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 at UBS Financial Services with 23 years of industry experience. He holds Series 65 and Series 63 licenses and has been with UBS since 2014. Price is involved with the Southern Nevada YMCA and is a co-manager and owner of Wanda Wonder, LLC, an investment-related business he runs with his spouse. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, using proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management and provides a broad range of capital markets and advisory services.

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.

Michael Booth is a financial advisor with Morgan Stanley in Las Vegas, NV, holding Series 63 and Series 65 licenses and possessing 44 years of industry experience. He has been with Morgan Stanley since 2011 and also works with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and models.

Marisa Gardette is a Financial Consultant at Fidelity Investments, a position she has held since 2022. She has been with Fidelity Investments since 2018, progressing through roles as a Financial Representative and Investment Consultant before her current role. In her work, Marisa focuses on educating clients and collaborating with them to develop financial plans that align with their goals. She aims to create a welcoming environment that encourages open discussions and helps clients gain confidence and understanding in their financial decisions. Marisa's experience spans various aspects of financial consulting and investment advising within Fidelity Investments. She is committed to empowering clients by identifying their financial needs and partnering with them to establish clear and effective financial strategies. Outside of her professional role, Marisa has interests in art, food, pets, traveling, volunteering, and yoga.

Laura Moulin is a financial advisor with RBC Capital Markets in Las Vegas, NV, holding a Series 66 designation and 19 years of industry experience. She previously worked at Merrill for ten years before joining RBC Capital Markets in 2017. Outside of her advisory role, she is involved with the Boy Scouts of America as an assistant leader and treasurer for Troop 312 and serves on the committee of the Las Vegas Area Council, Inc. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering tailored investment programs and portfolio management services that integrate both in-house and third-party managers.

Nicole Di Tommaso is a financial advisor with UBS Financial Services in Las Vegas, NV, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at TalentWave and municipal government offices in Henderson and Carrollton. She also operates a mobile notary service outside of regular business hours. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans.

Michael Wilson is a Series 66-credentialed financial advisor with 22 years of industry experience. He has been with Cambridge Investment Research Advisors since 2014 and also serves as president of the financial advisory division at A K Vargason, an insurance brokerage and consulting firm. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement services through a network of independent professionals, employing a range of discretionary and non-discretionary strategies across multiple platform arrangements.

Ke Chen is a Wealth Management Advisor with Merrill Lynch Wealth Management. With over 30 years of experience in the financial industry, Ke specializes in individual and family wealth management. Prior to joining Merrill in 2006, Ke worked with a wealth management group serving a prominent Minnesota family. Ke holds a Master's degree in Finance from the University of Strathclyde School of Business in the United Kingdom and a Bachelor's degree from Shanxi University. Ke is a CERTIFIED FINANCIAL PLANNER® certificant and a Personal Investment Advisor (PIA). Fluent in English and Chinese, Ke provides a range of services including portfolio management, retirement planning, legacy planning, and philanthropic planning. Ke is involved with the MMCS community organization and is dedicated to managing wealth with integrity and putting clients' best interests first.

Josefa Sandhill is a financial advisor at Ameriprise with 11 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise Financial Services since 2013, including her current roles at Ameriprise and American Enterprise Investment Services INC. based in Las Vegas, NV. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Claire Oshima is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding a Series 66 designation and 17 years of industry experience. She has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Outside of her advisory work, she owns a small business selling stamps on eBay. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Staci Smith is a financial advisor at Charles Schwab with 31 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at J.P. Morgan Securities, Robinhood Financial, and Fidelity Brokerage Services. 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 relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios and due diligence on alternative investments.

Rolf Maile 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 2009. Outside of his advisory role, Maile serves on the board of directors for Sheila LLC, a company involved in construction, building materials, and equipment leasing. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management and offers a wide range of financial products and services.

Austin Saxon is a financial advisor at Fidelity with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and manage funds.