Mario Ramirez is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at Bank of America, Merrill, and Thrivent Financial. Outside of his advisory role, Ramirez is a partner in a rental property management business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages model portfolios using a diverse investable universe and oversees sub-advisers to address conflicts of interest.

Dakoda Skenandore is a financial advisor with Merrill holding a Series 66 designation and six years of industry experience. His prior work includes roles at Wynn and various positions in Las Vegas before joining Merrill in 2019. 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 plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Kyle Martin is a financial advisor at J.P. Morgan Securities with 4 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2021. His prior experience includes positions at JPMorgan Chase Bank, Star Hardware, Amazon Mechanical Turk, Morris Law Center, and Downtown Grand Hotel & Casino. 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 brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Vaden Genneken is a financial advisor with Ameriprise in Henderson, NV, holding Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Ameriprise in 2022, he worked at MRS Wealth Advisors and has experience in education and small business operations, including roles at the University of Las Vegas, Icon Salon Spa, Doggie District, and Spring Valley High School. Ameriprise offers a retirement-income planning service targeting individuals with at least $1 million in investable assets, providing written recommendations on income sources, Social Security claiming, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic automation to deliver personalized, non-discretionary advice, primarily for clients with assets managed within Ameriprise.

Nicole Mulligan is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation. Outside of her advisory role, she has been involved with BRINC Drones, Inc., an aerospace company specializing in public safety drones, where she was formerly employed and currently exercises stock options. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Scott Knudsen is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 66 licenses and 28 years of industry experience. His prior roles include positions at Merrill (2004–2014) and TIAA (2014–2022). 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 financial planning and investment management solutions, utilizing both proprietary research models and third-party subadvisors across discretionary and non-discretionary strategies.

Maggie Smith is a financial advisor at Ameriprise with two years of industry experience and holds a Series 66 designation. Her work history includes positions with the State of Nevada’s Industrial Relations Workers Compensation division and the Bureau of Indian Affairs Office of Self Governance. Prior to her advisory role, she has held various positions across different sectors including food service and retail. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendation reports and annual retirement-income planning advice, utilizing proprietary investment research and third-party data.

Brad Margison is a financial advisor with RBC Capital Markets in Las Vegas, NV, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at City National Bank and Bank of America, N.A., as well as Merrill. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles and investment preferences.

James Atkins is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with LPL Financial since 2004, following a decade at MSI Financial Services, Inc. Atkins also operates a non-variable insurance business under Atkins Financial Solutions. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, and institutions, offering a range of financial planning, portfolio management, and institutional platforms.

Aaron Horner is a financial advisor at LPL Financial in Las Vegas, NV, holding Series 65 and Series 66 licenses with seven years of industry experience. His prior experience includes roles at Lincoln Financial Securities and Dawn Gordon Financial Advisors. Outside of his advisory work, he has been involved with the Rocky Mountain Conservancy and the company Logistful, LLC. 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 and access to model portfolios and third-party asset managers, supported by extensive operational and research tools.

Ian Arellano is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill Lynch in 2006 and is a senior partner of Izzo, Arellano, Sliwinski & Associates. Prior to joining Merrill Lynch, Ian was a client relationship manager at Lebenthal, a firm specializing in municipal bonds and fixed income investments. Ian's responsibilities include creating wealth management plans that encompass cash flow analysis, asset allocation analysis, and net worth statements. He is also a member of the portfolio management team and serves as the primary relationship manager for many clients. His areas of focus include college education planning, equity compensation services, investment consulting for defined contribution plans, liquidity management, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, tax minimization, and retirement income. Ian graduated from Clemson University with a degree in International Business. He holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and the Chartered Retirement Planning Counselor (CRPC) designation. Additionally, Ian is active in a Filipino community development organization. His personal interests include music, tennis, and traveling.

David Pulliam is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his financial services career in 1996 and has since focused on helping clients develop and implement wealth management strategies tailored to their individual goals. His approach emphasizes listening to clients' needs in order to provide comprehensive wealth management solutions. David’s areas of expertise include college and education planning, family wealth management strategies, retirement planning and income, portfolio management, investment strategy for individuals and corporations, managing new wealth, and addressing the financial needs of women. He holds a Bachelor's of Business Administration Degree in Finance from the University of Arkansas and holds the Personal Investment Advisor (PIA) professional designation. David relocated to the Southern Nevada community in 1998 and prioritizes active involvement there. He has served on Boards of Directors for local organizations such as the Leukemia Lymphoma Foundation and the Make-A-Wish® Foundation of Southern Nevada. Outside of his professional work, he enjoys music, spending time with his family, traveling, watching movies, and practicing yoga.

Trenton Breithaupt is a financial advisor with Charles Schwab in Las Vegas, NV, holding a Series 66 license and 13 years of industry experience. He worked at Schwab Private Client Investment Advisory, Inc. from 2014 to 2017 and has been with Charles Schwab since 2013. Outside of his advisory role, he is involved in managing lodging rental properties. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering comprehensive wealth advisory services through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm combines non-discretionary advisory relationships with access to discretionary separate managed accounts, using multi-asset model portfolios and centralized operational structures.

Alexa Serratos is a CFP®-certified financial advisor with eight years of industry experience. She is currently with Charles Schwab, where she has worked since 2021, and has prior experience at Bank of America Corporation/Merrill Lynch and Equitable Advisors LLC. 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 multi-asset model portfolios supported by centralized custody and operational infrastructure.

James Small Jr. is a financial advisor with UBS Financial Services in Las Vegas, NV, holding the Series 63 and Series 65 designations and bringing 33 years of industry experience. He has been with UBS Financial Services since 2009. Outside of his advisory role, he is involved in forestry and wood products through his work with PALM KINGS INC. and serves as president of HEAVENLY WINES INC. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, providing a broad range of capital markets and research-based services.

Thomas Shimkus is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Thomas earned a Bachelor's Degree from Northern Illinois University. His role at Merrill Lynch involves providing financial advice and managing investment portfolios to help clients achieve their financial goals.

Jamie Lane is a financial advisor with Raymond James & Associates holding a Series 66 credential and nine years of industry experience. Prior to joining Raymond James, he worked for ten years at Morgan Stanley. Jamie is also involved with Quik Check Records, an outside business activity. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Elaina Carlson is a financial advisor with Ameriprise in Alexandria, MN, holding a Series 63 designation and 32 years of industry experience. She has been with Ameriprise and its related entities since 2005. Outside of her advisory work, she is a co-owner of Lake Time Brewing and Spirits LLC, a brewery and spirits business in Bridgman, MI. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency strategies to provide tailored recommendations through a centralized consulting team.

Jordan Mazuryk is a financial advisor with Edward Jones in Las Vegas, NV, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he worked in hospitality roles including positions at Ole Red and Golden Nugget Las Vegas. He also has experience with Kassi Beach House at Virgin Hotel & Resort. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a broad range of investment needs. The firm offers various advisory programs with discretionary and non-discretionary strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Zachary Grayson is a Series 66 licensed financial advisor with seven years of industry experience, currently practicing at Merrill in Las Vegas, NV. His prior roles include positions at Massachusetts Mutual Life Insurance Company and Capstone Partners Insurance and Financial Services. Outside of his advisory work, he owns Grayson Golf, LLC, which provides consultative services and instruction related to golf clubs. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.