James Olizarowicz is a financial advisor at Ameriprise with 23 years of industry experience. He holds a Series 66 designation and has worked at several firms, including JP Morgan Chase Bank, JP Morgan Securities, Bank of the West, and Twain Brain Marketing Partners. He is currently based in Las Vegas, NV. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Robert Brant is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 11 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at WELLS FARGO Advisors, LLC and Wells Fargo Bank, N.A. His practice is based in Las Vegas, NV. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Ryan D’souza is a financial advisor at Raymond James & Associates with a Series 66 designation and 10 years of industry experience. His prior roles include positions at City National Bank, RBC Capital Markets, LLC, and Ameriprise Financial Services, Inc. He is based in Las Vegas, NV. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and public entities. The firm offers financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Josh Bruce is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. He previously worked at Wells Fargo Bank for 23 years before joining Charles Schwab and its affiliated entities in 2025. Charles Schwab & Co., Inc. serves a large client base, 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 advice and access to discretionary separately managed accounts, using multi-asset model portfolios and research-driven alternative investment options.

Larry Scullark Jr. is a financial advisor with Merrill, holding a Series 66 designation and five years of industry experience. He has a military background, serving in the US Army since 2011 and supervising Army Reserve logistics operations. He also has experience with Bank of America and American Military University. Outside of advising, he is involved with B Line Real Estate Group in Las Vegas. Merrill, alongside its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through model-based and discretionary strategies developed by internal and third-party teams. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Placide Paul is a financial advisor with Thrivent Investment Management in Las Vegas, NV, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Fidelity Investments, Stifel Nicolaus & Co Inc, and J.P. Morgan Securities. Outside of his advisory duties, he owns and operates Zapix, LLC, a business engaged in the online sale and distribution of consumer electronics, and is involved in acting in commercials through a separate entity. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based, holistic analyses and broad financial planning advice without discretionary portfolio management or implementation services.

Bradford Cook is a financial advisor with Fidelity Investments in Las Vegas, NV, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior work includes roles at Waddell & Reed, TIAA-CREF, and Global Financial Private Capital. Fidelity’s Strategic Advisers LLC, where he works, provides investment management and advisory services to both retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios from a broad investable universe and maintaining oversight of sub-advisers and share class evaluations.

Joseph Caldera is a CFP® professional with 27 years of experience in the financial services industry. He has worked at LPL Financial since 2018 and previously spent 15 years with INVEST Financial Corporation. Caldera is based in Las Vegas, NV. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions with advisory and brokerage services. The firm offers a range of solutions including financial planning, model portfolio programs, and institutional platforms, supporting a large network of advisors who employ both discretionary and non-discretionary strategies.

Rodrigo Quintana Jr. is a financial advisor at Ameriprise with seven years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its related entities since 2018. Prior to his advisory career, he worked at the University of Nevada Las Vegas from 2015 to 2018. 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 through a written Recommendation Report and ongoing advice.

Jacob Gonzalez is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2024. Prior to his advisory role, his background includes positions in various service and retail environments, as well as freelance work. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Kristina Besstchetnaya is a financial advisor at Fidelity with six years of industry experience. She holds a Series 66 designation and has worked at Merrill and Tiffany & Co, among other firms. Outside of her advisory role, she is involved in managing administrative operations for a gymnastics business founded by her spouse. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative and algorithmic portfolio construction.

Patricia Murphy Radigan is a financial advisor with Merrill in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked at Merrill since 2009 and at Bank of America, N.A. since 2010. 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 a range of clients including individuals, high-net-worth clients, and institutional entities.

Pierre Perez is a financial advisor at Mass Mutual Investors Services with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors. Mass Mutual Investors Services is a subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs collaborative, annual planning engagements using firm-approved software and offers specialized programs such as divorce planning and estate settlement.

Nikolas Sandoval is a financial advisor at Merrill with three years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A., Merrill, Bankers Life, Guardian Life Insurance Company LLC, WestPac Wealth Partners, and Ameriprise. 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.

Nashton White is a financial advisor with Merrill in Las Vegas, NV, holding a Series 66 designation and two years of industry experience. His career includes roles at Bank of America, UBS Financial Services, and Hawkeye Capital Advisors. He serves on the board of a family private foundation, His Hands Foundation, which supports humanitarian causes. 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 a range of individual and institutional clients.

Dannette Trivisonno is a financial advisor at UBS Financial Services with 38 years of industry experience. She has held her current position at UBS since 2009. Her credentials include the Series 63 and Series 65 designations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-based, model-driven financial strategies tailored to clients’ goals and risk tolerances.

Yohanes Tesfamariam is a financial advisor at Ameriprise with Series 66 credentials and one year of industry experience. Prior to joining Ameriprise, he worked in various roles including positions at Las Vegas Parking and the University of Las Vegas Nevada. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning and tax-aware withdrawal strategies. The firm’s approach involves a centralized service team that collaborates with advisors to provide customized recommendations based on proprietary research and external data.

Elvia Callahan is the Vice President, Wealth Planner at Fidelity Investments. In her current role, she partners with clients to build long-term trusted relationships with families and guides them through planning strategies that enhance their financial plans. Elvia has extensive experience in the financial services industry, having held multiple positions at Fidelity Investments since 2006, including Financial Consultant, Investments Representative, and Financial Representative. Prior to joining Fidelity, she worked as an Account Executive at MetLife Securities from 2005 to 2006.

Samuel Harper is a financial advisor with Fisher Investments in Las Vegas, NV, holding Series 63 and Series 65 designations and 15 years of industry experience. He has been with Fisher Investments since 2016. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management across various mandates. The firm uses a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and employs tax-aware strategies alongside risk management techniques.

Nnamdi Drew is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise before joining J.P. Morgan in 2024. His prior work experience includes roles outside of finance in logistics and food service. J.P. Morgan Securities 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 institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.