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.

Marianne Reeves is a Series 65-licensed financial advisor with 24 years of industry experience. She is currently with Cetera and has worked with multiple firms including Anderson Wealth Management LLC and Reeves, Evans & Todd, CPAs Ltd. Marianne also operates a CPA and tax preparation business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors.

Garegin Hambardzumyan is a financial advisor at Ameriprise with two years of industry experience. He holds the Series 66 designation and has previously worked at firms including Fidelity Investments, Bank of America, Merrill, and also operated Never Caged LLC. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which includes written recommendation reports and ongoing planning advice focused on dependable income and tax-aware withdrawal strategies.

Caleb Dawkins is a financial advisor with J.P. Morgan Securities in Las Vegas, NV, holding Series 63 and Series 65 designations and nine years of industry experience. His work history includes roles at Nevada Partners and JPMorgan Chase Bank, N.A. He contributes to Nevada Partners' financial literacy initiatives on a limited basis. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting through a non-discretionary approach.

Joel Zoufaly is a financial advisor at Edward Jones with three years of industry experience. He holds Series 63 and Series 66 licenses. His prior work history includes roles at Foreside Funds Distributors LLC, Polen Capital Management, Solenis, Fordham University, Bunker Hill Community College, and the United States Air Force. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households as well as pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Daniel Haselhorst is a financial advisor with Fidelity Investments in Las Vegas, NV, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He previously worked at Bank of America, NA, for 12 years before joining Fidelity. Outside of his advisory role, he participates in poker tournaments. Daniel works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Guyan Long is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2012 to 2019. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach 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.

Jedd Alcantara is a financial advisor with LPL Financial in Las Vegas, NV, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Waddell & Reed Inc and various insurance carriers, as well as work at Spring Valley Montessori School. Alcantara is also involved with Cernun Wealth Management, a business entity 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 other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management.

Jami Lunde is a financial advisor at LPL Financial with 20 years of industry experience. She has held positions at LPL Financial since 2013 and previously worked at Merrill from 2009 to 2013. Lunde is a licensed notary public in the state of Nevada and has a related business under the name Heck Wealth Management. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and operational tools.

David Wilkinson is a financial advisor at Morgan Stanley with 43 years of industry experience. He has been with Morgan Stanley since 2009, including his current role at Morgan Stanley Private Bank, National Association since 2015. Wilkinson holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that employs structured discovery and firm-approved tools to support client goals.

Anaii Davis is a CFP®-designated financial advisor with two years of industry experience, currently associated with Cetera in Las Vegas, NV. Prior roles include positions at GenRock Wealth Management LLC and Close Financial Services Inc. Additionally, Davis has been involved in offering life and health insurance products through affiliated business activities. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm provides portfolio management, financial planning, and access to multiple investment managers through various program structures and custodial relationships.

Nicholas Cruz is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. He has worked at Wells Fargo Bank, N.A. since 2017 and has been with Wells Fargo Clearing since 2022. Prior to that, he held roles at Toybox and Cream. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Austin Sherman is a Series 66-licensed financial advisor with LPL Enterprise, based in Las Vegas, NV, and has two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Equitable Advisors, and Pruco Securities LLC. Outside of his financial advisory duties, he operates a small online business selling collectibles on eBay and TCGplayer. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, third-party asset management, and insurance product sales through affiliated entities.

David Garcia is a CFP® professional with 13 years of industry experience, currently serving as a wealth advisor at J.P. Morgan Securities. He has been with J.P. Morgan since 2015, including roles at JPMorgan Chase Bank. Outside of his advisory work, Garcia serves on the board of the Three Square Food Bank in Las Vegas, where he is Vice Chair and leads the finance and investment committee. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to tailor recommendations.

Sammy Chang is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Citigroup, Terrible Herbst, Inc., Capital One Investing, LLC, and HSBC Bank USA, N.A. Chang is based in Las Vegas, NV. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages roughly $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Kostadin Nikolov is a financial advisor with Ameriprise Financial Services LLC in Las Vegas, NV, holding a Series 66 designation and five years of industry experience. Prior to joining Ameriprise in 2021, he was involved with Star 5 Plumbing LLC for seven 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 annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Mark Bailey is a financial advisor with OSAIC Wealth Inc. in Las Vegas, NV, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Integrated Advisors Network, and Select Wealth Advisers. He serves as a director on the board of the Greenspark Foundation, a domestic nonprofit. OSAIC Wealth Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple platforms. The firm offers brokerage and advisory services, financial planning, and investment management tools, utilizing asset-allocation models and third-party solutions to construct diversified portfolios.

Ronald Lwin is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked with Avantax Advisory Services and Avantax Investment Services for 18 years before joining Cetera in 2025. Outside his advisory role, he owns and operates several businesses including Abacus Tax Preparation, Wynn Real Estate, and Wynn Off Road. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager investment platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Shannon Dowd is a financial advisor at Charles Schwab with 25 years of industry experience. He holds Series 63 and Series 66 designations and has been with Charles Schwab and Charles Schwab Bank since 1999 and 2005, respectively. Based in Las Vegas, NV, Dowd’s career has been focused within the Schwab organization. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 features a multi-asset investment approach supported by proprietary research and alternative investment offerings.