Ronald Barber is a financial advisor at Primerica Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors and Primerica Financial Services since 2001. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and delegates trading to BNY Mellon Advisors, operating under a tiered wrap-fee structure.

Hector Hernandez is a financial advisor with Merrill in Las Vegas, NV, holding a Series 66 designation and three years of industry experience. He has worked at Bank of America N.A. and Merrill since 2015. Outside of advisory work, he operates a sole proprietorship and occasionally drives for rideshare services in his spare time. 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 serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Cooper Dolan is a financial advisor at Raymond James & Associates with one year of industry experience. He holds the Series 66 designation and has prior work history including roles at Faherty Brand and Docusign. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a variety of portfolio management styles and affiliated research.

Marlo Ramo Morales is a financial advisor at Merrill with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Merrill, Morales worked at Equitable Advisors, LLC and Primerica Financial Services. Outside of advisory work, Morales operates a sole proprietorship called Zeroed In, which provides weapons training. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, utilizing model-based and discretionary strategies for a range of clients including individuals, high-net-worth investors, and institutions.

Theodore Dake Jr. is a financial advisor at Merrill with 14 years of industry experience and holds a Series 66 designation. He has been with Merrill since 2009 and also has experience at Bank of America, where he has worked since 2011. Dake serves as a trustee for the University of Nevada Las Vegas foundation. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Chenge Li is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley Private Bank, National Association and Morgan Stanley since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market simulations as part of its financial planning process.

Reginald Hren is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 66 designation and 11 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice. The firm’s approach involves a centralized service team and offers recommendations based on proprietary research, third-party data, and algorithmic tools, operating within a defined investment universe influenced by affiliated product relationships.

Jose Bonilla is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. His prior work includes positions at Transamerica Financial Advisors, WealthWave, and Netlaw. He also holds a Nevada notary commission. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services through a large network of professionals, utilizing both proprietary and third-party investment strategies across various platforms.

Dennis Huggins is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He previously worked at Best Buy for 18 years before joining Bank of America and Merrill in 2021. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Gregory Price is a financial advisor at Charles Schwab with one year of industry experience. He holds Series 66 and Series 63 designations. Prior to his current role, he worked at Caesars Sportsbook and Casino and was involved with Housing Helpers of Las Vegas. Charles Schwab 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 advisory relationships and access to discretionary separately managed accounts, supported by a multi-asset investment approach and extensive research.

Jason Baucom is a financial advisor with LPL Financial in Las Vegas, NV, holding a Series 66 credential and 12 years of industry experience. He previously worked at Edward Jones from 2014 to 2016 and has been affiliated with Silver State Schools since 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. It offers various advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers.

Steven Yeager is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been in the securities business since 1995 and holds professional designations including Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), and Personal Investment Advisor (PIA). Steven earned his bachelor's degree from the University of Maryland at College Park. Steven specializes in areas such as family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. He focuses on working one-on-one with clients to develop personalized financial strategies aligned with their long-term goals. A native of Las Vegas, Steven is married to Kristen and they have three sons. He enjoys spending time with his family, watching his children participate in sports, as well as engaging in hiking and working out. Steven is also committed to community involvement and volunteers with local organizations in line with Merrill’s tradition of community service.

Ralph Carbone is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at UBS Financial Services, Quick & Reilly, Banc Of America Investment Services, Investors Capital Corp., and Cetera Advisors LLC before joining Cetera in 2024. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with over $256 billion in assets under management and more than 10,000 advisors.

Nicole Buchanan is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 66 designation and five years of industry experience. Her prior work includes roles at Caesars Entertainment, Center For Sight, Tacos and Beer, and Wynn and Encore Resorts. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendations and ongoing planning advice related to retirement income, emphasizing dependable income sources and tax-aware withdrawal strategies.

Emmanuel Becerra is a Series 66 licensed financial advisor with J.P. Morgan Securities in Las Vegas, NV. He has one year of industry experience, including roles at UBS Financial Services and Deloitte & Touche LLP. 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. The firm offers non-discretionary advice through a select group of Wealth Advisors, focusing on funds and strategies approved through internal review processes.

Lisa Mc Guire is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 66 designation and 13 years of industry experience. She has worked at Ameriprise Financial Services, Inc. since 2012 and continues with affiliated firms, including American Enterprise Investment Services, INC. since 2020. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Nathan Curran is a Financial Advisor at Merrill Lynch Wealth Management. He has over 25 years of experience in financial services, working with families and business owners to develop clear and meaningful plans that support their goals and create multigenerational impact. Nathan holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Nathan completed a non-accredited certificate program at Fullerton College. His approach to financial advising emphasizes education, purpose, and doing what is right, with a focus on teaching and empowering clients to build clarity, confidence, and lasting financial independence. Nathan prioritizes putting people before products in his work.

Douglas Heck is a financial advisor with Merrill in Las Vegas, NV, holding Series 65 and Series 66 licenses and bringing 27 years of industry experience. He has worked with Merrill since 2009 and Bank of America, N.A. since 2010. 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, and institutional investors.

Brook Benson is a financial advisor at Ameriprise in Las Vegas, NV, holding a Series 66 designation and five years of industry experience. His work history includes roles at Equitable Advisors, LV Premier Marketing, and the University of Nevada Las Vegas. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies. The firm’s approach integrates investment research and algorithmic tools to support asset allocation and Social Security decisions within a defined investment universe.

Ian Lowe is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 66 credential and has previously worked at Ameriprise, U.S. Bank, and several other firms. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and incorporates ESG criteria.