Anaii Davis is a CFP®-designated financial advisor with two years of industry experience, currently associated with Cetera in Las Vegas, NV. Prior roles include positions at GenRock Wealth Management LLC and Close Financial Services Inc. Additionally, Davis has been involved in offering life and health insurance products through affiliated business activities. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm provides portfolio management, financial planning, and access to multiple investment managers through various program structures and custodial relationships.

Nicholas Cruz is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. He has worked at Wells Fargo Bank, N.A. since 2017 and has been with Wells Fargo Clearing since 2022. Prior to that, he held roles at Toybox and Cream. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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 investment options such as insurance-related vehicles and bank deposit sweep programs.

Austin Sherman is a Series 66-licensed financial advisor with LPL Enterprise, based in Las Vegas, NV, and has two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Equitable Advisors, and Pruco Securities LLC. Outside of his financial advisory duties, he operates a small online business selling collectibles on eBay and TCGplayer. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, third-party asset management, and insurance product sales through affiliated entities.

Sammy Chang is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Citigroup, Terrible Herbst, Inc., Capital One Investing, LLC, and HSBC Bank USA, N.A. Chang is based in Las Vegas, NV. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages roughly $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Kostadin Nikolov is a financial advisor with Ameriprise Financial Services LLC in Las Vegas, NV, holding a Series 66 designation and five years of industry experience. Prior to joining Ameriprise in 2021, he was involved with Star 5 Plumbing LLC for seven years. 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 annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Mark Bailey is a financial advisor with OSAIC Wealth Inc. in Las Vegas, NV, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Integrated Advisors Network, and Select Wealth Advisers. He serves as a director on the board of the Greenspark Foundation, a domestic nonprofit. OSAIC Wealth Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple platforms. The firm offers brokerage and advisory services, financial planning, and investment management tools, utilizing asset-allocation models and third-party solutions to construct diversified portfolios.

Ronald Lwin is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked with Avantax Advisory Services and Avantax Investment Services for 18 years before joining Cetera in 2025. Outside his advisory role, he owns and operates several businesses including Abacus Tax Preparation, Wynn Real Estate, and Wynn Off Road. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager investment platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Shannon Dowd is a financial advisor at Charles Schwab with 25 years of industry experience. He holds Series 63 and Series 66 designations and has been with Charles Schwab and Charles Schwab Bank since 1999 and 2005, respectively. Based in Las Vegas, NV, Dowd’s career has been focused within the Schwab organization. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 combines non-discretionary advisory services with access to discretionary separately managed accounts and features a multi-asset investment approach supported by proprietary research and alternative investment offerings.

Jared Flanagan is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Woodbury Financial for 19 years. In addition to his advisory role, he operates Flanagan Financial Services, focusing on employee benefits and health and group benefits. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and nonprofit investors, providing integrated brokerage and advisory services supported by asset-allocation tools, model portfolios, and access to third-party managers.

Brandon Saliba is a financial advisor with Merrill based in Las Vegas, NV, holding Series 63 and Series 66 certifications and bringing 21 years of industry experience. His prior work includes roles at Wells Fargo Bank and Wells Fargo Clearing Services since 2020, as well as City National Bank from 2016 to 2019. 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.

Brandyn Abrams is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. 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 through a team of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Joseph Borriello is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior work includes roles at TD Ameritrade Institutional and American Portfolios Advisors, Inc. Outside of his advisory work, he owns and operates a photography business specializing in portraits. 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 third-party asset management, and supports its advisors with research tools and diversified investment strategy options.

Danny Jaimes is a financial advisor at Fidelity with eight years of industry experience. He has worked at Fidelity Investments since 2022 and previously held positions at Wells Fargo Clearing and Wells Fargo Bank. Outside of his advisory role, he is the sole proprietor of DanEffects, a photography and videography editing business based in Las Vegas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, applying a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Hunter Lim is a financial advisor at Equitable Advisors with four years of industry experience. He holds the Series 66 designation and has previously worked in various roles including positions at Highridge Costa Housing Partners and Virginia Country Club. Outside of his advisory work, he serves as a trustee of an immediate family trust and is involved in real estate sales as a sales associate with Realty Benefit Services and Dergalis Associates LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm’s approach involves assessing client risk tolerance to match them with advisory program models or discretionary managers, utilizing both proprietary and third-party solutions.

Lois Wolfslau is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she is a sole proprietor and landlord of a rental property in Huntington Beach, California. Morgan Stanley Wealth Management serves individuals and institutional clients with a wide range of advisory programs, including tailored financial planning that employs firm-approved tools and models to support client goals.

Kelcy Wilcox Weiger is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Prior to joining LPL Financial in 2023, Kelcy worked at Transamerica Financial Advisors and World Financial Group, and has been involved with Special K Financial Inc since 2020. Outside of advisory work, Kelcy has business interests unrelated to investment advisory in Special K Financial Inc. LPL Financial is a national broker-dealer and investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, combining proprietary and third-party investment strategies along with operational tools supporting its extensive network of advisors.

David Chavez is a CFP® certificant with 14 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities since 2021. His prior experience includes roles at Bank of the West, BancWest Investment Services, Inc., and Ameriprise Financial Services, Inc. He is based in Las Vegas, NV. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice and customized reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Troy Pinkelman is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its Private Bank since 2013 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets using a structured planning process that includes proprietary tools and modeling techniques.

Ivo Malchov is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 66 designation and three years of industry experience. He has worked at Ameriprise since 2022 and is also employed as a marketing videographer for Gaudin Ford, where he produces video and photo content for the dealership’s YouTube channel and social media. Additionally, he operates a YouTube channel focused on cars, including repair, reviews, and driving, which he plans to monetize starting in 2024. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, offering comprehensive, research-backed recommendation reports and a broad array of advisory, brokerage, and insurance solutions.

Melinda Margolis is a CFP®-credentialed financial advisor with 36 years of industry experience. She is currently with LPL Financial and has previously worked at Bank of America, Merrill, and Banc of America Investment Services. Margolis is based in Henderson, NV. 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, retirement advice, and institutional platforms, with advice delivered primarily through its network of investment adviser representatives.