Sadia Hasan is a Senior Financial Advisor with Merrill Lynch Wealth Management. She assists individuals, families, and businesses in organizing their finances, addressing their questions, and implementing effective strategies to achieve their financial goals. Since 2011, Sadia has gained experience in banking and wealth management, with expertise in investing, commercial banking, business lending, and wealth transfer. She serves executives and professionals by helping them prioritize their ambitions and develop comprehensive financial plans that include portfolio design, retirement strategy, savings, legacy planning, and lending solutions through Bank of America. Business owners and entrepreneurs rely on her to manage the intersection of their personal and professional wealth, enabling them to focus on their enterprises. Sadia also works with families to navigate wealth decisions with discretion and sensitivity. Sadia holds a Personal Investment Advisor (PIA) designation and completed her high school education at Alta Loma High School. She is proficient in English, Bengali, and Hindi. Outside of her professional role, Sadia enjoys reading a variety of books, spending time with her husband and their Cavalier King Charles Spaniel named Kobe, and volunteering with local organizations focused on food security.

Jose Banda is a financial advisor at Wells Fargo Clearing with 6 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo in various capacities since 2005. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Michael Grays is a financial advisor at Fidelity with a Series 66 designation and 10 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Ameriprise Financial Services. Fidelity's Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors, delivering model portfolios built through proprietary fundamental research combined with quantitative analysis and systematic methodologies.

Alexa Simpson is a financial advisor at Merrill with a Series 66 designation and seven years of industry experience. She has been with Merrill and Bank of America since 2014. Outside of her financial advisory role, she operates a sole proprietorship focused on selling art and miscellaneous items through online platforms such as Etsy and eBay. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Jansen Bordinhao is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. He previously worked at Equitable Advisors from 2020 to 2025 and has been employed in the hospitality industry at Wynn Hotel & Casino since 2009. Cetera Investment Advisers LLC serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party managers.

Thomas Hubert is a financial advisor with LPL Financial in Henderson, NV, holding Series 63 and Series 65 credentials and having 26 years of industry experience. He previously worked at Redwood Credit Union for 10 years before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research support.

David Stark is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 30 years of experience in portfolio management and financial advising. Since 1991, he has been actively involved in the financial markets, navigating significant events such as the tech bubble of 2000, the financial crisis of 2008-2009, and the COVID-19 pandemic. In 2014, David transitioned from institutional portfolio management to the retail sector to assist clients in achieving financial success and reaching their long-term goals. His expertise includes college education planning, institutional investment consulting, managing new wealth, portfolio management services, women and wealth, and retirement income. David's investment philosophy employs a disciplined, multi-pronged approach emphasizing patience, discipline, and a combination of fundamental and technical analysis. He practices active management and tactical decision-making, aiming to exceed client expectations by fostering relationships built on trust, care, and service. His professional designation includes being a Personal Investment Advisor (PIA). David earned a Bachelor of Arts degree in Economics from the University of California at Santa Barbara. He is married to his wife, Lisa, and they have three children. Outside of his professional role, David enjoys spending time watching his children’s soccer games, fishing, golfing, and walking his two dogs. He is fluent in English and Spanish.

Gregory Mottau is a financial advisor with OSAIC, holding the ChFC® and Series 63 designations and bringing 55 years of industry experience. He has worked at OSAIC since 2023, following a 14-year tenure at FSC Securities Corporation and over four decades at his own firm, Mottau & Co Inc. Outside of his advisory work, he serves on the board of Airway Science Inc., a nonprofit organization for children, and participates in leadership development for high school students through Rotary Southwest. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations, offering integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and portfolio construction to meet client needs.

Brittany Dipace is a Certified Financial Planner™ (CFP®) with 12 years of industry experience. She has been with UBS Financial Services Inc. since 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

Alexander Harmon is a financial advisor with Fidelity Investments, holding a Series 66 designation and entering his advisory career in 2025. Prior to this role, he worked at Zoetis, Cencora, and Nippon Express USA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves multiple registered investment companies and delivers model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Riva Lantaya is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. She has two years of industry experience, including roles at MML Investors Services LLC and MassMutual Life Insurance. Prior to her advisory career, she was involved with the Cure 4 The Kids Foundation and worked at the University of Nevada, Las Vegas. In addition to her advisory role, she also holds an outside insurance sales position focusing on life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services, LLC is a broker‑dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs firm-approved tools to analyze client goals and provides recommendations without investment discretion, while offering a range of planning services including recent additions like standalone Divorce Planning.

Luis Cabrera Guerrero is a financial advisor with J.P. Morgan Securities in Las Vegas, NV, holding a Series 66 credential and six years of industry experience. His prior work includes seven years at Bank of America Merrill Lynch and three years at Signature Real Estate Group. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2026. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

Brian Caccamo is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at various J.P. Morgan entities since 2010. 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. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jennifer Schoech is a financial advisor at Merrill with 20 years of industry experience and holds the Series 66 designation. She has been with Merrill since 2009, totaling 17 years at the firm. Outside of her advisory role, she is involved in food delivery through DoorDash. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Michael Johnston is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Bank of America, Merrill, and Morgan Stanley Private Bank before his current role. He is based in Las Vegas, NV. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning and utilizes structured planning tools and market simulations in its process.

Kent Larson is a financial advisor with Thrivent Investment Management in Las Vegas, NV, holding Series 63 and Series 65 credentials and having 30 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Larson serves on the board of Overflowing Blessings, a nonprofit organization supporting farmers in Tanzania, where he participates in project discussions and site verifications. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm offers holistic, goal-based planning across various financial topics without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option.

Kevin Scanlon is a financial advisor at Primerica Advisors with six years of industry experience. He holds Series 65 and Series 63 designations and has worked with Primerica since 2018. In addition to his advisory role, he is employed by Clark County, NV in the County Clerk's Office issuing marriage licenses. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that relies on model-delivery strategies managed by unaffiliated asset managers and supports trade execution and account custody through established third parties.

Aaron Jacoby is a financial advisor with Fidelity in Las Vegas, holding a Series 66 designation and eight years of industry experience. His work history includes roles at Wells Capital Group, PlanMember Securities Corporation, Bank of America, Merrill, and self-employment since 2016. Outside of his advisory work, he tutors students in math and science as an independent contractor. Fidelity’s Strategic Advisers LLC, where he is affiliated, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, with notable features including its role as a commodity pool operator and the use of AI in its investment process.

Toni Peterson is a financial advisor at Merrill with 19 years of industry experience. She holds Series 63 and Series 65 designations and has worked at both Merrill and Bank of America since 2006 and 2009, respectively. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Harrison Fried is a financial advisor at Raymond James & Associates with one year of industry experience. He holds a Series 66 designation and previously worked at Deep Roots Harvest for four years, along with roles at Veritas, Urban Health and Wellness, and Clemson University. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering a range of financial planning and investment consulting services with a focus on customized, non-discretionary advice.