Joseph Garcia is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with JPMorgan Securities LLC since 2014. J.P. Morgan Securities LLC 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 large network of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Joanne Sturgill is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior roles include positions at OSAIC, Sagepoint Financial, Global Capital Strategies, Cantella & Co, and Wells Fargo Advisors Financial Network LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment recommendations tailored to clients’ needs, utilizing Wells Fargo research and planning tools.

Shelby Telford is a financial advisor at Ameriprise with three years of industry experience and holds the Series 66 designation. Prior to joining Ameriprise in 2023, Shelby worked in various roles including positions at Boyd Gaming and the University of Nevada Child & Family Research Center. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice.

Thomas Herber is a Planning Consultant at Fidelity Investments, a position he has held since 2026. He collaborates with clients to develop financial plans aimed at helping them achieve their financial goals. Thomas has extensive experience in the financial services industry, having held several roles at Fidelity Investments, including Investment Management Consultant from 2023 to 2026 and Investment Solutions Representative from 2021 to 2023. Prior to that, he worked as a Personal Financial Representative at All State Financial Services from 2019 to 2021, and as a Financial Advisor at both CUSO Financial Services from 2018 to 2019 and Wells Fargo Advisors from 2014 to 2018. He also held a position as a Representative at TTEC-EHealth in 2020.

Peter Damascus is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has served since 1997. In his current role, Peter focuses on business retirement services and family wealth planning and asset management. He advises clients on corporate retirement planning, individual family planning, and estate planning recommendations, emphasizing realistic goals, expectations, and collaborative strategies. He and his team support business owners and trustees by recommending employee retirement and deferred compensation plans, managing business cash flow, and assisting with lending lines. They also prioritize educating employees about benefit plans and their participation benefits. For family wealth management, Peter and his team listen attentively to clients' financial needs to develop personalized paths for achieving their goals. Peter holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation, along with Chartered Retirement Planning Counselor™, Certified 401(k) Professional, CERTIFIED PLAN FIDUCIARY ADVISOR, Personal Investment Advisor, and Retirement Benefits Consultant certifications. He earned his Juris Doctorate from Yeshiva University Benjamin N. Cardozo School of Law in 1995 and holds a Bachelor's degree from Pace University. Peter passed the New York and California State Bars and is a member in good standing of both bars as well as the Supreme Court of the United States and the United States Court of International Trade. He also serves as a FINRA Arbitrator. Outside of his professional responsibilities, Peter volunteers for the Special Olympics and serves as a board member of the Trojan Football Alumni Club and The Silver Stone Ranch HOA. He resides in Nevada with his family.

Renee Langlois is a financial advisor at Ameriprise with 19 years of industry experience and holds a Series 66 designation. She has been with Ameriprise and its affiliated entities since 2012. Outside of her advisory role, she volunteers with MAP, an academic organization that supports professors and graduate Liberal Arts students by awarding scholarships and grants. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement who meet certain asset criteria, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Melissa Eastep is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 66 credentials and has worked with Morgan Stanley and its affiliates since 2014. Outside of her advisory role, she is involved as a producer with THE BIKE PARTY LLC and serves on the advisory board of Magnifique Artists LLC, a consulting and project management firm. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs supported by structured planning tools and a global investment committee.

Amber Phoenix is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 66 credentials and 24 years of industry experience. She has been with LPL Financial since 2008. Outside of her advisory work, she hosts a podcast and maintains a social media presence focused on dating and marriage perspectives. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Amber Yun is a financial advisor at Ameriprise Financial Services with three years of industry experience. She holds a Series 66 designation. Her prior work experience includes roles at Amazon, RubinBrown LLP, and United Way of Southern Nevada. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Shirley Cruz is a financial advisor at Merrill with 26 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Merrill since 2010, following a lengthy tenure at Bank of America dating back to 1994. 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, and various institutional investors.

Thyra Kiehl is a financial advisor at LPL Financial with eight years of industry experience. She holds a Series 66 designation and has worked with LPL Financial since 2017, following two years at Regus. Kiehl operates Heck Wealth Management as an affiliated business entity in Las Vegas. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, combining a broad advisory network with various non-advisory financial services.

Jonathan Blitz is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at J.P. Morgan Securities and J.P. Morgan Chase Bank. Blitz is based in Las Vegas, NV. 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 fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Richard Orleck is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise, Bank of America, and Merrill. Orleck is based in Las Vegas, NV. 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 employs a structured planning process supported by firm-approved tools and investment modeling techniques.

Teresa Ludwick is a financial advisor at Fidelity with 10 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Ameriprise Financial Services, Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a formal advisor to multiple registered funds while utilizing AI and algorithmic methods in its research.

Peter Pulido is a financial advisor with Ameriprise in Las Vegas, NV, holding Series 63 and Series 65 credentials with four years of industry experience. Prior to joining Ameriprise in 2022, he has worked in various roles including ownership and management at FuneralStats, LLC, where he is involved in marketing, compliance, data analysis, and community outreach. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focusing on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Jaden Tate is a financial advisor at Raymond James Financial Services Advisors, Inc. with three years of industry experience and holds a Series 66 designation. Prior to joining Raymond James, he worked at RBC Capital Markets and several other firms, and has experience in hospitality and retail businesses including the Cosmopolitan Hotel & Casino and The Barbershop Cuts & Cocktails. 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 institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Michael Fashtchi is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with LPL Financial since 2001. Outside of his advisory role, he is involved in telemedicine service referrals. 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 wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Christopher Godbey is a Wealth Management Advisor with Merrill Lynch Wealth Management in Las Vegas, Nevada. He works closely with clients to develop personalized financial strategies that support a variety of goals, including retirement, legacy and generational planning, college savings, wealth preservation, and home ownership. His approach involves understanding his clients' financial situations, priorities, and long-term objectives to implement wealth management plans consistent with their risk tolerance and time frame. Christopher began his financial career in 2014 and has experience in family wealth management strategies, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, women and wealth, and retirement income. He holds professional designations as an Accredited Wealth Management Advisor (AWMA), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned a Bachelor's Degree in Finance from the University of Georgia in 2012. Prior to his financial career, Christopher served four years in the United States Marine Corps, including two tours in Iraq. Originally from Georgia, he now lives in Las Vegas and enjoys spending time with his family, watching football and soccer, and engaging in other community activities.

Steven Spurlock is a financial advisor with Ameriprise in Las Vegas, NV. He holds a Series 66 designation and has been with Ameriprise since 2026. Prior to that, he held various roles including at FLO Unleashed and the Associated Students of Nevada. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service with written recommendation reports and annual planning advice focused on retirement income strategies.

Alexis Kent is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Prior to joining Schwab, Alexis worked in various roles including with the Nevada State Board of Medical Examiners and Bella Grey Medical Spa. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and alternative investment options.