Jimmy Epley is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has previously worked at Cetera and Avantax, and he manages JD’S Wealth Management Group, a tax-focused wealth management firm. Outside of advisory work, he serves as Vice-President of a nonprofit private school and is president of the Nevada Society of Enrolled Agents. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm emphasizes tailored, non-discretionary planning supported by risk profiling and modeling tools, and it provides specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

David Segarra is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at Centaurus Financial, Inc. for 17 years before joining LPL Financial in 2024. 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 access to financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a range of discretionary and non-discretionary investment strategies.

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.

Brock Whiteman is a financial advisor at Ameriprise in Las Vegas, NV, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Moneytree Inc., La Cantera Resorts, and Dillard's, Inc. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored written recommendations and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies.

Jose Elizundia Salcido is a Financial Advisor based in Las Vegas with Merrill Lynch Wealth Management. He works with individuals and families to provide clarity and structure around important financial decisions by developing personalized financial plans tailored to each client's unique circumstances, priorities, and goals. With more than 10 years of experience in financial markets, Jose specializes in investment management, retirement planning, wealth preservation, education planning, employee benefits planning, and tax minimization strategies. He holds advanced educational credentials including two master's degrees from the University of Dallas and Instituto Europeo de Posgrados as well as a bachelor's degree from Universidad Iberoamericana. Additionally, he earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Accredited Wealth Management Advisor (AWMA). Jose is committed to building lasting client relationships based on trust, transparency, and communication. He speaks both English and Spanish and applies thoughtful analysis and disciplined guidance to help clients make informed financial decisions aligned with their long-term goals. Outside of his professional work, he has interests in adventure sports, baseball, basketball, chess, football, golfing, reading, and soccer.

Steven Peacock is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Outside of his advisory work, he performs as a musician with the band Embrace Today. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written recommendation reports that address income, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized, non-discretionary consulting approach, with a focus on assets held in Ameriprise managed accounts.

Jonathan Zeller is a financial advisor with Edward Jones in Las Vegas, NV, holding Series 63 and Series 66 credentials and possessing 21 years of industry experience. He has been with Edward Jones since 2004. 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, including managed solutions and separately managed accounts, and operates under a fiduciary standard.

Sariguli Tuersun is a financial advisor at Merrill with Series 65 and Series 63 licenses and five years of industry experience. Her prior roles include positions at Ameriprise Financial Services and work connected to women's health organizations. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nick Gergov is a financial advisor with Fidelity in Henderson, NV, holding Series 63 and Series 66 credentials and 17 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Ameriprise Financial Services, and Aflac. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery through systematic, research-driven investment processes.

Marc Tavano is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. Prior to joining Wells Fargo in 2019, he worked at JPMorgan Securities LLC and JPMorgan Chase Bank from 2014 to 2019. Outside of his advisory role, he is a professional baseball instructor and owns The Swing Academy, which he has operated since 2013. 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 investment 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.

Denise Reitz is a financial advisor with Primerica Advisors in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Primerica Advisors since 1997 and with Primerica Financial Services since 1992. Outside of her advisory role, she is involved in home health care as a personal care assistant. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.

Carolyn Kerr is a financial advisor at Merrill with 32 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 1986. 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 strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Olgers Hasanaj is a financial advisor with J.P. Morgan Securities in Las Vegas, NV, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America, Merrill, and Bankers Life. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Dana Pizzi is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding Series 63 and Series 66 designations and 13 years of industry experience. She has worked with Wells Fargo entities since 2008, including Wells Fargo Advisors LLC and Wells Fargo Bank NA. Outside of her advisory role, she is a co-owner of a rental property in Bakersfield, CA. 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 with over 14,000 advisors and offers both brokerage and advisory solutions.

William Diaz is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. His prior work experience includes roles at Amazon and Ross Dress For Less. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its recommendations, delivered through a centralized consulting team in partnership with financial advisors.

Elizabeth Pattarettu is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing 18 years of industry experience. She has worked at Transamerica Financial Advisors, Inc. for multiple terms totaling around 10 years and served on the Senior Citizens Advisory Board for the City of Las Vegas since 2017. Prior to her financial advisory career, she was employed at University Medical Center for 24 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that delivers advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, including access to model portfolios, third-party asset management, and institutional platforms.

Lynda Schultz is a financial advisor at Raymond James & Associates with 29 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of her advisory role, she serves as officer, treasurer, and secretary for Arsilica, Inc., an online glassware distributor. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and municipal entities. The firm offers financial planning and consulting services through a range of portfolio management styles supported by firm research and a nationwide adviser network.

Richard Isaacs is a financial advisor with LPL Financial based in Las Vegas, NV. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. His prior work includes long tenures at LPL Financial, RGI Financial, and National Planning Corporation. 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 portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a network of investment adviser representatives using a range of strategies and operational tools.

Marile Cornejo Blandon is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. Her prior work includes roles at Bank of America, Merrill, and J.P. Morgan. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm’s offerings include a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs, distinguishing it among large institutional advisers.