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.

Jordan Parks is a financial advisor at Merrill based in Las Vegas, NV, holding a Series 66 designation. He has been with Merrill since 2018 and has one year of experience with Bank of America, N.A. Prior to his roles in finance, he worked at the College of Southern Nevada and Wal-Mart. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Kimberly Parker Hansen is a financial advisor at LPL Financial with 30 years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at UBS Financial Services and Morgan Stanley. Outside of her advisory role, she owns PowerHour 360, a non-investment-related business. 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 broad range of financial planning and investment management services through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.

Lori Palmer is a financial advisor with Ameriprise in Henderson, NV, holding a Series 66 designation and 11 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Outside of advising, she is involved in real estate ownership and management. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, providing comprehensive written recommendations that include income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with personalized advice, supported by a centralized consulting team and algorithmic tools, to deliver tailored retirement planning solutions.

Matthew Allred is a financial advisor with Ameriprise in Henderson, NV, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in a business ownership entity that facilitates administration of a franchise business. Ameriprise serves individuals approaching or in retirement, offering a retirement-income planning service that includes tailored recommendation reports addressing income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary retirement income recommendations.

Ariel Renee Perez is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Prior to joining Schwab, she held roles at Electric Shuffle LLC and Memorialpics LLC. Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, custody, and financial planning services through its integrated wealth management platform.

Christopher Griffin is a financial advisor at Ameriprise in Las Vegas, NV, holding Series 63 and Series 65 licenses. He has prior experience at Konica Minolta and Kemp Jones, LLP. 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 retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Aubrey Liddell is a financial advisor at UBS Financial Services with 11 years of industry experience. She holds a Series 66 designation and has been with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven, model-based asset allocations tailored to clients’ goals and risk tolerances.

Anita Reubens is a financial advisor with Edward Jones in Las Vegas, NV, holding a Series 66 designation and 10 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm operates a nationwide network of over 23,700 financial advisors and offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Tamara Ramirez is a Financial Advisor with Merrill Lynch Wealth Management. She serves clients by connecting them to tailored plans and processes designed to address their unique financial ambitions. Her work focuses on helping individuals and families plan for important goals such as funding education, preparing for retirement and potential health care costs, and creating long-term wealth strategies. Tamara holds the Personal Investment Advisor (PIA) designation. She earned her high school diploma from River Valley High School and pursued further studies at Austin Community College. Her approach emphasizes understanding clients' personal perspectives and priorities to bring clarity and transparency to the complexities of investing.