Margaret Quinones is a financial advisor at Merrill with 13 years of industry experience. She holds the Series 66 designation and has been associated with Merrill since 2012 and Bank of America since 2013. Outside of her advisory role, she is the owner of a personal business unrelated to investments. 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, and institutional investors.

Brandon Mc Queen is a financial advisor at Raymond James & Associates with eight years of industry experience. He holds a Series 66 credential and has previously worked at Edward Jones and Ameriprise Financial Services Inc. Brandon is based in Las Vegas, NV. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, charitable organizations, and municipal entities, offering financial planning, consulting, and institutional advisory services with a range of portfolio management styles and affiliated research resources.

Bradley Pickering is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch in 2011 following the completion of his bachelor's degree in Finance from the University of Nevada, Reno. He holds the Chartered Retirement Planning Counselor (CRPC) designation conferred by the College for Financial Planning Institutes Corp., as well as the Personal Investment Advisor (PIA) designation. Bradley's approach to wealth management is hands-on and detail-oriented. He evaluates each client's financial situation individually to offer recommendations that accurately reflect their investment profile and expectations. He works closely with clients to maintain their financial strategies over time, reviewing their needs and goals through different life stages. His expertise encompasses family wealth management strategies, services for endowments and non-profits, legacy planning, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Bradley is involved with the University of Nevada, Reno alumni community and participates in the Southern Nevada Golf Association. His personal interests include adventure sports, golfing, and ice hockey.

Morgan Busch is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and has worked at several firms, including Versifi Private Wealth and Hansen Wealth Management. Outside of finance, he has experience in the hospitality and retail sectors, including positions at The Depot Brewery and Massage Envy. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

James Kukurin is a financial advisor with Charles Schwab in Las Vegas, NV, holding a Series 66 designation and bringing 20 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2013. 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 offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Daniel Mejia is a financial advisor with Charles Schwab based in Las Vegas, NV, holding Series 63 and Series 66 licenses and having 10 years of industry experience. His career includes roles at JP Morgan Chase Bank and JP Morgan Securities before joining Charles Schwab in 2022. Mejia's current positions span Charles Schwab, Charles Schwab Premier Bank, and Charles Schwab Bank. 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 and offers a range of services including brokerage, custody, and cash-sweep arrangements.

Michael Chudd is a financial advisor with UBS Financial Services in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with UBS since 1997. Outside of his advisory work, he is involved with the UNLV Rebel Football Foundation. UBS Financial Services serves individual, corporate, and institutional clients with a broad range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services, and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Marlen Garner is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds a Series 66 designation and has worked at various JPMorgan entities since 2005, including JPMorgan Chase Bank and J.P. Morgan Securities. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Brandon Katz is a financial advisor at OSAIC with 15 years of industry experience and a Series 66 designation. His prior roles include positions at Securities America Advisors, Cooper Financial Group, and Scottrade. He is also involved in insurance sales, focusing on life insurance, annuities, and Medicare Advantage and Supplement plans. OSAIC serves a diverse client base that includes individual and high‑net‑worth investors, pension and profit‑sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of advisers, employing a variety of asset-allocation tools and third-party platforms to manage portfolios across multiple investment types.

Enrique Marrero Jr. is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He has worked at Merrill since 2020 and has prior experience at Bank of America, N.A., Morton College, and C&C Market Research. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Ruben Aldape is a financial advisor with Fidelity, holding a Series 66 designation and seven years of industry experience. He previously worked at Edward Jones and Sun City Insurance Group before joining Fidelity. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Javier Magana Benitez is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He has worked at Merrill since 2016 and previously held roles at Bank of America, N.A. and Autozone, Inc. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Laura Cosse is a Series 66-qualified financial advisor with nine years of industry experience. She has worked at Fidelity Investments since 2022 and previously held roles at Equitable Advisors, Axa Advisors, Transamerica Financial Advisors, and World Financial Group. Outside of her advisory work, she operates a small LLC focused on creating and selling custom t-shirt designs related to her dance activities. Laura is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a variety of investment portfolios, including model portfolios incorporating mutual funds, ETFs, and ETPs.

Julie Logsden Mellor is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 65 registrations and 27 years of industry experience. She previously worked at Gerber Kawasaki Wealth & Investment Management in two periods between 2012 and 2020. 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 wide range of advisory and brokerage services, employing a variety of investment strategies and supporting its advisors with research and operational tools.

Ronald Colunga is a financial advisor at Charles Schwab with Series 63 and Series 66 designations and one year of industry experience. His prior roles include positions at Ameriprise Financial Services, H & R Block, Model 1 Commercial Vehicles, and Colunga Land Group. 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 offers a combination of non-discretionary and discretionary portfolio management using multi-asset model portfolios and provides centralized custodial and advisory services.

Ashley Lopes is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She has worked with J.P. Morgan entities since 2010, including 12 years at J.P. Morgan Securities LLC. Lopes holds Series 63 and Series 66 licenses. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a network of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Paul Flores is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their financial goals and helps develop strategies to address their short-, mid-, and long-term objectives. His expertise includes general investing, retirement planning, and preparing for unexpected financial needs. Paul also provides access to Bank of America specialists for services such as banking, credit, home financing, and small business solutions. Paul holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a High School Diploma/GED from Mohave Community College. Beyond his professional activities, Paul engages in outdoor and recreational activities including hiking, hunting, pickleball, running, skiing, and traveling.

Daniel Nash is a financial advisor with Fidelity Investments in Las Vegas, NV. He holds a Series 66 designation and has recent experience with multiple firms including Equitable Advisors and Newfront. Outside of advisory roles, he worked in the food service industry with Mana Sushi & BBQ and Mount Royal Fine Foods. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including funds and charitable accounts. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Lanny Stout is a financial advisor at LPL Financial with 40 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at LPL Financial since 2017, following prior roles at National Planning Corporation and Stout & Waner. 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 a range of advisory and brokerage services, including financial planning and model portfolio programs, with a focus on strategic and tactical investment options supported by technology tools.

Michael Stanley is a financial advisor at Merrill in Las Vegas, NV, holding a Series 66 designation. He has one year of industry experience with prior roles at Equitable Advisors, ARIS, and Applied Analysis. Outside of finance, he has experience working in the hospitality industry at Sparks Water Bar. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.