Kendra Wilson is a financial advisor at Edward Jones in Carson City, NV, with 11 years of industry experience. She holds the ChFC® and Series 66 designations and has been with Edward Jones since 2014. 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 programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Joshua Larson is a CFP® professional with six years of industry experience, currently serving as an advisor at LPL Financial. His career includes roles at Financial Advocates Investment Management and positions at Washington State University. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting.

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 with LPL Financial, holding the Series 66 designation and 19 years of industry experience. He has been with LPL Financial since 2015. Outside of his advisory role, he works as a driver/chauffeur for Lake Tahoe Sports Medicine. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a wide range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Ryan Savage is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. He has been with Edward Jones since 2024. Prior to his advisory role, he spent three years affiliated with the University of Nevada-Reno. 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 discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds.

Jeffrey Edmonds is a CFP® with 34 years of experience in the financial industry. He currently works at Equitable Advisors and previously spent 30 years at Commonwealth Financial Network. Outside of advising, he is a live music performer known as Jeff Edmyndz, a licensed residential real estate agent, and a swim coach for the Tahoe Swim Team. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model that combines advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

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 at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial since 2023. Prior to this, he has been associated with Bank of the West and Bancwest Investment Services, Inc. since 2016. Outside of his advisory role, Jacobs is involved in coaching shooting sports and owns The Main Line Trap Academy. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management along with research from multiple sources to support diversified investment strategies.

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®-credentialed financial advisor with 45 years of industry experience, currently associated with LPL Financial since 2021. His prior work includes long tenures with Waddell & Reed and several other financial and insurance-related firms. Outside of his advisory roles, he has been involved with aviation organizations and community groups, including the Sports Aviation Foundation and the Nevada Area Council of the Boy Scouts of America. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, supported by research and model portfolios from LPL Research and third-party subadvisors.

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.

Timothy Wagner is a financial advisor with Wells Fargo Advisors and holds a Series 66 designation. He has 12 years of industry experience, including prior roles at Edward Jones and Prudential Insurance Company of America. Wagner is based in Mammoth Lakes, CA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services through its network of advisors, using proprietary research and planning tools to develop tailored recommendations.

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® and holds a Series 66 license, with 25 years of experience in the financial services industry. He has been with LPL Financial since 2021 and previously worked for Waddell & Reed, Inc. and various insurance carriers for over two decades. Outside of his advisory work, he is a published author of "The Business of Life and Golf." LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing model portfolios, third-party subadvisors, and advanced technologies.

Allison Devine is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, she was affiliated with Grace Church Reno for six years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers diverse advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management along with various model portfolios and research resources.

Tyler Lightcap is a financial advisor with J.P. Morgan Securities, holding a Series 66 license and bringing 16 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018, following prior roles at Wells Fargo Clearing, Wells Fargo Advisors, and Wells Fargo Bank. Lightcap serves as chairman of the High Fives Foundation, a nonprofit focused on injury prevention awareness and support for outdoor sports athletes. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory capabilities with brokerage and investment management functions, delivering recommendations on a non-discretionary basis.