Elizabeth Moreno is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding a Series 66 credential and 19 years of industry experience. She has worked with Wells Fargo Advisors, LLC and Wells Fargo Clearing since 2014. Outside of her advisory role, she produces two podcasts focused on true crime and travel, owning and managing these as separate business activities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs research and analytics to guide investment decisions and offers both brokerage and advisory solutions.

Samuel Cho is a ChFC® credentialed financial advisor with 19 years of industry experience, currently working at J.P. Morgan Securities in Las Vegas, NV. He has been with J.P. Morgan Securities since 2014 and previously worked at Uber from 2023 to 2024. 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, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Marina Linton is a Vice President and Financial Advisor with Merrill Lynch Wealth Management in Las Vegas. She provides advanced planning, tailored strategies, and guidance to clients, helping them achieve efficiency and control over their financial futures. With over two decades of experience in financial services, Marina offers industry knowledge and personalized service aimed at addressing what matters most to her clients. Marina serves a diverse clientele, including business owners, C-suite professionals, families, and members of the medical community, drawing on her background and experience co-founding and leading a home-financing and real estate group. She assists clients in managing complex wealth issues, tax-sensitive investing, business and retirement needs, and collaborates with clients' professional teams. Prior to joining Merrill Lynch in 2022, Marina held roles with Fidelity Investments, Discover Financial Services, Deloitte, and Cambridge Lending Group. She holds an M.B.A. in Finance with a concentration in Accounting from DePaul University’s Driehaus College of Business and a B.B.A. in Finance from the Lubar College of Business at the University of Wisconsin-Milwaukee. Marina also completed the Lean Six Sigma Executive Program at Northwestern University’s Kellogg School of Management and carries the Personal Investment Advisor (PIA) designation. She communicates fluently in English and Russian.

Antonio Peredia is a financial advisor with Wells Fargo Clearing in Henderson, NV, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2012 to 2016. He has been associated with Wells Fargo Bank NA since 2004. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is based on investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep products in its offerings.

John Fleming Jr. is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds Series 63 and Series 66 designations and has been associated with Wells Fargo entities since 2005. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Michael Booth is a financial advisor with Morgan Stanley in Las Vegas, NV, holding Series 63 and Series 65 licenses and possessing 44 years of industry experience. He has been with Morgan Stanley since 2011 and also works with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and models.

Marisa Gardette is a Financial Consultant at Fidelity Investments, a position she has held since 2022. She has been with Fidelity Investments since 2018, progressing through roles as a Financial Representative and Investment Consultant before her current role. In her work, Marisa focuses on educating clients and collaborating with them to develop financial plans that align with their goals. She aims to create a welcoming environment that encourages open discussions and helps clients gain confidence and understanding in their financial decisions. Marisa's experience spans various aspects of financial consulting and investment advising within Fidelity Investments. She is committed to empowering clients by identifying their financial needs and partnering with them to establish clear and effective financial strategies. Outside of her professional role, Marisa has interests in art, food, pets, traveling, volunteering, and yoga.

Michael Wilson is a Series 66-credentialed financial advisor with 22 years of industry experience. He has been with Cambridge Investment Research Advisors since 2014 and also serves as president of the financial advisory division at A K Vargason, an insurance brokerage and consulting firm. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement services through a network of independent professionals, employing a range of discretionary and non-discretionary strategies across multiple platform arrangements.

Ke Chen is a Wealth Management Advisor at Merrill Lynch Wealth Management. With over 30 years of experience in the industry, Ke focuses on individual and family wealth management and provides services including portfolio management, retirement planning, wealth transfer strategies, estate design, and philanthropic planning. Ke holds a Master's Degree from the Business School of the University of Strathclyde in the United Kingdom and a Bachelor's Degree from Shanxi University. Ke is a CERTIFIED FINANCIAL PLANNER® certificant and a Personal Investment Advisor (PIA). Ke is fluent in English and Chinese. Ke participates in community activities, including involvement with MMCS, and is committed to managing wealth with integrity to serve clients' best interests.

Josefa Sandhill is a financial advisor at Ameriprise with 11 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise Financial Services since 2013, including her current roles at Ameriprise and American Enterprise Investment Services INC. based in Las Vegas, NV. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Claire Oshima is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding a Series 66 designation and 17 years of industry experience. She has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Outside of her advisory work, she owns a small business selling stamps on eBay. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Staci Smith is a financial advisor at Charles Schwab with 31 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at J.P. Morgan Securities, Robinhood Financial, and Fidelity Brokerage Services. 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, offering multi-asset model portfolios and due diligence on alternative investments.

Austin Saxon is a financial advisor at Fidelity with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and manage funds.

Marianne Reeves is a Series 65-licensed financial advisor with 24 years of industry experience. She is currently with Cetera and has worked with multiple firms including Anderson Wealth Management LLC and Reeves, Evans & Todd, CPAs Ltd. Marianne also operates a CPA and tax preparation business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors.

Joel Zoufaly is a financial advisor at Edward Jones with three years of industry experience. He holds Series 63 and Series 66 licenses. His prior work history includes roles at Foreside Funds Distributors LLC, Polen Capital Management, Solenis, Fordham University, Bunker Hill Community College, and the United States Air Force. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households as well as pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Daniel Haselhorst is a financial advisor with Fidelity Investments in Las Vegas, NV, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He previously worked at Bank of America, NA, for 12 years before joining Fidelity. Outside of his advisory role, he participates in poker tournaments. Daniel works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Guyan Long is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2012 to 2019. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jedd Alcantara is a financial advisor with LPL Financial in Las Vegas, NV, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Waddell & Reed Inc and various insurance carriers, as well as work at Spring Valley Montessori School. Alcantara is also involved with Cernun Wealth Management, a business entity 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 access to model portfolios and third-party asset management.

Jami Lunde is a financial advisor at LPL Financial with 20 years of industry experience. She has held positions at LPL Financial since 2013 and previously worked at Merrill from 2009 to 2013. Lunde is a licensed notary public in the state of Nevada and has a related business under the name Heck Wealth Management. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and operational tools.

David Wilkinson is a financial advisor at Morgan Stanley with 43 years of industry experience. He has been with Morgan Stanley since 2009, including his current role at Morgan Stanley Private Bank, National Association since 2015. Wilkinson holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that employs structured discovery and firm-approved tools to support client goals.