Jennifer Lyman is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Before joining LPL Financial in 2022, she worked for nine years with the Washington County School District. She is involved in a non-investment business entity, JNCL, LLC, which is maintained for tax and investment purposes. 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, model portfolio programs, and participant-level retirement advice, supported by a large network of investment adviser representatives.

Travis Ball is a financial advisor at Merrill with 1 year of industry experience and a Series 66 designation. He has been with Merrill since 2005. Outside of his advisory role, he manages several rental properties and serves as a grantor for a personal 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, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Edwin Kugler is a financial advisor at Ameriprise in Las Vegas, NV, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Ameriprise, he worked in various roles including at Lululemon Athletica and several educational institutions. Outside of finance, he works as a DJ and music producer, independently hired for events in Las Vegas. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides retirement planning focused on dependable income sources and tax-aware withdrawal strategies.

Daniel Quintana is a financial advisor with Merrill based in Las Vegas, NV, holding a Series 66 designation and three years of industry experience. His prior work includes positions at Bank of America from 2012 to 2022. 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, pension plans, corporations, and charitable organizations.

Kevin Burdalski is a financial advisor with Ameriprise in Henderson, NV, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Capstone Partners Financial and Nellis Auction. Outside of advising, he is involved in independent insurance brokering through Mass Mutual, focusing on disability income and life insurance products. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations primarily for clients maintaining assets in Ameriprise-managed accounts.

Harutuyn Mkhitarian is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Robert Keyes Jr. is a financial advisor with Ameriprise in Las Vegas, NV, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Ameriprise and its affiliates since 2015. Outside of his advisory role, he owns RJK Asset Management, Inc. and is involved in independent insurance brokering with Penn Mutual. Ameriprise offers a retirement-income planning service targeting clients with at least $1 million in investable assets, providing written recommendations focused on income sources, Social Security, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support retirement planning, delivering tailored advice through a centralized consulting team.

David Bax is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 66 designations and has been with LPL Financial since 2017, following three years at National Planning Corporation. Outside of his advisory role, he is involved in insurance and annuity sales. 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, model portfolio programs, third-party asset management, and institutional platforms.

Stamen Matev is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in assisting families, individuals, and business owners in developing and implementing long-term financial strategies. His services include investment management, retirement planning, education planning, estate and wealth transfer, and life and health insurance guidance. Stamen incorporates Behavioral Finance alongside conventional wealth management practices to tailor financial strategies that align with clients' unique investment personalities, life aspirations, and priorities. Stamen holds a Bachelor's degree from Sofia University and a Master's degree in Business Administration with a Finance concentration from the University of Nevada, Las Vegas. He has earned professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is a member of the French Academy of Las Vegas and the National Association of Plan Advisors. Residing in Nevada since 2003, Stamen enjoys spending time with his wife and two children. His personal interests include golfing, hiking, music, reading, skiing, swimming, tennis, traveling, and watching movies.

Gregory Butler is a financial advisor with UBS Financial Services in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with UBS since 2014. Outside of his advisory work, Butler serves on the board of directors and assists with fundraising for the Newport Harbor Boys Lacrosse Booster Club and owns Li'l Fat Monkey, a publishing business focused on automotive-related content. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Gavin Mez is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. His prior work includes roles at UBS Financial Services and JPMORGAN Chase Bank, N.A., as well as experience in media and marketing. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Christine Abigail Nolan is a financial advisor with LPL Financial in Las Vegas, NV, holding a Series 66 designation and 19 years of industry experience. She has worked at LPL Financial since 2008 and previously spent three years with Ameriprise. Nolan serves as president of a non-variable insurance agency and works as a graduate assistant at the University of Nevada, Las Vegas, assisting with research. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports its advisors with model portfolios, third-party subadvisors, and customized strategies, alongside extensive non-advisory financial services and significant assets under management.

Uriwon Hazel is a financial advisor at UBS Financial Services with 24 years of industry experience. He has worked at UBS since 2009 and holds a Series 66 designation. Hazel maintains an active real estate license for personal use, affiliated with Realty One Group. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and provides a range of capital markets services through its platform.

Ryan Niehoff is a financial advisor with Ameriprise in Las Vegas, NV, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at Ameriprise Financial Services, Inc. since 2010 and at American Enterprise Investment Services Inc. since 2021. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet certain asset criteria, delivering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary retirement advice through a centralized consulting team.

Joel Prelog is a Series 65-licensed financial advisor with Fisher Investments in Las Vegas, NV, where he has worked since 1999. He has 25 years of industry experience. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment policy committee to guide portfolio construction and employs tax-aware processes and defensive tactics to manage risk and positioning.

Raphael Montgomery is a financial advisor at Merrill in Las Vegas, NV, holding Series 66 and Series 63 licenses with one year of industry experience. His prior work experience includes roles at Bank of America, Northwestern Mutual, and the State of Nevada, as well as a 24-year career in the US Marine Corps. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Shanon Sabo is a financial advisor at Ameriprise with five years of industry experience. She holds a Series 66 license and has worked at Ameriprise Financial Services, LLC since 2021. Prior to her financial advisory career, she held roles at the Florida Department of Children and Families and the Florida Department of Juvenile Justice. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice. The firm uses proprietary research and third-party data to provide guidance on asset allocation, withdrawal strategies, and Social Security options within a defined investment universe.

Ilana Atkins is a financial advisor with LPL Financial in Las Vegas, NV, holding a Series 66 credential and five years of industry experience. Before joining LPL Financial, she worked as a freelance musician and with theatrical productions, and she also provides piano lessons outside her advisory role. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions with a range of financial planning and investment management services delivered through a large network of advisors.

Sedric Cade is a financial advisor at Edward Jones with 33 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Edward D. Jones & Co., L.P. since 1992. Outside of his advisory role, Cade is the sole member of Cade Family Properties LLC, an investment real estate business in Flagstaff, Arizona. 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 more than 23,000 advisors and 15,000 branch offices, with approximately $1.01 trillion in assets under management.

Minnie Wong is a financial advisor at Merrill with 21 years of industry experience and holds a Series 66 designation. She has worked at Merrill since 2005 and concurrently at Bank of America, NA since 2009. 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 and profit-sharing plans, corporations, and charitable organizations.