Karin Chu is a financial advisor at J.P. Morgan Securities with five years of industry experience. She previously worked at Citigroup from 2014 to 2023 before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2023. Outside of her advisory role, she serves as a board member for the Cornell Club of Greater Las Vegas and the Nevada Ballet Theatre. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Ismael Higareda is an advisor at Ameriprise with Series 63 and Series 65 designations and one year of industry experience. His prior work includes roles at BMO Bank, U.S. Bank, Wells Fargo, and Bank of America. He was also involved with the Made The Team Foundation, a nonprofit aimed at organizing youth sports that did not become active. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement-income planning through a centralized team using proprietary research and third-party data. The firm employs a selective enrollment process and integrates its affiliated investment products within its recommendations.

Anthony Chopp is a Series 66 registered advisor at J.P. Morgan Securities with four years of industry experience. He has held roles at various entities within the JPMorgan Chase organization since 2003. Outside of his advisory work, he serves on the board of the Public Education Foundation, a nonprofit focused on supporting public schools in the Las Vegas community. He also participates as an advisory board member for ChargerGoGo, a mobile charging solutions company. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a quantitative, manager-directed approach that incorporates ESG considerations. The firm offers non-discretionary advice supported by centralized due diligence and access to a broad range of investment products.

Mark Erculei is a financial advisor at Ameriprise with 29 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at Wells Fargo Clearing and Morgan Stanley Private Bank. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Samuel Abebe is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 66 designation and three years of industry experience. He has been with Ameriprise since 2021 and previously worked at the University of Nevada Las Vegas and Snowed INN LLC. Outside of his advisory role, he works as an Uber driver. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that provide written recommendations and annual advice focused on income sources and tax-aware withdrawal strategies. The firm’s approach integrates proprietary research and third-party data within a defined investment framework, requiring minimum investable assets for participation.

Christopher Nolan is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with LPL Financial since 2008 and previously spent three years at Ameriprise. Nolan is also involved in a non-variable insurance business partnership, General Manhattan Insurance & Benefits, with his spouse. 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, utilizing various investment strategies and technological tools to support its network of more than 22,800 advisors.

Dawn Gordon is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses, and has 40 years of industry experience. She previously worked at Lincoln Financial Securities Corporation for 16 years and operated her own firm, Dawn Gordon Financial Advisors, for 14 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Douglas Almeida is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. Prior to joining LPL Financial in 2020, he worked at firms including Cetera Advisor Networks, Summit Financial Group, Wells Fargo Clearing, and IFMG Securities. Outside of his advisory role, Almeida performs stand-up comedy and acting across the country. 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, supported by extensive technology and a broad network of over 22,800 advisors.

David Pezzillo is a Wealth Management Advisor with Merrill Lynch Wealth Management, serving clients in Las Vegas since 1997. He leads the Pezzillo & Hokanson Group, which he formed in 2015 to provide clients with personalized and precise financial planning services. Dave focuses on portfolio management, wealth transfer strategies, tax minimization strategies, executive compensation management, and goals-based planning. His clients include executives, business owners, retirees, and families, seeking assistance with diverse financial needs. David holds a Bachelor's Degree in Finance from the University of Nevada - Las Vegas and has earned the Certified Private Wealth Advisor® designation, among other professional credentials including Chartered Retirement Planning Counselor (CRPC), Chartered SRI Counselor (CSRIC), and Personal Investment Advisor (PIA). His extensive tenure at Merrill Lynch enables him to connect clients with resources that impact their financial lives effectively. Outside of his professional work, David has been a resident of Las Vegas since 1994 and participates in activities such as golfing and skiing. He is also involved with the Alzheimer's Foundation and volunteers with animal rescue efforts.

William Pierce is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at UBS Financial Services and Merrill. 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, supporting advisors through advanced research and operational tools.

Justin Mccullough is a financial advisor with Primerica Advisors in North Las Vegas, NV. He holds the Series 63 and Series 65 designations and has five years of industry experience. His prior work includes roles at Tesla, Inc., Primerica Financial Services, and Hotspur Casino. He also has non-investment related business activities involving referrals for home security and automation products through affiliates of Primerica. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, corporate, and charitable clients. The firm manages approximately $15.5 billion in assets across nearly 3,700 advisors and delivers advisory services through model-driven strategies and third-party portfolio managers.

Clark Stevens is a financial advisor with LPL Financial based in Las Vegas, NV. He holds a Series 66 designation and has 26 years of experience in the industry, including prior roles at Waddell & Reed and Independent Financial Group. Stevens joined LPL Financial in 2025 after brief tenures with other firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning and asset management solutions utilizing both proprietary and third-party strategies.

Jelena Draganic is a financial advisor at RBC Capital Markets with five years of industry experience. She previously worked at UBS Financial Services for seven years and has a background that includes three years with Mandalay Bay Resorts. Draganic holds a Series 66 designation. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, tailored to clients’ risk profiles and implemented through a combination of in-house and third-party investment managers.

Cheryl Belzer is a financial advisor with Merrill in Las Vegas, NV, holding the Series 66 designation and 16 years of industry experience. Her career includes roles at Bank of America, Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank, N.A. Outside of her advisory work, she is a co-owner of a family rental property. 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 strategies for individual, high-net-worth, pension, corporate, and charitable clients.

Jack Perren Leveridge is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he was affiliated with Cape Carbon Proprietary Limited and has academic experience at the University of New South Wales and Australian National University. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Myron Kwong is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. He previously worked at UBS Asia Limited for sixteen years before joining J.P. Morgan in 2023. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Rong Liu is a financial advisor with Fidelity in Las Vegas, NV, holding Series 63 and Series 65 licenses and 12 years of industry experience. Prior to joining Fidelity, Liu worked at Ameriprise Financial Services and Merrill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is noted for its registration as a commodity pool operator, advisory roles to registered investment companies, and use of AI-driven methodologies in portfolio management.

Brenda Lo is a financial advisor with UBS Financial Services in Las Vegas, NV, holding a Series 66 designation and seven years of industry experience. She has been with UBS since 2018 and previously worked at Earnest, Inc from 2015 to 2017. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

Joshua Nardi is a financial advisor with Merrill in Las Vegas, NV, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he has business interests in real estate investment through Nardi Properties LLC. Merrill, alongside its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for a range of individuals and institutions.

Janeth Chavarria is a financial advisor at Merrill with six years of industry experience and holds a Series 66 credential. She has been with Bank of America and Merrill since 2015 and previously worked at Elite Realty Team for ten years. 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 a range of clients including individuals, high-net-worth clients, and charitable organizations.