Matthew Geeting is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation. Prior to joining Ameriprise, he worked at Lululemon Athletica and has experience in education at UNLV and local schools. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Douglas Pagan is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and Wells Fargo in various roles over the past 18 years. 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, utilizing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Steven Mccracken is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has worked at both Merrill since 2003 and Bank of America, N.A. since 2014. Outside of financial advising, he is an owner of Wellington Foods, LLC, which provides meal services to various institutions in the Las Vegas area, and he is also involved as a general partner and managing member of Wellspring Holdings LLC, which is investing in a mental health and addiction counseling practice. Merrill, together with 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 individual, high-net-worth, and institutional clients.

Vanessa Gomez Coronel is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In her role, she works closely with clients to understand their financial priorities and develop strategies tailored to meet their short-, mid-, and long-term goals. She serves as a resource for a broad range of financial needs, including investing, retirement planning, and saving for unexpected expenses. Additionally, she can connect clients with specialists from Bank of America for banking, credit, home financing, and small business solutions. Vanessa holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She earned her High School Diploma from Southwest Career and Technical Academy. Her approach focuses on identifying what matters most to clients and their families to help create actionable financial strategies.

Justin Elliott is a financial advisor with Ameriprise in Elk Grove, CA, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Outside of his advisory role, he owns and operates a business buying and selling baseball cards and sports memorabilia. Ameriprise is an institutional firm that offers a retirement-income planning service aimed at individuals nearing or in retirement with substantial investable assets. The firm uses a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports.

Nicholas Degeorge is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career at Merrill Lynch in 2010 as a Registered Retirement Plan Specialist, servicing 401(k) plan participants and Executive Bonus Award recipients. Since 2012, he has assisted High Net Worth clients and their families in the Las Vegas Valley, focusing on areas such as education planning, legacy planning, retirement income, and services for endowments, foundations, and non-profits. Nicholas holds Series 7 and 66 FINRA registrations, is licensed for Life and Health Insurance, and maintains the CERTIFIED FINANCIAL PLANNER® designation. Nicholas graduated from Embry-Riddle Aeronautical University with a Bachelor of Science degree in Professional Aeronautics. His career includes experience co-founding and growing a software company. He emphasizes a planning-first approach, developing written financial strategies tailored to clients' specific needs, which are reviewed and adjusted annually. Nicholas leads a team that includes Wealth Management Client Associates and specialists in banking, loans, trusts, and estates. Outside of his professional role, Nicholas enjoys hiking and outdoor activities with his wife and two dogs. He supports community organizations such as Lion Habitat Ranch Inc., Nevada Partnership for Homeless Youth, and Three Square through volunteer work. Nicholas has family roots in Las Vegas spanning four generations.

Robert Brown is a financial advisor at Charles Schwab with 35 years of industry experience. He holds the CFP® designation along with Series 65, 66, and 63 licenses. His prior experience includes long tenures at Fidelity and independent financial firms before joining Charles Schwab. Charles Schwab serves primarily 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, supported by multi-asset model portfolios and alternative investment due diligence.

Brian Phillips is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and has worked previously at Zahedi Capital Management and Sonoma State University. Outside of finance, he operated Forget Me Not Flowers and Gifts in 2019. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized retirement income service that provides written recommendations and ongoing planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Paul Gross is a financial advisor with LPL Financial in Las Vegas, NV, holding a Series 66 license and 16 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Waddell & Reed, Inc. and Morgan Stanley. Gross is involved with nonprofits such as Caring Hand for Children and New Directions for Youth. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to 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 investment adviser representatives.

Stacey Lee is a financial advisor with Ameriprise in Las Vegas, NV, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has worked at Ameriprise since 2017 and previously spent nine years with UBS Financial Services Inc. Ameriprise offers a retirement-income planning service targeting clients with significant investable assets, providing written recommendations that include income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver tailored retirement advice through a centralized consulting team.

Candace Johnson is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds a Series 66 designation and has worked at firms including Wells Fargo Advisors and Ameriprise Financial Services. Johnson is based in Las Vegas, NV. 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 brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Joseph Rubinstein is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. His prior roles include positions at Grove Point Investments, Grove Point Advisors, H. Beck, Inc., and DSI Advisers, Inc. Rubinstein has also worked in non-variable insurance services since 1988. 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 portfolios, third-party asset management access, and institutional platforms, supported by extensive resources and technology across a large network of advisors.

Sandra Laflin is a financial advisor at Ameriprise with Series 66 credentials and less than one year of industry experience. Her prior work includes roles in healthcare and education institutions such as Havasu Regional Hospital, Accent Care, Whitworth University, and Spokane Community College. Ameriprise is a large institutional firm offering retirement-income planning services primarily for individuals with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations through a centralized consulting team.

Cheyana Gribble is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 66 designation and 11 years of industry experience. She has been with Ameriprise and its affiliated entities since 2014. Outside of her advisory role, she is involved as an owner and landlord in a real estate rental business. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and algorithmic recommendation tools.

Tracy Starman is a financial advisor at Ameriprise in Las Vegas, NV, with 13 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2012. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, providing 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 deliver tailored retirement income recommendations through a centralized consulting team.

Alyssa Lubey is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Her career includes roles at Charles Schwab, TD Ameritrade, Cetera, and Foresters Financial Services. Outside of finance, she is involved with Sonora Guitar Intensive in a non-investment capacity. 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 portfolios, third-party asset management, and institutional platforms.

Richard Pettibone is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since joining Merrill Lynch in 1999, after creating and selling five companies as an entrepreneur, he has focused on serving a dedicated circle of both traditional and non-traditional clients. His client base includes entrepreneurs, physicians, and professionals seeking personalized wealth management strategies. Richard emphasizes clear and timely communication and prioritizes face-to-face meetings and client events to build trust and connect clients beyond financial matters. Richard’s expertise spans college education planning, divorce transition planning, family wealth management, institutional and corporate benefit services, managing new wealth, personal retirement planning, women and wealth, sports and entertainment, tax minimization, and retirement income. He combines Merrill Lynch’s research resources with long-standing external managers and collaborates with Bank of America Private Bank specialists, CPAs, and attorneys to deliver comprehensive wealth management solutions. He holds a Bachelor of Science degree in Business Administration from Golden Gate University and carries professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Richard is actively involved in community organizations such as the Bonnie J. Addario Lung Cancer Foundation, Children’s Brain Disease, Performing Stars of Marin, Roots of Peace, and The Taylor Family Foundation. Outside of work, he enjoys adventure sports, biking, golfing, hiking, scuba diving, skiing, tennis, traveling, yoga, and spending time with his family.

Kyra Gardner is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. She has been with J.P. Morgan Chase Bank and J.P. Morgan Securities since 2021. Gardner also has a background in education, having worked at the University of Southern California since 2020. 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 delivers these advisory services alongside affiliated brokerage and investment management capabilities.

Carolina Dean is a financial advisor with J.P. Morgan Securities in Las Vegas, NV, holding a Series 66 designation and four years of industry experience. Prior to joining J.P. Morgan in 2025, she worked at Ameriprise from 2021 to 2025 and has a diverse background including roles in education and retail. 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.

Robert Duffy III is a financial advisor at Raymond James & Associates with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank and Ameriprise. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and various organizations, offering financial planning, investment consulting, and municipal advisory services, with tailored planning generally conducted on a non-discretionary basis.