Kimberly Gilson is a financial advisor at Merrill with 13 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2009. Merrill, along 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal Chief Investment Office teams and third-party managers.

Keely Kyle is a financial advisor with Primerica Advisors in Las Vegas, NV, holding Series 63 and Series 65 credentials and seven years of industry experience. She has worked with Primerica Investment Inc since 2021 and previously with Primerica Financial Services and Brittan Angel. Outside of her advisory role, she is involved in the management and operations of investment-related products. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for client accounts.

Anthony Thurlow is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with several firms, including Ameriprise and Dmi, and owns Thurlow Wealth Management. He also teaches retirement education workshops at a local college and serves as a director for a homeowners association in Las Vegas. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse investment programs with discretionary and non-discretionary management, featuring access to third-party managers and a platform supporting customized portfolio solutions.

Jeremy Hafen is a financial advisor with Ameriprise in Henderson, NV, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to create tailored retirement plans and offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Cassandra Godbey is a Financial Advisor and business manager with The Malamet Group at Merrill Lynch Wealth Management. In her role, she helps oversee the team's operations and client experience while supporting individuals and families through important financial decisions. She brings over 10 years of experience in the financial services industry. Cassandra holds a Bachelor of Science degree from Columbus State University. Her approach to financial advising centers on trust, accountability, and a commitment to aligning with clients' goals and priorities. She emphasizes consistent follow-through and professionalism in her client relationships. Originally from Columbus, Georgia, Cassandra relocated to Las Vegas in 2014. Outside of work, she is a mother to two children and serves as a primary caregiver for her parents. She also maintains a close relationship with her younger sister in North Carolina. Her personal interests include traveling, reading, strength training, hiking, yoga, and following various sports.

Amanda Swinn is a financial advisor with RBC Capital Markets, holding a Series 66 designation and one year of industry experience. She has worked at City National Bank since 2025 and previously was with RBC Wealth Management and Luxe Lifestyle. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients, offering advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on client risk profiles and utilizes a combination of in-house and third-party investment managers and model providers.

Brent Ure is a financial advisor with Charles Schwab based in Las Vegas, NV, holding a Series 66 designation and 12 years of industry experience. He previously worked at TD Ameritrade, Inc. for eight years before joining Charles Schwab and its affiliated entities. Charles Schwab & Co., Inc. serves primarily 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 offers both non-discretionary investment guidance and access to discretionary separately managed accounts, leveraging multi-asset model portfolios and centralized operational support.

Gregory Townsend is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 63 designation and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2000. Townsend serves on the Board of Directors for the SOAR Safety Officers Award Recognition and acts as a Member at Large and Co-Chair in local community roles. Ameriprise provides retirement-income planning services targeting individuals nearing or in retirement with substantial investable assets, delivering written recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated processes overseen by specialized committees to generate personalized retirement income recommendations.

Desy Wang is a financial advisor at Merrill with a Series 66 credential and seven years of industry experience. Wang has worked at Merrill and Bank of America, N.A. since 2013. 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 a range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kent R. Deaver is a financial advisor with UBS Financial Services in Las Vegas, NV, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has been with UBS since 2002. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management, combining institutional trading capabilities with wealth management services.

Jennifer Lyman is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Before joining LPL Financial in 2022, she worked for nine years with the Washington County School District. She is involved in a non-investment business entity, JNCL, LLC, which is maintained for tax and investment purposes. 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, including financial planning, model portfolio programs, and participant-level retirement advice, supported by a large network of investment adviser representatives.

Travis Ball is a financial advisor at Merrill with 1 year of industry experience and a Series 66 designation. He has been with Merrill since 2005. Outside of his advisory role, he manages several rental properties and serves as a grantor for a personal trust. Merrill, along 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 a range of individual and institutional clients.

Edwin Kugler is a financial advisor at Ameriprise in Las Vegas, NV, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Ameriprise, he worked in various roles including at Lululemon Athletica and several educational institutions. Outside of finance, he works as a DJ and music producer, independently hired for events in Las Vegas. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides retirement planning focused on dependable income sources and tax-aware withdrawal strategies.

Daniel Quintana is a financial advisor with Merrill based in Las Vegas, NV, holding a Series 66 designation and three years of industry experience. His prior work includes positions at Bank of America from 2012 to 2022. 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, pension plans, corporations, and charitable organizations.

Kevin Burdalski is a financial advisor with Ameriprise in Henderson, NV, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Capstone Partners Financial and Nellis Auction. Outside of advising, he is involved in independent insurance brokering through Mass Mutual, focusing on disability income and life insurance products. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations primarily for clients maintaining assets in Ameriprise-managed accounts.

Harutuyn Mkhitarian is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Robert Keyes Jr. is a financial advisor with Ameriprise in Las Vegas, NV, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Ameriprise and its affiliates since 2015. Outside of his advisory role, he owns RJK Asset Management, Inc. and is involved in independent insurance brokering with Penn Mutual. Ameriprise offers a retirement-income planning service targeting clients with at least $1 million in investable assets, providing written recommendations focused on income sources, Social Security, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support retirement planning, delivering tailored advice through a centralized consulting team.

David Bax is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 66 designations and has been with LPL Financial since 2017, following three years at National Planning Corporation. Outside of his advisory role, he is involved in insurance and annuity sales. 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.

Stamen Matev is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in assisting families, individuals, and business owners in developing and implementing long-term financial strategies. His services include investment management, retirement planning, education planning, estate and wealth transfer, and life and health insurance guidance. Stamen incorporates Behavioral Finance alongside conventional wealth management practices to tailor financial strategies that align with clients' unique investment personalities, life aspirations, and priorities. Stamen holds a Bachelor's degree from Sofia University and a Master's degree in Business Administration with a Finance concentration from the University of Nevada, Las Vegas. He has earned professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is a member of the French Academy of Las Vegas and the National Association of Plan Advisors. Residing in Nevada since 2003, Stamen enjoys spending time with his wife and two children. His personal interests include golfing, hiking, music, reading, skiing, swimming, tennis, traveling, and watching movies.

Gregory Butler is a financial advisor with UBS Financial Services in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with UBS since 2014. Outside of his advisory work, Butler serves on the board of directors and assists with fundraising for the Newport Harbor Boys Lacrosse Booster Club and owns Li'l Fat Monkey, a publishing business focused on automotive-related content. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.