Jacob Lewis is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. He has been with various Raymond James entities since 2016. 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 and uses analytical tools such as risk profiling and probability modeling, supporting implementation through its advisory programs or other providers.

Ryan Butler is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has prior work experience in various non-financial roles, including positions at Broken Yolk Cafe and Las Vegas Printing Marketing. Equitable Advisors serves a wide range of clients, including individuals, high-net-worth investors, retirement plans, and institutional entities, offering financial planning, brokerage, insurance, and access to third-party asset management programs. The firm works extensively with LPL-sponsored programs and endorsed third-party managers to provide advisory and brokerage solutions.

Warren Duff is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009, working within both Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management (MSWM) offers a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and Corporate Financial Planning agreements.

Benjamin Herman is a financial advisor at Morgan Stanley in Las Vegas, NV, with 13 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016, as well as at Bank of America and Merrill from 2017 to 2021. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies, while managing approximately $2.74 trillion in client assets.

Martin Kulesza is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Prior to joining LPL Financial in 2018, he worked at Morgan Stanley from 2015 to 2018. Outside of his advisory role, he has participated in the fitness industry with an involvement in EoS Fitness. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and consulting services, utilizing various investment strategies, research, and technology solutions.

Claudia Castaneda Cornejo is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Wells Fargo in various capacities since 2012. 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 investment approach is IPS-driven and grounded in modern portfolio theory, with a range of financial products that include insurance-related vehicles and bank deposit sweep options.

Jordan Rinas is a financial advisor at Charles Schwab with eight years of industry experience. He holds the Series 66 designation and has worked at firms including American Fidelity Assurance, Park Avenue Securities, Guardian Life Insurance Company, and Edward Jones. Outside the financial industry, he owns and manages a rental property in Las Vegas. 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative-investment evaluation process.

Mary Mcclellan is a financial advisor at Ameriprise with 14 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2011. Ameriprise provides retirement-income planning services for individuals nearing or in retirement, using a centralized consulting team to deliver non-discretionary, research-driven recommendations. The firm serves clients with significant investable assets and offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Gary Hay is a Series 66-credentialed financial advisor with 15 years of industry experience. He is currently with Cambridge Investment Research Advisors and previously worked at Woodbury Financial Services and Questar Asset Management. Outside of advising, he is involved as a committee member in a local business networking group and serves as president of an insurance and benefits firm. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a variety of proprietary and third-party investment strategies.

Russell Garrett is a financial advisor at Cetera with eight years of industry experience and a Series 66 designation. He has worked at firms including Avantax Advisory Services and LPL Financial and is involved in business consulting through his CPA practice, RSG Consulting, Inc., where he provides tax preparation and business consulting services. He also serves as a trustee for multiple trusts, overseeing asset safeguarding and fiduciary responsibilities. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that supports both discretionary and non-discretionary strategies.

Jerry Wagner Jr. is a financial advisor with Merrill in Las Vegas, NV, holding a Series 66 designation and 8 years of industry experience. He has been affiliated with Bank of America and Merrill since 2003. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Lori Bean is a financial advisor with Ameriprise in Las Vegas, NV, holding CFP®, ChFC®, and Series 63 designations and bringing 30 years of industry experience. She has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, delivering tailored, research-driven recommendation reports through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Gabriela Correa De Negredo is a financial advisor at Edward Jones with four years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Ameriprise and LPL Financial. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and a nationwide network of financial advisors and branch offices. The firm offers discretionary and non-discretionary strategies, tax-efficient services, and maintains affiliated capabilities including a trust company and proprietary mutual funds.

Jannet Davis is a financial advisor at LPL Financial in Las Vegas, NV, holding a Series 66 designation with one year of industry experience. Prior to joining LPL Financial in 2025, she was Director of Operations at AVGEAR.US LLC since 2017 and worked at Peter Lik USA from 2013 to 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and technology-based solutions.

Maxwell Marsico is a financial advisor at UBS Financial Services with one year of industry experience. Prior to his work in financial services, he was a self-employed professional golfer for ten years. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor investment plans.

Unik Velasco is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 66 license and one year of industry experience. Prior to joining Ameriprise, Velasco worked at Bekins Commercial International and MGM Resorts International, and has experience in education at Northwest Career and Technical Academy and Findlay Middle School. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, offering written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm uses a combination of research, modeling, and algorithmic tools to generate personalized retirement recommendations, with a focus on assets held in Ameriprise Managed Accounts.

Drew Beukelman is a financial advisor with UBS Financial Services in Las Vegas, NV, holding a Series 66 license and one year of industry experience. He has worked at UBS since 2023 and previously held roles at Grand Canyon University, Firethorn Golf Club, Adventure Golf Center, and Lincoln Christian School. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client solutions.

Mahesh Odhrani is a financial advisor with Cambridge Investment Research Advisors, holding the CFP® and ChFC® designations and over 22 years of industry experience. He has worked with Cambridge Investment Research since 2020 and previously held roles at Park Avenue Securities, Guardian Life Insurance Company of America, and Wealth Strategies Group. Outside of his advisory work, he is involved in technology for financial advisors through ownership of FinStak Solutions, LLC and serves on the board of Vegas PBS. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement services through a network of independent professionals, utilizing multiple platform arrangements and both proprietary and third-party investment strategies.

Nadine Allen is a financial advisor with Merrill based in Las Vegas, NV. She holds a Series 66 designation and has been with Merrill since 2015. Prior to her current role, she worked at The Orleans Hotel and Casino from 2016 to 2017. 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 plans, corporations, and charitable organizations.

Polly Flores is a financial advisor at Ameriprise in Las Vegas, NV, holding a Series 66 designation with two years of industry experience. Prior to joining Ameriprise, she worked at the University of Nevada Las Vegas for six years. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.