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.

Robert Keelan is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on delivering a comprehensive approach to wealth management by understanding each client’s financial situation and personal priorities. Robert collaborates closely with clients to develop customized strategies that are adaptable to changing needs and market conditions. He utilizes the investment expertise of Merrill and the banking services of Bank of America to address the diverse financial aspects of his clients’ lives. Robert’s areas of expertise include education planning, legacy planning, LGBT wealth planning, liquidity management, managing new wealth, socially responsible and values-based investing, and retirement income. He holds a Bachelor's Degree from the University of California system, where he studied International Business and Political Science. During his time at university, Robert began his banking and investing career, progressing from teller positions to becoming a financial advisor. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional work, Robert volunteers in his community and has personal interests in chess, football, ice hockey, music, spending time with family, and watching movies.

Aaron Blaine is a financial advisor with LPL Financial in Las Vegas, NV, holding a Series 66 credential and three years of industry experience. His prior roles include positions at Bank of America, Merrill, and Wells Fargo. Outside of advising, he has worked as a driver for Uber Technologies. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services delivered primarily through investment adviser representatives using a range of strategies and technologies.

John Royen is a financial advisor at Cetera with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Legacy Capital Advisors and Avantax Advisory Services. Royen also operates Sofos Wealth Management, through which he provides financial, insurance, and tax-smart planning advice. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services delivered by a large nationwide network of independent advisors.

Peter Capotosto is a financial advisor with J.P. Morgan Securities in Las Vegas, NV, holding a Series 66 designation and bringing 21 years of industry experience. His prior roles include positions at LM Capital Group, SEI Investments, and Mirae Asset Global Investments. 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 an ESG eligibility framework. The firm delivers services on a non-discretionary basis through a select group of Wealth Advisors.

Gina Ortega is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and its related entities since 2005. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Jacob Lewis is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and 20 years of industry experience. His career includes positions at Raymond James affiliates since 2016, as well as prior roles at Morgan Stanley and Merrill. 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, pension plans, corporations, and institutions. The firm provides tailored, non-discretionary planning using analytical tools and supports municipal advisory services, along with innovative programs such as its SIMPLE IRA Employer Advisory & Consulting Services.

Ryan Butler is a financial advisor with Equitable Advisors in Las Vegas, NV. He holds a Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, he worked in various roles including positions at Broken Yolk Cafe and Las Vegas Printing Marketing. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm’s approach involves assessing client risk tolerance and matching clients to program models or discretionary managers, utilizing a range of investment options and third-party advisory programs.

Warren Duff is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009, working within both Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management (MSWM) offers a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and Corporate Financial Planning agreements.

Benjamin Herman is a financial advisor at Morgan Stanley in Las Vegas, NV, with 13 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016, as well as at Bank of America and Merrill from 2017 to 2021. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies, while managing approximately $2.74 trillion in client assets.

Martin Kulesza is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2018. Prior to that, he spent several years at Morgan Stanley and Merrill. Outside of his advisory role, he has a minor business interest in EoS Fitness in Las Vegas. 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 services including financial planning, model portfolio programs, third-party asset management, and participant-level retirement advice, supported by technology tools and a broad network of over 22,800 advisors.

Claudia Castaneda Cornejo is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Wells Fargo in various capacities since 2012. 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 range of financial products that include insurance-related vehicles and bank deposit sweep options.

Jordan Rinas is a financial advisor at Charles Schwab with eight years of industry experience. He holds the Series 66 designation and has worked at firms including American Fidelity Assurance, Park Avenue Securities, Guardian Life Insurance Company, and Edward Jones. Outside the financial industry, he owns and manages a rental property in Las Vegas. 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 advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative-investment evaluation process.

Mary Mcclellan is a financial advisor at Ameriprise with 14 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2011. Ameriprise provides retirement-income planning services for individuals nearing or in retirement, using a centralized consulting team to deliver non-discretionary, research-driven recommendations. The firm serves clients with significant investable assets and offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Russell Garrett is a financial advisor at Cetera with eight years of industry experience and a Series 66 designation. He has worked at firms including Avantax Advisory Services and LPL Financial and is involved in business consulting through his CPA practice, RSG Consulting, Inc., where he provides tax preparation and business consulting services. He also serves as a trustee for multiple trusts, overseeing asset safeguarding and fiduciary responsibilities. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that supports both discretionary and non-discretionary strategies.

Jerry Wagner Jr. is a financial advisor with Merrill in Las Vegas, NV, holding a Series 66 designation and 8 years of industry experience. He has been affiliated with Bank of America and Merrill since 2003. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Lori Bean is a financial advisor with Ameriprise in Las Vegas, NV, holding CFP®, ChFC®, and Series 63 designations and bringing 30 years of industry experience. She has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, delivering tailored, research-driven recommendation reports through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.