Norbert Forcheskie is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has worked with Raymond James Financial Services Advisors since 2010 and was involved with Senoutcards Multi Level Marketing Card Co. from 2010 to 2019. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to model potential outcomes and supports its clients through a broad advisor network and specialized advisory programs.

Nicole Mulligan is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation. Outside of her advisory role, she has been involved with BRINC Drones, Inc., an aerospace company specializing in public safety drones, where she was formerly employed and currently exercises stock options. 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 applying an ESG eligibility framework in its investment recommendations.

Maggie Smith is a financial advisor at Ameriprise with two years of industry experience and holds a Series 66 designation. Her work history includes positions with the State of Nevada’s Industrial Relations Workers Compensation division and the Bureau of Indian Affairs Office of Self Governance. Prior to her advisory role, she has held various positions across different sectors including food service and retail. 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 recommendation reports and annual retirement-income planning advice, utilizing proprietary investment research and third-party data.

Trey Kirkpatrick is a financial advisor at Ameriprise in Henderson, NV, holding a Series 66 designation with three years of industry experience. Prior to joining Ameriprise in 2022, he worked at the Van Law Firm for one year and has held various roles outside finance, including at Carrabba's Italian Grill and Door Dash. 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 written recommendation reports and ongoing retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Brad Margison is a financial advisor with RBC Capital Markets in Las Vegas, NV, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at City National Bank and Bank of America, N.A., as well as Merrill. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles and investment preferences.

Michael Sui is a CFP® with 41 years of experience in the financial industry. He is currently with Morgan Stanley, where he has worked since 2021, following previous tenures at Bank of America and Merrill. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services through its Financial Advisors and Estate Planning Strategies Group.

Elva Simeon is a financial advisor at Wells Fargo Clearing in Las Vegas, NV, with six years of industry experience. She holds the Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2019, having previously worked at Wells Fargo Bank, N.A. since 2014. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional financial products.

Megan Mandel is a financial advisor with Equitable Advisors in Las Vegas, NV, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has worked at Equitable Advisors since 2012 and previously with AXA Advisors, LLC. Outside of finance, she is involved with a modeling talent agency, Tammy Lee and Talent Associates, based in Las Vegas. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension plans, corporations, and charitable organizations. The firm uses a range of advisory models and third-party asset managers to deliver customized investment solutions.

Ashley Emert is a financial advisor with Equitable Advisors in Las Vegas, NV, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, Emert has held various roles across multiple industries including retail and sports complex management. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset-management programs. The firm’s approach involves assessing client risk tolerance and matching clients to suitable program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Gregory Barson is a financial advisor with LPL Financial in Las Vegas, NV, holding a Series 66 license and 21 years of industry experience. Prior to joining LPL Financial in 2025, he worked at firms including Investment Planners Inc., Crown Capital Securities, and VOYA Financial Advisors. Outside of his advisory role, he is involved in an insurance agency business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers various investment solutions including financial planning, model portfolios, and third-party asset management, supported by advanced research and operational tools.

Jeremy Hare is a financial advisor with Equitable Advisors in Las Vegas, NV, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors and its predecessor Axa Advisors since 2007. Hare serves as an executor and trustee for his father's estate and is a co-trustee of a personal family trust. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm uses a variety of advisory programs and third-party asset managers, offering clients access to mutual funds, ETFs, separately managed accounts, and certain alternative investments.

Kenneth O'Connell IV is a financial advisor with Morgan Stanley in Las Vegas, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2010, as well as with Banc of America Insurance Services and Banc of America Investment Services since 2004. He also serves on the board of ENGAGEX, a customer engagement solutions company focused on policy review for insurance agents. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools supported by research from its Global Investment Committee.

Kenneth McDowall is an Investment Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he worked as a Financial Representative at Fidelity Investments from 2022 to 2024. In his current position, he works closely with clients to simplify their financial journeys and assist them in achieving their financial goals through Fidelity's offerings. Kenneth aims to help each client develop a meaningful financial plan that provides a clear path toward their objectives. Outside of his professional work, he has personal interests that include baseball, camping, fitness, golf, and traveling.

David Reed is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. outside of his advisory role, no additional activities are noted. 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.

James Small Jr. is a financial advisor with UBS Financial Services in Las Vegas, NV, holding the Series 63 and Series 65 designations and bringing 33 years of industry experience. He has been with UBS Financial Services since 2009. Outside of his advisory role, he is involved in forestry and wood products through his work with PALM KINGS INC. and serves as president of HEAVENLY WINES INC. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, providing a broad range of capital markets and research-based services.

Joseph Neary is a financial advisor at Cetera with 25 years of industry experience. He holds the Series 66 designation and has worked at multiple Cetera entities since 2014, as well as at Summit Brokerage Services and Avantax Investment Services. Cetera Investment Advisers LLC serves a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, financial planning services, and access to third-party money managers.

Jamie Lane is a financial advisor with Raymond James & Associates holding a Series 66 credential and nine years of industry experience. Prior to joining Raymond James, he worked for ten years at Morgan Stanley. Jamie is also involved with Quik Check Records, an outside business activity. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Lynne Okazaki is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 65 designations and has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to both individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and modeling techniques.

George On is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held roles at WELLS FARGO Advisors, LLC and Wells Fargo Bank, N.A. since 2013. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and offering discretionary investment options tailored to plan objectives and risk tolerances.

Lydia Salo is a CFP®-certified financial advisor with 24 years of industry experience, currently affiliated with Cetera. She has spent the majority of her career at Avantax Advisory Services and Avantax Investment Services, and also serves as president of L.A. Salo, CPA, Ltd, a public accounting and tax preparation firm. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with both discretionary and non-discretionary options.