Jonathan Kwok is a financial advisor at LPL Financial in Las Vegas, NV, holding a Series 66 designation. He has one year of industry experience, with prior roles including positions at TakeProfitTrader LLC, Latus Group Ltd, and various educational and medical institutions. Kwok also has experience with Real Racquet Academy Limited. 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 portfolios, third-party asset management access, and institutional platforms.

Charlton Simons is a financial advisor at LPL Financial with 38 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes roles at Sagepoint Financial, The Ameriflex Group, Silver State Schools Credit Union, and operating Simons Tax Service for over three decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning and model portfolio programs, and supports advisors with extensive research and operational tools.

Colin Christy is a Financial Advisor at UBS Financial Services in Las Vegas, NV, holding a Series 66 designation with 11 years of industry experience. He has been with UBS since 2014. Outside of his advisory role, he previously managed a concierge and reservation service business, ELITE VIP, LLC, which ceased operations in 2011. 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 services and uses proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

John Dube' is a financial advisor with Ameriprise Financial Services, holding a Series 63 designation and over 42 years of industry experience. He has worked at Ameriprise since 1984 in various capacities. Outside of his advisory role, he serves on multiple finance councils and boards for local Catholic churches and nonprofit organizations in the Las Vegas area. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. They offer a specialized Premier Retirement Income service focused on retirement income planning, utilizing proprietary research and third-party data to provide tailored recommendation reports and ongoing advice.

Shannon Roehrs is a financial advisor at Merrill with 25 years of industry experience and holds a Series 66 designation. She has worked at Merrill since 2009. Outside of her advisory role, she receives semi-annual dividends from a family-owned farming corporation but has no active involvement in the business. 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 plans, corporations, and charitable organizations.

Kristen Dixon is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding Series 63 and Series 65 licenses and 12 years of industry experience. She has worked at Wells Fargo Clearing since 2017 and previously held roles at Bankers Life Securities Inc and Bankers Life & Casualty. Outside of her advisory work, she serves as an ambassador for Plexus, a company involved in supplement sales. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a range of financial products such as insurance-related vehicles and bank deposit sweep options.

Freddie Sarno is a financial advisor with Morgan Stanley in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2009, following his earlier experience at Citigroup Global Markets beginning in 2000. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Danijel Martinovic is a financial advisor at J.P. Morgan Securities with a Series 66 designation and over 20 years of industry experience. He previously worked at Bank of America, N.A. for two decades before joining JPMorgan Chase Bank, N.A. and J.P. Morgan Securities in 2025. 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 large institutional advisory operations with affiliated brokerage and investment management capabilities, delivering its program on a non-discretionary basis.

Bo Qiao is a financial advisor with Merrill in Las Vegas, NV, holding Series 63 and Series 66 designations and nine years of industry experience. His career includes roles at Bank of America and Wells Fargo, spanning both their banking and clearing divisions. 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.

Gary Rosenberg is a Certified Financial Planner® at UBS Financial Services with 41 years of industry experience. He has been with UBS since 2008 and serves as a FINRA/NASD arbitrator. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and a range of capital markets services through a comprehensive platform.

Alyosha Diaz Zamora is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Zamora held roles at US Bank NA and CITIBANK. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios. The firm is noted for its use of systematic methodologies, AI-driven research, and formal advisory roles to registered investment companies.

Bruno Mark is a financial advisor with LPL Financial in Las Vegas, NV, holding the ChFC® and Series 63 designations and bringing 42 years of industry experience. He has been associated with LPL Financial since 1990 and has operated Bruno Mark Financial Inc. since 1993. Outside of advisory work, he is a co-owner and secretary of an underground trenching company and holds one-third ownership of a bar. He also serves on the board of the Boyd Family Foundation, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services including financial planning, model portfolios, and access to third-party asset management, with a focus on diverse investment strategies and operational support tools.

Jimmy Epley is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has previously worked at Cetera and Avantax, and he manages JD’S Wealth Management Group, a tax-focused wealth management firm. Outside of advisory work, he serves as Vice-President of a nonprofit private school and is president of the Nevada Society of Enrolled Agents. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm emphasizes tailored, non-discretionary planning supported by risk profiling and modeling tools, and it provides specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

David Segarra is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at Centaurus Financial, Inc. for 17 years before joining LPL Financial in 2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides access to financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a range of discretionary and non-discretionary investment strategies.

Daniel Rosengarten is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Wells Fargo entities since 2013. 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 solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Jordan Grangard is a financial advisor at RBC Capital Markets with 11 years of industry experience. Prior to joining RBC in 2025, he worked at UBS Financial Services from 2014 to 2025. He serves on the board of Miracle League Las Vegas, a nonprofit that provides opportunities for disabled individuals to play baseball. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors and institutional clients, offering tailored portfolio management and financial planning through a variety of advisory programs.

Brock Whiteman is a financial advisor at Ameriprise in Las Vegas, NV, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Moneytree Inc., La Cantera Resorts, and Dillard's, Inc. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored written recommendations and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies.

Jose Elizundia Salcido is a Financial Advisor based in Las Vegas with Merrill Lynch Wealth Management. He works with individuals and families to provide clarity and structure around important financial decisions by developing personalized financial plans tailored to each client's unique circumstances, priorities, and goals. With more than 10 years of experience in financial markets, Jose specializes in investment management, retirement planning, wealth preservation, education planning, employee benefits planning, and tax minimization strategies. He holds advanced educational credentials including two master's degrees from the University of Dallas and Instituto Europeo de Posgrados as well as a bachelor's degree from Universidad Iberoamericana. Additionally, he earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Accredited Wealth Management Advisor (AWMA). Jose is committed to building lasting client relationships based on trust, transparency, and communication. He speaks both English and Spanish and applies thoughtful analysis and disciplined guidance to help clients make informed financial decisions aligned with their long-term goals. Outside of his professional work, he has interests in adventure sports, baseball, basketball, chess, football, golfing, reading, and soccer.

Steven Peacock is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Outside of his advisory work, he performs as a musician with the band Embrace Today. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written recommendation reports that address income, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized, non-discretionary consulting approach, with a focus on assets held in Ameriprise managed accounts.

Jonathan Zeller is a financial advisor with Edward Jones in Las Vegas, NV, holding Series 63 and Series 66 credentials and possessing 21 years of industry experience. He has been with Edward Jones since 2004. 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, including managed solutions and separately managed accounts, and operates under a fiduciary standard.