Karin Chu is a financial advisor at J.P. Morgan Securities with five years of industry experience. She previously worked at Citigroup from 2014 to 2023 before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2023. Outside of her advisory role, she serves as a board member for the Cornell Club of Greater Las Vegas and the Nevada Ballet Theatre. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Wes Jacobson is a Financial Consultant at Fidelity Investments. He has been with Fidelity since 2020, holding various roles including Workplace Planning Consultant, Financial Representative, Investment Consultant, and currently Financial Consultant. Wes works with clients to simplify their financial journey and assists them in building meaningful financial plans to achieve their goals. His experience encompasses personal and workplace investing, enabling him to support clients through Fidelity's broad range of offerings. Wes holds a California Insurance License. Outside of his professional work, Wes enjoys spending time at the beach, playing board games, golf, tennis, and watching movies.

Ismael Higareda is an advisor at Ameriprise with Series 63 and Series 65 designations and one year of industry experience. His prior work includes roles at BMO Bank, U.S. Bank, Wells Fargo, and Bank of America. He was also involved with the Made The Team Foundation, a nonprofit aimed at organizing youth sports that did not become active. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement-income planning through a centralized team using proprietary research and third-party data. The firm employs a selective enrollment process and integrates its affiliated investment products within its recommendations.

Anthony Chopp is a Series 66 registered advisor at J.P. Morgan Securities with four years of industry experience. He has held roles at various entities within the JPMorgan Chase organization since 2003. Outside of his advisory work, he serves on the board of the Public Education Foundation, a nonprofit focused on supporting public schools in the Las Vegas community. He also participates as an advisory board member for ChargerGoGo, a mobile charging solutions company. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a quantitative, manager-directed approach that incorporates ESG considerations. The firm offers non-discretionary advice supported by centralized due diligence and access to a broad range of investment products.

Leslie Lozano is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Fidelity in 2021, Leslie worked at Bank of America and Verizon Wireless. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including management of model portfolios constructed through a combination of fundamental research, quantitative analysis, and algorithmic methods. The firm also serves as an advisor to registered investment companies and employs formal oversight and governance procedures in its operations.

Jeremy Purvines is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Cetera Advisors LLC and Countrywide Estate Planning LLC. His activities include managing Purvines Management LLC, a DBA related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services with diverse investment strategies and operational support tools.

Wyko Salvador is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and has worked previously at Equitable Advisors and RCG Economics. Outside of financial advising, he has served as an administrative assistant at Arwen Care Services LLC, a home health agency. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering broad financial planning on topics such as retirement, tax, and estate planning without portfolio management or discretionary trading authority.

Mark Erculei is a financial advisor at Ameriprise with 29 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at Wells Fargo Clearing and Morgan Stanley Private Bank. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Samuel Abebe is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 66 designation and three years of industry experience. He has been with Ameriprise since 2021 and previously worked at the University of Nevada Las Vegas and Snowed INN LLC. Outside of his advisory role, he works as an Uber driver. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that provide written recommendations and annual advice focused on income sources and tax-aware withdrawal strategies. The firm’s approach integrates proprietary research and third-party data within a defined investment framework, requiring minimum investable assets for participation.

Michael Gana is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. from 2015 to 2021 before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios across various asset classes.

Dee Clarke is a financial advisor at Morgan Stanley in Las Vegas, NV, holding Series 63 and Series 66 licenses with 21 years of industry experience. Clarke has been with Morgan Stanley and its predecessor Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools without individual security recommendations as part of standalone financial plans.

Claudia Badillo is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. She has been with Wells Fargo Clearing since 2021 and also has a background with Wells Fargo Bank, N.A. since 2008. Outside of finance, she is involved with Music and Arts. 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 advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary when providing investment advice.

James Rensvold is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2020. His prior experience includes roles at Zions Bancorporation N.A. and Wells Fargo Investments. 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, model portfolio programs, third-party asset management, and institutional platforms.

David Patten is a financial advisor at Edward Jones in Henderson, NV, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he owns a rental property. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Chase Bratland is a financial advisor with Cetera who holds a Series 66 designation and has 10 years of industry experience. He is also an enrolled agent providing income tax preparation services through Conrado & Company and Bratland Financial. In addition, he works as an insurance agent selling life, disability, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered adviser offering a broad range of portfolio management, financial planning, and retirement consulting services through a nationwide network. The firm serves individual and institutional clients with multi-manager investment platforms and a variety of program options under discretionary and non-discretionary authorities.

Jelena Draganic is a financial advisor at RBC Capital Markets with five years of industry experience. She previously worked at UBS Financial Services for seven years and has a background that includes three years with Mandalay Bay Resorts. Draganic holds a Series 66 designation. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, tailored to clients’ risk profiles and implemented through a combination of in-house and third-party investment managers.

Leonel Jacquez Bojorquez is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. His prior roles include positions at UBS and Merrill. 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 through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage and investment management capabilities.

Raymond Martin is a financial advisor with Stifel who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2019 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he is involved in commercial real estate investment and property management as a general partner and president of related business entities. Stifel serves a broad range of clients including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

Jack Perren Leveridge is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he was affiliated with Cape Carbon Proprietary Limited and has academic experience at the University of New South Wales and Australian National University. 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 institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Robert Bozworth is Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2017, progressing through roles including Planning Consultant, Senior Relationship Manager, and Relationship Manager. Prior to joining Fidelity, he worked as a Financial Advisor at Waddell & Reed and Metlife, a Sales Representative at Liberty Mutual Insurance, and served as Vice President Relationship Manager in Commercial Banking at Citibank from 2001 to 2013. Robert focuses on helping clients develop financial roadmaps to support their retirement goals. He works to identify potential obstacles and monitors progress regularly to assist clients in navigating toward their objectives. His professional experience spans wealth planning, relationship management, financial advising, and commercial banking. Outside of his professional work, Robert enjoys boating, playing musical instruments, surfing, and spending time with his pets.