Saulo Romero is an International Wealth Advisor at Merrill Lynch Wealth Management, specializing in serving ultra-high-net-worth individuals, families, business owners, and entrepreneurs. He brings over two decades of experience in banking and financial services, focusing on delivering tailored wealth management strategies that align with clients' personal, family, and legacy goals. Saulo works with both domestic and international clients, providing guidance on business transitions, executive compensation, tax-efficient wealth management, multigenerational wealth transfer, philanthropic giving, and long-term legacy preservation. Born in Mexico City and fluent in both English and Spanish, Saulo began his banking career in 2006 and joined Merrill in 2019. He holds a Bachelor's Degree from ETAC and the Personal Investment Advisor (PIA) designation. Saulo is active in professional organizations, including the Latin Chamber of Commerce Nevada, Hispanic Latino Advisory Council at Merrill, and the Las Vegas Hispanic Business Council at Bank of America. Outside of his professional activities, Saulo enjoys spending time with his wife and two children. His personal interests include boating, dancing, golfing, music, running, skiing, and watching movies. He is also involved in community initiatives that support entrepreneurship, educational advancement, and opportunities for underserved and multicultural communities.

Cesar Guerrero is a Planning Consultant at Fidelity Investments, where he works closely with clients to understand their financial goals and priorities. In his role, he aims to provide a collaborative experience that supports clients in making informed decisions about their financial futures. Prior to becoming a Planning Consultant in 2026, Cesar held positions at Fidelity Investments as a Relationship Manager from 2025 to 2026, and as a Financial Representative from 2023 to 2025. Through these roles, he has gained experience in client relationship management and financial planning. Outside of his professional work, Cesar has interests in spending time at the beach, enjoying food, watching movies, and running.

Dustin Duin is a financial advisor at Morgan Stanley based in Las Vegas, NV, with 12 years of industry experience. He holds the Series 66 designation and previously worked at Merrill Lynch for nine years before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and market simulations as part of its financial planning process.

Garett Fay is a financial advisor with Cambridge Investment Research Advisors, holding a Series 65 credential and having five years of industry experience. He has worked at Cambridge Investment Research since 2021 and serves as a board member of Ten Minas Ministries. He is also involved with Canyon Ridge Christian Church. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent professionals, offering various portfolio management approaches and access to both proprietary and third-party investment strategies.

Jeffrey Klein is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory role, he serves as a personal representative for family members in matters related to investments. 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 a broad range of financial products, including insurance-related vehicles and bank deposit options, tailored to plan objectives and risk tolerances.

Jonathan Mirer is a financial advisor at Ameriprise with 54 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Wells Fargo Clearing and Prudential Equity Group. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Michelle Clifford is a financial advisor at Edelman Financial Engines with three years of industry experience. She holds a Series 66 designation and previously worked at Thrivent Financial and ReBar. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a proprietary modeling process with planner delivery and online tools, offering diversified model portfolios, discretionary management, and non-discretionary online advice.

Elias Shiheiber is a financial advisor with LPL Financial, holding the Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with LPL Financial since 2010. Outside of advisory services, he is associated with Elias Shiheiber & Assoc. Ltd., a separate business entity in Las Vegas. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Brian Cunning is a CFP®-designated financial advisor with Morgan Stanley, based in Las Vegas, NV, and has 21 years of industry experience. His prior roles include positions at LPL Financial, Zions Capital Advisors, and MSI Financial Services. Outside of his advisory work, he is involved in managing real estate rental properties. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a variety of investment programs.

Alyson Morris is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 66 designation and 14 years of industry experience. She has been with Ameriprise and its affiliated entities since 2011. Ameriprise provides a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, delivering structured recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to create tailored recommendations, primarily for clients with assets held in Ameriprise-managed accounts.

Ryan Deutsch is a financial advisor with Merrill, holding a Series 66 credential and four years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2022 and has held various roles in real estate and other businesses since 2017, including Uber and MRBD LLC. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Andres Perez Paredes is a financial advisor at Thrivent Investment Management with two years of industry experience and a Series 66 designation. He has held roles at Thrivent Financial since 2024 and previously worked in education and entertainment sectors, including Tutor Kings and AV Vegas Entertainment. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across various financial planning topics, without managing investment portfolios or institutional mandates.

Kitty Law is a financial advisor at Merrill with 11 years of industry experience. She holds the Series 66 designation and has been associated with Merrill and Bank of America since 2005. Outside of her advisory role, she is involved as a general partner in SKCK Investment LLC, a property management business based in Las Vegas. 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 and profit-sharing plans, corporations, and charitable organizations.

Stephanie Webb is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 63 designation and bringing 40 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Outside of her advisory role, Webb serves on the board of directors and as secretary for CEF of Southern Nevada Inc., acts as a successor trustee in fiduciary activities, and performs as a banjo player in musical shows. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines centralized consulting with personalized advisor collaboration, emphasizing managed accounts and algorithm-supported recommendations.

John Roehm is a financial advisor with Mass Mutual Investors Services based in Las Vegas, NV, holding Series 65 and Series 66 licenses. He has 20 years of industry experience, including long tenures at Key Investment Services LLC and KEY BANK. Outside of his advisory role, he is involved in insurance brokerage and business development for residential and commercial real estate financing companies. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, with a focus on collaborative, annual planning engagements using firm-approved analytical tools.

Weiping Chen is a CFP® with 18 years of industry experience, currently serving at MassMutual Investors Services since 2017. Prior to this, Chen worked at Metlife Securities from 2009 to 2017. Chen is also the owner of CWP Wealth Solutions, a financial and insurance services LLC. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational programs with a focus on collaborative annual planning engagements.

Ramoncito Rodriguez is a financial advisor with Merrill in Las Vegas, NV, holding Series 65 and Series 66 licenses and 20 years of industry experience. He has been with Merrill and Bank of America since 2015. Merrill, along 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.

Melissa Kahler is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 18 years of industry experience. Her prior roles include positions at Colonial Life and Transamerica Financial Advisors, Inc. She also maintains a notary public designation. 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 advisory platform and diversified financial services.

Jeffrey Tuckett is a Planning Consultant at Fidelity Investments, where he assists clients in navigating financial planning processes. He focuses on making financial planning less overwhelming and more actionable by maintaining clear conversations centered on clients' priorities. Jeffrey helps clients translate their long-term goals into practical steps, supporting them as their plans evolve. His professional experience includes roles as a Planning Consultant at Fidelity Investments in 2026, a Financial Representative at the same firm from 2023 to 2026, and a Life Insurance Broker at Guidetoinsure in 2023. Jeffrey emphasizes clarity and transparency, helping clients understand their financial options in a way that is relevant to their everyday lives. Outside of his professional work, Jeffrey is interested in family activities, football, social events with friends, golf, and movies.

Peter Henriques is a financial advisor with Merrill in Las Vegas, NV, holding a Series 66 designation and 20 years of industry experience. He has worked at Merrill and Bank of America since 2020 and previously spent five years at Charles Schwab. Outside of his advisory role, he is a 50% owner of HCY Global, LLC, a retail and wholesale business managed by his wife, where he assists with bookkeeping and tax filing. Merrill, along 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 a wide range of clients, including individuals, high-net-worth clients, and institutional entities, with a focus on diverse asset allocation and tax-sensitive strategies.