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 financial advisor at LPL Financial with 36 years of industry experience. He holds the CFP® and Series 63 designations and has worked at CUSO Financial Services, L.P. and One Nevada Credit Union since 2002. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.

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.

Emmanuel Aleman is a financial advisor with Merrill in Las Vegas, NV, holding a Series 66 designation and entering the industry with less than one year of experience. His prior work history includes roles at Bank of America, State Farm, and various other organizations. Outside of finance, he has experience with Water Wings Swim School. 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 individual, high-net-worth, pension, corporate, and charitable clients.

Salvatore Petetti Jr. is a financial advisor with LPL Financial in Las Vegas, NV. He holds Series 63 and Series 65 credentials and has 27 years of industry experience. His prior firms include Citigroup Global Markets, Ameriprise, Morgan Stanley, and Banc of America Investment Services. He is also the managing member of multiple business entities established 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 other institutions. The firm offers a range of advisory and brokerage services, including financial planning and third-party asset management, and supports over 22,800 advisors and $819 billion in discretionary assets.

Bradley Cole is a CFP® professional at OSAIC with 11 years of industry experience. He previously worked at Signator Investors and has been associated with Zahorik Financial and related entities for over a decade. Outside of financial advising, Cole is also active as an actor, musician, composer, director, producer, and author. OSAIC serves a broad range of clients including individuals, institutions, and charitable organizations through a large network of advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services with access to third-party money managers and employs various portfolio construction tools and managed-account solutions.

Kolio Kolev is a financial advisor with J.P. Morgan Securities in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Prior to joining J.P. Morgan Securities, he worked at Wells Fargo and Edward Jones among other firms. Outside of finance, he is the founder of a mobile e-commerce technology company and works as a gymnastics coach, and occasionally acts in community theater and film. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a non-discretionary advisory program. The firm combines institutional advisory services with brokerage and investment management capabilities as a subsidiary of J.P. Morgan.

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.