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.

Warren Kim is a financial advisor at LPL Financial with 25 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank N.A. in addition to his current role. Outside of advising, he is involved with JSWK Co., LLC. LPL Financial serves a wide range of clients including individuals, retirement plans, and institutions, offering financial planning, advisory programs, retirement plan consulting, and brokerage services. The firm provides both discretionary and non-discretionary management supported by various investment models and research resources.

Justin Oubre is a financial advisor with Merrill in Las Vegas, NV, holding Series 63 and Series 66 licenses. He has 12 years of industry experience, including prior roles at Wells Fargo Clearing and Bank of America. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors. The firm integrates internal Chief Investment Office teams and third-party managers to implement portfolio strategies that include tactical asset allocation and tax-aware options.

Mark Howard is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its predecessor entities since 1997. Outside of his advisory role, he works part-time delivering pizzas for Domino's. Ameriprise provides a retirement-income planning service designed for clients nearing or in retirement with significant investable assets. The firm employs a centralized consulting team that combines research, modeling, and tax-efficiency analysis to produce tailored, non-discretionary recommendation reports, primarily for clients holding assets in Ameriprise-managed accounts.

Michael Jennings is an independent financial advisor based in Henderson, NV, with 25 years of industry experience. He has been affiliated with Bolar, Hirsch & Jennings Advisors LLC since 1999 and previously with Bolar, Hirsch & Jennings LLP from 1991 to 2022. His firm provides manager selection and advisory referral services, working primarily with high-net-worth individuals, trusts, retirement plans, and institutional clients. The firm does not offer direct portfolio management but refers clients to independent registered investment advisers, providing ongoing consultation and administrative support.