Miyo Leong is a financial advisor at LPL Financial with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Crown Capital Securities, LP, Signator Investors, Inc., and Pacific Rim Wealth Management, Inc. Leong is also involved in fixed insurance related activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs and financial planning services.

Daniel Saravia is a financial advisor at Fidelity with Series 63 and Series 65 credentials and one year of industry experience. He previously worked at Ameriprise Financial, U.S. Bank, and The Home Depot. Outside of finance, he creates AI-themed and entertainment content on a YouTube channel. Strategic Advisers LLC, a Fidelity company, provides investment management and advisory services to retail and institutional clients using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is known for its oversight of registered investment companies, use of systematic methodologies, and incorporation of AI in its investment process.

Nicholas Scorza is a financial advisor at Ameriprise with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Ameriprise since 2019, with prior roles at Lyft, Nectar Bath, USA, and Acelero Learning Clark County. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficient strategies to produce written Recommendation Reports. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Brandon Lorain is a financial advisor with Ameriprise in Las Vegas, NV, holding Series 65 and Series 66 licenses and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2007. Outside of his advisory work, he occasionally serves as a golf caddy at professional golf events and bartends at private events. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a dedicated Premier Retirement Income service that provides clients with written recommendations and annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Ryan Schmidt is a financial advisor with Charles Schwab, holding a Series 66 designation and nine years of industry experience. He has worked at Charles Schwab and its affiliated trust companies since 2019, following six years at Ameriprise Financial Services. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a range of bundled advisory, brokerage, custody, and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs multi-asset model portfolios supported by research and alternative investment due diligence.

Robert Graham III is a financial advisor at Raymond James Financial with 23 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise, Bank of America, and Merrill. Graham operates out of Henderson, NV. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, charities, and institutions. The firm offers non-discretionary planning tailored to client goals and incorporates technology such as artificial intelligence in its advisory processes.

Johanna Blake is a financial advisor with Merrill in Las Vegas, NV, holding Series 63 and Series 66 licenses and 27 years of industry experience. She has been with Merrill since 2009 and has a concurrent affiliation with Bank of America since 2006. Outside of her advisory role, Johanna is involved as a general partner and managing member in several business ventures and participates as a speaker on panels about women in business and financial preparedness. 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 both model-based and discretionary investment strategies for a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brad Draper is a financial advisor with Edelman Financial Engines, holding a Series 65 designation and 19 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2016 and previously at Tmfs Advisors, LLC. Based in Las Vegas, NV, Draper is part of a large advisory team at Edelman Financial Engines. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm offers a range of discretionary and non-discretionary investment programs and supports a substantial client base through both advisor-led and online platforms.

Henry Vasquez is a financial advisor with Ameriprise Financial Services, LLC in Las Vegas, NV, holding a Series 66 designation and five years of industry experience. Prior to his current role, he worked at firms including Octaform Systems Inc and MGM Resorts International. Outside of his advisory work, he is co-owner of Vasquez Legacy LLC, a real estate business. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies to deliver tailored recommendations through a centralized consulting team.

Mark Gines is a financial advisor with Fidelity, holding CFP® and multiple securities licenses, and has 24 years of industry experience. He has worked at Fidelity Investments and its affiliated entities since 2010. Strategic Advisers LLC, a Fidelity Investments company where he operates, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it plays a formal advisory role for multiple registered investment companies and fund-of-funds.

Presley Johnson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has worked at Raymond James since 2017 and previously at Wells Fargo Advisors Financial Network LLC. Outside of advising, he writes and self-publishes a Western book series, the "Evil Stryker Series," under the pen name Wes Rand. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, institutions, and charitable organizations. The firm delivers tailored, non-discretionary planning and supports a broad advisor network with a focus on analytics, technology integration, and municipal advisory services.

Rustin Williams is a financial advisor with J.P. Morgan Securities in Las Vegas, NV, holding a Series 66 designation and six years of industry experience. His career includes roles at Wells Fargo Clearing Services and Wells Fargo Bank, as well as prior experience with JPMorgan Chase Bank. 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 a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Craig Lustgarten is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2012. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement who meet certain asset criteria, combining research, modeling, and tax-efficiency analysis to produce written Recommendation Reports. The firm serves a large client base through a centralized consulting team and provides a broad range of advisory, brokerage, and insurance solutions typical of its institutional category.

Raymond Elgaard is a financial advisor with LPL Financial in Las Vegas, NV. He holds Series 63 and Series 65 licenses and has 29 years of industry experience, including 22 years with LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management with access to model portfolios, research, and various investment strategies.

Patrick Lee is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked with Sequoia Wealth Advisors & Investment Management, Inc. and LPL Financial since 2014. Outside of his advisory role, he is involved with consulting and management entities unrelated to investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Greg Nickel is the Vice President and Branch Leader at Fidelity Investments, where he leads a team of financial professionals serving the Southern Nevada community. In this role, he focuses on creating an environment that promotes teamwork and continuous development with the client in mind. Greg has extensive experience at Fidelity Investments, having served as Director and Team Leader for Investment Management Consulting from 2020 to 2023 and as Director and Team Leader for WPA from 2012 to 2020. His leadership centers on building relationships, emphasizing financial planning, and utilizing Fidelity's resources to assist clients in working towards their financial goals.

Chris Wible is a CFP® certificant with 36 years of industry experience. He is currently with LPL Financial and has previously worked at CUSO Financial Services, L.P. and One Nevada Credit Union, both for over two decades. 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 alongside diversified model portfolios and research.

Kayla Beel is a Financial Advisor at Merrill Lynch Wealth Management, based in Las Vegas, Nevada. She serves business owners, professionals, and families by helping them build, manage, and preserve their wealth through personalized financial strategies. Kayla focuses on areas including family wealth management, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management, small business strategies, tax minimization, and retirement income. Raised in a family of small business owners, Kayla witnessed the dedication and determination required to grow a business. Additionally, growing up with a mother who dedicated over 30 years to Bank of America and Merrill influenced her understanding of financial responsibility and discipline. This background enables her to relate to clients at various stages of their financial journeys and to provide guidance aligned with their goals and values. Kayla holds professional designations including Accredited Asset Management Specialist (AAMS), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She completed high school at Rancho High School. Outside of her professional role, she enjoys spending time with her family, practicing her faith, attending church, and caring for her two dogs, Wyeth and Gilly.

Erika Jenel Delos Santos is a financial advisor at Ameriprise with a Series 66 designation and no industry experience. She has worked at Ameriprise Financial Services since 2014 and has held roles at Percept Corporation, Everi, and the Ocular Wellness & Nutrition Society. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written recommendation reports and ongoing annual planning advice focused on income sources and tax-aware withdrawal strategies.

Madeleine Jackson is a financial advisor at UBS Financial Services with three years of industry experience. She holds a Series 66 designation and has worked previously at ATS Advanced Trustee Strategies and Central Coast Wealth Management. Her background also includes roles connected to the University of San Diego Alumni Center and teaching experience. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor solutions to clients’ goals and risk tolerances.