James Harkins is a financial advisor with Raymond James & Associates in Las Vegas, NV, holding Series 63 and Series 66 credentials and 17 years of industry experience. His prior roles include positions at LPL Financial, Nevada State Bank, and TD Ameritrade. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, providing financial planning and non-discretionary investment consulting supported by various portfolio management styles and affiliated research.

David Flippo is a financial advisor with LPL Enterprise, holding a Series 66 credential and seven years of industry experience. Prior to joining LPL in 2025, he worked at First Command Insurance Services and its affiliates from 2019 to 2024 and at BP Alaska from 2009 to 2018. He serves on the board of a nonprofit organization, OSJ Food Aid USA, and is the owner of HobbyTown, a retail business. He is also a candidate for the U.S. Congress in Nevada. LPL Enterprise provides investment advisory and brokerage services to a diverse clientele, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm’s approach emphasizes model-driven investment implementation and offers access to third-party asset managers, with additional services in insurance and affiliated trust custody.

Austin Hopp is a financial advisor at Ameriprise in Las Vegas, NV, holding a Series 66 designation with one year of industry experience. His prior work includes roles at MML Investor Services, MassMutual Life Insurance, and Golf Summerlin. He has an academic background with positions at the University of Hawaii and Western Illinois University. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, providing written recommendations on 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.

Rock Mirich is a financial advisor with Equitable Advisors in Las Vegas, NV, holding Series 63 and Series 65 licenses and having 36 years of industry experience. His prior employment includes roles at Allstate Financial Advisors and Investment Centers of America, among others. Outside of his advisory work, he is the single member of MY GUY, LLC. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a combination of proprietary and third-party advisory models, delivering services through Investment Adviser Representatives and emphasizing fiduciary responsibilities.

Gary Woodard Jr. is a financial advisor at Ameriprise with 14 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2012. Based in Las Vegas, NV, he has been with his current firm for six years. 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 clients nearing or in retirement with written Recommendation Reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Elliot Bloch is a financial advisor at Raymond James & Associates with nine years of industry experience and holds a Series 66 designation. His career includes roles at City National Bank, RBC Capital Markets, and several mortgage companies. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning and advisory services supported by a nationwide network of advisors.

Tac Tang is a financial advisor with Mass Mutual Investors Services in Las Vegas, NV, holding a Series 63 designation and bringing 36 years of industry experience. His career includes 35 years at Metlife Securities Inc. before joining Mass Mutual Investors Services in 2017 and MassMutual Life Insurance Company in 2016. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers structured, collaborative financial planning engagements and various specialized planning services.

Zachary Zoufaly is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and previously worked at First Command Advisory Services, Inc. Outside of finance, his work history includes roles at Chippendales and Smith & Nephew. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Sandra Burke is a financial advisor at Thrivent Investment Management with 11 years of industry experience. She holds a Series 66 designation and has been with Thrivent since 2014. Outside of her advisory role, she is a silent partner with her spouse in a Five Guys franchisee business operating in Arizona and California. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers planning as a standalone service or combined with managed accounts under its WealthPlan program.

Myra Jaimes is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill and Bank of America in 2026, she worked with several nonprofit organizations and educational institutions, including the Naples Art Institute and Florida Gulf Coast University. She has also been involved with Taste of Immokalee and The Immokalee Foundation. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Heather Szczepanski is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. She has held roles at J.P. Morgan Securities since 2012 and has been associated with JPMorgan Chase Bank, N.A. and Wamu Investments, Inc. since 2009. She holds Series 63 and Series 65 credentials and is based in Las Vegas, NV. 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 additional market-facing registrations and functions, delivering services on a non-discretionary basis.

Anastasia Bergevin is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and 13 years of industry experience. She has worked at Charles Schwab Bank, RBC Capital Markets, Bank of America, and Merrill. Outside of finance, she is co-owner of Crowder Crew LLC, a small family-run coffee roasting business based in Las Vegas. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management with integrated advisory, brokerage, and custody services.

Kellie Scholes is a Series 65-registered financial advisor with nine years of industry experience. She is currently with Edelman Financial Engines in Las Vegas, NV, where she has worked since 2016, including through the firm's prior iterations. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through advisor-led and online offerings.

Anthony Van Hollebeke is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 63 designation and 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Van Hollebeke is also involved in independent insurance brokering with companies including Genworth Life and TransAmerica Life. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, providing tailored written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with algorithmic tools and oversight to deliver customized retirement solutions.

Robert Martin is a financial advisor at Morgan Stanley with six years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank since 2019, and previously spent 14 years at BNY Mellon. He serves as a board member of the University of Nevada, Las Vegas Football Foundation. Morgan Stanley Wealth Management is an 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 utilizes structured planning tools and market models to support its financial planning services.

Anthony Goldstein is a financial advisor at Merrill with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill and Bank of America since 2013. He is associated with Sky Trust, an outside business based in Las Vegas, although he devotes no hours annually to this activity. 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 developed by internal and third-party managers for individuals, high-net-worth clients, and institutional investors.

Stuart Cohen is a financial advisor with LPL Financial in Las Vegas, NV, holding a Series 66 credential and 13 years of industry experience. He previously worked at Morgan Stanley and Wells Fargo Advisors before joining LPL Financial in 2019. Cohen has involvement with several business entities related to his work at LPL. 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by tools such as machine learning for operational and research purposes.

Eric Harbak is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior roles include positions at Financial Engines Advisors, TMFS Advisors, The Mutual Fund Store, and Edward Jones. 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 a range of advisory services, including financial planning, model portfolios, and institutional platforms, supported by extensive technology tools and a broad network of over 22,800 advisors.

Mark Richanbach is a financial advisor with Morgan Stanley in Las Vegas, NV, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2012 and at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Richanbach is a founder and board member of TheChristianThingTodo.org, a nonprofit organization focused on community and humanitarian efforts. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm emphasizes structured planning processes using approved tools and offers both tailored financial plans and extensive investment strategies.

Jordan Parks is a financial advisor at Merrill based in Las Vegas, NV, holding a Series 66 designation. He has been with Merrill since 2018 and has one year of experience with Bank of America, N.A. Prior to his roles in finance, he worked at the College of Southern Nevada and Wal-Mart. 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, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.