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.

Michael Jennings is an independent financial advisor based in Henderson, NV, with 25 years of industry experience. He has been affiliated with Bolar, Hirsch & Jennings Advisors LLC since 1999 and previously with Bolar, Hirsch & Jennings LLP from 1991 to 2022. His firm provides manager selection and advisory referral services, working primarily with high-net-worth individuals, trusts, retirement plans, and institutional clients. The firm does not offer direct portfolio management but refers clients to independent registered investment advisers, providing ongoing consultation and administrative support.