Jana Reddick is a financial advisor with Ameriprise in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Her prior work includes seven years at Morgan Stanley and six years at Morgan Stanley Private Bank. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to generate tailored recommendation reports through a centralized consulting team.

Edwin Kugler is a financial advisor at Ameriprise in Las Vegas, NV, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Ameriprise, he worked in various roles including at Lululemon Athletica and several educational institutions. Outside of finance, he works as a DJ and music producer, independently hired for events in Las Vegas. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides retirement planning focused on dependable income sources and tax-aware withdrawal strategies.

Daniel Quintana is a financial advisor with Merrill based in Las Vegas, NV, holding a Series 66 designation and three years of industry experience. His prior work includes positions at Bank of America from 2012 to 2022. 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 plans, corporations, and charitable organizations.

Kevin Burdalski is a financial advisor with Ameriprise in Henderson, NV, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Capstone Partners Financial and Nellis Auction. Outside of advising, he is involved in independent insurance brokering through Mass Mutual, focusing on disability income and life insurance products. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations primarily for clients maintaining assets in Ameriprise-managed accounts.

Krista Conyers is a financial advisor at Merrill with 24 years of industry experience and holds Series 63 and Series 66 credentials. She has been with Merrill since 2004. Merrill, along 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.

Karl Ferazzi is a Financial Consultant currently working at Fidelity Investments, a position he has held since 2026. Prior to this role, he has held various positions within Fidelity Investments, including Planning Consultant, Financial Consultant, Investment Consultant, and Financial Representative from 2021 to 2026. Before joining Fidelity, Karl worked at Morgan Stanley as a Financial Advisor from 2018 to 2021 and as a Portfolio Associate from 2005 to 2018. Throughout his career, Karl has focused on providing guidance and financial planning to clients, assisting with both short-term and long-term financial decisions. His approach involves developing comprehensive wealth strategies aimed at growing and preserving assets in an integrated and coordinated manner, customized to meet each client's specific needs. Outside of his professional work, Karl enjoys a variety of personal interests including cars, family activities, hiking, movies, music, and outdoor adventures.

Jake Marshall is a CFP® with 16 years of industry experience, currently advising clients at Morgan Stanley in Las Vegas, NV. He previously worked at Bank of America, N.A. and Merrill, spanning over 16 years combined with those firms. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide array of advisory programs and financial planning services that incorporate firm-approved planning tools and investment committee insights.

Harutuyn Mkhitarian is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Robert Keyes Jr. is a financial advisor with Ameriprise in Las Vegas, NV, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Ameriprise and its affiliates since 2015. Outside of his advisory role, he owns RJK Asset Management, Inc. and is involved in independent insurance brokering with Penn Mutual. Ameriprise offers a retirement-income planning service targeting clients with at least $1 million in investable assets, providing written recommendations focused on income sources, Social Security, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support retirement planning, delivering tailored advice through a centralized consulting team.

Stamen Matev is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in assisting families, individuals, and business owners in developing and implementing long-term financial strategies. His services include investment management, retirement planning, education planning, estate and wealth transfer, and life and health insurance guidance. Stamen incorporates Behavioral Finance alongside conventional wealth management practices to tailor financial strategies that align with clients' unique investment personalities, life aspirations, and priorities. Stamen holds a Bachelor's degree from Sofia University and a Master's degree in Business Administration with a Finance concentration from the University of Nevada, Las Vegas. He has earned professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is a member of the French Academy of Las Vegas and the National Association of Plan Advisors. Residing in Nevada since 2003, Stamen enjoys spending time with his wife and two children. His personal interests include golfing, hiking, music, reading, skiing, swimming, tennis, traveling, and watching movies.

Gregory Butler is a financial advisor with UBS Financial Services in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with UBS since 2014. Outside of his advisory work, Butler serves on the board of directors and assists with fundraising for the Newport Harbor Boys Lacrosse Booster Club and owns Li'l Fat Monkey, a publishing business focused on automotive-related content. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Gavin Mez is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. His prior work includes roles at UBS Financial Services and JPMORGAN Chase Bank, N.A., as well as experience in media and marketing. J.P. Morgan Securities 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 and investment management capabilities.

David Persin is a financial advisor at RBC Capital Markets with 28 years of industry experience. He holds a Series 66 designation and has held positions at City National Bank, Bank of America, and Merrill. Outside of finance, he operates an online business selling Pokemon cards. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies through a combination of in-house and third-party managers. The firm offers a range of advisory programs providing portfolio management, financial planning, and brokerage services.

Thanh Nguyen is a CFP® professional with 25 years of experience in the financial services industry. He is currently with LPL Financial and previously held roles at UBS Financial Services, Morgan Stanley & Co. LLC, and Morgan Stanley DW Inc. Nguyen operates Crossroads Financial Services, LLC alongside his advisory work. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Uriwon Hazel is a financial advisor at UBS Financial Services with 24 years of industry experience. He has worked at UBS since 2009 and holds a Series 66 designation. Hazel maintains an active real estate license for personal use, affiliated with Realty One Group. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and provides a range of capital markets services through its platform.

Samu Jancuk is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding Series 63 and Series 65 licenses and two years of industry experience. He has been with Wells Fargo Advisors and its USTech Solutions division since 2022. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. 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.

Berenice Diaz is a financial advisor at LPL Financial with 10 years of industry experience. She holds the ChFC® designation and the Series 66 license. Her prior experience includes roles at Cetera, Bankers Life, and Goldenshield Financial LLC, where she is a 50% partner. She is also a notary public in the state of Nevada. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and advisory services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Ryan Niehoff is a financial advisor with Ameriprise in Las Vegas, NV, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at Ameriprise Financial Services, Inc. since 2010 and at American Enterprise Investment Services Inc. since 2021. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet certain asset criteria, delivering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary retirement advice through a centralized consulting team.

Raphael Montgomery is a financial advisor at Merrill in Las Vegas, NV, holding Series 66 and Series 63 licenses with one year of industry experience. His prior work experience includes roles at Bank of America, Northwestern Mutual, and the State of Nevada, as well as a 24-year career in the US Marine Corps. Merrill, along 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 using model-based and discretionary investment strategies.

Shanon Sabo is a financial advisor at Ameriprise with five years of industry experience. She holds a Series 66 license and has worked at Ameriprise Financial Services, LLC since 2021. Prior to her financial advisory career, she held roles at the Florida Department of Children and Families and the Florida Department of Juvenile Justice. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice. The firm uses proprietary research and third-party data to provide guidance on asset allocation, withdrawal strategies, and Social Security options within a defined investment universe.