Jonathan Carlo Gosioco is a financial advisor with Wells Fargo Clearing in Las Vegas, NV. He holds a Series 66 designation and has three years of industry experience. His prior work history includes positions at JPMorgan Chase Bank, N.A. and Equitable Advisors, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with third-party analytics to support its investment approach.

Gerard Diaz is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding a Series 66 designation and six years of industry experience. His work history includes roles at Charles Schwab & Co., Inc., Ameriprise Financial, and several other financial service firms. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Nathan Woolstenhulme is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 20 years of industry experience. His prior experience includes ten years at Edward Jones and seven years at Raymond James Financial Services. 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 services including financial planning, model portfolio programs, and institutional platforms, supported by its extensive network of investment adviser representatives.

Cason Swinn is a financial advisor with RBC Capital Markets in Las Vegas, NV, holding a Series 66 designation and 18 years of industry experience. He previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 10 years before joining RBC Capital Markets and City National Bank, where he has worked since 2017. Outside of financial advising, he owns and oversees Vegas Janitorial Services and Zolo Solutions Inc., a prescription drug regulator. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing a mix of in-house and third-party investment managers.

Bernard Schofield is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He is based in Las Vegas, NV. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools alongside its Global Investment Committee’s secular return estimates.

Robert Vollmer Jr. is a financial advisor at Cetera with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Cetera and its predecessor firms since 2003. Outside of advising, he operates as an independent contractor in insurance (fixed, life, health, and P&C). 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 investment platform with diverse program options and manages over $256 billion in assets through more than 10,000 advisors.

Farrell Dela Cruz is a financial advisor with LPL Financial in Las Vegas, NV, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Morgan Stanley, Bank of America, Merrill Lynch, and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a range of investment strategies delivered through a large network of investment adviser representatives.

Eric Schimpf is a financial advisor at Merrill with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill since 2014. Outside of his advisory role, he is a minority investor in Chop Shop LLC, a butcher shop and restaurant in Park City, Utah, and a partner investor in raw land development in Tennessee. 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 strategies for individuals, high-net-worth clients, and institutional investors.

Thomas Fitzgerald Jr. is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 66 designation and 23 years of industry experience. He has worked at Ameriprise and its affiliate since 2005. Fitzgerald serves on the Board of Directors for the Las Vegas CPCU Society Chapter and is its Immediate Past President. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Chris Oribello is a financial advisor with LPL Financial in North Las Vegas, NV, holding Series 63 and 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Linsco/Private Ledger Corp., Wells Fargo Investments, and Morgan Stanley DW Inc. Outside of his financial career, Oribello serves as an assistant high school football coach at Mount Carmel High School in San Diego. 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 a range of advisory and brokerage services, leveraging model portfolios, third-party subadvisors, and customized strategies supported by advanced research and operational tools.

Sydney Szwyd is a financial advisor at Raymond James & Associates with six years of industry experience. Prior to joining Raymond James in 2025, Sydney worked at UBS Financial Services and Merrill Lynch, among other firms. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that serves individuals, institutions, and municipal entities. The firm offers financial planning and consulting services that are generally non-discretionary, employing a range of portfolio management styles supported by in-house research and a network of affiliated sub-advisers.

Jacob Mohr is a financial advisor with Merrill in Henderson, Nevada. He holds Series 63 and Series 66 licenses and has 26 years of industry experience. He has been with Merrill and Bank of America since 2009. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Tiana Loftlin is a financial advisor at Fidelity with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Edward Jones, The Vanguard Group, and GWFS Equities. Loftlin is based in Las Vegas, NV. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Juan Mardueno Rodriguez is a financial advisor at Merrill with 13 years of industry experience, including roles at Merrill since 2014 and Bank of America since 2025. He holds a Series 66 designation. Outside of his advisory role, he is an officer and owner of Mardueno LLC, a company involved in lending funds for residential real estate flips. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Diego Torres is a financial advisor at Ameriprise in Las Vegas, NV, holding a Series 66 designation with two years of industry experience. Prior to his current role, he worked at Fidelity Investments and held various positions including bilingual sales and reservation agent at U-Haul. Outside of financial advising, he maintains part-time employment at U-Haul. Ameriprise provides retirement-income planning services targeting individuals nearing or in retirement with substantial investable assets, combining research-driven modeling and tax-efficient strategies to create tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Benjamin Lengson is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in personalized wealth management strategies tailored to clients' individual financial goals. He began his career at Merrill Lynch Wealth Management in 2005 after interning there in 2004 and has also served as a training coordinator for new advisors from 2011 to 2013. His advisory approach centers on three pillars: financial modeling and planning, investment management and risk mitigation, and providing access to private banking experiences through Bank of America Private Bank. Ben is a graduate of the University of Nevada, Las Vegas, where he earned a bachelor's degree in Finance. He holds advanced certificates in Health Care Economics and Financial Accounting from Harvard Business School. His professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Prior to his financial advisory career, he served in the United States Air Force. An east coast transplant now residing in Las Vegas since 2002, Ben supports financial literacy and community involvement through his work with organizations such as Junior Achievement of Southern Nevada and the Las Vegas Rescue Mission. He is a proud father and an avid tennis player, with personal interests that include adventure sports, camping, music, skiing, spending time with his family, and watching movies.

Marc Kreisberger is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wells Fargo entities since 2011. Outside of his advisory role, he is a partial owner of an energy drink formulation company. 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 approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Michael Recinos is a financial advisor at Fidelity with Series 65 and Series 63 licenses and two years of industry experience. His prior roles include positions at First Command Brokerage Services, DIS Holdings LLC, and academic institutions such as the University of South Carolina and Pasadena City College. He is also a property owner responsible for the maintenance and upkeep of a townhome in North Las Vegas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients using a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, with a role in managing registered investment companies and delivering model portfolios to intermediary platforms.

Edmundo Thomas Diez is a financial advisor with LPL Financial in Las Vegas, NV, holding a Series 65 designation and one year of industry experience. He previously worked at Goldenshield Financial LLC and has a background as a dance instructor. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors and utilizes various advanced tools to support portfolio management and operational efficiency.

Kellen Kaneshiro is a financial advisor with LPL Financial, holding Series 65 and Series 63 credentials and 12 years of industry experience. He previously worked at Cambridge Investment Research Advisors and MML Investors Services LLC. Outside of his advisory role, Kaneshiro coaches at Hawaii Baptist Academy. 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 a range of advisory services, including financial planning, model portfolio programs, and institutional platforms, supporting more than 22,800 advisors and managing over $819 billion in discretionary assets.