Jacob Skoll is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Fisher Investments and Claremont McKenna College. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm employs an IPS-driven advisory process grounded in modern portfolio theory and offers both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Ian Rinde is a financial advisor at Fidelity with six years of industry experience. He holds the Series 66 designation and has worked previously at Ameriprise Financial Services and Tesla. He is associated with Strategic Advisers LLC, a Fidelity Investments company, which provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Dana Utgard is a financial advisor with Thrivent Investment Management in Las Vegas, NV, holding a Series 66 designation and nine years of industry experience. Prior to joining Thrivent, Dana worked at Cetera Advisors, LLC and held positions at the University of Nevada, Las Vegas, and the College of Southern Nevada. Dana serves as president of the Moapa Valley Rotary Club. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on holistic, goal-based analyses and offering planning services separate from managed-account programs.

Garren Sepede is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and possessing 41 years of industry experience. He has been with LPL Financial since 2000. 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 portfolio programs, third-party asset management, and institutional platforms.

Alexandria Romain is an Investment Consultant at Fidelity Investments, where she has been serving since 2026. In her role, she partners with clients to empower them and provide confidence in their financial futures through education and thoughtful planning. Prior to this, she worked as a Financial Representative at Fidelity Investments from 2024 to 2026. Alexandria focuses on understanding the individuals behind the portfolios and aims to simplify complex financial decisions. Her approach emphasizes client education and personalized strategies to meet financial goals.

Kyle Townsend is a financial advisor with Morgan Stanley in Las Vegas, NV, holding a Series 66 designation and 15 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018, following five years at RBC Wealth Management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including financial planning and estate planning services, with a structured process supported by firm-approved tools and investment modeling.

Alexander Chamitoff is a financial advisor with Cambridge Investment Research Advisors in Las Vegas, NV. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes roles at MML Investors Services, LLC/John M Novak and MassMutual Life Insurance Company. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing both proprietary and third-party investment strategies across multiple platforms and custody arrangements.

Kirk Patrick Richards is a financial advisor with Morgan Stanley in Las Vegas, NV, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He previously worked at Merrill from 2013 to 2020 before joining Morgan Stanley in 2020. Outside of his advisory role, Richards is involved with the nonprofit 100 Black Men of Las Vegas, serving as a board member and officer. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, offering tailored financial planning that utilizes firm-approved tools and analysis methods. The firm manages approximately $2.74 trillion in client assets and provides services through both direct individual plans and corporate financial planning agreements.

Wendi Southwick is a Series 66 licensed advisor with Thrivent Investment Management in Las Vegas, NV, with one year of industry experience. Her work history is primarily with Thrivent Financial and its affiliated entities since 2025. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial analyses and broad planning topics such as retirement and estate planning. The firm offers these services through a network of financial advisors, emphasizing a separation between planning and managed-account services.

Morgan Busch is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and has worked at several firms, including Versifi Private Wealth and Hansen Wealth Management. Outside of finance, he has experience in the hospitality and retail sectors, including positions at The Depot Brewery and Massage Envy. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Hilda Naghashian is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo-affiliated firms since 2011. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Zachary Rado is a financial advisor with Equitable Advisors in Las Vegas, NV. He holds the Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, he worked in various roles including positions at Dutch Bros and within the Clark County School District. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm uses a range of advisory programs and third-party managers to deliver customized investment solutions.

Paolo Maressa Yamamoto is a financial advisor at Ameriprise with 11 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Morgan Stanley Private Bank and Morgan Stanley. He also serves as a trustee in fiduciary activities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Michael Baumgardner is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He previously worked at Edward Jones from 2009 to 2023 before joining Ameriprise in 2020. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver written, non-discretionary recommendation reports through a centralized consulting team.

Savannah Jones is a financial advisor with Ameriprise in Henderson, NV, holding a Series 63 designation and three years of industry experience. She previously worked at Starbucks before joining Ameriprise Financial Services Inc. In addition to her advisory role, she writes and self-publishes fictional fantasy novels. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing detailed 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 tailored retirement-income advice through a centralized consulting team.

Swapna Uppalapati is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes roles at Australia and New Zealand Banking Group LTD and various positions within J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities LLC. J.P. Morgan Securities LLC 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 select group of Wealth Advisors. The firm delivers these services on a non-discretionary basis and combines large institutional advisory operations with additional brokerage and investment management capabilities.

Connor Whelan is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. His prior roles include positions at Investment Counsel Company and Clark County School District, among others. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides customized retirement-income planning advice through a written Recommendation Report and ongoing reviews. The firm’s approach incorporates proprietary research and third-party data while operating within a defined investment universe aligned with its affiliated product offerings.

Chisum Preble is a financial advisor with Cambridge Investment Research Advisors based in Las Vegas, NV. He holds Series 65 and Series 66 credentials and has eight years of industry experience. Preble has operated Preble Consulting since 2011, totaling 15 years in a consulting capacity. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers a variety of financial planning and investment management services through a network of independent professionals and employs both proprietary and third-party strategies across multiple platform arrangements.

Heather Sabatello is a financial advisor with Edward Jones in Boulder City, NV, holding a Series 66 designation and having eight years of industry experience. She worked at Steiner Education Group from 2015 to 2018 before joining Edward Jones in 2018. Outside of advising, she is a contracted personal trainer with Svetness Personal Training 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 strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Vaden Genneken is a financial advisor with Ameriprise in Henderson, NV, holding Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Ameriprise in 2022, he worked at MRS Wealth Advisors and has experience in education and small business operations, including roles at the University of Las Vegas, Icon Salon Spa, Doggie District, and Spring Valley High School. Ameriprise offers a retirement-income planning service targeting individuals with at least $1 million in investable assets, providing written recommendations on income sources, Social Security claiming, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic automation to deliver personalized, non-discretionary advice, primarily for clients with assets managed within Ameriprise.