Charles Barley is an Investment Consultant at Fidelity Investments, a position he has held since 2025. He has progressed through several roles within the company, including Relationship Manager (2024-2025), Customer Relationship Advocate (2023-2024), and Soar Program Associate (2022-2023). In his career at Fidelity Investments, Charles focuses on developing financial plans tailored to clients' unique goals. He emphasizes attentive listening and collaboration to build effective strategies, aiming to foster a supportive environment for his clients throughout the planning process. Outside of his professional work, Charles has interests in comedy, fitness, football, socializing with friends, music, and traveling.

Shannon Chase is a financial advisor with Morgan Stanley in Henderson, NV, holding a Series 66 designation and bringing 12 years of industry experience. Her career includes roles at Morgan Stanley Private Bank, N.A. from 2015 to 2021 and Morgan Stanley Smith Barney LLC since 2013. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Braxton Barbato is a financial advisor at LPL Financial with the Series 66 designation and one year of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of advisory work, he has involvement with Dish Network and maintains an investment-related business, Barbato Investments LLC. 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 services including financial planning, model portfolios, and access to third-party asset management, supported by a large network of investment adviser representatives.

Parker Wells is a Financial Advisor at Merrill Lynch Wealth Management, specializing in family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and serving clients in sports and entertainment. He leverages his background as a former Division 1 football player for San Diego State University and his ongoing commitment to powerlifting to inform his approach to client service. Parker holds a Bachelor's Degree from Arizona State University - West Campus and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is known for dedicating his full attention to each client, tailoring strategies to their unique financial situations. Outside of his professional work, Parker enjoys adventure sports, football, and spending time with his family.

Noah Mc Keon is a financial advisor at Ameriprise with Series 66 credentials and less than one year of industry experience. His prior work history includes roles at New York Life, Uber, and professional sports organizations such as the Detroit Tigers and San Francisco Giants. He also spent several years with Alaska Wilderness Voyages. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement, typically with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated entities, combining research, modeling, and tax-efficiency analysis to deliver written retirement income recommendations.

Sebastian Fray is a financial advisor at Ameriprise with Series 65 and Series 63 licenses and three years of industry experience. He has worked with several firms including Hilton Grand Vacations and World Financial Group. His background includes diverse roles outside finance such as marketing, solar energy, and hospitality. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice focused on dependable income and tax-aware withdrawal strategies.

Nikolas King is a financial advisor with Ameriprise in Henderson, NV. He holds a Series 66 designation and has been with Ameriprise since 2025. His prior work experience includes roles at Controlworks, Costco, Islands Restaurant, and Albertsons Inc. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement who meet certain asset thresholds. The firm provides a combination of advisory, brokerage, and insurance solutions supported by a centralized consulting team that delivers algorithmically informed, non-discretionary recommendations.

Madhu Sudan Sharma is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 21 years of industry experience. He has worked with JP Morgan Chase Bank and Wells Fargo in various capacities over the past two decades. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Jimmy Salazar is a financial advisor at Fidelity with a Series 66 designation and six years of industry experience. His prior work includes roles at Bank of America, Merrill, and Clark County Schools. He is based in Las Vegas, NV. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a systematic investment process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction, and it serves a broad client base through discretionary and non-discretionary advisory solutions.

William Edde is a financial advisor with Primerica Advisors in Henderson, NV, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Primerica since 1999. Outside of his advisory role, he is co-owner of Millennium Business Enterprises and spends limited time on these outside business activities. Primerica Advisors sponsors a wrap-fee asset management program serving mainly individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm relies on model-driven investment strategies managed by unaffiliated asset managers and provides support through BNY Mellon Advisors and Pershing for trade execution and custody.

Keely Kyle is a financial advisor with Primerica Advisors in Las Vegas, NV, holding Series 63 and Series 65 credentials and seven years of industry experience. She has worked with Primerica Investment Inc since 2021 and previously with Primerica Financial Services and Brittan Angel. Outside of her advisory role, she is involved in the management and operations of investment-related products. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for client accounts.

Anthony Thurlow is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with several firms, including Ameriprise and Dmi, and owns Thurlow Wealth Management. He also teaches retirement education workshops at a local college and serves as a director for a homeowners association in Las Vegas. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse investment programs with discretionary and non-discretionary management, featuring access to third-party managers and a platform supporting customized portfolio solutions.

Jeremy Hafen is a financial advisor with Ameriprise in Henderson, NV, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to create tailored retirement plans and offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Justin McMillan is a Financial Consultant at Fidelity Investments, a role he has held since 2016. He has worked in financial services for over 17 years, focusing on building client relationships and promoting financial literacy and comprehensive wellness. His career at Fidelity includes positions as Investment Consultant, Relationship Manager, and Financial Representative spanning from 2011 to the present. Prior to joining Fidelity Investments, Justin worked as an Institutional Fixed Income Broker at Multi-Bank Securities, Inc. from 2009 to 2011. His experience encompasses a range of roles within the financial services industry, equipping him with broad expertise to serve his clients. Outside of his professional work, Justin enjoys concerts, golf, movies, outdoor adventures, reading, and traveling.

Lamberto Quintero is a financial advisor with Fidelity and holds Series 63 and Series 66 licenses. He has 10 years of industry experience with previous roles at J.P. Morgan Securities, Citi Bank, and Citigroup. Quintero has been with Fidelity since 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Landon Mcallister is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, he worked at Coldwell Banker for seven years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients through discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm incorporates proprietary research, quantitative analysis, and algorithmic portfolio construction in its investment process and serves multiple registered investment companies and fund-of-funds.

Clayton Kneip is a financial advisor at Charles Schwab with 17 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab Bank, Charles Schwab, TD Ameritrade Investment Management, TD Ameritrade, and Scottrade. Charles Schwab & Co., Inc. serves a broad client base including high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary and discretionary investment guidance with multi-asset model portfolios and centralized custody and operational support.

Ken Finkelson serves as Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2012. He has been with Fidelity since 1998, progressing through various positions including Financial Consultant and Investments Representative. Throughout his tenure, Ken has worked with a diverse client base, providing financial planning and guidance to help clients and their families pursue their financial goals. His approach focuses on ensuring each client has a solid plan tailored to their unique situation. Ken has extensive experience in the financial services industry, having spent over two decades in roles that have equipped him with a broad understanding of investment and financial planning. His career at Fidelity Investments reflects a sustained commitment to client service and financial consultancy. Outside of his professional duties, Ken enjoys baseball, golf, hiking, music, and exploring food as a foodie.

Jacob Curtis is a Series 66-registered financial advisor with Ameriprise in Henderson, NV, and has 22 years of industry experience. He previously worked at Southend Strategic Partners LLC and has been with Ameriprise since 2005. Curtis also has an employment relationship with Southend Strategic Partners as an advisor for another individual. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a Premier Retirement Income service focused on retirement planning with an emphasis on dependable income sources and tax-aware withdrawal strategies.

Jana Reddick is a financial advisor with Ameriprise in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Her prior work includes seven years at Morgan Stanley and six years at Morgan Stanley Private Bank. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to generate tailored recommendation reports through a centralized consulting team.