Samuel Long is a Series 66 licensed financial advisor with five years of industry experience, currently affiliated with LPL Financial in Minden, NV. His prior roles include positions at Stifel, Wells Fargo Clearing, Edward Jones, and State Farm. Outside of his advisory work, he is employed at Casino Fandango in Carson City, NV. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services through a large network of representatives who utilize model portfolios, third-party subadvisors, and customized strategies.

Steven Goodwin is a financial advisor with Morgan Stanley in Carson City, NV, holding a Series 66 credential and bringing 25 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including roles at Morgan Stanley Private Bank. Outside of his advisory role, he is the sole proprietor of SLOGRAY LLC, a property management business. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering financial planning through structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers a range of services including estate planning strategies and investment management.

Michael Nolting is a financial advisor at Edward Jones with the designations ChFC® and Series 66 and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Legacy Supply Chain Services, TekSystems, Murry Ranch LLC, and the University of Nevada. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated products under a fiduciary standard.

Misty Ambrose is a financial advisor with Edward Jones in Carson City, NV, holding a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2001, transitioning within the company over 22 years. Outside her advisory role, she serves as a hub director for a local networking group, organizing and leading weekly meetings. 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, supported by a large network of financial advisors and branch offices nationwide.

James Rachels is a financial advisor at Cetera with 14 years of industry experience. He holds a Series 66 designation and has been with Cetera Wealth Services since 2013. He is also the CEO of Capital Wealth Management, LLC, an investment-related business. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, supporting discretionary and non-discretionary account management.

Scott Jenner is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at several firms, including Legacy Wealth Management and Gateway Services Group. Outside of his primary role, he provides wealth management services to a small family account base as an independent contractor. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutions. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

James Bizzack is a CFP®-designated financial advisor with Ameriprise, based in Carson City, NV, and has 40 years of industry experience. He has been with Ameriprise and its predecessor entities since 2005. Outside of his advisory role, he is involved in independent insurance brokering and provides office administration services to Ameriprise franchise advisors through his ownership of East Bay Wealth Advisors. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, utilizing a centralized consulting team to deliver tailored, non-discretionary recommendations. The firm combines research, modeling, and tax-efficiency analysis to support clients nearing or in retirement, and operates with a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Juan Vargas is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities since 2023, with prior experience at JPMorgan Chase Bank, N.A., and Bank of America. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Graham Rogney is a financial advisor with Raymond James & Associates in Minden, NV, holding Series 63 and Series 65 credentials and 30 years of industry experience. He previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Katharine Shipley is a financial advisor at Edward Jones in Carson City, NV, holding a Series 66 designation. She has one year of industry experience, with prior roles at American Income Life Insurance, Academy Travel, and a long tenure at Douglas County School District. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Sarah Eldridge is a financial advisor with Edward Jones in Minden, NV, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. Her work history includes roles at Edward Jones since 2021 and prior experience with Wells Fargo Advisors, LLC and Wells Fargo Bank, NA. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, operating under a fiduciary standard.

Michael Haakinson is a financial advisor with Edward Jones in Carson City, NV, holding Series 63, 65, and 66 designations and 14 years of industry experience. He has been with Edward Jones since 2018 and previously worked at Ameriprise Financial Services, Inc. and Breakthru Beverage. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Steven Lakso is a CFP® professional with 24 years of industry experience. He has been with LPL Financial since 2012 and previously worked at Edward Jones from 2007 to 2011. Lakso is also a licensed life insurance agent representing fixed and fixed index insurance solutions. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Dana Uken is a financial advisor with Edward Jones in Carson City, NV, holding Series 63 and Series 66 credentials and 16 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive national network of advisors and branch offices.

Robert Stoker is a financial advisor at UBS Financial Services with 27 years of industry experience. He previously worked for Sanford C. Bernstein & Co., LLC for 19 years before joining UBS in 2020. He holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and offers proprietary research and capital markets services.

Matthew Laverone is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 21 years of industry experience. He has been with Cetera since 2013. Outside of his advisory work, he is involved in ranch operations where he participates in tasks such as irrigating, trimming trees, and harvesting. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and advisory services, supported by a nationwide network of over 10,000 advisors.

Richard Kapchuk is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 26 years of industry experience. He has worked at Morgan Stanley since 2011, including time at Morgan Stanley Private Bank, National Association, and previously spent 11 years at Ameriprise. Kapchuk also serves as a trustee for an investment-related trust based in Aptos, California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides services that include both advisory and brokerage offerings across retail and institutional sectors.

Kristina Kuprina is a financial advisor with LPL Financial in Minden, NV, holding a Series 66 designation and 20 years of industry experience. She has worked with LPL Financial since 2007 and was previously with Morgan Stanley Dw Inc. for one year. Kuprina is also involved with Sequoia Wealth Advisors & Investment Management, Inc. 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, model portfolios, third-party asset management access, and institutional programs, supported by a large network of investment adviser representatives.

Bryan Mccollam is a financial advisor with UBS Financial Services in Tahoe City, CA, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with UBS Financial Services since 2013. Outside of his advisory role, he serves on the Board of Directors for the Los Gatos Little League, where he is involved in fundraising efforts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and providing a range of financial planning, portfolio management, and capital markets solutions.

Virginia Merkouris is a financial advisor with LPL Financial and holds a Series 66 designation. She has 18 years of industry experience, having previously worked at firms including Jackson and Whitaker Inc, Jeffrey Whitaker, Waddell & Reed, Inc, and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various tools and strategies across discretionary and non-discretionary accounts.