Joshua Dowden is a financial advisor at LPL Financial with 18 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 15 years before joining LPL Financial in 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Jared Flanagan is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Woodbury Financial for 19 years. In addition to his advisory role, he operates Flanagan Financial Services, focusing on employee benefits and health and group benefits. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and nonprofit investors, providing integrated brokerage and advisory services supported by asset-allocation tools, model portfolios, and access to third-party managers.

Brandon Saliba is a financial advisor with Merrill based in Las Vegas, NV, holding Series 63 and Series 66 certifications and bringing 21 years of industry experience. His prior work includes roles at Wells Fargo Bank and Wells Fargo Clearing Services since 2020, as well as City National Bank from 2016 to 2019. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brandyn Abrams is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. 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 team of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Joseph Borriello is a financial advisor with LPL Financial in Las Vegas, NV, holding the Series 63 and Series 65 designations and having 26 years of industry experience. He previously worked at TD Ameritrade Institutional for 10 years before joining LPL Financial in 2021. Outside of his advisory role, he owns a photography business called The Captured Frame LLC. 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 brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies across discretionary and non-discretionary management strategies.

Danny Jaimes is a financial advisor at Fidelity with eight years of industry experience. He has worked at Fidelity Investments since 2022 and previously held positions at Wells Fargo Clearing and Wells Fargo Bank. Outside of his advisory role, he is the sole proprietor of DanEffects, a photography and videography editing business based in Las Vegas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, applying a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Hunter Lim is a financial advisor at Equitable Advisors with three years of industry experience. He holds a Series 66 designation and has worked in various roles including positions at Highridge Costa Housing Partners and Virginia Country Club. Lim is also a trustee of an immediate family trust and holds sales associate roles with Realty Benefit Services and Dergalis Associates LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Lois Wolfslau is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she is a sole proprietor and landlord of a rental property in Huntington Beach, California. Morgan Stanley Wealth Management serves individuals and institutional clients with a wide range of advisory programs, including tailored financial planning that employs firm-approved tools and models to support client goals.

Kelcy Wilcox Weiger is a financial advisor at LPL Financial with 11 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Transamerica Financial Advisors and World Financial Group. Outside of finance, she has been involved with Baroness Wines and operated FINN McCOOLS BAR & GRILL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, and institutions. The firm offers various advisory programs, retirement plan consulting, and brokerage services, supported by research and model portfolios.

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® with 36 years of industry experience. She is currently with LPL Financial and previously worked at Bank of America and Merrill for over a decade each. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

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 at LPL Financial with three years of industry experience. He holds the Series 66 designation and previously worked at Caldera Wealth Management, Best Buy, University of Nevada Las Vegas, and Office Depot. 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 brokerage services with discretionary and non-discretionary management options.

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 designation 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. He is involved with Strategic Tax & Financial, providing tax preparation, payroll, and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and consulting services supported by research and technology-driven portfolio management.

Michael Ben Shimon is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and previously worked at BNY Mellon before joining Morgan Stanley in 2019. Outside of his advisory work, he serves as Campaign Chair for Jewish Nevada and is a member of the Board of Directors for the Boys and Girls Club of Southern Nevada. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, supported by structured discovery processes and firm-approved tools.