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.

Joseph Rosania is a Series 66-licensed financial advisor at Edward Jones with five years of industry experience. He previously worked at JP Morgan Securities LLC and JPMorgan Chase Bank NA, accumulating ten years of experience prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options. The firm is notable for its extensive retail advisor network, affiliated mutual funds, trust company, and securities-based lending 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.

John Garner is a Senior Financial Advisor at Merrill Lynch Wealth Management leading The GM Wealth Management Group. He advises a select group of high-net-worth individuals, families, and businesses, leveraging the capabilities of Merrill Lynch to provide tailored investment strategies and portfolio management services. John is a qualified Portfolio Advisor and holds the Personal Investment Advisor (PIA) designation. John's financial services career spans three decades and includes experience in both management and client advising roles at several prominent Wall Street firms. Prior to joining Merrill Lynch in 2010, he spent 13 years as a financial advisor at Morgan Stanley. His expertise encompasses personal retirement planning, portfolio management, socially responsible investing, and individual and corporate investment strategies. He holds a bachelor's degree from Georgia Southern University. Residing in Henderson, Nevada since 1991, John maintains interests in golfing, tennis, and traveling, and is an enthusiastic fan of the NHL Las Vegas Golden Knights and NFL Raiders.

Laurence Di Cicco is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at Ameriprise Financial prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. His background includes roles in marketing, dining, and real estate sectors. J.P. Morgan Securities LLC 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Heather Szczepanski is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. She has held roles at J.P. Morgan Securities since 2012 and has been associated with JPMorgan Chase Bank, N.A. and Wamu Investments, Inc. since 2009. She holds Series 63 and Series 65 credentials and is based in Las Vegas, NV. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering services on a non-discretionary basis.

Anastasia Bergevin is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and 13 years of industry experience. She has worked at Charles Schwab Bank, RBC Capital Markets, Bank of America, and Merrill. Outside of finance, she is co-owner of Crowder Crew LLC, a small family-run coffee roasting business based in Las Vegas. 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 and discretionary investment management with integrated advisory, brokerage, and custody services.

Kellie Scholes is a Series 65-registered financial advisor with nine years of industry experience. She is currently with Edelman Financial Engines in Las Vegas, NV, where she has worked since 2016, including through the firm's prior iterations. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through advisor-led and online offerings.

Anthony Van Hollebeke is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 63 designation and 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Van Hollebeke is also involved in independent insurance brokering with companies including Genworth Life and TransAmerica Life. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, providing tailored written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with algorithmic tools and oversight to deliver customized retirement solutions.

Robert Martin is a financial advisor at Morgan Stanley with six years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank since 2019, and previously spent 14 years at BNY Mellon. He serves as a board member of the University of Nevada, Las Vegas Football Foundation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market models to support its financial planning services.

Anthony Goldstein is a financial advisor at Merrill with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill and Bank of America since 2013. He is associated with Sky Trust, an outside business based in Las Vegas, although he devotes no hours annually to this activity. 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 investment strategies developed by internal and third-party managers for individuals, high-net-worth clients, and institutional investors.

Stuart Cohen is a financial advisor with LPL Financial in Las Vegas, NV, holding a Series 66 credential and 13 years of industry experience. He previously worked at Morgan Stanley and Wells Fargo Advisors before joining LPL Financial in 2019. Cohen has involvement with several business entities related to his work at LPL. 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 tools such as machine learning for operational and research purposes.

Brent Wick is a financial advisor with Merrill, holding a Series 66 designation and 19 years of industry experience. He has worked at Merrill since 2017 and previously was with J.P. Morgan Securities LLC and J.P. Morgan Chase Bank NA from 2015 to 2017. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary strategies developed by internal and third-party managers.

Eric Harbak is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior roles include positions at Financial Engines Advisors, TMFS Advisors, The Mutual Fund Store, and Edward Jones. 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 services, including financial planning, model portfolios, and institutional platforms, supported by extensive technology tools and a broad network of over 22,800 advisors.

Robert Bracco is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1996, beginning his career in the Anchorage office. Robert brings extensive industry experience focused on wealth management strategies tailored to clients' risk tolerance, time horizon, liquidity needs, and overall investment goals. He holds bachelor's degrees in both finance and social science from the University of Florida. Robert has earned multiple professional designations, including Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His areas of expertise include family wealth management, services for endowments and foundations, liquidity management, personal retirement planning, portfolio management, and tax minimization. Robert is involved in the community through his service on the board of the Older Person's Action Group. He also volunteers by coaching boys JV basketball and participates in outdoor activities such as basketball, camping, fishing, hiking, and scuba diving. He and his family relocated to Idaho in 2013.

Mark Richanbach is a financial advisor with Morgan Stanley in Las Vegas, NV, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2012 and at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Richanbach is a founder and board member of TheChristianThingTodo.org, a nonprofit organization focused on community and humanitarian efforts. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm emphasizes structured planning processes using approved tools and offers both tailored financial plans and extensive investment strategies.