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.

Michael Dampier is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 24 years of industry experience. His career includes prior roles at Wells Fargo Advisors LLC, Wells Fargo Investments, LLC, and Merrill. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Chenge Li is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley Private Bank, National Association and Morgan Stanley since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market simulations as part of its financial planning process.

Leesa Valdez is a financial advisor with LPL Enterprise and holds the Series 66 designation. She has 18 years of industry experience, including roles at Prudential Insurance Company of America, Pruco Securities, VALIC Financial Advisors, and Wells Fargo. LPL Enterprise provides investment advisory and brokerage services to a diverse client base that includes individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

Thomas Verderosa is a financial advisor at Merrill with Series 63 and 65 licenses and 3 years of industry experience. His prior roles include positions at Bank of America, Ameriprise, and the Las Vegas Real Estate Training Center. He serves as successor trustee for The V Family Trust. Merrill, along 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 plans, corporations, and charitable organizations.

Karen Alexander is a Series 66-credentialed financial advisor with Edward Jones, based in Boulder City, NV. She has 34 years of industry experience, all with Edward Jones. 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 nationwide network of financial advisors and branch offices.

Clinton Anderson is a financial advisor with Charles Schwab in Henderson, NV, holding a Series 66 designation and 18 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2023, and previously at TD Ameritrade from 2013 to 2023. Outside of his advisory role, he manages a rental property used by his family that requires minimal maintenance. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm combines non-discretionary advisory services with access to discretionary separately managed accounts, employing multi-asset model portfolios and thorough due diligence on alternative investments.

Lauren Clark is a financial advisor with Cambridge Investment Research Advisors in Las Vegas, NV, holding a Series 66 credential and two years of industry experience. Prior to joining Cambridge in 2026, she worked at Ameriprise and has a background that includes roles in communications and education. She participates part-time in an Artificial Intelligence fellowship program focused on enhancing large language models. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement advisory services. The firm offers tailored portfolio management through various platform arrangements and maintains proprietary and third-party model strategies.

Jason Baucom is a financial advisor with LPL Financial in Las Vegas, NV, holding a Series 66 credential and 12 years of industry experience. He previously worked at Edward Jones from 2014 to 2016 and has been affiliated with Silver State Schools since 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. It offers various advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers.

Matthew Bontrager is a financial advisor with Cambridge Investment Research Advisors based in Henderson, NV. He holds the PFS™ designation and has one year of industry experience. His prior work includes roles at Indiva Advisors and Ellsworth & Stout, and he is also involved with TrueBooks LLC. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and estates, offering financial planning, investment management, and retirement plan advisory through a network of independent professionals. The firm provides multiple investment implementation options, including proprietary models and access to third-party strategists, with tailored strategies to meet client objectives.

Ralph Carbone is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at UBS Financial Services, Quick & Reilly, Banc Of America Investment Services, Investors Capital Corp., and Cetera Advisors LLC before joining Cetera in 2024. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with over $256 billion in assets under management and more than 10,000 advisors.

David Thiel is a financial advisor with Thrivent Investment Management based in Las Vegas, NV. He holds the Series 66 designation and has 13 years of industry experience, having worked with Thrivent Financial for Lutherans since 2013. 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 analyses covering a wide range of financial planning topics, with options to combine planning with managed-account programs under a consolidated billing system called “WealthPlan.”