John Dooley III is a financial advisor with Edward Jones in Carson City, Nevada, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he is involved in livestock sales and manages several real estate and rental property interests. Edward Jones is a wealth management firm serving over four million individual and institutional clients nationwide. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a broad network of financial advisors and branch offices.

Michelle Portney is a financial advisor with LPL Financial, holding the ChFC® designation as well as Series 63 and Series 65 licenses. She has 43 years of experience in the financial services industry, including prior roles at OSAIC, Sagepoint Financial, Sunamerica Securities, and an earlier tenure at LPL Financial. 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, and institutional platforms, supported by a large network of investment adviser representatives.

Ralph Agostini is a Financial Advisor and Certified Plan Fiduciary Advisor (CPFA) serving clients in the Lake Tahoe and Reno area. He works with families and business owners to address various aspects of their financial wellbeing, focusing on retirement planning to ensure sufficient assets for a comfortable retirement. Ralph collaborates with clients to create roadmaps tailored to their goals, covering asset management, income generation, and generational wealth planning. He holds a Bachelor's Degree and a Master's Degree from The City College of New York and holds professional designations including Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA). Ralph is affiliated with Merrill Lynch Wealth Management and is involved with professional and community organizations such as the League To Save Lake Tahoe, ASPCA, and Keep Tahoe Blue. Outside of his professional work, Ralph enjoys antiquing, baseball, basketball, football, hiking, music, reading, skiing, spending time with his family, and traveling.

Walter Shepperd is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His work history includes roles at Avantax Advisory Services and Linsco/Private Ledger, among others. Outside of his advisory duties, he assists small business owners with human resources, payroll, benefits, and retirement plans through a consulting business. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors serving individual, corporate, retirement plan, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services with multiple program options and a multi-manager platform.

Alexander Tancreto is a financial advisor with Edward Jones in Carson City, NV, holding a Series 66 designation and three years of industry experience. His prior work history includes positions at Sherwin Williams, Krch Realty, Amiseq Inc, Hughes Private Capital, Northwestern Mutual Life Insurance Company, and the Boys and Girls Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,000 financial advisors.

Rance Kimberlin is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Barrett Financial Group LLC and Northpointe Bank. He also has experience outside of finance, having been involved in window tinting through Premier Window Tinting for nine years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment advisory strategies supported by a nationwide network of more than 23,700 advisors.

Sanford Katz is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Outside of his advisory work, Sanford Katz is a 100% owner of an agricultural business growing grapes for wineries in St. Helena, California. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, including pension and charitable organizations. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Michelle Ketten is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 17 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019, and previously at Merrill and Bank of America from 2012 to 2019. Outside of her advisory role, she serves as trustee and vice-chair of the Western Nevada College Foundation board. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm delivers these services on a non-discretionary basis, combining institutional advisory operations with brokerage, distribution, and investment management capabilities.

James Foster is a financial advisor at Edward Jones with 28 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Edward Jones in 2017, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, Foster serves as president of the Toiyabe Men's Golf Club in Reno, NV. 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 advisory programs featuring discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Janjilla Erickson is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. She previously worked at Wells Fargo Advisors for one year and has held two separate tenures at Edward Jones, totaling approximately ten years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and offers a variety of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

Matthew Collier is a financial advisor with Thrivent Investment Management in Carson City, NV, holding Series 63 and Series 66 licenses and possessing 31 years of industry experience. He has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning without discretionary trading authority, allowing clients to combine planning with managed-account services under a consolidated billing arrangement called “WealthPlan.”

Russell Cory Jr. is a financial advisor at UBS Financial Services with 28 years of industry experience. He has been with UBS since 2008 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in residential property management as a landlord. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing model-based asset allocations and proprietary research to tailor strategies to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and custody solutions.

Vincent Kvarna is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America and The Cheesecake Factory, as well as involvement with the Basque Cultural Center and its restaurant. 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 accounts.

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.

Shane Mulron is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds the Series 66 designation and has worked at firms including E*TRADE Securities LLC and Options House Securities, LLC. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and investment committee insights.

Bradley Hyldahl is a financial advisor with UBS Financial Services who holds Series 63 and Series 65 designations and has 33 years of industry experience. He has been with UBS since 2004. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Marshall Grant is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 34 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022, and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by proprietary tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

Mark Reichhelm is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has been with LPL Financial since 1999. Outside of his advisory work, he is a board member of WMR Inc., a corporate entity related to his wife's business activities. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.

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.

Catherine Galgano is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 39 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.