Javier Magana Benitez is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He has worked at Merrill since 2016 and previously held roles at Bank of America, N.A. and Autozone, Inc. Merrill, along 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, and institutional investors.

Laura Cosse is a Series 66-qualified financial advisor with nine years of industry experience. She has worked at Fidelity Investments since 2022 and previously held roles at Equitable Advisors, Axa Advisors, Transamerica Financial Advisors, and World Financial Group. Outside of her advisory work, she operates a small LLC focused on creating and selling custom t-shirt designs related to her dance activities. Laura is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a variety of investment portfolios, including model portfolios incorporating mutual funds, ETFs, and ETPs.

Julie Logsden Mellor is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 65 registrations and 27 years of industry experience. She previously worked at Gerber Kawasaki Wealth & Investment Management in two periods between 2012 and 2020. 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 wide range of advisory and brokerage services, employing a variety of investment strategies and supporting its advisors with research and operational tools.

Ronald Colunga is a financial advisor at Charles Schwab with Series 63 and Series 66 designations and one year of industry experience. His prior roles include positions at Ameriprise Financial Services, H & R Block, Model 1 Commercial Vehicles, and Colunga Land Group. 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 offers a combination of non-discretionary and discretionary portfolio management using multi-asset model portfolios and provides centralized custodial and advisory services.

Ashley Lopes is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She has worked with J.P. Morgan entities since 2010, including 12 years at J.P. Morgan Securities LLC. Lopes holds Series 63 and Series 66 licenses. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a network of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Paul Flores is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their financial goals and helps develop strategies to address their short-, mid-, and long-term objectives. His expertise includes general investing, retirement planning, and preparing for unexpected financial needs. Paul also provides access to Bank of America specialists for services such as banking, credit, home financing, and small business solutions. Paul holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a High School Diploma/GED from Mohave Community College. Beyond his professional activities, Paul engages in outdoor and recreational activities including hiking, hunting, pickleball, running, skiing, and traveling.

Daniel Nash is a financial advisor with Fidelity Investments in Las Vegas, NV. He holds a Series 66 designation and has recent experience with multiple firms including Equitable Advisors and Newfront. Outside of advisory roles, he worked in the food service industry with Mana Sushi & BBQ and Mount Royal Fine Foods. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including funds and charitable accounts. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Lanny Stout is a financial advisor at LPL Financial with 40 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at LPL Financial since 2017, following prior roles at National Planning Corporation and Stout & Waner. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, with a focus on strategic and tactical investment options supported by technology tools.

Michael Stanley is a financial advisor at Merrill in Las Vegas, NV, holding a Series 66 designation. He has one year of industry experience with prior roles at Equitable Advisors, ARIS, and Applied Analysis. Outside of finance, he has experience working in the hospitality industry at Sparks Water Bar. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Mario Ramirez is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at Bank of America, Merrill, and Thrivent Financial. Outside of his advisory role, Ramirez is a partner in a rental property management business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages model portfolios using a diverse investable universe and oversees sub-advisers to address conflicts of interest.

Dakoda Skenandore is a financial advisor with Merrill holding a Series 66 designation and six years of industry experience. His prior work includes roles at Wynn and various positions in Las Vegas before joining Merrill in 2019. Merrill, along 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 serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Kyle Martin is a financial advisor at J.P. Morgan Securities with 4 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2021. His prior experience includes positions at JPMorgan Chase Bank, Star Hardware, Amazon Mechanical Turk, Morris Law Center, and Downtown Grand Hotel & Casino. 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 and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Vaden Genneken is a financial advisor with Ameriprise in Henderson, NV, holding Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Ameriprise in 2022, he worked at MRS Wealth Advisors and has experience in education and small business operations, including roles at the University of Las Vegas, Icon Salon Spa, Doggie District, and Spring Valley High School. Ameriprise offers a retirement-income planning service targeting individuals with at least $1 million in investable assets, providing written recommendations on income sources, Social Security claiming, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic automation to deliver personalized, non-discretionary advice, primarily for clients with assets managed within Ameriprise.

Nicole Mulligan is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation. Outside of her advisory role, she has been involved with BRINC Drones, Inc., an aerospace company specializing in public safety drones, where she was formerly employed and currently exercises stock options. 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 investment recommendations.

Scott Knudsen is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 66 licenses and 28 years of industry experience. His prior roles include positions at Merrill (2004–2014) and TIAA (2014–2022). LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary research models and third-party subadvisors across discretionary and non-discretionary strategies.

Maggie Smith is a financial advisor at Ameriprise with two years of industry experience and holds a Series 66 designation. Her work history includes positions with the State of Nevada’s Industrial Relations Workers Compensation division and the Bureau of Indian Affairs Office of Self Governance. Prior to her advisory role, she has held various positions across different sectors including food service and retail. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendation reports and annual retirement-income planning advice, utilizing proprietary investment research and third-party data.

Brad Margison is a financial advisor with RBC Capital Markets in Las Vegas, NV, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at City National Bank and Bank of America, N.A., as well as Merrill. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles and investment preferences.

Elva Simeon is a financial advisor at Wells Fargo Clearing in Las Vegas, NV, with six years of industry experience. She holds the Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2019, having previously worked at Wells Fargo Bank, N.A. since 2014. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional financial products.

James Atkins is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with LPL Financial since 2004, following a decade at MSI Financial Services, Inc. Atkins also operates a non-variable insurance business under Atkins Financial Solutions. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, and institutions, offering a range of financial planning, portfolio management, and institutional platforms.

Aaron Horner is a financial advisor at LPL Financial in Las Vegas, NV, holding Series 65 and Series 66 licenses with seven years of industry experience. His prior experience includes roles at Lincoln Financial Securities and Dawn Gordon Financial Advisors. Outside of his advisory work, he has been involved with the Rocky Mountain Conservancy and the company Logistful, LLC. 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 managers, supported by extensive operational and research tools.