Gary Rosenberg is a Certified Financial Planner® at UBS Financial Services with 41 years of industry experience. He has been with UBS since 2008 and serves as a FINRA/NASD arbitrator. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and a range of capital markets services through a comprehensive platform.

Alyosha Diaz Zamora is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Zamora held roles at US Bank NA and CITIBANK. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios. The firm is noted for its use of systematic methodologies, AI-driven research, and formal advisory roles to registered investment companies.

Bruno Mark is a financial advisor with LPL Financial in Las Vegas, NV, holding the ChFC® and Series 63 designations and bringing 42 years of industry experience. He has been associated with LPL Financial since 1990 and has operated Bruno Mark Financial Inc. since 1993. Outside of advisory work, he is a co-owner and secretary of an underground trenching company and holds one-third ownership of a bar. He also serves on the board of the Boyd Family Foundation, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services including financial planning, model portfolios, and access to third-party asset management, with a focus on diverse investment strategies and operational support tools.

Daniel Rosengarten is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Wells Fargo entities since 2013. 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 solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Jose Elizundia Salcido is a Financial Advisor based in Las Vegas with Merrill Lynch Wealth Management. He works with individuals and families to provide clarity and structure around important financial decisions by developing personalized financial plans tailored to each client's unique circumstances, priorities, and goals. With more than 10 years of experience in financial markets, Jose specializes in investment management, retirement planning, wealth preservation, education planning, employee benefits planning, and tax minimization strategies. He holds advanced educational credentials including two master's degrees from the University of Dallas and Instituto Europeo de Posgrados as well as a bachelor's degree from Universidad Iberoamericana. Additionally, he earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Accredited Wealth Management Advisor (AWMA). Jose is committed to building lasting client relationships based on trust, transparency, and communication. He speaks both English and Spanish and applies thoughtful analysis and disciplined guidance to help clients make informed financial decisions aligned with their long-term goals. Outside of his professional work, he has interests in adventure sports, baseball, basketball, chess, football, golfing, reading, and soccer.

Steven Peacock is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Outside of his advisory work, he performs as a musician with the band Embrace Today. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written recommendation reports that address income, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized, non-discretionary consulting approach, with a focus on assets held in Ameriprise managed accounts.

Jonathan Zeller is a financial advisor with Edward Jones in Las Vegas, NV, holding Series 63 and Series 66 credentials and possessing 21 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including managed solutions and separately managed accounts, and operates under a fiduciary standard.

Nick Gergov is a financial advisor with Fidelity in Henderson, NV, holding Series 63 and Series 66 credentials and 17 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Ameriprise Financial Services, and Aflac. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery through systematic, research-driven investment processes.

Marc Tavano is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. Prior to joining Wells Fargo in 2019, he worked at JPMorgan Securities LLC and JPMorgan Chase Bank from 2014 to 2019. Outside of his advisory role, he is a professional baseball instructor and owns The Swing Academy, which he has operated since 2013. 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 investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Carolyn Kerr is a financial advisor at Merrill with 32 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 1986. 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 strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Olgers Hasanaj is a financial advisor with J.P. Morgan Securities in Las Vegas, NV, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America, Merrill, and Bankers Life. 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.

Dana Pizzi is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding Series 63 and Series 66 designations and 13 years of industry experience. She has worked with Wells Fargo entities since 2008, including Wells Fargo Advisors LLC and Wells Fargo Bank NA. Outside of her advisory role, she is a co-owner of a rental property in Bakersfield, CA. 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 with over 14,000 advisors and offers both brokerage and advisory solutions.

William Diaz is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. His prior work experience includes roles at Amazon and Ross Dress For Less. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its recommendations, delivered through a centralized consulting team in partnership with financial advisors.

Richard Isaacs is a financial advisor with LPL Financial based in Las Vegas, NV. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. His prior work includes long tenures at LPL Financial, RGI Financial, and National Planning Corporation. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a network of investment adviser representatives using a range of strategies and operational tools.

Marile Cornejo Blandon is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. Her prior work includes roles at Bank of America, Merrill, and J.P. Morgan. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm’s offerings include a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs, distinguishing it among large institutional advisers.

Eduardo Corral is a Wealth Management Advisor and Managing Director with Merrill Lynch Wealth Management, bringing approximately 28 years of experience to his role. He works as part of a financial advisory team that collectively possesses over 70 years of experience in serving the financial needs of high net worth individuals and families. Eduardo acts as the team's liaison to Merrill's department specialists in areas such as retirement, estate, and trust planning services. His expertise encompasses comprehensive wealth management strategies including college education planning, divorce transition planning, family wealth management, legacy planning, retirement planning, and socially responsible investing. Eduardo holds multiple professional designations, including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his bachelor's degree from the California State University System and is fluent in English and Spanish. Eduardo participates in community volunteering aligned with Merrill's tradition of involvement in the communities served. Outside of his professional life, he enjoys biking, football, running, and spending time with his family.

Steven Larson is a financial advisor with Thrivent Investment Management in Las Vegas, NV, holding Series 63 and Series 66 designations and 19 years of industry experience. He has been with Thrivent Investment Management and THRIVENT Financial since 2006. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses addressing a wide range of planning topics and allows clients to integrate planning with managed-account services while keeping them separate.

Nico Andrei Manzano 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 2023, he worked in various roles including positions at the University of Nevada Las Vegas, University of Hawaii Maui College, Grand Wailea Resort, and Maui High School. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored written recommendations. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

George Najm is a financial advisor at Ameriprise in Las Vegas, NV, holding a Series 66 designation with two years of industry experience. His prior work includes positions at Fanatics, Wells Fargo, Petland, and UPS, among others. Ameriprise offers a retirement-income planning service targeted at individuals with significant investable assets, providing comprehensive written Recommendation Reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with algorithmic tools overseen by a specialized committee, delivering tailored, non-discretionary advice primarily for clients maintaining assets within Ameriprise-managed accounts.

Alejandro Gil is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 66 designation and seven years of industry experience. His career includes six years of service in the United States Air Force and two years at Dollar Loan Center prior to joining Ameriprise in 2017. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to create non-discretionary, written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.