Steven Budin is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has been with LPL Financial since 1996. Budin serves as a financial commentator for the ABC affiliate in Las Vegas and works as a FINRA arbitrator. 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 and access to model portfolios and third-party asset management, supported by technology tools and a broad platform that integrates advisory and non-advisory financial activities.

Jeffrey Skoll is a financial advisor at Wells Fargo Clearing with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following a seven-year tenure at Wells Fargo Advisors LLC. 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 solutions. The firm’s process is IPS-driven and includes a broader range of financial products than many institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Randall Fawcett is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding a Series 63 designation and 26 years of industry experience. He has been with Wells Fargo Clearing since 2016, including a prior role at Wells Fargo Advisors 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Nicholas Vierra is a financial advisor with Equitable Advisors in Las Vegas, NV, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Morgan Stanley, Fidelity Investments, and Total Quality Logistics. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and various asset-management programs. The firm’s approach involves assessing client risk tolerance and matching them to advisory models, often implemented through third-party asset managers and LPL-sponsored programs.

Gierra Silva is a financial advisor at Wells Fargo Clearing with five years of industry experience. She holds a Series 63 designation and has been with Wells Fargo Clearing since 2020, following an 11-year tenure at Wells Fargo Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, offering both non-discretionary and discretionary services tailored to plan objectives and risk tolerances.

Douglas White Jr. is a financial advisor with Edward Jones in Las Vegas, NV, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. He serves as a finance committee member for Holy Spirit Church. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm provides a broad range of advisory programs and investment solutions, operating under a fiduciary standard through a nationwide network of more than 23,700 financial advisors.

Paul Cohen is a financial advisor with Raymond James & Associates in Las Vegas, NV. He holds Series 63 and Series 65 licenses and has 44 years of industry experience, including eight years each at Raymond James & Associates and UBS Financial Services Inc. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and charitable organizations with a range of financial planning and consulting services, employing various portfolio management styles supported by affiliated research and sub-advisers.

Tara Meyers is a Wealth Management Senior Relationship Manager at Fidelity Investments. In this role, she supports autonomous investors by providing access to insights and resources available through Private Wealth Management. Since beginning her career at Fidelity in 2021, Tara has progressed from Planning Consultant to her current senior management position. Her professional experience is focused on wealth management and financial planning within Fidelity Investments. Tara's work involves delivering service and support to clients to help them manage their investment portfolios effectively. Outside of her professional responsibilities, Tara has interests in boating, cooking and baking, exploring food, movies, caring for pets, and traveling.

Darren Daye is a financial advisor with Equitable Advisors, holding Series 63, 65, and 66 licenses and 24 years of industry experience. His prior roles include positions at B. Riley Wealth Management, National Securities Corporation, Select Planning Group, and Securian Financial Services. He also serves as power of attorney for his son. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes various advisory models implemented through third-party managers and offers a range of investment options including mutual funds, ETFs, and alternative investments.

Chad Saclolo is a financial advisor with UBS Financial Services in Las Vegas, NV, holding a Series 66 designation and seven years of industry experience. He has previously worked at Ameriprise Financial Services and Jo-Ann Stores, Inc., and also spent time at the University of Nevada, Las Vegas. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans according to clients' goals and risk tolerances.

Jodie Cohen Potter is a financial advisor at LPL Financial with 40 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at firms including Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Dawson Drake is a financial advisor at Ameriprise in Las Vegas, NV, with eight years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2018. Outside of financial services, he has experience working at CVS Health and has been involved with the UNR Writing Center and the University of Nevada, Reno. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm provides written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies, combining research, modeling, and tax-efficiency analysis to support clients’ retirement planning.

Zachary Richey is a financial advisor at Ameriprise in Las Vegas, NV, holding a Series 66 designation with two years of industry experience. Prior to joining Ameriprise in 2023, he worked in various roles at the University of Nevada, Las Vegas, including Residential Life and the Student Wellness and Recreation Center. Outside of his advisory role, he engages in AI data annotation as an independent contractor, performing tasks such as completing quizzes, writing, and interacting with chatbots. Ameriprise serves clients primarily through its retirement-income planning service designed for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Marcos Martinez Bergman is a financial advisor with Mass Mutual Investors Services in Las Vegas, NV. He holds Series 63 and Series 65 licenses and has five years of industry experience. His prior roles include positions at Northwestern Mutual and New York Life, among others. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides annual, collaborative financial planning engagements that utilize firm-approved analytical tools and offers various event-driven planning programs.

Lorenzo Ceniceros is a financial advisor with J.P. Morgan Securities in Las Vegas, NV, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Merrill and Bank of America N.A. from 2018 to 2024. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Gina Wiegert is a financial advisor with UBS Financial Services in Henderson, NV, holding a Series 66 designation and 16 years of industry experience. She has been with UBS Financial Services Inc. since 2007. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a range of products and services supported by proprietary research and analytics.

Gregory Adams is a financial advisor with Ameriprise in Las Vegas, NV, holding Series 63, 65, and 66 licenses and 12 years of industry experience. He previously worked at Edward Jones for seven years before joining Ameriprise in 2022. Adams serves as President of the Rotary of Downtown Las Vegas and is also an Adjutant for the American Legion Post 51 in North Las Vegas. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations as part of a broad range of advisory, brokerage, and insurance solutions.

Madison Saleba is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, Madison worked at Edward Jones and held various roles in retail and fitness sectors. Madison is based in Las Vegas, NV. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions.

Jason Trippett is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has previously worked at Royal Alliance, Legend Advisory, LLC, and Valic Financial Advisors. Outside of his advisory role, he is also an agent for non-variable insurance products through JFS LIFE LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. It offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting advisors with research and operational tools.

John Klumbach is a CFP® professional with 27 years of industry experience, currently affiliated with Cetera. He has held roles at Avantax Investment Services and LPL Financial and has operated JJ Klumbach Consulting, Inc. since 2001. Klumbach serves as treasurer for multiple nonprofit organizations, including the Lions District 46 Foundation and the West Charleston Lions Club Foundation. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutions. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with access to both affiliated and unaffiliated managers.