Myron Kwong is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. He previously worked at UBS Asia Limited for sixteen years before joining J.P. Morgan in 2023. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Brenda Lo is a financial advisor with UBS Financial Services in Las Vegas, NV, holding a Series 66 designation and seven years of industry experience. She has been with UBS since 2018 and previously worked at Earnest, Inc from 2015 to 2017. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

Chevelle Tuck is a financial advisor with Wells Fargo Clearing and holds the Series 66 designation. She has 14 years of industry experience, with prior roles at Spire Investment Partners, Janney Montgomery Scott, and several independent firms. Outside of advisory work, she has experience as a real estate agent. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages roughly $671 billion in assets with over 14,000 advisors, offering both brokerage and advisory solutions.

Nasser Mehrzad is a financial advisor with Primerica Advisors in Las Vegas, NV, holding Series 63 and Series 65 licenses and possessing 37 years of industry experience. He has been with Primerica Advisors since 1988 and Primerica Financial Services since 1991. Outside of his advisory role, he is the owner of Mehrzad LLC, a legal entity associated with Primerica. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options, operating primarily as a wrap-fee solution. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors while offering a range of investment models including Strategic, Tactical, Tax-Aware, and Income Distribution approaches.

Edgar Anguiano-Estrada is a Financial Consultant currently working at Fidelity Investments since 2020. In his role, he partners with clients to assist them in working towards their financial goals by providing tools, implementation, and knowledge to help clients feel more confident in their financial situation. He emphasizes building long-term relationships based on trust, transparency, and education to empower clients in making informed financial decisions. Prior to his current position, Edgar was a Manager at Ameriprise Financial Inc from 2018 to 2020 and served as a Financial Advisor at the same company from 2015 to 2018. He holds a California Insurance License. Outside of his professional work, Edgar enjoys camping, family activities, hiking, and reading.

Adrian Nunez Aguilar is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Las Vegas, NV. He has been with Thrivent since 2026 and has one year of industry experience. His prior work includes roles at Equitable Advisors, Nevada State University, and other diverse positions. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses without managing discretionary accounts. The firm combines planning with managed-account programs under a consolidated billing option called “WealthPlan,” while maintaining separate planning and management services.

David Dixon is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 65 licenses. He has 44 years of industry experience, including 22 years at LPL Financial and three years at CUNA Brokerage Services, Inc. He is also involved with Pence Financial Group, LLC, a related investment advisory business. 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 financial planning and investment management solutions through a large network of advisors.

Christopher Stagg is a financial advisor with J.P. Morgan Securities in Las Vegas, NV. He holds a Series 66 designation and has four years of industry experience. Prior to joining J.P. Morgan Securities in 2021, he worked at US Bank from 2017 to 2021 and Wells Fargo Bank from 2007 to 2017. 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 large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Keith Tanabe is a Wealth Management Advisor with Merrill Lynch Wealth Management, leading a team focused on serving institutional and private clients. He manages Global Institutional Consultants under the TTFH Group, providing investment consulting and services for defined benefit and contribution plans, institutional consulting, and corporate benefit services. Keith has held this role for 26 years at Merrill Lynch, developing expertise in institutional investment consulting and wealth management. He began his financial career as a Certified Public Accountant in the corporate tax department of PriceWaterhouseCoopers, LLP. He holds a bachelor's degree from the University of Southern California and has earned professional designations including Chartered Alternative Investment Analyst (CAIA), Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and specialization in Sports & Entertainment (SE). Outside of his professional work, Keith enjoys golfing, spending time with his family, and traveling.

Jason Garofalo is a financial advisor at Ameriprise with 27 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2015. He is based in Post Falls, Idaho. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide annual, written recommendation reports, supported by a centralized consulting team and algorithmic tools, while delivering a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Christine Zalonka is a financial advisor with Raymond James & Associates who holds a Series 66 designation and has 24 years of industry experience. Her prior work includes tenures at Wells Fargo Advisors and Wells Fargo Clearing, as well as experience with G.G.R.M Law Firm. Outside of finance, she is involved with Las Vegas Beach Volleyball. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Chris Norton is a financial advisor with Morgan Stanley in Las Vegas, NV, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. He has been with Morgan Stanley entities since 2013, including Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Angel Cipres is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he operated Cipres Tree Service for five years and worked at the University of Nevada, Las Vegas, as well as Rancho High School. Ameriprise serves individuals approaching or in retirement, providing a retirement-income planning service that includes written Recommendation Reports addressing income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic automation and oversight to deliver personalized retirement advice, primarily for clients with substantial investable assets and Ameriprise-managed accounts.

Peter Klurfeld is a financial advisor at Ameriprise in Las Vegas, NV, holding a Series 66 designation with less than one year of industry experience. Prior to his current role, he was self-employed as a digital marketer and worked at Innovative Inhalables, INC. for nine years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement planning through written recommendation reports and ongoing advice, emphasizing dependable income sources and tax-aware withdrawal strategies.

Bruce Dillard is a financial advisor at UBS Financial Services with 30 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he serves as a consultant on naval aviation content for the production of the movie Devotion. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management through a broad platform that includes capital markets services and proprietary research.

Farhad Kalanaki is a financial advisor with Edward Jones in Henderson, NV, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2024, he worked at Merrill Lynch, Pierce, Fenner & Smith and Bank of America. His background also includes roles outside finance in the food service sector. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Preston White is a financial advisor at J.P. Morgan Securities in Las Vegas, NV, holding a Series 66 designation. He has one year of industry experience, including prior roles at Arsenal Capital Partners and 2E Capital Partners Stressed Credit Hedge Fund. 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.

Alexander Reece is a financial advisor at Morgan Stanley with 10 years of industry experience. He has held positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Wells Fargo Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations as part of its financial planning process.

Richard Powell III is a financial advisor at Charles Schwab with 10 years of industry experience. He holds a Series 66 designation and has worked at various Charles Schwab entities since 2013. 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 relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by research from its Center for Financial Research.

David Shoaff is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career in the financial services industry in 2001 and joined Merrill Lynch in 2008. David focuses on family wealth management strategies, personal retirement planning, and portfolio management services. He helps clients develop personalized financial strategies that align with their long-term goals by offering customized investment advice and strategies based on a thorough understanding of their financial needs. David holds a bachelor's degree in Finance from the University of Nevada, Las Vegas, and is a CERTIFIED FINANCIAL PLANNER® certificant. He is committed to building strong client relationships and follows Merrill's tradition of community involvement through volunteering. Outside of his professional role, David spends time with his wife and six children, dividing their time between Las Vegas, Nevada, and Coeur d'Alene, Idaho. His personal interests include reading and watching movies.