Gavin Mez is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. His prior work includes roles at UBS Financial Services and JPMORGAN Chase Bank, N.A., as well as experience in media and marketing. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Christine Abigail Nolan is a financial advisor with LPL Financial in Las Vegas, NV, holding a Series 66 designation and 19 years of industry experience. She has worked at LPL Financial since 2008 and previously spent three years with Ameriprise. Nolan serves as president of a non-variable insurance agency and works as a graduate assistant at the University of Nevada, Las Vegas, assisting with research. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports its advisors with model portfolios, third-party subadvisors, and customized strategies, alongside extensive non-advisory financial services and significant assets under management.

Uriwon Hazel is a financial advisor at UBS Financial Services with 24 years of industry experience. He has worked at UBS since 2009 and holds a Series 66 designation. Hazel maintains an active real estate license for personal use, affiliated with Realty One Group. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and provides a range of capital markets services through its platform.

Ryan Niehoff is a financial advisor with Ameriprise in Las Vegas, NV, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at Ameriprise Financial Services, Inc. since 2010 and at American Enterprise Investment Services Inc. since 2021. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet certain asset criteria, 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 provide personalized, non-discretionary retirement advice through a centralized consulting team.

Joel Prelog is a Series 65-licensed financial advisor with Fisher Investments in Las Vegas, NV, where he has worked since 1999. He has 25 years of industry experience. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment policy committee to guide portfolio construction and employs tax-aware processes and defensive tactics to manage risk and positioning.

Raphael Montgomery is a financial advisor at Merrill in Las Vegas, NV, holding Series 66 and Series 63 licenses with one year of industry experience. His prior work experience includes roles at Bank of America, Northwestern Mutual, and the State of Nevada, as well as a 24-year career in the US Marine Corps. 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.

Shanon Sabo is a financial advisor at Ameriprise with five years of industry experience. She holds a Series 66 license and has worked at Ameriprise Financial Services, LLC since 2021. Prior to her financial advisory career, she held roles at the Florida Department of Children and Families and the Florida Department of Juvenile Justice. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice. The firm uses proprietary research and third-party data to provide guidance on asset allocation, withdrawal strategies, and Social Security options within a defined investment universe.

Ilana Atkins is a financial advisor with LPL Financial in Las Vegas, NV, holding a Series 66 credential and five years of industry experience. Before joining LPL Financial, she worked as a freelance musician and with theatrical productions, and she also provides piano lessons outside her advisory role. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions with a range of financial planning and investment management services delivered through a large network of advisors.

Sedric Cade is a financial advisor at Edward Jones with 33 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Edward D. Jones & Co., L.P. since 1992. Outside of his advisory role, Cade is the sole member of Cade Family Properties LLC, an investment real estate business in Flagstaff, Arizona. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,000 advisors and 15,000 branch offices, with approximately $1.01 trillion in assets under management.

Minnie Wong is a financial advisor at Merrill with 21 years of industry experience and holds a Series 66 designation. She has worked at Merrill since 2005 and concurrently at Bank of America, NA 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Stephen Hazel is a financial advisor with UBS Financial Services in Las Vegas, NV, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with UBS Financial Services Inc. since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

James Milholen is a CFP® with 32 years of industry experience, currently affiliated with Fidelity in Las Vegas, NV. His tenure at Fidelity includes roles since 2011 across various divisions, including Fidelity Personal and Workplace Advisors and Fidelity Investments. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a proprietary investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including fund advisory and model portfolio delivery for intermediary platforms.

Francis Mc Laughlin is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, N.A./Merrill Lynch and the Clark County School District. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities under the J.P. Morgan brand.

Sean Mcginness is a financial advisor at LPL Financial with 11 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at CUSO Financial Services, L.P. and T. Rowe Price. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Patrick Maj is a Certified Financial Planner® with 17 years of industry experience. He has worked at Charles Schwab Bank and Charles Schwab & Co., Inc. since 2017 and spent one year at JPMorgan Securities LLC prior to that. He is based in Las Vegas, NV. 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 discretionary separately managed accounts and a formal alternative-investment onboarding process.

John Triplett is a financial advisor with Cetera Wealth Services, LLC in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Cetera since 2025 and has owned and operated Triplett CPA Firm since 2015. He serves as president of Lifeskills for Daily Living, a nonprofit organization focused on skills development for individuals. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with various portfolio management options, combining affiliated and third-party managers across discretionary and non-discretionary programs.

Nicholas Lymangrover is a financial advisor with Ameriprise in Las Vegas, NV, holding Series 63 and Series 65 designations and eight years of industry experience. He has worked at Ameriprise since 2017 and previously held a position at Lee's Discount Liquor. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides clients with tailored recommendation reports and ongoing tax-aware withdrawal strategies.

Lilia Ramirez is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. She has been with Wells Fargo Clearing since 2021 and has worked at Wells Fargo Bank, N.A. since 1999. 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 solutions. The firm’s approach 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.

Robert Disman is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His prior work includes six years at Investment Advisors LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and employs analytical tools to project potential outcomes, supporting clients through advisory programs and partnerships.

Ryan Pandy is a financial advisor at Merrill with one year of industry experience and holds the Series 66 designation. His prior work history includes roles at Bank of America, Fitness Alliance LLC, Vans, Discover Card, and Tatum Real Estate Investments. Outside of advising, he owns two multimedia and modeling businesses, BREADHOUSE LLC and RYAN JORDAN PRODUCTIONS LLC. 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.