrius Reese LLC and a lengthy tenure at Waddell & Reed, Inc. Reese is also co-owner of TruVella S. Reese DMD LLC, a non-investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and services with discretionary and non-discretionary management supported by internal and third-party research.

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 at Morgan Stanley in Las Vegas, NV, with six years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial and UBS Financial Services. Prior to his career in finance, he served six years 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 offers a range of advisory programs, including tailored financial planning and investment services, managing approximately $2.74 trillion in client assets.

Jaquan Parks is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes roles at Equitable Advisors and Bank of America. Outside of finance, he has been involved in delivery and driveway services with Smiles for Miles Delivery and Victory Driveway. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily 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.

Farsheed Barghi is a financial advisor with LPL Financial in Las Vegas, NV. He holds a Series 66 designation and has been working with LPL Financial since 2026. Outside of financial advising, he has experience managing two businesses, Full Micropigmentation LLC and 888 Motors LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services supported by multiple investment strategies and research resources.