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 65 and Series 63 licenses and previously worked at Avantax Advisory Services and Legacy Capital Advisors. He also operates Sofos Wealth Management, where he provides financial, insurance, and tax-smart planning services. Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with both affiliated and third-party money managers.

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 designations and bringing 20 years of industry experience. He has been with various Raymond James entities since 2016. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling, supporting implementation through its advisory programs or other providers.

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.

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.

Gabriela Correa De Negredo is a financial advisor at Edward Jones with four years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Ameriprise and LPL Financial. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and a nationwide network of financial advisors and branch offices. The firm offers discretionary and non-discretionary strategies, tax-efficient services, and maintains affiliated capabilities including a trust company and proprietary mutual funds.

Jannet Davis is a financial advisor with LPL Financial in Las Vegas, NV, holding a Series 66 designation and one year of industry experience. She has previously worked at Peter Lik USA and currently serves as Director of Operations at AVGear.US LLC, an entrepreneurial role outside of her advisory activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning and access to third-party asset management, utilizing various investment strategies supported by advanced research and operational tools.

Maxwell Marsico is a financial advisor at UBS Financial Services with one year of industry experience. Prior to his work in financial services, he was a self-employed professional golfer for ten years. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor investment plans.

Unik Velasco is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 66 license and one year of industry experience. Prior to joining Ameriprise, Velasco worked at Bekins Commercial International and MGM Resorts International, and has experience in education at Northwest Career and Technical Academy and Findlay Middle School. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, offering written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm uses a combination of research, modeling, and algorithmic tools to generate personalized retirement recommendations, with a focus on assets held in Ameriprise Managed Accounts.

Drew Beukelman is a financial advisor with UBS Financial Services in Las Vegas, NV, holding a Series 66 license and one year of industry experience. He has worked at UBS since 2023 and previously held roles at Grand Canyon University, Firethorn Golf Club, Adventure Golf Center, and Lincoln Christian School. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client solutions.