David Chavez is a CFP® certificant with 14 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities since 2021. His prior experience includes roles at Bank of the West, BancWest Investment Services, Inc., and Ameriprise Financial Services, Inc. He is based in Las Vegas, NV. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice and customized reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Troy Pinkelman is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its Private Bank since 2013 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets using a structured planning process that includes proprietary tools and modeling techniques.

Ivo Malchov is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 66 designation and three years of industry experience. He has worked at Ameriprise since 2022 and is also employed as a marketing videographer for Gaudin Ford, where he produces video and photo content for the dealership’s YouTube channel and social media. Additionally, he operates a YouTube channel focused on cars, including repair, reviews, and driving, which he plans to monetize starting in 2024. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, offering comprehensive, research-backed recommendation reports and a broad array of advisory, brokerage, and insurance solutions.

Melinda Margolis is a CFP®-credentialed financial advisor with 36 years of industry experience. She is currently with LPL Financial and has previously worked at Bank of America, Merrill, and Banc of America Investment Services. Margolis is based in Henderson, NV. 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 portfolio programs, third-party asset management, retirement advice, and institutional platforms, with advice delivered primarily through its network of investment adviser representatives.

Lorraine Calcote is a CFP® professional with 26 years of industry experience, currently advising at Wells Fargo Clearing since 2025. She previously worked for nine years at JP Morgan Securities LLC. 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 offers both brokerage and advisory solutions.

Vikas Bansal is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise, Eldorado Resorts, Amazon, and as a self-employed professional. 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 employs a blend of proprietary fundamental research and quantitative analysis to construct model portfolios, using systematic methodologies and long-term asset allocation benchmarks.

Brittany Carraway is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 10 years of industry experience. She has worked at PFS Investments Inc. since 2016 and Primerica Financial Services since 2015, with earlier experience at UI Health from 2012 to 2017. Her other business activities include sales of loan products and home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, offering model-based investment strategies and custodial services through BNY Mellon Advisors and Pershing.

Jimmie Anderson is a financial advisor with LPL Financial in Las Vegas, NV, holding a Series 66 license and three years of industry experience. Prior to joining LPL Financial in 2023, he worked at Caldera Wealth Management and has experience in various roles including at Best Buy and University of Nevada Las Vegas. 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 institutional platforms, supported by a network of over 22,800 advisors and oversight of more than $819 billion in discretionary assets.

Stephen Pickering is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill Lynch in 2010 after earning a bachelor's degree in Finance from the University of Nevada, Reno. Stephen holds several professional designations, including Certified Private Wealth Advisor® (CPWA), Chartered Retirement Planning Counselor™ (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). With over a decade of experience in the financial services industry, Stephen focuses on serving high-net-worth clients by developing tailored financial strategies that address their risk tolerance, time horizon, and liquidity needs. His expertise includes corporate executive services, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management, individual and corporate investment strategy, tax minimization, and retirement income. He emphasizes a hands-on and detail-oriented approach, working closely with clients to evaluate their financial situations and maintain investment plans through different life stages. Stephen is also a member of Vegas Lodge #32, part of the Grand Lodge of Free and Accepted Masons of Nevada. In his personal time, he enjoys golfing, ice hockey, and spending time with his family.

Nicholas Disney Fairchild is a financial advisor with LPL Financial in Henderson, NV, holding a Series 66 credential and five years of industry experience. His prior work includes roles at the University of Nevada, Reno, Montreux Golf & Country Club, Renaissance Reno Downtown Hotel, Southern Highlands Golf & Country Club, and Northern Arizona University. 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 portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Michael Ben Shimon is a Series 66-licensed financial advisor at Morgan Stanley with seven years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2019 and previously spent three years at BNY Mellon. Outside of his advisory role, he serves as Campaign Chair for Jewish Nevada and sits on the Board of Directors for the Boys and Girls Club of Southern Nevada. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and advisory services across a broad range of financial products.

Irene Catoera is a financial advisor at Merrill with 25 years of industry experience. She has been with Merrill since 2004 and holds a Series 63 designation. 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 strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Daly is a Wealth Management Advisor with Merrill Lynch Wealth Management based in Las Vegas. He has been in the banking and finance industry since 2002, bringing extensive experience in business and project management as well as a comprehensive understanding of banking and brokerage operations. His primary focus areas include client relationship management and enhancing the client service experience. Michael helps individuals, families, and businesses with wealth growth, management, and preservation, offering tailored guidance on a variety of financial concerns. Michael specializes in areas such as college education planning, divorce transition planning, executive and equity compensation, legacy and liquidity management, retirement planning, socially responsible and ESG investing, tax minimization, and LGBT wealth planning. He is known for his attention to detail, regular communication with clients, and accessibility to address their priorities and secure their financial legacies. His professional credentials include Chartered Financial Consultant (ChFC), Chartered SRI Counselor (CSRIC), and Personal Investment Advisor (PIA). Born and raised in Las Vegas, Michael values the diverse backgrounds of his clients and works closely with them to understand their unique goals and values. Outside of his professional role, he enjoys spending time with his wife Megan and their children, traveling, and woodworking.

Christian Sanchez Berg is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Wells Fargo Clearing Services, Prime Trust, Fidelity Brokerage Services, TD Ameritrade, and Scottrade. 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 offers a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and a centralized operational structure.

Mera Tawfik Oshana is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. Prior to joining LPL Financial in 2018, she worked at Morgan Stanley Private Bank and Morgan Stanley from 2015 to 2018, and held positions at U.S. Bancorp Investments and Wells Fargo entities earlier in her career. Outside of advisory services, she is a co-trustee of a family living trust and engages in real estate services as a realtor. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advisor-facing technology tools.

Kristofer Gutierrez is a Series 65-licensed financial advisor with Edelman Financial Engines in Las Vegas, NV. He has one year of experience in the industry, including prior roles at NYLIFE Securities LLC and New York Life Insurance Company. Outside of finance, he has worked in the hospitality sector with positions at several hotels and resorts. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment management with an emphasis on diversified portfolios, periodic rebalancing, and long-term orientation.

Richard Scafa is a financial advisor at Merrill with 39 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Merrill and Bank of America, N.A. since 2015. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Bryan Yeager is a financial advisor with Ameriprise based in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Morgan Stanley & Co., Incorporated. He has been with Ameriprise since 2017. Ameriprise offers a retirement-income planning service tailored to clients approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its recommendations, primarily for clients with assets managed within Ameriprise.

Andres Sanchez is a financial advisor with LPL Financial, holding the ChFC® and Series 63 credentials and five years of industry experience. He has worked at LPL Financial since 2025 and previously held positions at Goldenshield Financial and Bankers Life companies. Sanchez is also involved in non-variable insurance activities with Key Retirement Solutions and Goldenshield Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, third-party asset management, and institutional platforms, supported by various operational and research tools.

William Vaughn Jr. is a financial advisor at Ameriprise in Henderson, NV, holding a Series 66 designation. He has been with Ameriprise since 2025 and has prior experience working nearly a decade at Navy Federal Credit Union. 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 ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.