Terri Bybee is a financial advisor at Merrill with 35 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 2003, with a brief period at First Republic Investment Management and First Republic Securities in 2017–2018. 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 plans, corporations, and charitable organizations.

Hyun Ryu is a Series 65-licensed financial advisor with seven years of industry experience. He is currently with LPL Financial, where he has worked since 2022, and previously held roles at The Patterson Capital Corporation and Oakwood Capital Management LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by extensive research and model portfolios.

Nathan Genung is a financial advisor at Ameriprise in Henderson, NV, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, using a centralized consulting team and a combination of research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Diana Khalil is a financial advisor with Merrill in Las Vegas, NV, holding a Series 66 designation and four years of industry experience. She has been associated with Merrill since 2015 and with Bank of America since 2022. Outside of her advisory work, she owns a sole proprietorship selling preowned clothing and accessories online. 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, and institutional investors.

Braden Olsen is a Financial Consultant at Fidelity Investments, where he assists clients in working towards their financial goals. He collaborates with clients to build tailored financial plans utilizing Fidelity's range of offerings and resources, aiming to help individuals feel confident throughout their financial journey. Braden's experience at Fidelity Investments includes roles as an Investment Consultant, Investment Solutions Representative, High Net Worth Service Associate, and Customer Relationship Advocate, spanning from 2022 to the present. This progression reflects his growing expertise in financial consulting and investment services. Outside of his professional work, Braden enjoys golf and snowboarding.

Jessica Saunders is a CFP® professional with 15 years of industry experience. She is currently affiliated with Cambridge Investment Research Advisors and has previously worked at Wells Fargo Advisors and multiple other financial firms. Saunders is also involved in several related business activities, including ownership and partnership roles in wealth management and consulting entities in Las Vegas. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charities, and trusts. The firm offers a range of financial planning and investment management services through independent financial professionals, utilizing multiple custody platforms and both proprietary and third-party model strategies.

Tricia Landefeld is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2008. She has been with Fidelity since 1996, progressing through various roles including Insurance Investment Consultant, Senior Investment Consultant, and Private Access Relationship Manager. Her experience encompasses a broad range of client needs within the financial services industry. Tricia holds a California Insurance License and focuses on educating clients to create a sound financial picture, aiming to build comfort and trust in their financial advisory relationships. Outside of her professional work, she has interests in motorcycles and pets.

Justin Elia is a financial advisor with LPL Financial, holding Series 66 and Series 63 licenses and three years of industry experience. He previously worked at Ameriprise and CPSI, where he spent ten years. Outside of his advisory role, he has experience as a junior developer consultant with a technology firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, utilizing model portfolios and research to support diversified investment strategies.

Ralph Haebich is a financial advisor at Ameriprise in Las Vegas, NV, with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Ameriprise offers retirement-income planning services focused on clients with significant investable assets, providing detailed, non-discretionary recommendation reports that incorporate tax-smart withdrawal strategies and Social Security claiming guidance. The firm uses a combination of research, modeling, and algorithmic tools to support its retirement-income consulting service.

Samantha Green is a financial advisor with Ameriprise in Henderson, NV, holding a Series 66 designation and three years of industry experience. Prior to Ameriprise, she worked at Valley Cheese and Wine and was involved with The Public Education Foundation. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, offering detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers advisory, brokerage, and insurance solutions through affiliated companies, utilizing a centralized consulting team and algorithmic tools to support their retirement income approach.

Jakob Fries is a CFP® with 10 years of industry experience, currently affiliated with Cetera. His career includes roles at Cetera Wealth Services, Avantax, LPL Financial, Citigroup Global Markets, and Wells Fargo Clearing. He also operates Jakob's Wealth Management LLC, which he founded in 2019. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with various portfolio management strategies, including model portfolios, third-party managers, and bespoke solutions.

Jerry Cortes is a Planning Consultant at Fidelity Investments, a role he has held since 2024. He is focused on helping individuals and families develop personalized financial plans tailored to both short-term and long-term goals. Jerry provides resources and insights to support clients in making informed financial decisions. He has been with Fidelity Investments since 2021, progressing through various positions including Investment Solutions Representative II, Investment Solutions Representative, High Networth Service Associate, and Customer Relationship Advocate. Prior to joining Fidelity, Jerry worked at Discover Financial Services as an Advanced Verification Analyst and at Zions First National Bank as a Lead Teller. Outside of his professional work, Jerry is interested in family activities, parenthood, reading, and traveling.

Jennifer Shydler is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. She is the founder of the Shydler Wealth Management Group and has been a financial advisor with Merrill since 2008. Jennifer brings extensive experience in addressing investing and fiduciary responsibilities for both individuals and institutions. Her client focus areas include executive compensation, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, liquidity management, philanthropic planning, women and wealth, sports and entertainment, tax minimization, and retirement income. Jennifer holds the CERTIFIED FINANCIAL PLANNER® certification, as well as the Chartered Retirement Planning Counselor™ and Certified Plan Fiduciary Advisor® designations. She is also recognized as a Retirement Accredited Financial Advisor. She earned her bachelor's degree in finance with distinction from San Diego State University and completed high school at Bishop Gorman. She has led professional organizations such as the Las Vegas chapter of LEAD for Women and served as president of Merrill's Women's Exchange Nevada from 2013 to 2023. Deeply involved in her community, Jennifer has mentored a Little Sister for 17 years through Big Brothers Big Sisters. She serves as Co-Chair of the Tyler Robinson Foundation, a pediatric cancer nonprofit, and volunteers with Dress for Success Southern Nevada, Nevada Partnership for Homeless Youth, and Olive Crest of Southern Nevada. A fifth-generation Las Vegan, she enjoys spending time with her husband Mark Wiley and their son Andy, as well as engaging in live music and traveling.

Aimee Osborne is a financial advisor at Merrill with 20 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2009. Osborne is also associated with Bank of America, N.A. since 2006. 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.

Christopher Hill is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management offers a range of advisory programs and tailored financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured tools and modeling techniques and delivers services primarily in an advisory capacity.

Carlene Barajas is a financial advisor at LPL Financial with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at LPL Financial and MassMutual in various capacities. Outside of advisory work, she is involved in tax preparation and accounting through a separate home-based business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and technology-driven investment strategies.

Alex Brimhall is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles at Dynamic Financial Advisors and Squeeze Media, among others. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through various program sponsors and third-party managers, providing both discretionary and non-discretionary advisory solutions.

Cole Brundage is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 66 designation and bringing two years of industry experience. Prior to joining Ameriprise in 2023, he worked at Global Experience Specialists and has held various roles in retail and education. Ameriprise provides retirement-income planning services focused on individuals with significant investable assets, combining research and modeling with tax-smart strategies delivered through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Christian Fair is a financial advisor with Charles Schwab, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc., as well as several years spent in full-time education and employment at Fabulous Freddys. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options.

Leib Milshteyn 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 Borris Distribution and held various positions in retail and education. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team.