Stephen Close is a CFP® with 26 years of industry experience, currently serving at Cetera. He has held roles at Cetera Wealth Services, Concourse Financial Group Securities Inc, and Lincoln Financial Securities Corporation. Outside of his advisory work, Close is 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 serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of investment management and advisory services through a large network of independent advisors and a multi-manager platform with various program structures and custodial relationships.

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 66 and Series 63 designations and has been with Morgan Stanley and its Private Bank since 2014. Outside of her advisory role, she is a sole proprietor and co-owner of a rental property in Albuquerque, New Mexico. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

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.

Derek Uehara is a CFP® credentialed financial advisor with Raymond James Financial, based in Las Vegas, NV, and has 26 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. since 2010. Outside of his advisory role, he is a writer of the book "Don't be a zombie -- seize control while you still can!" and serves as an emcee for special events and group meetings. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm provides tailored, non-discretionary planning using risk profiling and modeling tools and supports advisory programs alongside a municipal advisor and specialized consulting services.

Roland Watkins is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy development, performance reporting, and participant education. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Trent Loucks is a financial advisor at Charles Schwab with 17 years of industry experience. He holds a Series 66 designation and previously worked at TD Ameritrade for 10 years before joining Schwab. Charles Schwab & Co., Inc. serves mainly high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and provides integrated brokerage, custody, and investment advisory services.

Jose Munoz is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs from 2019 to 2022. 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 an ESG eligibility framework for its recommendations.

Alvaro Gonzalez is a financial advisor at Merrill with 7 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Wells Fargo Clearing and Wells Fargo Bank. 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 clients including individuals, high-net-worth clients, and institutional investors.

Lisa Hunt is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Her prior work includes roles at Prudential Insurance Company of America and Nexa Mortgage LLC. She is based in Las Vegas, NV. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Randall White is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. 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 offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Conner Mccubbin is a financial advisor with OSAIC in Henderson, NV, holding a Series 66 designation and nine years of industry experience. He previously worked at SII before joining OSAIC in 2018. Mccubbin is involved in insurance as an agent and operates under the DBA Guida & Mccubbin Financial Consultants. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers and wrap programs. The firm uses asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across multiple asset classes.

Dorothy Hull is a Series 66 licensed financial advisor with Ameriprise in Spring Creek, NV, and has 29 years of industry experience. Her background includes long-term roles at Waddell & Reed and various insurance carriers, along with independent insurance brokering. She also serves on the Board of Directors as an elder at Lamoille Presbyterian Church. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Sadia Hasan is a Senior Financial Advisor with Merrill Lynch Wealth Management. She assists individuals, families, and businesses in organizing their finances, addressing their questions, and implementing effective strategies to achieve their financial goals. Since 2011, Sadia has gained experience in banking and wealth management, with expertise in investing, commercial banking, business lending, and wealth transfer. She serves executives and professionals by helping them prioritize their ambitions and develop comprehensive financial plans that include portfolio design, retirement strategy, savings, legacy planning, and lending solutions through Bank of America. Business owners and entrepreneurs rely on her to manage the intersection of their personal and professional wealth, enabling them to focus on their enterprises. Sadia also works with families to navigate wealth decisions with discretion and sensitivity. Sadia holds a Personal Investment Advisor (PIA) designation and completed her high school education at Alta Loma High School. She is proficient in English, Bengali, and Hindi. Outside of her professional role, Sadia enjoys reading a variety of books, spending time with her husband and their Cavalier King Charles Spaniel named Kobe, and volunteering with local organizations focused on food security.

Jose Banda is a financial advisor at Wells Fargo Clearing with 6 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo in various capacities since 2005. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s 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.

Alexa Simpson is a financial advisor with Merrill in Las Vegas, NV, holding a Series 66 designation and eight years of industry experience. She has been affiliated with both Merrill and Bank of America since 2014. Outside of her advisory role, she operates a sole proprietorship selling art and miscellaneous items through online platforms including Etsy and eBay. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jansen Bordinhao is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. He previously worked at Equitable Advisors from 2020 to 2025 and has been employed in the hospitality industry at Wynn Hotel & Casino since 2009. Cetera Investment Advisers LLC serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party managers.