Claire Oshima is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding a Series 66 designation and 17 years of industry experience. She has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Outside of her advisory work, she owns a small business selling stamps on eBay. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Staci Smith is a financial advisor at Charles Schwab with 31 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at J.P. Morgan Securities, Robinhood Financial, and Fidelity Brokerage Services. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios and due diligence on alternative investments.

Rolf Maile 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 2009. Outside of his advisory role, Maile serves on the board of directors for Sheila LLC, a company involved in construction, building materials, and equipment leasing. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management and offers a wide range of financial products and services.

Austin Saxon is a financial advisor at Fidelity with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and manage funds.

Marianne Reeves is a Series 65-licensed financial advisor at Cetera with 24 years of industry experience. She has held roles at Cetera Advisors LLC, Anderson Wealth Management, Reeves, Evans & Todd, CPAs Ltd., and Cornerstone Financial Advisors Ltd. In addition to her advisory work, Reeves is a certified public accountant and author, engaged in accounting and tax preparation through her own practice. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and consulting services, supported by a large network of independent advisors.

Garegin Hambardzumyan is a financial advisor at Ameriprise with two years of industry experience. He holds the Series 66 designation and has previously worked at firms including Fidelity Investments, Bank of America, Merrill, and also operated Never Caged LLC. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which includes written recommendation reports and ongoing planning advice focused on dependable income and tax-aware withdrawal strategies.

Caleb Dawkins is a financial advisor with J.P. Morgan Securities in Las Vegas, NV, holding Series 63 and Series 65 designations and nine years of industry experience. His work history includes roles at Nevada Partners and JPMorgan Chase Bank, N.A. He contributes to Nevada Partners' financial literacy initiatives on a limited basis. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting through a non-discretionary approach.

Joel Zoufaly is a financial advisor at Edward Jones with three years of industry experience. He holds Series 63 and Series 66 licenses. His prior work history includes roles at Foreside Funds Distributors LLC, Polen Capital Management, Solenis, Fordham University, Bunker Hill Community College, and the United States Air Force. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households as well as pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Daniel Haselhorst is a financial advisor with Fidelity Investments in Las Vegas, NV, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He previously worked at Bank of America, NA, for 12 years before joining Fidelity. Outside of his advisory role, he participates in poker tournaments. Daniel works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Guyan Long is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2012 to 2019. 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 advisory 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.

Jedd Alcantara is a financial advisor with LPL Financial in Las Vegas, NV, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Waddell & Reed Inc and various insurance carriers, as well as work at Spring Valley Montessori School. Alcantara is also involved with Cernun Wealth Management, a business entity 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 other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management.

Jami Lunde is a financial advisor at LPL Financial with 20 years of industry experience. She has held positions at LPL Financial since 2013 and previously worked at Merrill from 2009 to 2013. Lunde is a licensed notary public in the state of Nevada and has a related business under the name Heck Wealth Management. 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 portfolios, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and operational tools.

Anaii Davis is a CFP®-designated financial advisor with two years of industry experience, currently associated with Cetera in Las Vegas, NV. Prior roles include positions at GenRock Wealth Management LLC and Close Financial Services Inc. Additionally, Davis has been involved in offering life and health insurance products through affiliated business activities. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm provides portfolio management, financial planning, and access to multiple investment managers through various program structures and custodial relationships.

Nicholas Cruz is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. He has worked at Wells Fargo Bank, N.A. since 2017 and has been with Wells Fargo Clearing since 2022. Prior to that, he held roles at Toybox and Cream. 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 advisory process incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Austin Sherman is a Series 66-licensed financial advisor with LPL Enterprise, based in Las Vegas, NV, and has two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Equitable Advisors, and Pruco Securities LLC. Outside of his financial advisory duties, he operates a small online business selling collectibles on eBay and TCGplayer. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, third-party asset management, and insurance product sales through affiliated entities.

David Garcia is a CFP® with 13 years of experience in the financial industry, currently serving as a financial advisor at J.P. Morgan Securities since 2020. Prior to this role, he held positions at JPMorgan Chase Bank and JPMorgan Securities from 2015 onward. He is a board member and Vice Chair of Three Square Food Bank in Las Vegas, where he leads the finance and investment committee. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support customized investment solutions.

Sammy Chang is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Citigroup, Terrible Herbst, Inc., Capital One Investing, LLC, and HSBC Bank USA, N.A. Chang is based in Las Vegas, NV. 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 roughly $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Kostadin Nikolov is a financial advisor with Ameriprise Financial Services LLC in Las Vegas, NV, holding a Series 66 designation and five years of industry experience. Prior to joining Ameriprise in 2021, he was involved with Star 5 Plumbing LLC for seven 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 annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Mark Bailey is a financial advisor with Osaic Wealth Inc. in Las Vegas, NV, holding Series 63 and Series 65 licenses and 12 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Integrated Advisors Network, Select Wealth Advisers, and Cambridge Investment Research. He serves as a director for the Greenspark Foundation, a nonprofit organization. Osaic Wealth Inc. serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services utilizing asset-allocation tools, risk assessment, and multiple investment platforms to manage portfolios across various asset classes.

Ronald Lwin is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked with Avantax Advisory Services and Avantax Investment Services for 18 years before joining Cetera in 2025. Outside his advisory role, he owns and operates several businesses including Abacus Tax Preparation, Wynn Real Estate, and Wynn Off Road. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager investment platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.