Michael Dampier is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 24 years of industry experience. His career includes prior roles at Wells Fargo Advisors LLC, Wells Fargo Investments, LLC, and Merrill. 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.

Marlo Ramo Morales is a financial advisor at Merrill with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Merrill, Morales worked at Equitable Advisors, LLC and Primerica Financial Services. Outside of advisory work, Morales operates a sole proprietorship called Zeroed In, which provides weapons training. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, utilizing model-based and discretionary strategies for a range of clients including individuals, high-net-worth investors, and institutions.

Chenge Li is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley Private Bank, National Association and Morgan Stanley since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market simulations as part of its financial planning process.

Leesa Valdez is a financial advisor with LPL Enterprise and holds the Series 66 designation. She has 18 years of industry experience, including roles at Prudential Insurance Company of America, Pruco Securities, VALIC Financial Advisors, and Wells Fargo. LPL Enterprise provides investment advisory and brokerage services to a diverse client base that includes individual and high-net-worth investors, retirement plans, banks, 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 Verderosa is a financial advisor at Merrill with Series 63 and 65 licenses and 3 years of industry experience. His prior roles include positions at Bank of America, Ameriprise, and the Las Vegas Real Estate Training Center. He serves as successor trustee for The V Family Trust. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Karen Alexander is a Series 66-credentialed financial advisor with Edward Jones, based in Boulder City, NV. She has 34 years of industry experience, all with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Clinton Anderson is a financial advisor with Charles Schwab in Henderson, NV, holding a Series 66 designation and 18 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2023, and previously at TD Ameritrade from 2013 to 2023. Outside of his advisory role, he manages a rental property used by his family that requires minimal maintenance. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm combines non-discretionary advisory services with access to discretionary separately managed accounts, employing multi-asset model portfolios and thorough due diligence on alternative investments.

Lauren Clark is a financial advisor with Cambridge Investment Research Advisors in Las Vegas, NV, holding a Series 66 credential and two years of industry experience. Prior to joining Cambridge in 2026, she worked at Ameriprise and has a background that includes roles in communications and education. She participates part-time in an Artificial Intelligence fellowship program focused on enhancing large language models. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement advisory services. The firm offers tailored portfolio management through various platform arrangements and maintains proprietary and third-party model strategies.

Jason Baucom is a financial advisor with LPL Financial in Las Vegas, NV, holding a Series 66 credential and 12 years of industry experience. He previously worked at Edward Jones from 2014 to 2016 and has been affiliated with Silver State Schools since 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. It offers various advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers.

Matthew Bontrager is a financial advisor with Cambridge Investment Research Advisors based in Henderson, NV. He holds the PFS™ designation and has one year of industry experience. His prior work includes roles at Indiva Advisors and Ellsworth & Stout, and he is also involved with TrueBooks LLC. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and estates, offering financial planning, investment management, and retirement plan advisory through a network of independent professionals. The firm provides multiple investment implementation options, including proprietary models and access to third-party strategists, with tailored strategies to meet client objectives.

Ralph Carbone is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at UBS Financial Services, Quick & Reilly, Banc Of America Investment Services, Investors Capital Corp., and Cetera Advisors LLC before joining Cetera in 2024. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with over $256 billion in assets under management and more than 10,000 advisors.

David Thiel is a financial advisor with Thrivent Investment Management based in Las Vegas, NV. He holds the Series 66 designation and has 13 years of industry experience, having worked with Thrivent Financial for Lutherans since 2013. 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 covering a wide range of financial planning topics, with options to combine planning with managed-account programs under a consolidated billing system called “WealthPlan.”

Jessica Okamoto is a financial advisor with Thrivent Investment Management in Las Vegas, NV. She holds a Series 66 designation and has 10 years of industry experience. Since 2015, she has been with Thrivent Financial and Thrivent Investment Management. Okamoto serves as a board member of Win Win Charity, which provides entertainment to children in hospitals nationwide. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides goal-based, holistic analyses on a broad range of financial topics, delivering planning and managed-account services separately.

Carlos David Escobar Alvarez is a Series 66-licensed financial advisor at Fidelity Investments with one year of industry experience. He previously worked at Northwestern Mutual and has a background that includes roles in education and hospitality. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, with an investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Lisa Mc Guire is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 66 designation and 13 years of industry experience. She has worked at Ameriprise Financial Services, Inc. since 2012 and continues with affiliated firms, including American Enterprise Investment Services, INC. since 2020. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Scott Engelhardt is a financial advisor at Primerica Advisors with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been with Primerica Advisors and Primerica Financial Services since 1996. Engelhardt has also been involved with Red Rock Running Company and operates an investment-related legal entity for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm relies on model-delivery strategies from unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Geoffrey Lee is a financial advisor at Ameriprise with 22 years of industry experience and holds a Series 66 designation. He has been with Ameriprise and its related entities since 2003. Ameriprise offers a retirement-income planning service targeted at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical for a large institutional firm.

Brook Benson is a financial advisor at Ameriprise in Las Vegas, NV, holding a Series 66 designation and five years of industry experience. His work history includes roles at Equitable Advisors, LV Premier Marketing, and the University of Nevada Las Vegas. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies. The firm’s approach integrates investment research and algorithmic tools to support asset allocation and Social Security decisions within a defined investment universe.

Warren Kim is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including JPMorgan Chase Bank N.A. and Global Atlantic Financial Company. Outside of his advisory work, he is involved with JSWK Co, LLC, a real estate rental business. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies across various platforms.

Mark Howard is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its predecessor entities since 1997. Outside of his advisory role, he works part-time delivering pizzas for Domino's. Ameriprise provides a retirement-income planning service designed for clients nearing or in retirement with significant investable assets. The firm employs a centralized consulting team that combines research, modeling, and tax-efficiency analysis to produce tailored, non-discretionary recommendation reports, primarily for clients holding assets in Ameriprise-managed accounts.