Joel Prelog is a Series 65-licensed financial advisor with Fisher Investments in Las Vegas, NV, where he has worked since 1999. He has 25 years of industry experience. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment policy committee to guide portfolio construction and employs tax-aware processes and defensive tactics to manage risk and positioning.

Shanon Sabo is a financial advisor at Ameriprise with five years of industry experience. She holds a Series 66 license and has worked at Ameriprise Financial Services, LLC since 2021. Prior to her financial advisory career, she held roles at the Florida Department of Children and Families and the Florida Department of Juvenile Justice. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice. The firm uses proprietary research and third-party data to provide guidance on asset allocation, withdrawal strategies, and Social Security options within a defined investment universe.

Joseph Westrup is a CFP® professional with 36 years of industry experience, currently affiliated with LPL Financial. He previously worked at Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) for 20 years and Financial Dimensions Group, Inc. for 19 years. He is also involved with Westrup Wealth, a DBA related to his LPL business. 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 and model portfolio programs, supported by a large network of investment adviser representatives.

April Paragas is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. She has held positions within various Charles Schwab entities since 2023, following nine years at Citibank N.A. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios backed by research and due diligence on alternative investments.

James Milholen is a CFP® with 32 years of industry experience, currently affiliated with Fidelity in Las Vegas, NV. His tenure at Fidelity includes roles since 2011 across various divisions, including Fidelity Personal and Workplace Advisors and Fidelity Investments. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a proprietary investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including fund advisory and model portfolio delivery for intermediary platforms.

Francis Mc Laughlin is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, N.A./Merrill Lynch and the Clark County School District. 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 team of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities under the J.P. Morgan brand.

Grant Redmond III is a financial advisor with J.P. Morgan Securities in Henderson, NV, holding Series 63 and Series 66 licenses and 11 years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A., and Allstate Financial Services. J.P. Morgan Securities LLC 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.

Keith Lund is a financial advisor with LPL Financial in Las Vegas, NV, holding a Series 66 designation and 21 years of industry experience. He has worked at LPL Financial since 2011 and previously spent seven years at Ameriprise. 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.

Daniel Fritzler is a financial advisor at Thrivent Investment Management with 14 years of industry experience. He holds the Series 66 designation and has worked with Thrivent Financial for Lutherans since 2012. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning without discretionary trading authority, allowing clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Sean Mcginness is a financial advisor at LPL Financial with 11 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at CUSO Financial Services, L.P. and T. Rowe Price. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Linnette Stauffer is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. She has been with Cambridge Investment Research since 2015. Outside her advisory role, she is also employed by the Adam Udy Group in Las Vegas. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Rotarnah Seung is a financial advisor with Thrivent Investment Management in Las Vegas, NV, holding a Series 66 designation and four years of industry experience. Prior to joining Thrivent, Seung held positions at several firms including Bankers Life and Casualty and Sun City Financial. Seung serves on the national board of directors for Omega Delta Phi, a brotherhood organization focused on camaraderie and mutual support. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning that covers a broad range of topics, with an option to combine planning and managed-account services under a consolidated billing program called WealthPlan.

Linda Cruz is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. She has previously worked at Avantax Advisory Services and maintains her role at Strategize Wealth Management Group. Cruz serves as a board member of the Maryland Twilight Homeowners Association, where she assists with community governance and financial policies. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party and affiliated investment managers.

Nicholas Lymangrover is a financial advisor with Ameriprise in Las Vegas, NV, holding Series 63 and Series 65 designations and eight years of industry experience. He has worked at Ameriprise since 2017 and previously held a position at Lee's Discount Liquor. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides clients with tailored recommendation reports and ongoing tax-aware withdrawal strategies.

Mihaela Luminita Dogaru is a Wealth Management Advisor with Merrill Lynch Wealth Management. She works as part of an advisory team focused on serving the wealth management needs of affluent families, senior corporate executives, business owners, and tax-exempt organizations in the Wilmington, Delaware area and the greater Philadelphia metropolitan region. David Plaza, Mihaela's husband, is noted for his extensive experience in wealth management strategies that include asset management, retirement and estate planning, risk management, alternative investments, and specialized lending. While Mihaela’s specific professional background and credentials have not been detailed here, she is professionally aligned with Merrill Lynch Wealth Management, a firm known for comprehensive financial advisory services. Additional information regarding Mihaela's education, professional designations, community involvement, and personal interests was not provided.

Carl Johnsen is a financial advisor at UBS Financial Services with 29 years of industry experience. He has been with UBS since 2013 and holds Series 63 and Series 65 credentials. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides research-driven, model-based asset allocation tailored to client goals and risk tolerances.

Jocelyn Holzwarth is a CFP® with 28 years of industry experience, currently serving at OSAIC since 2024. She previously worked at Woodbury Financial for 18 years. Outside of her advisory role, she owns a consulting business focused on divorce issues and provides seminars on related topics, and she serves as treasurer for the Green Valley Ranch Homeowner’s Association. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations, offering a range of brokerage and advisory services with an emphasis on asset allocation and portfolio management through multiple advisory platforms.

Kenneth Serrio is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2012 and Jpmorgan Chase Bank, N.A. since 2011. 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 large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Warren Castor is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He began his career in the financial services industry in 2004 and has accumulated extensive experience working with a diverse range of clients. His approach involves understanding each client's unique financial situation and helping them develop a plan to achieve their financial goals. Prior to his current role, Warren served as a Financial Consultant at Fidelity Investments from 2012 to 2018. He also worked as an Investment Consultant at TD Ameritrade from 2007 to 2012, and held financial advisor positions at Equity Services and Leonard & Company between 2004 and 2007.

Debra Cohen is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, totaling 13 years before joining Ameriprise in 2022. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.