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 with LPL Financial in Las Vegas, NV, holding Series 63 and Series 65 credentials and having 14 years of industry experience. Her work history includes multiple roles at LPL Financial, Danielson Financial Group, MassMutual Life Insurance Company, and Brinc Drones Inc. Outside of advisory services, she is involved in tax preparation and accounting through a related CPA firm. 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 financial planning and asset management services delivered primarily through a large network of investment adviser representatives.

Alex Brimhall is a Series 66 licensed advisor with Equitable Advisors in Las Vegas, NV. He has been with Equitable Advisors since 2026 and has prior experience at Dynamic Financial Advisors and Squeeze Media. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party managers.

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.

Ryan Graff is a financial advisor with LPL Financial in Las Vegas, NV, holding a Series 66 license and having eight years of industry experience. His career includes roles at Bank of America and Merrill, as well as Nevada State Bank. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Tashay Williams is a financial advisor with Wells Fargo Clearing in Las Vegas, NV. She holds a Series 66 license and has been with the firm since 2015. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Thomas Galbraith is a financial advisor with Cetera, holding Series 63 and Series 65 designations and over 30 years of industry experience. His career includes roles at Summit Financial Group Inc. and Cetera Wealth Services, LLC, spanning two decades. He also owns KG Financial Group, which provides life and health insurance solutions for small companies and individuals. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers diverse portfolio management and financial planning services, utilizing a multi-manager platform with both affiliated and third-party investment options.

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.