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 based in Las Vegas, NV, holding Series 63 and Series 65 designations. He has 27 years of industry experience, including prior work at Citigroup Global Markets. Outside his advisory role, he is a managing member of multiple business entities primarily for tax and investment purposes. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, with discretionary and non-discretionary management supported by model portfolios, third-party research, and technology-driven tools.

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 based in Las Vegas, NV. He holds a Series 66 designation and has recently started his career in the industry. Prior to joining LPL Financial, he was involved with TakeProfitTrader LLC and Latus Group Ltd, and has experience in various roles including positions at the University of Portland and Ambulatory Surgical Center of Southern Nevada. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers multiple advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from both proprietary and third-party sources.

Charlton Simons is a financial advisor at LPL Financial with 38 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior roles include positions at OSAIC, The Ameriflex Group, Sagepoint Financial, Silver State Schools Credit Union, and operation of Simons Tax Service. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement consulting with access to model portfolios, research, and various investment strategies.

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 credentials and bringing 42 years of industry experience. He has worked with LPL Financial since 1990 and has operated Bruno Mark Financial Inc. since 1993. Outside of his advisory role, he is a co-owner and secretary of an underground trenching company and holds partial ownership of a local bar. He also serves as a board member of the Boyd Family Foundation, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, including discretionary and non-discretionary management, supported by model portfolios, third-party subadvisors, and proprietary research.

Jimmy Epley is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked with multiple firms, including Avantax and H&R Block, and manages JD'S Wealth Management Group, LLC, which oversees a tax preparation business. Outside of advising, Epley serves as Vice-President of the nonprofit Applied Scholastics Academy in Las Vegas and is President of the Nevada Society of Enrolled Agents. Cetera Investment Advisers LLC operates a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services through a large network of independent advisors.

David Segarra is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Centaurus Financial, Inc. for 17 years before joining LPL Financial in 2024. 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 plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Daniel Rosengarten is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Wells Fargo entities since 2013. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Jordan Grangard is a financial advisor at RBC Capital Markets with 11 years of industry experience. Prior to joining RBC in 2025, he worked at UBS Financial Services from 2014 to 2025. He serves on the board of Miracle League Las Vegas, a nonprofit that provides opportunities for disabled individuals to play baseball. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors and institutional clients, offering tailored portfolio management and financial planning through a variety of advisory programs.