Marianne Reeves is a Series 65 licensed financial advisor with Cetera, bringing 24 years of industry experience. She has held roles at Cetera Advisors LLC, Anderson Wealth Management, Investors Capital Corp, and Reeves, Evans & Todd, CPAs Ltd. In addition to her advisory work, Marianne operates a CPA and tax preparation business. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a variety of portfolio management and financial planning services through a 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, Nevada, holding a Series 66 designation and having 10 years of industry experience. His prior roles include positions at Waddell & Reed Inc., various insurance carriers for W&R Insurance Agencies, and Spring Valley Montessori School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Jami Lunde is a financial advisor at LPL Financial with 20 years of industry experience and holds a Series 66 designation. She has been with LPL Financial since 2013. Outside of her advisory role, she is a notary public in the state of Nevada and operates Heck Wealth Management as a DBA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm offers various advisory programs, financial planning services, and utilizes both discretionary and non-discretionary management approaches supported by in-house and third-party research.

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.

Erika Herfert is a CFP®-certified financial advisor with UBS Financial Services, where she has worked since 2011. She has 13 years of industry experience and holds the Series 66 designation. Outside of her advisory role, she is part owner and has an administrative role in Sierra Turin LLC, a business involved in outdoor lessons and retail merchandise. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor strategies for clients.

Austin Sherman is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. He has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, Equitable Advisors, and several other firms. Outside of his advisory role, he operates a small e-commerce business selling collectibles on platforms like eBay and TCGplayer. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model portfolio programs, combining advisory services with brokerage and insurance product sales through its integrated platform.

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.

Jeffrey Corporan is a financial advisor at Merrill with 12 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at both Merrill and Bank of America, N.A. since 2013 and 2015, respectively, based in Las Vegas, NV. 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. The firm offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.