Chris Wible is a CFP®-designated financial advisor with 36 years of industry experience, currently with LPL Financial since 2025. He previously worked at CUSO Financial Services, L.P. for 23 years and is also affiliated with One Nevada Credit Union, where he has been involved since 2002. 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, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

Erika Jenel Delos Santos is a financial advisor at Ameriprise with a Series 66 designation and no industry experience. She has worked at Ameriprise Financial Services since 2014 and has held roles at Percept Corporation, Everi, and the Ocular Wellness & Nutrition Society. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written recommendation reports and ongoing annual planning advice focused on income sources and tax-aware withdrawal strategies.

Salvatore Petetti Jr. is a financial advisor with LPL Financial in Las Vegas, NV. He holds Series 63 and Series 65 credentials and has 27 years of industry experience. His prior firms include Citigroup Global Markets, Ameriprise, Morgan Stanley, and Banc of America Investment Services. He is also the managing member of multiple business entities established for tax and investment purposes. 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 and third-party asset management, and supports over 22,800 advisors and $819 billion in discretionary assets.

Kolio Kolev is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including Wells Fargo and Edward Jones. Outside of his advisory role, he is the founder of SnapShop AI LLC, a mobile e-commerce technology company, and works as a gymnastics coach at Browns Gymnastics. He also occasionally acts in community theater and film productions. 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 applying an ESG eligibility framework in its recommendations.

Jonathan Kwok is a financial advisor at LPL Financial in Las Vegas, NV, holding a Series 66 designation. He has one year of industry experience, with prior roles including positions at TakeProfitTrader LLC, Latus Group Ltd, and various educational and medical institutions. Kwok also has experience with Real Racquet Academy Limited. 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 access, and institutional platforms.

Charlton Simons is a financial advisor at LPL Financial with 38 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes roles at Sagepoint Financial, The Ameriflex Group, Silver State Schools Credit Union, and operating Simons Tax Service for over three decades. 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 wide range of advisory and brokerage services, including financial planning and model portfolio programs, and supports advisors with extensive research and operational tools.

Colin Christy is a Financial Advisor at UBS Financial Services in Las Vegas, NV, holding a Series 66 designation with 11 years of industry experience. He has been with UBS since 2014. Outside of his advisory role, he previously managed a concierge and reservation service business, ELITE VIP, LLC, which ceased operations in 2011. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

John Dube' is a financial advisor with Ameriprise Financial Services, holding a Series 63 designation and over 42 years of industry experience. He has worked at Ameriprise since 1984 in various capacities. Outside of his advisory role, he serves on multiple finance councils and boards for local Catholic churches and nonprofit organizations in the Las Vegas area. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. They offer a specialized Premier Retirement Income service focused on retirement income planning, utilizing proprietary research and third-party data to provide tailored recommendation reports and ongoing advice.

Kristen Dixon is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding Series 63 and Series 65 licenses and 12 years of industry experience. She has worked at Wells Fargo Clearing since 2017 and previously held roles at Bankers Life Securities Inc and Bankers Life & Casualty. Outside of her advisory work, she serves as an ambassador for Plexus, a company involved in supplement sales. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a range of financial products such as insurance-related vehicles and bank deposit sweep options.

Freddie Sarno is a financial advisor with Morgan Stanley in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes roles at Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets from 2000 to 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and investment modeling to support client financial plans.

Danijel Martinovic is a financial advisor at J.P. Morgan Securities with a Series 66 designation and over 20 years of industry experience. He previously worked at Bank of America, N.A. for two decades before joining JPMorgan Chase Bank, N.A. and J.P. Morgan Securities in 2025. 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 large institutional advisory operations with affiliated brokerage and investment management capabilities, delivering its program on a non-discretionary basis.

Bo Qiao is a financial advisor with Merrill in Las Vegas, NV, holding Series 63 and Series 66 designations and nine years of industry experience. His career includes roles at Bank of America and Wells Fargo, spanning both their banking and clearing divisions. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Gary Rosenberg is a Certified Financial Planner® at UBS Financial Services with 41 years of industry experience. He has been with UBS since 2008 and serves as a FINRA/NASD arbitrator. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and a range of capital markets services through a comprehensive platform.

Alyosha Diaz Zamora is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Zamora held roles at US Bank NA and CITIBANK. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios. The firm is noted for its use of systematic methodologies, AI-driven research, and formal advisory roles to registered investment companies.

Bruno Mark is a financial advisor with LPL Financial in Las Vegas, NV, holding the ChFC® and Series 63 designations and bringing 42 years of industry experience. He has been associated with LPL Financial since 1990 and has operated Bruno Mark Financial Inc. since 1993. Outside of advisory work, he is a co-owner and secretary of an underground trenching company and holds one-third ownership of a bar. He also serves on the board of the Boyd Family Foundation, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services including financial planning, model portfolios, and access to third-party asset management, with a focus on diverse investment strategies and operational support tools.

Jimmy Epley is a financial advisor with Raymond James Financial in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Cetera and Avantax, as well as a long tenure at H&R Block. Outside of his advisory work, Epley serves as Vice-President of the nonprofit Applied Scholastics Academy in Las Vegas and is President of the Nevada Society of Enrolled Agents. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, and institutions. The firm offers tailored, non-discretionary planning using detailed risk profiling and modeling, and supports its clients through advisory programs alongside municipal and public finance services.

David Segarra is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at Centaurus Financial, Inc. for 17 years before joining LPL Financial in 2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides access to financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a range of discretionary and non-discretionary investment strategies.

Daniel Rosengarten is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Wells Fargo entities since 2013. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Jordan Grangard is a financial advisor at RBC Capital Markets with 11 years of industry experience. He previously worked at UBS Financial Services for 11 years before joining RBC Capital Markets and City National Bank. Grangard serves on the board of directors for Miracle League Las Vegas, a nonprofit organization providing opportunities for disabled individuals to play baseball. He is also involved as an investor and advisor in several private companies and holds ownership in multiple private ventures. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers customized investment strategies through a range of advisory programs and integrates both in-house and third-party investment managers to tailor portfolios to clients’ risk profiles.

Brock Whiteman is a financial advisor at Ameriprise in Las Vegas, NV, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Moneytree Inc., La Cantera Resorts, and Dillard's, Inc. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored written recommendations and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies.