Mary Sapaden is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at Prudential, LPL, Hertz Rental Car, and the University of Hawaii at Manoa. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset managers through an integrated platform that combines advisory and brokerage capabilities.

Travis Johnson is a financial advisor with Edward Jones in Las Vegas, NV, holding a Series 66 designation and 7 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and is notable for its extensive advisor network and affiliated financial services.

Stephen Close is a CFP® with 26 years of industry experience, currently serving at Cetera. He has held roles at Cetera Wealth Services, Concourse Financial Group Securities Inc, and Lincoln Financial Securities Corporation. Outside of his advisory work, Close is treasurer of the Nevada Firearms Coalition and serves as Stake Assistant Clerk - Finance for The Church of Jesus Christ of Latter-day Saints. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of investment management and advisory services through a large network of independent advisors and a multi-manager platform with various program structures and custodial relationships.

Alexander Newby is a financial advisor with Thrivent Investment Management in Las Vegas, NV, holding a Series 66 designation and four years of industry experience. He has been with Thrivent and its affiliated entities since 2021. Outside of his advisory role, Newby is involved in several entrepreneurial ventures, including serving as COO of Skout Media, a company that builds and monetizes niche websites, and as co-founder of Let’s Roll Press, a game publishing company, and Booza Boys, an ice cream business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based analyses and written recommendations on a broad range of topics, with options to combine planning with managed-account programs, while maintaining separate planning and portfolio management services.

Lisa Obeji is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds Series 66 and Series 63 designations and has been with Morgan Stanley and its Private Bank since 2014. Outside of her advisory role, she is a sole proprietor and co-owner of a rental property in Albuquerque, New Mexico. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Douglas Erbert is a financial advisor at Edelman Financial Engines with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Financial Engines Advisors, L.L.C. since 2016, including its predecessor firm, as well as Tmfs Advisors, Llc. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through advisor-led and online offerings.

Sashene Powell is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Brian Davis is a CFP® professional with 17 years of industry experience. He is currently with LPL Financial, where he has worked for five years. His prior experience includes roles at Waddell & Reed Inc and various insurance carriers. Davis also manages an insurance business and operates multiple investment-related entities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Fatima Arevalo is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. She holds Series 63 and Series 66 designations and has worked at various Wells Fargo entities since 2007, including Wells Fargo Advisors LLC and Wells Fargo Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s process is IPS-driven and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Marci Griffin is a financial advisor at Raymond James Financial with 33 years of industry experience. She holds Series 63 and Series 66 credentials and has worked with firms including Wells Fargo Clearing, Mercer Global Advisors, Morgan Stanley, and SunTrust Investment Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, pension plans, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad advisor network with specialized municipal advisory and SIMPLE IRA employer consulting services.

Karl Wolfslau is a financial advisor with Morgan Stanley in Boulder City, NV, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process includes structured discovery conversations and firm-approved tools, with plans typically developed without individual security recommendations and implemented by clients.

Derek Uehara is a CFP® credentialed financial advisor with Raymond James Financial, based in Las Vegas, NV, and has 26 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. since 2010. Outside of his advisory role, he is a writer of the book "Don't be a zombie -- seize control while you still can!" and serves as an emcee for special events and group meetings. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm provides tailored, non-discretionary planning using risk profiling and modeling tools and supports advisory programs alongside a municipal advisor and specialized consulting services.

Roland Watkins is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy development, performance reporting, and participant education. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Trent Loucks is a financial advisor at Charles Schwab with 17 years of industry experience. He holds a Series 66 designation and previously worked at TD Ameritrade for 10 years before joining Schwab. Charles Schwab & Co., Inc. serves mainly 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 provides integrated brokerage, custody, and investment advisory services.

Jose Munoz is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs from 2019 to 2022. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework for its recommendations.

Alvaro Gonzalez is a financial advisor at Merrill with 7 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Wells Fargo Clearing and Wells Fargo Bank. 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 institutional investors.

Lisa Hunt is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Her prior work includes roles at Prudential Insurance Company of America and Nexa Mortgage LLC. She is based in Las Vegas, NV. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Randall White is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. 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.

Conner Mccubbin is a financial advisor with OSAIC in Henderson, NV, holding a Series 66 designation and nine years of industry experience. He previously worked at SII before joining OSAIC in 2018. Mccubbin is involved in insurance as an agent and operates under the DBA Guida & Mccubbin Financial Consultants. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers and wrap programs. The firm uses asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across multiple asset classes.

Dorothy Hull is a Series 66 licensed financial advisor with Ameriprise in Spring Creek, NV, and has 29 years of industry experience. Her background includes long-term roles at Waddell & Reed and various insurance carriers, along with independent insurance brokering. She also serves on the Board of Directors as an elder at Lamoille Presbyterian Church. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.