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 30 years of industry experience. He holds Series 63 and Series 65 credentials. His career includes over 15 years at various Wells Fargo affiliates before joining Wells Fargo Clearing in 2016. He is a 10% owner of a company involved in energy drink formulation. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Michael Recinos is a financial advisor at Fidelity with Series 63 and Series 65 licenses and two years of industry experience. He has held roles at Fidelity Investments since 2024 and previously worked at First Command Brokerage Services and DIS Holdings LLC. Outside of his advisory work, he manages a residential rental property in North Las Vegas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

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 at LPL Financial with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Cambridge Investment Research Advisors, MML Investors Services LLC, and Massmutual Life Insurance Company. 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 financial planning, model portfolio programs, and access to third-party asset managers, combining scale with a range of advisory and non-advisory financial services.

Zhijun Zhu is a Series 66-licensed financial advisor at Morgan Stanley with three years of industry experience. Prior to joining Morgan Stanley in 2023, Zhu worked at Goldman Sachs from 2021 to 2023 and has held roles in academic institutions including the University of Utah. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Arnold Schwartz is a financial advisor at Morgan Stanley with 48 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets beginning in 1980. Morgan Stanley Wealth Management serves individuals and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and modeling tools and offers both direct and corporate financial planning solutions.

Matthew Mc Crea is a CFP®-certified financial advisor with 14 years of industry experience. He is currently with Wells Fargo Clearing and previously worked at JP Morgan Chase Bank, Merrill, Bank of America, Fidelity, and other firms. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, providing a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Samuel Fejfar is a Series 66 licensed advisor with Fidelity Investments, based in Henderson, Nevada, and has one year of industry experience. Prior to joining Fidelity, he held various roles including work in real estate as a licensed REALTOR with Simply Vegas Real Estate. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Timothy Mc Fall is a financial advisor with Cetera, holding CFP® and ChFC® designations and over 35 years of industry experience. He has worked with multiple firms, including Avantax Investment Services and Independent Financial Group, and is president of U.S. Capital Strategies, Inc., where he manages securities and insurance-related financial services. He is also the manager of My Financial Compass, LLC, another financial services business. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services across multiple program structures, with more than $256 billion in assets under management.

Joshua Reid is a financial advisor at UBS Financial Services with the Series 66 designation and two years of industry experience. Prior to joining UBS, he held positions at MGM Resorts International, Yelp Inc., and Hotel Del Coronado. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. Its advisory network employs proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances.

Stephanie Ficucell is a CFP® professional with 11 years of industry experience, currently affiliated with LPL Financial in Las Vegas, NV. She has worked at Strategic Wealth Management Group, Inc. and LPL Financial since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. It provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Ronald Manning is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His prior roles include positions at CUSO Financial Services, LP, Wells Fargo, and service in the US Army Reserves. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives.

Haylie Kalinowski is a financial advisor at UBS Financial Services with three years of industry experience. She holds the Series 66 designation and has prior experience at Axos Bank, Credit Union 1, and Generations Federal Credit Union. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-based, tailored financial plans through its network of advisors.

Sidney Thompson is a financial advisor with UBS Financial Services in Las Vegas, NV, holding a Series 66 designation and five years of industry experience. Prior to joining UBS, he worked at Elevation Point Wealth Partners, LLC and has experience in diverse roles including positions at AG Light and Sound and Hearthstone Kitchen and Cellar. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management strategies.

Felicia Anaya is a financial advisor with Fidelity, holding the Series 63 and Series 66 designations and having seven years of industry experience. She has been with Fidelity Investments since 2016. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.