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.

Sadia Hasan is a Senior Financial Advisor with Merrill Lynch Wealth Management. She assists individuals, families, and businesses in organizing their finances, addressing their questions, and implementing effective strategies to achieve their financial goals. Since 2011, Sadia has gained experience in banking and wealth management, with expertise in investing, commercial banking, business lending, and wealth transfer. She serves executives and professionals by helping them prioritize their ambitions and develop comprehensive financial plans that include portfolio design, retirement strategy, savings, legacy planning, and lending solutions through Bank of America. Business owners and entrepreneurs rely on her to manage the intersection of their personal and professional wealth, enabling them to focus on their enterprises. Sadia also works with families to navigate wealth decisions with discretion and sensitivity. Sadia holds a Personal Investment Advisor (PIA) designation and completed her high school education at Alta Loma High School. She is proficient in English, Bengali, and Hindi. Outside of her professional role, Sadia enjoys reading a variety of books, spending time with her husband and their Cavalier King Charles Spaniel named Kobe, and volunteering with local organizations focused on food security.

Jose Banda is a financial advisor at Wells Fargo Clearing with 6 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo in various capacities since 2005. 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 services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Michael Grays is a financial advisor at Fidelity with a Series 66 designation and 10 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Ameriprise Financial Services. Fidelity's Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors, delivering model portfolios built through proprietary fundamental research combined with quantitative analysis and systematic methodologies.

Alexa Simpson is a financial advisor with Merrill in Las Vegas, NV, holding a Series 66 designation and eight years of industry experience. She has been affiliated with both Merrill and Bank of America since 2014. Outside of her advisory role, she operates a sole proprietorship selling art and miscellaneous items through online platforms including Etsy and eBay. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jansen Bordinhao is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. He previously worked at Equitable Advisors from 2020 to 2025 and has been employed in the hospitality industry at Wynn Hotel & Casino since 2009. Cetera Investment Advisers LLC serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party managers.

Jay Capps is a financial advisor with MassMutual Investors Services in Las Vegas, NV, holding Series 65 and Series 63 licenses with six years of industry experience. Prior to joining MassMutual, he worked at Northwestern Mutual Wealth Management Company and its affiliates for six years. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Thomas Hubert is a financial advisor at LPL Financial with 26 years of industry experience. His prior work includes roles at Redwood Credit Union, CUSO Financial Services, Chase Investment Services Corp., and Citigroup Global Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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.

David Stark is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 30 years of experience in portfolio management and financial advising. Since 1991, he has been actively involved in the financial markets, navigating significant events such as the tech bubble of 2000, the financial crisis of 2008-2009, and the COVID-19 pandemic. In 2014, David transitioned from institutional portfolio management to the retail sector to assist clients in achieving financial success and reaching their long-term goals. His expertise includes college education planning, institutional investment consulting, managing new wealth, portfolio management services, women and wealth, and retirement income. David's investment philosophy employs a disciplined, multi-pronged approach emphasizing patience, discipline, and a combination of fundamental and technical analysis. He practices active management and tactical decision-making, aiming to exceed client expectations by fostering relationships built on trust, care, and service. His professional designation includes being a Personal Investment Advisor (PIA). David earned a Bachelor of Arts degree in Economics from the University of California at Santa Barbara. He is married to his wife, Lisa, and they have three children. Outside of his professional role, David enjoys spending time watching his children’s soccer games, fishing, golfing, and walking his two dogs. He is fluent in English and Spanish.

Gregory Mottau is a financial advisor with OSAIC, holding the ChFC® and Series 63 designations and bringing 55 years of industry experience. He has worked at OSAIC since 2023, following a 14-year tenure at FSC Securities Corporation and over four decades at his own firm, Mottau & Co Inc. Outside of his advisory work, he serves on the board of Airway Science Inc., a nonprofit organization for children, and participates in leadership development for high school students through Rotary Southwest. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations, offering integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and portfolio construction to meet client needs.

Brittany Dipace is a Certified Financial Planner™ (CFP®) with 12 years of industry experience. She has been with UBS Financial Services Inc. since 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based 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.

Alexander Harmon is a financial advisor with Fidelity Investments, holding a Series 66 designation and entering his advisory career in 2025. Prior to this role, he worked at Zoetis, Cencora, and Nippon Express USA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves multiple registered investment companies and delivers model portfolios using systematic methodologies and long-term asset allocation benchmarks.