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.

Jaquan Parks is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior experience includes roles at Equitable Advisors and Bank of America. Outside of finance, he was involved with Smiles for Miles Delivery. 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, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

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.

Diana Khalil is a financial advisor with Merrill in Las Vegas, NV, holding a Series 66 designation and four years of industry experience. She has been associated with Merrill since 2015 and with Bank of America since 2022. Outside of her advisory work, she owns a sole proprietorship selling preowned clothing and accessories online. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Braden Olsen is a Financial Consultant at Fidelity Investments, where he assists clients in working towards their financial goals. He collaborates with clients to build tailored financial plans utilizing Fidelity's range of offerings and resources, aiming to help individuals feel confident throughout their financial journey. Braden's experience at Fidelity Investments includes roles as an Investment Consultant, Investment Solutions Representative, High Net Worth Service Associate, and Customer Relationship Advocate, spanning from 2022 to the present. This progression reflects his growing expertise in financial consulting and investment services. Outside of his professional work, Braden enjoys golf and snowboarding.

Jessica Saunders is a CFP® professional with 15 years of industry experience. She is currently affiliated with Cambridge Investment Research Advisors and has previously worked at Wells Fargo Advisors and multiple other financial firms. Saunders is also involved in several related business activities, including ownership and partnership roles in wealth management and consulting entities in Las Vegas. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charities, and trusts. The firm offers a range of financial planning and investment management services through independent financial professionals, utilizing multiple custody platforms and both proprietary and third-party model strategies.

Tricia Landefeld is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2008. She has been with Fidelity since 1996, progressing through various roles including Insurance Investment Consultant, Senior Investment Consultant, and Private Access Relationship Manager. Her experience encompasses a broad range of client needs within the financial services industry. Tricia holds a California Insurance License and focuses on educating clients to create a sound financial picture, aiming to build comfort and trust in their financial advisory relationships. Outside of her professional work, she has interests in motorcycles and pets.

Justin Elia is a financial advisor at LPL Financial with three years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Ameriprise and CPSI. Outside of advising, he is a junior developer consultant with Computer Power Solutions of Illinois. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors.

Ralph Haebich is a financial advisor at Ameriprise in Las Vegas, NV, with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Ameriprise offers retirement-income planning services focused on clients with significant investable assets, providing detailed, non-discretionary recommendation reports that incorporate tax-smart withdrawal strategies and Social Security claiming guidance. The firm uses a combination of research, modeling, and algorithmic tools to support its retirement-income consulting service.

Samantha Green is a financial advisor with Ameriprise in Henderson, NV, holding a Series 66 designation and three years of industry experience. Prior to Ameriprise, she worked at Valley Cheese and Wine and was involved with The Public Education Foundation. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, offering detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers advisory, brokerage, and insurance solutions through affiliated companies, utilizing a centralized consulting team and algorithmic tools to support their retirement income approach.