Joe Thomas is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 66 designation and one year of industry experience. Prior to his current role, he has worked at Ameriprise and held positions in various service and retail industries. Outside of finance, he is studying tattoo art with the goal of practicing professionally. Ameriprise offers retirement-income planning services focused on individuals with substantial investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Daniel Paonessa is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Cetera Wealth Services, LLC since 2013 and currently serves as an OSJ branch manager at Malecki Financial Group. He also holds a role as a life and fixed annuities insurance agent. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large nationwide network of independent advisors serving individuals, employer-sponsored plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and retirement services through multi-manager platforms, combining affiliated and third-party strategies across various programs and custodial relationships.

Scott Schiefer is a financial advisor with Primerica Advisors in Henderson, NV, holding Series 65 and Series 63 credentials and two years of industry experience. He has been associated with Primerica Financial Services since 2023 and has worked for the City of Las Vegas since 2007. Outside of finance, he owns and operates Anything Aquatic LLC, a non-investment-related business. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services primarily through model-based strategies created by unaffiliated asset managers. The firm operates at scale with thousands of advisors and oversees approximately $15.5 billion in assets under management.

Bernice Chinn Mitra is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding Series 63 and Series 65 licenses and 29 years of industry experience. She previously worked at Morgan Stanley Smith Barney LLC from 2013 to 2019. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jeremiah Johnson is a financial advisor with Ameriprise in Henderson, NV, holding the ChFC® and Series 66 designations and bringing 26 years of industry experience. He has worked at Ameriprise and its affiliated entity since 2005. He is also the president and owner of Jeremiah Johnson Incorporated, an S-Corp established for his personal use as an Ameriprise Financial Advisor. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice with a focus on dependable income sources and tax-aware withdrawal strategies.

James Dence is a financial advisor at Merrill Lynch Wealth Management. He specializes in helping individuals and families create financial strategies aligned with their goals and values. His approach centers on uncovering clients' priorities to build confidence in their financial future. Before entering financial services, James earned a Bachelor's degree in Christian Ministry and Psychology from Blue Mountain College. He spent five years as a pastor and four years as a personal trainer. These roles helped him develop skills in listening, building trust, and guiding people through significant decisions. He holds the Personal Investment Advisor (PIA) designation. James emphasizes integrity, compassion, and service in both his professional and personal life. He and his wife are raising two children, including one adopted through foster care. He is involved in volunteer and nonprofit work, including participation in the organization Fostering Hope.

Edwin Harris is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Wells Fargo entities since 2009, including Wells Fargo Advisors LLC and Wells Fargo Clearing. Harris also serves as co-trustee for his father. 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 advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Todd Williams is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding Series 63, Series 65, and Series 66 licenses and bringing 33 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2011. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Kyle Harpin is a financial advisor at Edward Jones in Las Vegas, NV, holding the CFP®, CFA®, and Series 66 designations with 16 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and features a large national network of advisors and branch offices.

Brian Darzev is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Mass Mutual Investors Services and MassMutual Life Insurance Company, as well as several positions outside the financial sector. Ameriprise offers retirement-income planning services targeting clients with significant investable assets, delivering written recommendations on income sources, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support retirement planning and provides a broad range of advisory, brokerage, and insurance solutions.

Joseph Benoit is a financial advisor with Charles Schwab in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior experience includes four years at Fidelity before joining Charles Schwab and Charles Schwab Bank in 2017. 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 a combination of non-discretionary and discretionary investment management through multi-asset model portfolios and alternative investment options, supported by a large-scale and integrated operational platform.

Paul Couch is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked for City National Bank for 13 years before joining Wells Fargo Clearing in 2024. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Victoria Obermiller is a financial advisor with Charles Schwab based in Las Vegas, NV. She holds Series 63 and Series 66 licenses and has 10 years of industry experience, including prior roles at JPMorgan Securities LLC and JPMorgan Chase Bank. She has been with Charles Schwab since 2019. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary advisory services and access to affiliated discretionary separately managed accounts. The firm integrates brokerage, custody, and advisory functions to serve a large client base with multi-asset model portfolios and alternative investment options.

David Hengel is a financial advisor with Ameriprise in Henderson, NV, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at Ameriprise since 2013, including his current role beginning in 2020, and previously spent two years at Southend Strategic Partners LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, non-discretionary advice, primarily for clients with Ameriprise-managed accounts.

Austin Hopp is a financial advisor at Ameriprise in Las Vegas, NV, holding a Series 66 designation with one year of industry experience. His prior work includes roles at MML Investor Services, MassMutual Life Insurance, and Golf Summerlin. He has an academic background with positions at the University of Hawaii and Western Illinois University. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Rock Mirich is a financial advisor with Equitable Advisors in Las Vegas, NV, holding Series 63 and Series 65 licenses and having 36 years of industry experience. His prior employment includes roles at Allstate Financial Advisors and Investment Centers of America, among others. Outside of his advisory work, he is the single member of MY GUY, LLC. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a combination of proprietary and third-party advisory models, delivering services through Investment Adviser Representatives and emphasizing fiduciary responsibilities.

Gary Woodard Jr. is a financial advisor at Ameriprise with 14 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2012. Based in Las Vegas, NV, he has been with his current firm for six years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients nearing or in retirement with written Recommendation Reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

David Tanaka is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 66 and Series 63 designations and has worked previously at Raymond James Financial Services and First Hawaiian Bank. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also offers discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery, with distinctive features including its registration as a commodity pool operator and use of AI in research.

Tac Tang is a financial advisor with Mass Mutual Investors Services in Las Vegas, NV, holding a Series 63 designation and bringing 36 years of industry experience. His career includes 35 years at Metlife Securities Inc. before joining Mass Mutual Investors Services in 2017 and MassMutual Life Insurance Company in 2016. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers structured, collaborative financial planning engagements and various specialized planning services.

Joseph Rosania is a Series 66-licensed financial advisor at Edward Jones with five years of industry experience. He previously worked at JP Morgan Securities LLC and JPMorgan Chase Bank NA, accumulating ten years of experience prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options. The firm is notable for its extensive retail advisor network, affiliated mutual funds, trust company, and securities-based lending services.