Joshua Nardi is a financial advisor with Merrill in Las Vegas, NV, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he has business interests in real estate investment through Nardi Properties LLC. Merrill, alongside its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for a range of individuals and institutions.

Chevelle Tuck is a financial advisor with Wells Fargo Clearing and holds the Series 66 designation. She has 14 years of industry experience, with prior roles at Spire Investment Partners, Janney Montgomery Scott, and several independent firms. Outside of advisory work, she has experience as a real estate agent. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages roughly $671 billion in assets with over 14,000 advisors, offering both brokerage and advisory solutions.

Janeth Chavarria is a financial advisor at Merrill with six years of industry experience and holds a Series 66 credential. She has been with Bank of America and Merrill since 2015 and previously worked at Elite Realty Team for ten years. 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 a range of clients including individuals, high-net-worth clients, and charitable organizations.

Nasser Mehrzad is a financial advisor with Primerica Advisors in Las Vegas, NV, holding Series 63 and Series 65 licenses and possessing 37 years of industry experience. He has been with Primerica Advisors since 1988 and Primerica Financial Services since 1991. Outside of his advisory role, he is the owner of Mehrzad LLC, a legal entity associated with Primerica. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options, operating primarily as a wrap-fee solution. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors while offering a range of investment models including Strategic, Tactical, Tax-Aware, and Income Distribution approaches.

Scott Hokanson is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he works closely with clients to accumulate, grow, and preserve their wealth, addressing various financial needs including business, retirement income, estate planning, and wealth transfer. He focuses on building relationships based on trust, approachability, and transparency to help clients achieve their unique financial goals. Scott provides expertise in areas such as corporate executive services, divorce transition planning, executive compensation, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, and retirement income. He holds several professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Additionally, he possesses FINRA registrations including Series 7 and Series 66. A third generation native of Las Vegas, Scott earned a bachelor's degree from the University of Nevada, Las Vegas. He lives in Las Vegas with his wife, Sandy, and their two children, Lauren and Ryan. His personal interests include adventure sports, biking, golfing, music, soccer, tennis, and spending time with his family.

Edgar Anguiano-Estrada is a Financial Consultant currently working at Fidelity Investments since 2020. In his role, he partners with clients to assist them in working towards their financial goals by providing tools, implementation, and knowledge to help clients feel more confident in their financial situation. He emphasizes building long-term relationships based on trust, transparency, and education to empower clients in making informed financial decisions. Prior to his current position, Edgar was a Manager at Ameriprise Financial Inc from 2018 to 2020 and served as a Financial Advisor at the same company from 2015 to 2018. He holds a California Insurance License. Outside of his professional work, Edgar enjoys camping, family activities, hiking, and reading.

Nina Marchenko is a Financial Advisor with Merrill Lynch Wealth Management. She focuses on delivering customized financial strategies that align with her clients’ unique ambitions and priorities. Nina specializes in areas including executive and equity compensation, family wealth management, legacy planning, retirement income, tax minimization, and small business strategies. Her mission is to be the primary source of financial advice for her clients, helping them navigate complex wealth planning with clarity and transparency. Nina holds a Chartered Retirement Planning Counselor (CRPC) designation as well as a Personal Investment Advisor (PIA) credential. She earned an LL.M. in Gaming Law and Regulation from William S. Boyd School of Law. Fluent in English and Russian, Nina integrates her diverse expertise to provide personalized guidance tailored to each client’s goals. Based in Las Vegas, which she considers her second home, Nina enjoys running, hiking, traveling, and watching her two daughters participate in competitive gymnastics during her free time. She believes in empowering clients through financial education to help them make informed decisions and build secure futures.

Destinee Morales is a financial advisor at Merrill with a Series 66 license and no prior industry experience. Her work history includes roles at Bank of America, U.S. Bank, First Hawaiian Bank, Bank of Hawaii, and American Savings Bank. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Jesse Carbajal is a financial advisor with Merrill in Las Vegas, NV, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Merrill since 2014. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Adrian Nunez Aguilar is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Las Vegas, NV. He has been with Thrivent since 2026 and has one year of industry experience. His prior work includes roles at Equitable Advisors, Nevada State University, and other diverse positions. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses without managing discretionary accounts. The firm combines planning with managed-account programs under a consolidated billing option called “WealthPlan,” while maintaining separate planning and management services.

Jeffrey Potter is a CFP® with 27 years of industry experience, currently serving at RBC Capital Markets since 2025. He previously worked at UBS Financial Services Inc. and Master Matrix Sports Inc. His background includes roles at leading financial firms. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, and charitable organizations, offering a range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Luis Morales Montanez is a financial advisor with LPL Financial based in Las Vegas, NV. He holds the Series 66 designation and has been with LPL Financial since 2022. His prior experience includes work with Aerotek Contractors and service in the United States Marine Corps. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with both discretionary and non-discretionary strategies across various asset classes.

Brandon Winkler is a Financial Advisor with Merrill Lynch Wealth Management based in Las Vegas. In his role, he partners with clients to simplify financial decisions and develop practical plans that focus on what matters most to them. He specializes in areas including college education planning, family wealth management strategies, personal retirement planning, portfolio management services, individual and corporate investment strategy, and retirement income. Brandon holds a Bachelor's Degree in Finance from Georgetown University and began his career in New York City. He has experience working with a portfolio management team at Morgan Stanley, overseeing billions in assets and gaining insight into institutional investment approaches, risk management, and long-term decision making. He has also worked in hedge fund research, institutional sales, and entrepreneurship, bringing a diverse perspective to his advisory practice. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. In addition to his professional commitments, Brandon is the founding organizer of the Georgetown Alumni Club of Las Vegas. His personal interests include basketball, football, music, pickleball, singing, skiing, and spending time with his family.

David Dixon is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 65 licenses. He has 44 years of industry experience, including 22 years at LPL Financial and three years at CUNA Brokerage Services, Inc. He is also involved with Pence Financial Group, LLC, a related investment advisory business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors.

Keith Tanabe is a Wealth Management Advisor with Merrill Lynch Wealth Management, leading a team focused on serving institutional and private clients. He manages Global Institutional Consultants under the TTFH Group, providing investment consulting and services for defined benefit and contribution plans, institutional consulting, and corporate benefit services. Keith has held this role for 26 years at Merrill Lynch, developing expertise in institutional investment consulting and wealth management. He began his financial career as a Certified Public Accountant in the corporate tax department of PriceWaterhouseCoopers, LLP. He holds a bachelor's degree from the University of Southern California and has earned professional designations including Chartered Alternative Investment Analyst (CAIA), Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and specialization in Sports & Entertainment (SE). Outside of his professional work, Keith enjoys golfing, spending time with his family, and traveling.

Rachel Harpin is a financial advisor at Edward Jones with 15 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2010. Based in Las Vegas, NV, she is part of a large network of advisors serving a diverse client base. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and supported by a nationwide network of over 23,700 financial advisors.

Chris Norton is a financial advisor with Morgan Stanley in Las Vegas, NV, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. He has been with Morgan Stanley entities since 2013, including Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Angel Cipres is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he operated Cipres Tree Service for five years and worked at the University of Nevada, Las Vegas, as well as Rancho High School. Ameriprise serves individuals approaching or in retirement, providing a retirement-income planning service that includes written Recommendation Reports addressing income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic automation and oversight to deliver personalized retirement advice, primarily for clients with substantial investable assets and Ameriprise-managed accounts.

Peter Klurfeld is a financial advisor at Ameriprise in Las Vegas, NV, holding a Series 66 designation with less than one year of industry experience. Prior to his current role, he was self-employed as a digital marketer and worked at Innovative Inhalables, INC. for nine years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement planning through written recommendation reports and ongoing advice, emphasizing dependable income sources and tax-aware withdrawal strategies.

Farhad Kalanaki is a financial advisor with Edward Jones in Henderson, NV, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2024, he worked at Merrill Lynch, Pierce, Fenner & Smith and Bank of America. His background also includes roles outside finance in the food service sector. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.