Olgers Hasanaj is a financial advisor with J.P. Morgan Securities in Las Vegas, NV, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America, Merrill, and Bankers Life. 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 applying an ESG eligibility framework in its recommendations.

Dana Pizzi is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding Series 63 and Series 66 designations and 13 years of industry experience. She has worked with Wells Fargo entities since 2008, including Wells Fargo Advisors LLC and Wells Fargo Bank NA. Outside of her advisory role, she is a co-owner of a rental property in Bakersfield, CA. 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 with over 14,000 advisors and offers both brokerage and advisory solutions.

William Diaz is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. His prior work experience includes roles at Amazon and Ross Dress For Less. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, 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 support its recommendations, delivered through a centralized consulting team in partnership with financial advisors.

Elizabeth Pattarettu is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing 18 years of industry experience. She has worked at Transamerica Financial Advisors, Inc. for multiple terms totaling around 10 years and served on the Senior Citizens Advisory Board for the City of Las Vegas since 2017. Prior to her financial advisory career, she was employed at University Medical Center for 24 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that delivers advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, including access to model portfolios, third-party asset management, and institutional platforms.

Lynda Schultz is a financial advisor at Raymond James & Associates with 29 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of her advisory role, she serves as officer, treasurer, and secretary for Arsilica, Inc., an online glassware distributor. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and municipal entities. The firm offers financial planning and consulting services through a range of portfolio management styles supported by firm research and a nationwide adviser network.

Richard Isaacs is a financial advisor with LPL Financial based in Las Vegas, NV. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. His prior work includes long tenures at LPL Financial, RGI Financial, and National Planning Corporation. 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, with advice delivered through a network of investment adviser representatives using a range of strategies and operational tools.

Marile Cornejo Blandon is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. Her prior work includes roles at Bank of America, Merrill, and J.P. Morgan. 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 solutions grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm’s offerings include a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs, distinguishing it among large institutional advisers.

Eduardo Corral is a Wealth Management Advisor and Managing Director with Merrill Lynch Wealth Management, bringing approximately 28 years of experience to his role. He works as part of a financial advisory team that collectively possesses over 70 years of experience in serving the financial needs of high net worth individuals and families. Eduardo acts as the team's liaison to Merrill's department specialists in areas such as retirement, estate, and trust planning services. His expertise encompasses comprehensive wealth management strategies including college education planning, divorce transition planning, family wealth management, legacy planning, retirement planning, and socially responsible investing. Eduardo holds multiple professional designations, including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his bachelor's degree from the California State University System and is fluent in English and Spanish. Eduardo participates in community volunteering aligned with Merrill's tradition of involvement in the communities served. Outside of his professional life, he enjoys biking, football, running, and spending time with his family.

Steven Larson is a financial advisor with Thrivent Investment Management in Las Vegas, NV, holding Series 63 and Series 66 designations and 19 years of industry experience. He has been with Thrivent Investment Management and THRIVENT Financial since 2006. 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 addressing a wide range of planning topics and allows clients to integrate planning with managed-account services while keeping them separate.

Nico Andrei Manzano is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2023, he worked in various roles including positions at the University of Nevada Las Vegas, University of Hawaii Maui College, Grand Wailea Resort, and Maui High School. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored written recommendations. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

George Najm is a financial advisor at Ameriprise in Las Vegas, NV, holding a Series 66 designation with two years of industry experience. His prior work includes positions at Fanatics, Wells Fargo, Petland, and UPS, among others. Ameriprise offers a retirement-income planning service targeted at individuals with significant investable assets, providing comprehensive written Recommendation Reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with algorithmic tools overseen by a specialized committee, delivering tailored, non-discretionary advice primarily for clients maintaining assets within Ameriprise-managed accounts.

Alejandro Gil is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 66 designation and seven years of industry experience. His career includes six years of service in the United States Air Force and two years at Dollar Loan Center prior to joining Ameriprise in 2017. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to create non-discretionary, written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Mickey Hart is a financial advisor with Ameriprise in Henderson, NV, holding a Series 63 designation and 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. 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, focusing on dependable income sources and tax-aware withdrawal strategies.

Arie Bojorquez is a financial advisor at Ameriprise in Las Vegas, NV, with one year of industry experience and a Series 66 designation. His prior roles include positions at Bankers Life & Casualty, Equitable Advisors, and the Paul Powell Law Firm. 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 written Recommendation Reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

William Evans III is a financial advisor at LPL Enterprise with seven years of industry experience. He holds Series 65 and Series 63 designations and has worked at firms including DelMorgan & Co and Access Health Ventures. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, 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 Jones is a financial advisor at Ameriprise with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Based in Las Vegas, NV, he has spent over 18 years at the firm. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm provides written, non-discretionary recommendation reports developed through a centralized consulting team using modeling, research, and tax-efficiency analysis, with a focus on assets held in Ameriprise-managed accounts.

Edward Kesisian is a financial advisor at Charles Schwab with 11 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab Bank, Charles Schwab & Co., Inc., and TD Ameritrade investment Management, LLC. Charles Schwab & Co., Inc. 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, delivering investment guidance via multi-asset model portfolios and a centralized operational structure.

Deborah Danielson is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 65 licenses and possessing 44 years of industry experience. She has been with LPL Financial since 1982. Outside of her advisory work, she is the author of the book *Why Me? Seeking Answers in Your Grief*, with proceeds directed to charity. 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 financial planning, various portfolio programs, third-party asset management access, and institutional platforms, providing advice and account management through a large network of investment adviser representatives.

Spencer Haire is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to simplify complex financial decisions and develop strategies that align with their personal goals. His approach focuses on building trust and providing personalized service to help clients feel confident about their financial future. Spencer's expertise includes personal retirement planning, sports and entertainment financial matters, and individual and corporate investment strategies. He is a Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Spencer holds a Master's Degree in Biomedical Science from Liberty University and a Bachelor's Degree in Comprehensive Cell & Molecular Biology from the University of Nevada - Las Vegas. He is fluent in English and Spanish. Outside of his professional work, Spencer is involved in community organizations including National Youth Sports, Olive Crest, Three Square Food Bank, and the Tyler Robinson Foundation. His personal interests include basketball, golfing, volleyball, and spending time with his family.

Deorella Bautista is a financial advisor at Merrill with 12 years of industry experience. She holds Series 63 and Series 66 designations and has prior experience at Wells Fargo Clearing and Wells Fargo Advisors. Bautista is also a general partner and managing member of Pleasant View Homecare LLC, a residential home for the elderly in Las Vegas. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.