Mark Hamilton is a financial advisor at Raymond James & Associates with 48 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at City National Bank and RBC Capital Markets. Hamilton is based in Las Vegas, NV. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and government entities, offering non-discretionary financial planning and consulting through various specialized programs and affiliated research resources.

Edwin Harris is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Wells Fargo entities since 2009, including Wells Fargo Advisors LLC and Wells Fargo Clearing. Harris also serves as co-trustee for his father. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Todd Williams is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding Series 63, Series 65, and Series 66 licenses and bringing 33 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2011. 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 services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Kyle Harpin is a financial advisor at Edward Jones in Las Vegas, NV, holding the CFP®, CFA®, and Series 66 designations with 16 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and features a large national network of advisors and branch offices.

Brian Darzev is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Mass Mutual Investors Services and MassMutual Life Insurance Company, as well as several positions outside the financial sector. Ameriprise offers retirement-income planning services targeting clients with significant investable assets, delivering written recommendations on income sources, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support retirement planning and provides a broad range of advisory, brokerage, and insurance solutions.

Joseph Benoit is a financial advisor with Charles Schwab in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior experience includes four years at Fidelity before joining Charles Schwab and Charles Schwab Bank in 2017. 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 management through multi-asset model portfolios and alternative investment options, supported by a large-scale and integrated operational platform.

Paul Couch is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked for City National Bank for 13 years before joining Wells Fargo Clearing in 2024. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Victoria Obermiller is a financial advisor with Charles Schwab based in Las Vegas, NV. She holds Series 63 and Series 66 licenses and has 10 years of industry experience, including prior roles at JPMorgan Securities LLC and JPMorgan Chase Bank. She has been with Charles Schwab since 2019. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary advisory services and access to affiliated discretionary separately managed accounts. The firm integrates brokerage, custody, and advisory functions to serve a large client base with multi-asset model portfolios and alternative investment options.

James Harkins is a financial advisor with Raymond James & Associates in Las Vegas, NV, holding Series 63 and Series 66 licenses. He has 17 years of industry experience, including prior roles at LPL Financial and Nevada State Bank. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—and offers financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research.

David Hengel is a financial advisor with Ameriprise in Henderson, NV, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at Ameriprise since 2013, including his current role beginning in 2020, and previously spent two years at Southend Strategic Partners LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, non-discretionary advice, primarily for clients with Ameriprise-managed accounts.

David Flippo is a financial advisor with LPL Enterprise LLC in Las Vegas, NV, holding a Series 66 credential and six years of industry experience. He previously worked at First Command Financial Planning, Inc. and related entities for five years and spent nine years with BP Alaska. Outside of advising, he serves on the board of the nonprofit OSJ Food Aid USA and owns a retail business called HobbyTown. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services supported by a platform that integrates adviser programs with a range of financial products and solutions.

Austin Hopp is a financial advisor at Ameriprise in Las Vegas, NV, holding a Series 66 designation with one year of industry experience. His prior work includes roles at MML Investor Services, MassMutual Life Insurance, and Golf Summerlin. He has an academic background with positions at the University of Hawaii and Western Illinois University. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Rock Mirich is a financial advisor with Equitable Advisors in Las Vegas, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior roles include six years with Allstate Financial Advisors and related Allstate entities. Outside of advising, he is the sole member of MY GUY, LLC. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, brokerage, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, relying on LPL-sponsored programs and endorsed third-party managers to deliver a range of advisory and brokerage solutions.

Gary Woodard Jr. is a financial advisor at Ameriprise with 14 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2012. Based in Las Vegas, NV, he has been with his current firm for six 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 clients nearing or in retirement with written Recommendation Reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

David Tanaka is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 66 and Series 63 designations and has worked previously at Raymond James Financial Services and First Hawaiian Bank. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also offers discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery, with distinctive features including its registration as a commodity pool operator and use of AI in research.

Elliot Bloch is a financial advisor at Raymond James & Associates with nine years of industry experience and holds a Series 66 designation. His career includes roles at City National Bank, RBC Capital Markets, and several mortgage companies. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning and advisory services supported by a nationwide network of advisors.

Tac Tang is a financial advisor with Mass Mutual Investors Services in Las Vegas, NV, holding a Series 63 designation and bringing 36 years of industry experience. His career includes 35 years at Metlife Securities Inc. before joining Mass Mutual Investors Services in 2017 and MassMutual Life Insurance Company in 2016. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers structured, collaborative financial planning engagements and various specialized planning services.

Zachary Zoufaly is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and previously worked at First Command Advisory Services, Inc. Outside of finance, his work history includes roles at Chippendales and Smith & Nephew. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Sandra Burke is a financial advisor at Thrivent Investment Management with 11 years of industry experience. She holds a Series 66 designation and has been with Thrivent since 2014. Outside of her advisory role, she is a silent partner with her spouse in a Five Guys franchisee business operating in Arizona and California. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers planning as a standalone service or combined with managed accounts under its WealthPlan program.

Myra Jaimes is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill and Bank of America in 2026, she worked with several nonprofit organizations and educational institutions, including the Naples Art Institute and Florida Gulf Coast University. She has also been involved with Taste of Immokalee and The Immokalee Foundation. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.