Karen Alexander is a Series 66-credentialed financial advisor with Edward Jones, based in Boulder City, NV. She has 34 years of industry experience, all with Edward Jones. 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 and investment strategies supported by a nationwide network of financial advisors and branch offices.

Clinton Anderson is a financial advisor with Charles Schwab in Henderson, NV, holding a Series 66 designation and 18 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2023, and previously at TD Ameritrade from 2013 to 2023. Outside of his advisory role, he manages a rental property used by his family that requires minimal maintenance. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm combines non-discretionary advisory services with access to discretionary separately managed accounts, employing multi-asset model portfolios and thorough due diligence on alternative investments.

Jorge Olivas is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. He has been with Wells Fargo Bank, N.A. since 2016 and Wells Fargo Clearing since 2021. Prior to that, he worked at Journeys and Colorado Mesa University. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Lauren Clark is a financial advisor with Cambridge Investment Research Advisors in Las Vegas, NV, holding a Series 66 credential and two years of industry experience. Prior to joining Cambridge in 2026, she worked at Ameriprise and has a background that includes roles in communications and education. She participates part-time in an Artificial Intelligence fellowship program focused on enhancing large language models. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement advisory services. The firm offers tailored portfolio management through various platform arrangements and maintains proprietary and third-party model strategies.

Patricia Fontan is a financial advisor with Morgan Stanley in Las Vegas, NV, holding a Series 66 designation and bringing 27 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, focusing on tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models as part of its advisory process.

Matthew Bontrager is a financial advisor with Cambridge Investment Research Advisors based in Henderson, NV. He holds the PFS™ designation and has one year of industry experience. His prior work includes roles at Indiva Advisors and Ellsworth & Stout, and he is also involved with TrueBooks LLC. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and estates, offering financial planning, investment management, and retirement plan advisory through a network of independent professionals. The firm provides multiple investment implementation options, including proprietary models and access to third-party strategists, with tailored strategies to meet client objectives.

Susan Inwood is a financial advisor at Wells Fargo Clearing with 50 years of industry experience. She has held roles at Wells Fargo Advisors and Wells Fargo Clearing since 2011. 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 over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

Ralph Carbone is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at UBS Financial Services, Quick & Reilly, Banc Of America Investment Services, Investors Capital Corp., and Cetera Advisors LLC before joining Cetera in 2024. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with over $256 billion in assets under management and more than 10,000 advisors.

David Thiel is a financial advisor with Thrivent Investment Management based in Las Vegas, NV. He holds the Series 66 designation and has 13 years of industry experience, having worked with Thrivent Financial for Lutherans since 2013. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses covering a wide range of financial planning topics, with options to combine planning with managed-account programs under a consolidated billing system called “WealthPlan.”

Jessica Okamoto is a financial advisor with Thrivent Investment Management in Las Vegas, NV. She holds a Series 66 designation and has 10 years of industry experience. Since 2015, she has been with Thrivent Financial and Thrivent Investment Management. Okamoto serves as a board member of Win Win Charity, which provides entertainment to children in hospitals nationwide. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides goal-based, holistic analyses on a broad range of financial topics, delivering planning and managed-account services separately.

Carlos David Escobar Alvarez is a Series 66-licensed financial advisor at Fidelity Investments with one year of industry experience. He previously worked at Northwestern Mutual and has a background that includes roles in education and hospitality. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, with an investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Lisa Mc Guire is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 66 designation and 13 years of industry experience. She has worked at Ameriprise Financial Services, Inc. since 2012 and continues with affiliated firms, including American Enterprise Investment Services, INC. since 2020. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Scott Engelhardt is a financial advisor at Primerica Advisors with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been with Primerica Advisors and Primerica Financial Services since 1996. Engelhardt has also been involved with Red Rock Running Company and operates an investment-related legal entity for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm relies on model-delivery strategies from unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Geoffrey Lee is a financial advisor at Ameriprise with 22 years of industry experience and holds a Series 66 designation. He has been with Ameriprise and its related entities since 2003. Ameriprise offers a retirement-income planning service targeted at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical for a large institutional firm.

Brook Benson is a financial advisor at Ameriprise in Las Vegas, NV, holding a Series 66 designation and five years of industry experience. His work history includes roles at Equitable Advisors, LV Premier Marketing, and the University of Nevada Las Vegas. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies. The firm’s approach integrates investment research and algorithmic tools to support asset allocation and Social Security decisions within a defined investment universe.

Warren Kim is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including JPMorgan Chase Bank N.A. and Global Atlantic Financial Company. Outside of his advisory work, he is involved with JSWK Co, LLC, a real estate rental business. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies across various platforms.

Carlos Bega is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Wells Fargo in 2025, he worked at J.P. Morgan Securities and JPMorgan Chase from 2008 to 2025. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Walter Harroll 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 been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling as part of its financial planning process.

Mark Howard is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its predecessor entities since 1997. Outside of his advisory role, he works part-time delivering pizzas for Domino's. Ameriprise provides a retirement-income planning service designed for clients nearing or in retirement with significant investable assets. The firm employs a centralized consulting team that combines research, modeling, and tax-efficiency analysis to produce tailored, non-discretionary recommendation reports, primarily for clients holding assets in Ameriprise-managed accounts.

Michael Jennings is an independent financial advisor based in Henderson, NV, with 25 years of industry experience. He has been affiliated with Bolar, Hirsch & Jennings Advisors LLC since 1999 and previously with Bolar, Hirsch & Jennings LLP from 1991 to 2022. His firm provides manager selection and advisory referral services, working primarily with high-net-worth individuals, trusts, retirement plans, and institutional clients. The firm does not offer direct portfolio management but refers clients to independent registered investment advisers, providing ongoing consultation and administrative support.