Braxton Barbato is a financial advisor at LPL Financial with the Series 66 designation and one year of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of advisory work, he has involvement with Dish Network and maintains an investment-related business, Barbato Investments LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, and access to third-party asset management, supported by a large network of investment adviser representatives.

Parker Wells is a Financial Advisor at Merrill Lynch Wealth Management, specializing in family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and serving clients in sports and entertainment. He leverages his background as a former Division 1 football player for San Diego State University and his ongoing commitment to powerlifting to inform his approach to client service. Parker holds a Bachelor's Degree from Arizona State University - West Campus and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is known for dedicating his full attention to each client, tailoring strategies to their unique financial situations. Outside of his professional work, Parker enjoys adventure sports, football, and spending time with his family.

Noah Mc Keon is a financial advisor at Ameriprise with Series 66 credentials and less than one year of industry experience. His prior work history includes roles at New York Life, Uber, and professional sports organizations such as the Detroit Tigers and San Francisco Giants. He also spent several years with Alaska Wilderness Voyages. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement, typically with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated entities, combining research, modeling, and tax-efficiency analysis to deliver written retirement income recommendations.

Sebastian Fray is a financial advisor at Ameriprise with Series 65 and Series 63 licenses and three years of industry experience. He has worked with several firms including Hilton Grand Vacations and World Financial Group. His background includes diverse roles outside finance such as marketing, solar energy, and hospitality. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice focused on dependable income and tax-aware withdrawal strategies.

Crystal La Rocca is a financial advisor with Edward Jones in Las Vegas, NV, holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining Edward Jones in 2023, she worked at JPMorgan Chase Bank from 2016 to 2023 and was involved with EOS Fitness from 2015 to 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, providing a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Jonathon Krikie Sr. is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. His career includes roles at The O.N. Equity Sales Company, Ohio National Financial Services, Krikie & Associates, Eagle Strategies (NY Life), and Country Trust Bank. Outside of advisory work, he is involved in insurance sales through Americana Financial Group and offers LegalShield services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and technology tools.

Nikolas King is a financial advisor with Ameriprise in Henderson, NV. He holds a Series 66 designation and has been with Ameriprise since 2025. His prior work experience includes roles at Controlworks, Costco, Islands Restaurant, and Albertsons Inc. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement who meet certain asset thresholds. The firm provides a combination of advisory, brokerage, and insurance solutions supported by a centralized consulting team that delivers algorithmically informed, non-discretionary recommendations.

Madhu Sudan Sharma is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 21 years of industry experience. He has worked with JP Morgan Chase Bank and Wells Fargo in various capacities over the past two decades. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

William Edde is a financial advisor with Primerica Advisors in Henderson, NV, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Primerica since 1999. Outside of his advisory role, he is co-owner of Millennium Business Enterprises and spends limited time on these outside business activities. Primerica Advisors sponsors a wrap-fee asset management program serving mainly individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm relies on model-driven investment strategies managed by unaffiliated asset managers and provides support through BNY Mellon Advisors and Pershing for trade execution and custody.

Anthony Thurlow is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with several firms, including Ameriprise and Dmi, and owns Thurlow Wealth Management. He also teaches retirement education workshops at a local college and serves as a director for a homeowners association in Las Vegas. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse investment programs with discretionary and non-discretionary management, featuring access to third-party managers and a platform supporting customized portfolio solutions.

Jeremy Hafen is a financial advisor with Ameriprise in Henderson, NV, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to create tailored retirement plans and offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Justin McMillan is a Financial Consultant at Fidelity Investments, a role he has held since 2016. He has worked in financial services for over 17 years, focusing on building client relationships and promoting financial literacy and comprehensive wellness. His career at Fidelity includes positions as Investment Consultant, Relationship Manager, and Financial Representative spanning from 2011 to the present. Prior to joining Fidelity Investments, Justin worked as an Institutional Fixed Income Broker at Multi-Bank Securities, Inc. from 2009 to 2011. His experience encompasses a range of roles within the financial services industry, equipping him with broad expertise to serve his clients. Outside of his professional work, Justin enjoys concerts, golf, movies, outdoor adventures, reading, and traveling.

Catherine Floss is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. 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 notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Lamberto Quintero is a financial advisor with Fidelity and holds Series 63 and Series 66 licenses. He has 10 years of industry experience with previous roles at J.P. Morgan Securities, Citi Bank, and Citigroup. Quintero has been with Fidelity since 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Landon Mcallister is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, he worked at Coldwell Banker for seven years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients through discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm incorporates proprietary research, quantitative analysis, and algorithmic portfolio construction in its investment process and serves multiple registered investment companies and fund-of-funds.

Clayton Kneip is a financial advisor at Charles Schwab with 17 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab Bank, Charles Schwab, TD Ameritrade Investment Management, TD Ameritrade, and Scottrade. Charles Schwab & Co., Inc. serves a broad client base including 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 combines non-discretionary and discretionary investment guidance with multi-asset model portfolios and centralized custody and operational support.

Daniel Toll is a CFP® with 19 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He previously held roles at City National Bank, RBC Capital Markets, Bank of America, and Merrill Lynch. Toll is the owner of DTT Pono Holdings LLC, through which he manages and invests personal funds. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm provides tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports a broad advisor network with specialized offerings including municipal advisory services and SIMPLE IRA Employer Advisory programs.

Amanda Swinn is a financial advisor with RBC Capital Markets, holding a Series 66 designation and one year of industry experience. She has worked at City National Bank since 2025 and previously was with RBC Wealth Management and Luxe Lifestyle. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients, offering advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on client risk profiles and utilizes a combination of in-house and third-party investment managers and model providers.

Desy Wang is a financial advisor at Merrill with a Series 66 credential and seven years of industry experience. Wang has worked at Merrill and Bank of America, N.A. since 2013. 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 a range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kent R. Deaver is a financial advisor with UBS Financial Services in Las Vegas, NV, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has been with UBS since 2002. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management, combining institutional trading capabilities with wealth management services.