Lizette Lara is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding a Series 66 designation and four years of industry experience. She has been with Wells Fargo Clearing since 2022 and previously worked with Wells Fargo Bank, NA beginning in 2017. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm combines research from Wells Fargo Investment Institute and third parties, applying diversification and modern portfolio theory, while offering a range of brokerage and advisory solutions.

Ken Finkelson serves as Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2012. He has been with Fidelity since 1998, progressing through various positions including Financial Consultant and Investments Representative. Throughout his tenure, Ken has worked with a diverse client base, providing financial planning and guidance to help clients and their families pursue their financial goals. His approach focuses on ensuring each client has a solid plan tailored to their unique situation. Ken has extensive experience in the financial services industry, having spent over two decades in roles that have equipped him with a broad understanding of investment and financial planning. His career at Fidelity Investments reflects a sustained commitment to client service and financial consultancy. Outside of his professional duties, Ken enjoys baseball, golf, hiking, music, and exploring food as a foodie.

Jennifer Lyman is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Before joining LPL Financial in 2022, she worked for nine years with the Washington County School District. She is involved in a non-investment business entity, JNCL, LLC, which is maintained for tax and investment purposes. 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 portfolio programs, and participant-level retirement advice, supported by a large network of investment adviser representatives.

Phaahna Louder Young is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Wells Fargo Clearing, Young worked at Wells Fargo Bank and has ownership in J Tae LLC, a merchandise business based in DeSoto, TX. 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 manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Jacob Curtis is a Series 66-registered financial advisor with Ameriprise in Henderson, NV, and has 22 years of industry experience. He previously worked at Southend Strategic Partners LLC and has been with Ameriprise since 2005. Curtis also has an employment relationship with Southend Strategic Partners as an advisor for another individual. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a Premier Retirement Income service focused on retirement planning with an emphasis on dependable income sources and tax-aware withdrawal strategies.

Julie Mccabe is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and six years of industry experience. She has been with Wells Fargo Clearing since 2018 and has a longer tenure at Wells Fargo Bank, N.A. dating back to 2013. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering a range of services from investment policy statement preparation to plan benchmarking. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, providing both discretionary and non-discretionary solutions tailored to plan objectives and risk tolerances.

Sarah Ingmanson Battaglia is a financial advisor with Morgan Stanley in Las Vegas, NV, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. Her career includes roles at Morgan Stanley Private Bank, Fidelity Investments, Bank of America, Merrill, and A&People Corporation. Outside of finance, she is involved as a figure skating coach with the Vegas Golden Knights Skating Academy and provides Japanese to English translation consulting through A&People Corporation. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutions, offering tailored financial planning and wealth management services backed by extensive asset management and a structured planning process.

Jana Reddick is a financial advisor with Ameriprise in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Her prior work includes seven years at Morgan Stanley and six years at Morgan Stanley Private Bank. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to generate tailored recommendation reports through a centralized consulting team.

Edwin Kugler is a financial advisor at Ameriprise in Las Vegas, NV, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Ameriprise, he worked in various roles including at Lululemon Athletica and several educational institutions. Outside of finance, he works as a DJ and music producer, independently hired for events in Las Vegas. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides retirement planning focused on dependable income sources and tax-aware withdrawal strategies.

Daniel Quintana is a financial advisor with Merrill based in Las Vegas, NV, holding a Series 66 designation and three years of industry experience. His prior work includes positions at Bank of America from 2012 to 2022. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kevin Burdalski is a financial advisor with Ameriprise in Henderson, NV, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Capstone Partners Financial and Nellis Auction. Outside of advising, he is involved in independent insurance brokering through Mass Mutual, focusing on disability income and life insurance products. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations primarily for clients maintaining assets in Ameriprise-managed accounts.

Krista Conyers is a financial advisor at Merrill with 24 years of industry experience and holds Series 63 and Series 66 credentials. She has been with Merrill since 2004. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Karl Ferazzi is a Financial Consultant currently working at Fidelity Investments, a position he has held since 2026. Prior to this role, he has held various positions within Fidelity Investments, including Planning Consultant, Financial Consultant, Investment Consultant, and Financial Representative from 2021 to 2026. Before joining Fidelity, Karl worked at Morgan Stanley as a Financial Advisor from 2018 to 2021 and as a Portfolio Associate from 2005 to 2018. Throughout his career, Karl has focused on providing guidance and financial planning to clients, assisting with both short-term and long-term financial decisions. His approach involves developing comprehensive wealth strategies aimed at growing and preserving assets in an integrated and coordinated manner, customized to meet each client's specific needs. Outside of his professional work, Karl enjoys a variety of personal interests including cars, family activities, hiking, movies, music, and outdoor adventures.

Jake Marshall is a CFP® with 16 years of industry experience, currently advising clients at Morgan Stanley in Las Vegas, NV. He previously worked at Bank of America, N.A. and Merrill, spanning over 16 years combined with those firms. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide array of advisory programs and financial planning services that incorporate firm-approved planning tools and investment committee insights.

Harutuyn Mkhitarian is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Robert Keyes Jr. is a financial advisor with Ameriprise in Las Vegas, NV, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Ameriprise and its affiliates since 2015. Outside of his advisory role, he owns RJK Asset Management, Inc. and is involved in independent insurance brokering with Penn Mutual. Ameriprise offers a retirement-income planning service targeting clients with at least $1 million in investable assets, providing written recommendations focused on income sources, Social Security, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support retirement planning, delivering tailored advice through a centralized consulting team.

Gregory Butler is a financial advisor with UBS Financial Services in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with UBS since 2014. Outside of his advisory work, Butler serves on the board of directors and assists with fundraising for the Newport Harbor Boys Lacrosse Booster Club and owns Li'l Fat Monkey, a publishing business focused on automotive-related content. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Gavin Mez is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. His prior work includes roles at UBS Financial Services and JPMORGAN Chase Bank, N.A., as well as experience in media and marketing. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

David Persin is a financial advisor at RBC Capital Markets with 28 years of industry experience. He holds a Series 66 designation and has held positions at City National Bank, Bank of America, and Merrill. Outside of finance, he operates an online business selling Pokemon cards. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies through a combination of in-house and third-party managers. The firm offers a range of advisory programs providing portfolio management, financial planning, and brokerage services.

Thanh Nguyen is a CFP® professional with 25 years of experience in the financial services industry. He is currently with LPL Financial and previously held roles at UBS Financial Services, Morgan Stanley & Co. LLC, and Morgan Stanley DW Inc. Nguyen operates Crossroads Financial Services, LLC alongside his advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.