Paul Alberini is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding Series 63 and Series 66 credentials and over 32 years of industry experience. He has worked with Wells Fargo Advisors LLC from 2011 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement consulting, and a range of brokerage and advisory solutions. The firm employs a research-driven approach grounded in diversification principles and modern portfolio theory.

Jacquelyn Kendall is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. She previously worked at Bank of America, Rapid Cash, Target, and UNLV Bookstore. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jessica Cohen is a Wealth Management Advisor and Senior Vice President with The Cohen Group, a multigenerational family team at Merrill Lynch Wealth Management. She joined the team in 2014 after beginning her career as a Certified Public Accountant at Ernst & Young, LLP. Jessica works alongside her father, Gary Cohen, and her husband, Nick, providing a boutique-like client experience combined with the broad financial services offered through Merrill Lynch and Bank of America, N.A. She focuses on helping clients optimize, organize, and streamline their financial lives, connecting all aspects of their financial situations to prioritize and pursue their most important goals. Jessica serves the needs of multi-generational families across the country, working with clients of varied ages to address financial matters including education planning, managing new wealth, and tax minimization. She collaborates with clients' CPAs and assists owners of privately held companies with challenges such as retirement income planning, cash management, key person insurance, custom lending solutions, and company transfer or sale preparations. Jessica holds the CERTIFIED FINANCIAL PLANNER® (CFP®) and Chartered Retirement Planning Counselor™ (CRPC™) designations. Jessica graduated with distinction from the Goizueta Business School at Emory University with a Bachelor of Business Administration in finance and accounting, followed by a Master of Accountancy from the University of Nevada, Las Vegas. She is involved in the community as the Nevada Women's Exchange President for Merrill/Bank of America and has previously served on The Meadows School Alumni Board. In her personal time, Jessica enjoys hiking with her husband and their miniature poodle, attending Golden Knights hockey games, and going to musicals and plays.

Bridgette Chavis is a financial advisor at Ameriprise with eight years of industry experience and holds the Series 66 designation. She previously worked at Wells Fargo Clearing and Fidelity in various advisory roles. 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 approaching or in retirement with written Recommendation Reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Eddie Jones is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2017. Prior to that, he worked for the Nevada Department of Corrections for one year. Outside of his advisory role, Eddie is active as a musician in Las Vegas and also serves as a notary public. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

James Corey is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Charles Schwab since 1993 and has also worked at Charles Schwab Bank, SSB since 2006. 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 combines non-discretionary advisory services with access to discretionary separately managed accounts and uses multi-asset model portfolios along with centralized custody and operational support.

Adam Leon is a Financial Advisor with Merrill Lynch Wealth Management. He combines experience from both the banking side of Bank of America and the investment side through Merrill to develop financial plans tailored to his clients' goals. Adam focuses on putting clients' needs first by listening actively and providing advice specific to their individual situations. His expertise includes estate planning strategies, business management including sales and purchases of businesses, and collaboration with clients' tax professionals to create tax-efficient financial strategies. Adam works with client focus areas such as family wealth management, legacy planning, liquidity management, managing new wealth, personal retirement planning, small business strategies, sports and entertainment, tax minimization, and retirement income. Adam holds a High School Diploma from Antioch High School and holds professional designations including Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Outside of his professional work, Adam enjoys adventure sports, billiards, bowling, boxing, football, music, reading, spending time with his family, swimming, and watching movies.

Rafal Fafara is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding Series 63 and Series 66 designations and 14 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. He is also involved in managing rental properties in Las Vegas. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advice. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Sean Sullivan is a financial advisor with LPL Financial, holding a Series 66 credential and seven years of industry experience. He previously worked at Centaurus Financial, Inc. for six years and has been associated with Latus Group since 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning services, and access to various model portfolios and research, supporting both discretionary and non-discretionary management strategies.

Zachary Persin is a financial advisor with RBC Capital Markets in Las Vegas, NV, holding a Series 66 designation and 12 years of industry experience. He has worked at City National Bank, Bank of America, and Merrill before joining RBC Capital Markets. Outside of financial advising, he owns and operates a reptile breeding and conservation education business. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients, offering various advisory programs and portfolio management services tailored to client risk profiles.

Daniel Chung is a financial advisor with Morgan Stanley in Las Vegas, NV, holding Series 66 and Series 63 licenses and possessing five years of industry experience. His previous roles include positions at TIAA-CREF, Robinhood Financial, Empower Retirement, Wells Fargo, and Scottrade. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers a range of retail and institutional investment services.

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 with Charles Schwab, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior roles include positions at Ameriprise and TD Ameritrade, and he has been with Charles Schwab since 2021. 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, offering a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts. The firm is notable for its scale, integrated structure, and multi-asset model portfolio investment approach.

James Otto is a financial advisor with LPL Financial in Henderson, NV, holding Series 65 and Series 63 licenses and having three years of industry experience. Prior to joining LPL Financial in 2023, he worked at Securities America Advisors and Securities America, Inc. He also serves in the US Army, where he has been active since 2003. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management alongside model portfolios and research from various sources.

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 with UBS Financial Services in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with UBS since 2014. Outside of his advisory role, 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 serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans based on clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial products and 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.