Daniel Chung is a financial advisor with Morgan Stanley in Las Vegas, NV, holding Series 63 and Series 66 licenses and bringing five years of industry experience. His prior roles include positions at TIAA-CREF, Robinhood Financial, Empower Retirement, Wells Fargo, and Scottrade. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including customized financial planning. The firm employs a structured planning process using approved tools and market models, overseeing approximately $2.74 trillion in client assets.

Fred Flihan is a financial advisor with Merrill, holding a Series 66 designation and 13 years of industry experience. He has been with Bank of America and Merrill since 2013. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Brian Repko is a financial advisor at Edward Jones with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Edward Jones in 2023, he worked at Key Investment Services and KeyBank from 2021 to 2023 and spent five years at Caesars Entertainment and Cromwell Hotel & Casino. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and advisory services through a nationwide network of financial advisors and branch offices.

Jafar Asnaashari is a financial advisor with Ameriprise in Las Vegas, NV, holding Series 63, 65, and 66 licenses and four years of industry experience. Before joining Ameriprise in 2025, he worked in various roles including at Canyon Coach Lines, Caesars Entertainment, and the Las Vegas Raiders. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which focuses on written Recommendation Reports and ongoing annual advice for dependable income and tax-aware withdrawal strategies.

Timothy Norton is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at Ameriprise and TD Ameritrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management services supported by multi-asset model portfolios and centralized operational infrastructure.

James Otto is a financial advisor with LPL Financial in Henderson, NV, holding Series 63 and Series 65 licenses and three years of industry experience. He previously worked at Securities America Advisors and Securities America, Inc. Otto also serves in the U.S. Army, where he has been employed since 2003. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management options, utilizing research model portfolios, third-party subadvisors, and customized strategies.

Jason Swobe is a financial advisor at Ameriprise with 27 years of industry experience. He has been with Ameriprise and its affiliated entity since 2016. He holds Series 63 and Series 65 credentials. 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 annual retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Nicolette Walpole is a financial advisor with Raymond James Financial in Las Vegas, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has worked at Raymond James Financial Services Advisors Inc. since 2017 and previously spent eight years with Wells Fargo Advisors Financial Network LLC. Walpole is an owner of Johnson Peterson & Walpole LLC and serves as treasurer for LEAN - Local Equine Assistance Network, a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers advisory programs alongside institutional consulting and portfolio management.

Sam Mineo is a financial advisor at UBS Financial Services with 26 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to UBS, where he has worked since 2014, he was with Elevation Point Wealth Partners, Zions Capital Advisors, and Whitehead Wealth Management. He serves on the board of directors for the UNLV Rebel Football Foundation, a charity focused on raising funds and awareness for UNLV football. UBS Financial Services supports individual, corporate, and institutional clients through a range of brokerage and advisory services, including portfolio management and fee-based financial planning. The firm combines institutional trading capabilities with wealth management, offering proprietary research and a broad platform of capital markets services.

Gary Cohen is a financial advisor at Merrill with 49 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Merrill since 1976, alongside a 15-year tenure at Bank of America, N.A. He is based in Las Vegas, NV. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Christopher Drake is a financial advisor at Edward Jones in Henderson, NV, holding Series 63 and Series 65 licenses with 10 years of industry experience. His prior roles include positions at Creative Planning, LLC, Reilly Financial Advisors, BANK of AMERICA, Merrill, Unionbanc Investment Services, and J.P. Morgan. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies through a large network of financial advisors and branch offices.

Michael Little is a Wealth Management Advisor with Merrill Lynch Wealth Management based in Las Vegas. He works with clients to advance steady progress toward their financial goals by developing personalized strategies that consider their unique family dynamics, financial situations, and long-term aspirations. Michael’s approach emphasizes comprehensive planning to help clients anticipate key decision points and build confidence in their financial futures. He specializes in areas such as family wealth management strategies, legacy and retirement planning, portfolio management, tax minimization, and services for defined benefit plans. Michael holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and is also a Personal Investment Advisor (PIA). He earned his bachelor's degree from the University of Nevada - Las Vegas and is involved with professional and community organizations including the UNLV Letterwinners and Bishop Gorman High School. Outside of his professional commitments, Michael is a family man who enjoys spending time with his wife, son, daughter, and pets. He is active in his community and values participating in local organizations. In his personal time, he engages in competitive sports such as tennis, baseball, football, golf, and soccer, reflecting his energetic and disciplined approach both on and off the court.

David Allen is a Financial Consultant at Fidelity Investments, where he works with families to develop financial plans and investment strategies tailored to their individual goals and financial situations. His approach emphasizes ensuring clients fully understand their financial plans and how these align with their objectives. He has been with Fidelity Investments since 2019, progressing from Investment Solutions Representative to Planning Consultant before assuming his current role in 2022. Prior to joining Fidelity, he served as Assistant Branch Manager at Service Credit Union from 2017 to 2019. David holds a California Insurance License.

Elizabeth Moreno is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding a Series 66 credential and 19 years of industry experience. She has worked with Wells Fargo Advisors, LLC and Wells Fargo Clearing since 2014. Outside of her advisory role, she produces two podcasts focused on true crime and travel, owning and managing these as separate business activities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs research and analytics to guide investment decisions and offers both brokerage and advisory solutions.

Samuel Cho is a ChFC® credentialed financial advisor with 19 years of industry experience, currently working at J.P. Morgan Securities in Las Vegas, NV. He has been with J.P. Morgan Securities since 2014 and previously worked at Uber from 2023 to 2024. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Tasi Long is a financial advisor with Raymond James & Associates in Las Vegas, NV, holding a Series 66 credential. Long has experience working at Raymond James since 2024, alongside various roles including positions at Stanford University and the Office of the Mayor of Tinian. 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, pension plans, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Marina Linton is a Vice President and Financial Advisor with Merrill Lynch Wealth Management in Las Vegas. She provides advanced planning, tailored strategies, and guidance to clients, helping them achieve efficiency and control over their financial futures. With over two decades of experience in financial services, Marina offers industry knowledge and personalized service aimed at addressing what matters most to her clients. Marina serves a diverse clientele, including business owners, C-suite professionals, families, and members of the medical community, drawing on her background and experience co-founding and leading a home-financing and real estate group. She assists clients in managing complex wealth issues, tax-sensitive investing, business and retirement needs, and collaborates with clients' professional teams. Prior to joining Merrill Lynch in 2022, Marina held roles with Fidelity Investments, Discover Financial Services, Deloitte, and Cambridge Lending Group. She holds an M.B.A. in Finance with a concentration in Accounting from DePaul University’s Driehaus College of Business and a B.B.A. in Finance from the Lubar College of Business at the University of Wisconsin-Milwaukee. Marina also completed the Lean Six Sigma Executive Program at Northwestern University’s Kellogg School of Management and carries the Personal Investment Advisor (PIA) designation. She communicates fluently in English and Russian.

Russell Price is a financial advisor with UBS Financial Services in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes roles at Elevation Point Wealth Partners, LLC, Zions Capital Advisors, Inc., and M&I Investment Management Corp. Outside of his advisory work, he is involved with the Southern Nevada YMCA and co-manages Wanda Wonder, LLC with his spouse. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, utilizing model-based asset allocations and proprietary research to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services across a broad platform.

Antonio Peredia is a financial advisor with Wells Fargo Clearing in Henderson, NV, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2012 to 2016. He has been associated with Wells Fargo Bank NA since 2004. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is based on investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep products in its offerings.

John Fleming Jr. is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds Series 63 and Series 66 designations and has been associated with Wells Fargo entities since 2005. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.