Joshua Larson is a CFP® professional affiliated with LPL Financial, with six years of industry experience. He has been with LPL Financial since 2019 and has prior experience at Financial Advocates Investment Management and Washington State University. 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.

Christopher Ficara is a Wealth Management Advisor at Merrill Lynch Wealth Management. He provides straightforward financial guidance to help clients achieve their financial goals. Christopher and his team develop and implement personalized wealth management strategies for a diverse clientele including working professionals, corporate executives, small business owners, entrepreneurs, and retirees. He works with business owners seeking strategies to sell, recapitalize, or expand their businesses. Christopher's approach connects all aspects of a client's financial life to prioritize and pursue their most important goals. Christopher's expertise includes concentrated stock strategies, retirement planning, private business sales, investment management with access to alternative investments, education planning through 529 college savings accounts, private banking and lending services, trust and estate planning, as well as private foundations and charitable gifting strategies. He holds professional designations including Chartered Financial Analyst (CFA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a high school diploma from Yucca Valley High School, a bachelor's degree from the University of California, and a Master of Business Administration from the University of Pennsylvania. Christopher is a member of Wharton Alumni Angels of Silicon Valley and participates in community involvement through The Lake Tahoe Documentary Film Festival. His personal interests include adventure sports, biking, boating, camping, hiking, reading, running, skiing, soccer, and yoga.

Nicholas Abelow is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2015, following previous roles at Ameriprise and Osaic FA, Inc. Outside of his advisory role, he is employed part-time as a driver/chauffeur at Lake Tahoe Sports Medicine. 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 various advisory services including financial planning, model portfolios, and third-party asset management, employing both discretionary and non-discretionary strategies supported by research and operational tools.

Ryan Savage is a financial advisor with Edward Jones in Minden, NV, holding a Series 66 designation and two years of industry experience. His prior background includes employment at the University of Nevada-Reno for three years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory strategies and affiliated investment products, supported by a large network of advisors and branch offices nationwide.

Jeffrey Edmonds is a CFP® professional with 35 years of industry experience, currently with Equitable Advisors since 2025. He previously worked at Commonwealth Financial Network for 30 years. Outside of his advisory role, he is a live music performer under the name Jeff Edmyndz and serves as a swim coach for the Tahoe Swim Team. Equitable Advisors serves a broad range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party asset managers.

Jesus Manriquez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has been with Wells Fargo Clearing since 2017 and Wells Fargo Bank, N.A. since 2016. Outside of his advisory work, Manriquez owns and manages two small businesses in Carson City, NV, including a cleaning service and a car detailing company. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Francis Jacobs is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 29 years of industry experience. His career includes positions at Bank of the West, Bancwest Investment Services, New York Life Investment Management, and Merrill. Outside of finance, he is involved in coaching and owns a business related to trap shooting. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Tamara Mc Kennon is a financial advisor with Edward Jones in Glenbrook, NV, holding a Series 66 designation and 16 years of industry experience. She has been with Edward Jones since 2009 and has additional self-employment experience dating back to 1991. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large national network of advisors and branch offices.

Jeffery Whitaker is a CFP®-certified financial advisor with 46 years of industry experience, currently affiliated with LPL Financial since 2021. His prior experience includes long-term roles at Waddell & Reed, Transamerica Life Insurance, and founding Jackson & Whitaker Inc. Outside his advisory work, he has been involved with aviation and scouting organizations over multiple years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning, portfolio management, and institutional services, supported by extensive advisor tools and a broad platform that includes insurance and banking partnerships.

Gerald Klosterboer is a financial advisor at Cetera with 48 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior work includes over 28 years at First Allied Securities, Inc. and 8 years at First Allied Advisory Services, Inc. Outside of his advisory role, he serves as a board member of the Kiwanis Club of Lake Tahoe. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a wide range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to both affiliated and third-party managers.

Christopher Martin is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at JPMorgan Securities LLC and US Bank N A. 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.

Patrick Gaskill is a CFP® professional affiliated with LPL Financial, bringing 26 years of industry experience. He previously worked at Waddell & Reed, Inc. and various insurance carriers under W&R Insurance Agencies, Inc. He is also a published author of "The Business of Life and Golf." 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 wide range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing significant assets.

Sean Ali is a financial advisor at Wells Fargo Advisors with 40 years of industry experience. He holds the CFP® designation and has worked previously at Morgan Stanley and its affiliates from 1998 to 2013. Outside of his advisory role, he owns and manages a financial practice under Wells Fargo Advisors Financial Network and has ownership interests in several oil and gas lease ventures. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning options including retirement, education, risk management, and specialized services such as business-owner transition and special-needs analysis. Advisors utilize proprietary research and planning tools to develop tailored recommendations for clients.

Allison Devine is a financial advisor at LPL Financial with one year of industry experience. She holds a Series 66 designation and previously worked for Grace Church Reno for six years. 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 broad range of advisory and brokerage services, including financial planning and access to various portfolio programs and institutional platforms.

Tyler Lightcap is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has 16 years of industry experience, including prior roles at Wells Fargo Clearing and Wells Fargo Bank. Outside of his advisory work, he serves as chairman of the High Fives Foundation, a nonprofit supporting outdoor sports athletes through injury prevention awareness and resources. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence to recommend approved investment strategies.