Norbert Forcheskie is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has worked with Raymond James Financial Services Advisors since 2010 and was involved with Senoutcards Multi Level Marketing Card Co. from 2010 to 2019. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to model potential outcomes and supports its clients through a broad advisor network and specialized advisory programs.

Maggie Smith is a financial advisor at Ameriprise with two years of industry experience and holds a Series 66 designation. Her work history includes positions with the State of Nevada’s Industrial Relations Workers Compensation division and the Bureau of Indian Affairs Office of Self Governance. Prior to her advisory role, she has held various positions across different sectors including food service and retail. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendation reports and annual retirement-income planning advice, utilizing proprietary investment research and third-party data.

Trey Kirkpatrick is a financial advisor at Ameriprise in Henderson, NV, holding a Series 66 designation with three years of industry experience. Prior to joining Ameriprise in 2022, he worked at the Van Law Firm for one year and has held various roles outside finance, including at Carrabba's Italian Grill and Door Dash. Ameriprise Financial Services is a large, diversified advisory firm serving 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.

Michael Sui is a CFP® with 41 years of experience in the financial industry. He is currently with Morgan Stanley, where he has worked since 2021, following previous tenures at Bank of America and Merrill. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services through its Financial Advisors and Estate Planning Strategies Group.

Aaron Horner is a financial advisor at LPL Financial in Las Vegas, NV, holding Series 65 and Series 66 licenses with seven years of industry experience. His prior experience includes roles at Lincoln Financial Securities and Dawn Gordon Financial Advisors. Outside of his advisory work, he has been involved with the Rocky Mountain Conservancy and the company Logistful, LLC. 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 and access to model portfolios and third-party asset managers, supported by extensive operational and research tools.

Gregory Barson is a financial advisor with LPL Financial in Las Vegas, NV, holding a Series 66 license and 21 years of industry experience. Prior to joining LPL Financial in 2025, he worked at firms including Investment Planners Inc., Crown Capital Securities, and VOYA Financial Advisors. Outside of his advisory role, he is involved in an insurance agency business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers various investment solutions including financial planning, model portfolios, and third-party asset management, supported by advanced research and operational tools.

Kenneth McDowall is an Investment Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he worked as a Financial Representative at Fidelity Investments from 2022 to 2024. In his current position, he works closely with clients to simplify their financial journeys and assist them in achieving their financial goals through Fidelity's offerings. Kenneth aims to help each client develop a meaningful financial plan that provides a clear path toward their objectives. Outside of his professional work, he has personal interests that include baseball, camping, fitness, golf, and traveling.

Trenton Breithaupt is a financial advisor with Charles Schwab in Las Vegas, NV, holding a Series 66 license and 13 years of industry experience. He worked at Schwab Private Client Investment Advisory, Inc. from 2014 to 2017 and has been with Charles Schwab since 2013. Outside of his advisory role, he is involved in managing lodging rental properties. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering comprehensive wealth advisory services through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm combines non-discretionary advisory relationships with access to discretionary separate managed accounts, using multi-asset model portfolios and centralized operational structures.

Joseph Neary is a financial advisor at Cetera with 25 years of industry experience. He holds the Series 66 designation and has worked at multiple Cetera entities since 2014, as well as at Summit Brokerage Services and Avantax Investment Services. Cetera Investment Advisers LLC serves a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, financial planning services, and access to third-party money managers.

Lydia Salo is a CFP®-certified financial advisor with 24 years of industry experience, currently affiliated with Cetera. She has spent the majority of her career at Avantax Advisory Services and Avantax Investment Services, and also serves as president of L.A. Salo, CPA, Ltd, a public accounting and tax preparation firm. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with both discretionary and non-discretionary options.

Ileana Dominguez is a financial advisor at UBS Financial Services with 28 years of industry experience. She holds Series 63 and Series 65 credentials and has been with UBS since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client strategies.

Elaina Carlson is a financial advisor with Ameriprise in Alexandria, MN, holding a Series 63 designation and 32 years of industry experience. She has been with Ameriprise and its related entities since 2005. Outside of her advisory work, she is a co-owner of Lake Time Brewing and Spirits LLC, a brewery and spirits business in Bridgman, MI. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency strategies to provide tailored recommendations through a centralized consulting team.

Joyce Lee is a financial advisor at Cetera in Las Vegas, NV, holding a Series 66 designation with one year of industry experience. She is also the managing member of Lee Accounting Services, LLC, a business she has operated since 2007, providing tax preparation, accounting, payroll, and registered agent services. Cetera Investment Advisers LLC is an SEC-registered firm that supports a national network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients with a range of portfolio management and financial planning services. The firm offers multiple investment program options, including model portfolios and bespoke strategies, and manages over $256 billion in assets.

David Harris is a Series 66 licensed financial advisor with Wells Fargo Clearing, based in Pahrump, NV, and has 14 years of industry experience. Prior to joining Wells Fargo Clearing in 2018, he worked at U.S. Bancorp Investments from 2014 to 2018. Outside of advisory work, Harris holds ownership interests in several non-investment-related businesses, including a comic book webstore and tequila companies, where he participates in strategic planning and operational activities. 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 services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, such as insurance-related products and bank deposit sweep programs.

Brian Hu is a financial advisor with LPL Financial in Henderson, NV, holding a Series 66 designation and 16 years of industry experience. He previously worked at Cetera, East West Bank, and Merrill before joining LPL Financial in 2017. Outside of his advisory role, he is also involved in a non-investment related business delivering for Uber Eats. 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, model portfolios, third-party asset management, and institutional platforms.

Dakyn Dollens is a financial advisor with Edward Jones in Las Vegas, NV, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2014 and has concurrent work history with the University of Missouri dating back to 2010. Outside of finance, he is involved in the restaurant business as a server at a brunch establishment in Las Vegas. 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 and investment solutions, managing approximately $1.01 trillion in assets, and maintains a large national network of financial advisors and branch offices.

Peter Bergman is a Financial Advisor with Merrill Lynch Wealth Management. Based in Las Vegas since 2021, he advises individuals, families, and businesses throughout the Mountain West. He began his career with Merrill in 2019 in Casper, Wyoming. Peter was born and raised in Wyoming and played as an offensive lineman for Eastern Michigan University, where he earned his bachelor's degree. His professional credentials include the Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA) designations. His expertise encompasses education planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He prioritizes building strong client relationships to provide customized wealth management approaches, leveraging the resources of Bank of America and Merrill Lynch. Outside of his professional activities, Peter participates in Habitat for Humanity and enjoys basketball, football, ice hockey, music, and spending time with his family.

Jesse Goldberg is a financial advisor with LPL Financial in Henderson, Nevada, holding a Series 66 designation and 14 years of industry experience. Prior to joining LPL Financial, he worked at Ameriprise Financial Services from 2012 to 2026. Outside of his advisory role, he operates a handyman service as a sole proprietorship. 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 financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party strategies.

Michael Peterson is a financial advisor with Ameriprise in Henderson, NV, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He previously worked at Edward Jones for 13 years before joining Ameriprise in 2019. Peterson serves on the Board of Directors for the Rotary Club of Green Valley. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, 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 deliver personalized, algorithm-supported recommendations, primarily for clients maintaining accounts within Ameriprise-managed programs.

Peter Cunningham is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. His career includes roles at Banc of America Investment Services and Citigroup Global Markets prior to joining LPL Financial. He is based in Las Vegas, NV. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies, supported by advanced research and operational tools.