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 with LPL Enterprise who holds Series 63 and Series 65 licenses and has seven years of industry experience. His prior roles include positions at DelMorgan & Co, AviSight, and Access Health Ventures, as well as a period of self-employment. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm typically employs model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.

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 create strategies aligned with their personal goals. Spencer's approach centers on trust, personalized service, and helping clients feel confident about their financial future. He specializes in personal retirement planning, sports and entertainment, and individual and corporate investment strategies. Spencer holds professional designations including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). His educational background includes 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. In addition to his professional work, Spencer is involved in community organizations such as National Youth Sports, Olive Crest, Three Square Food Bank, and the Tyler Robinson Foundation. He is also engaged in personal interests including basketball, golfing, spending time with his family, and volleyball.

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.

Emanuel Lizama is a financial advisor at Edelman Financial Engines with three years of industry experience. He holds a Series 65 designation and has previously worked at USAA and American Express. Outside of his advisory role, Emanuel is the sole proprietor of Lizard-Llama Games LLC, where he designs and develops games. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large participant base through advisor-led and online offerings.

Raghav Bhagat is a financial advisor at Ameriprise with two years of industry experience and holds a Series 66 designation. Prior to joining Ameriprise in 2024, he worked with Aspen Alpha Advisors LLC and has experience in various educational roles at institutions including the University of Nevada, Reno. 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.

Alexi Howie is a CFP® with 21 years of industry experience, currently advising clients at Cambridge Investment Research Advisors since 2022. Prior to joining Cambridge, he worked at Capstone Capital Group and Beacon Pointe Wealth Advisors. Outside of his advisory work, he volunteers as a coach for the Girl Scouts and serves on the board of the Young Men Service League in Henderson, NV. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm provides financial planning, investment management, and retirement services through independent Financial Professionals, offering a range of portfolio management solutions and access to both proprietary and third-party strategies.

Joel Everage is a financial advisor with LPL Financial in Las Vegas, NV, holding a Series 66 designation and 25 years of industry experience. His previous roles include positions at Waddell & Reed Inc and various insurance carriers, as well as leadership at Atlas Team, LLC and Eddystone Rock, LLC. Outside of his advisory work, he is involved with Collective Advisors, LLC in a real estate rental capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management options, including model portfolios and third-party asset management, supported by technology tools for operational and research support.

Madison Faulis is a Financial Advisor at Merrill Lynch Wealth Management, where she has been serving High Net Worth professionals and their families since 2016. She works closely with clients to develop strategies that align with their personal goals, particularly focusing on education planning, family wealth management, legacy planning, and socially responsible investing. Madison assists clients in navigating significant financial decisions and emphasizes simplicity and transparency in the investment process. She is a member of Faulis DeGeorge and Associates, a team with over 70 years of combined industry experience, specializing in legacy and estate planning, as well as multi-generational investing. The team also provides access to banking, credit, and lending services through Bank of America, enabling a full-service approach to financial advisory. Madison holds Series 7 and Series 66 FINRA registrations and the Personal Investment Advisor (PIA) designation. Born and raised in Las Vegas, Madison earned both a Bachelor of Arts in Economics with a minor in Digital Humanities and a Master degree in Information Science from UCLA. Her community involvement includes participation in philanthropic groups such as Moonrise Next Gen Philanthropy, and she is a member of the UCLA Alumni Group's Las Vegas Chapter. She is passionate about sustainability and animal rights.

Jonathan Carlo Gosioco is a financial advisor with Wells Fargo Clearing in Las Vegas, NV. He holds a Series 66 designation and has three years of industry experience. His prior work history includes positions at JPMorgan Chase Bank, N.A. and Equitable Advisors, LLC. 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 combines research from Wells Fargo Investment Institute with third-party analytics to support its investment approach.

Gerard Diaz is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding a Series 66 designation and six years of industry experience. His work history includes roles at Charles Schwab & Co., Inc., Ameriprise Financial, and several other financial service firms. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Cason Swinn is a financial advisor with RBC Capital Markets in Las Vegas, NV, holding a Series 66 designation and 18 years of industry experience. He previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 10 years before joining RBC Capital Markets and City National Bank, where he has worked since 2017. Outside of financial advising, he owns and oversees Vegas Janitorial Services and Zolo Solutions Inc., a prescription drug regulator. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing a mix of in-house and third-party investment managers.

Bernard Schofield is a financial advisor with Morgan Stanley in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, and previously spent 15 years at Citigroup Global Markets. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes a structured planning process that incorporates advanced modeling tools and serves clients primarily in an advisory capacity.

Farrell Dela Cruz is a Series 66-credentialed financial advisor with 11 years of industry experience. He is currently with LPL Financial and Nevada State Bank, having previously worked at Edward Jones, Morgan Stanley, Bank of America, and Merrill Lynch. 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 a range of advisory and brokerage services, including financial planning and institutional platforms, supported by a large network of investment adviser representatives.

Eric Schimpf is a financial advisor at Merrill with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill since 2014. Outside of his advisory role, he is a minority investor in Chop Shop LLC, a butcher shop and restaurant in Park City, Utah, and a partner investor in raw land development in Tennessee. 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 strategies for individuals, high-net-worth clients, and institutional investors.

Thomas Fitzgerald Jr. is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 66 designation and 23 years of industry experience. He has worked at Ameriprise and its affiliate since 2005. Fitzgerald serves on the Board of Directors for the Las Vegas CPCU Society Chapter and is its Immediate Past President. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.