Jessica Cuevas is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 designations and five years of industry experience. Her prior roles include positions at Stifel, Nicolaus & Company, Incorporated, and Costelloe Financial, along with involvement in various ventures such as Rishi Yoga and Greatfull Gardens. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management through model and customized portfolios and acts as adviser to a donor-advised fund.

Liam Hudler is a financial advisor with TIAA-CREF in Reno, NV, holding a Series 66 registration and five years of industry experience. His prior roles include positions at TD Ameritrade, Charles Schwab, and LPL Financial, as well as experience outside finance at Hilton Hotels and the University of Oregon. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm’s advisory services include both point-in-time financial planning and ongoing portfolio management using model and customized portfolios under a fiduciary standard.

Bradlee Berk is a financial advisor at TIAA-CREF with 14 years of industry experience. He holds a Series 66 designation and has been with TIAA-CREF since 2016. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with existing relationships through employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management using model or customized portfolios, and it acts as adviser to a donor-advised fund.

Edward Woo is a financial advisor at Edward Jones with 12 years of industry experience. He holds the CFP® and ChFC® designations, along with Series 63 and Series 66 licenses. Woo has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Carol Smith is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked across various Wells Fargo entities since 2009. Outside of her advisory role, she serves as a trustee for a family trust and owns a wealth management firm based in Santa Fe, NM. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory with other financial products and referral channels.

Gavin Thornburg is a financial advisor at Wells Fargo Advisors in Reno, NV, holding a Series 66 designation. He joined Wells Fargo Advisors in 2026 after working at Deloitte from 2024 to 2026 and has academic experience at Brigham Young University and the University of Utah. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutions, offering a broad range of planning options including retirement, education, and niche services such as business-owner transition and special-needs planning. The firm combines advisory services with other financial products and referral channels, serving clients who meet specific net-worth thresholds.

Lynn Le Goy is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 22 years of industry experience. Prior to joining LPL Financial in 2025, Lynn worked at Grove Point Advisors, LLC, Grove Point Investments, LLC, Calton & Associates, Inc., GBS Financial Corp., and Waddell & Reed. Lynn is also a notary. 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, wrap and model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors.

James Marren is a CFP® professional with 26 years of experience, currently serving at Raymond James Financial Services Advisors, Inc. since 2012. He owns several small business ventures in Nevada, including ACM Enterprises Inc. and Nevada Family Wealth, which consolidates local wealth advisory brands. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients, using risk profiling and modeling tools to tailor non-discretionary planning and investment consulting.

Roger Crowe Jr. is a financial advisor with Wells Fargo Clearing in Reno, NV. He holds Series 65 and Series 63 designations and has been with Wells Fargo Bank and Wells Fargo Clearing since 2023 and 2025, respectively, following a 20-year career at SaveMart. He has no prior industry experience before joining Wells Fargo. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

John Paul Kauinana is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He previously worked for Waddell & Reed, Inc and various insurance carriers through W&R Insurance Agencies, Inc. 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 portfolio programs, and access to third-party asset managers.

Vicki Skarda is a financial advisor with Edward Jones in Reno, NV, holding Series 63 and Series 66 credentials and 29 years of industry experience. She has worked at Edward Jones since 2016. Outside of her advisory role, she is involved in a property management business owned by her husband. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, offering both discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its large retail advisor and branch network as well as affiliated trust and lending services.

Richard Reynolds is a financial advisor with Stifel in Reno, NV, holding a Series 63 designation and 36 years of industry experience. He has been with Stifel Nicolaus since 2013. Reynolds serves on the Advisory Board and Investment Committee of the Community Foundation of Northern Nevada and is a board member of The Susanne and Gloria Young Foundation, assisting with evaluation of grant requests. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment analysis methodology developed by its Investment Strategy Group.

Clarissa Engelbrecht is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has worked within various Wells Fargo entities since 2007. Outside of her advisory role, she is involved in home support services in Sacramento, providing transportation, meal preparation, and light duties. 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 IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Andrew Pesha is a financial advisor at OSAIC with 31 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously with Woodbury Financial Services, Inc. and Questar Asset Management. Pesha is also a director of the Spartan Quarterback Club, a nonprofit supporting the San Jose State football program through fundraising. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charities through a large network of affiliated advisers. The firm offers a range of brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across multiple investment vehicles.

Daniel Dooley is a CFP® and ChFC® with 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2006. He is based in Reno, NV. Outside of his advisory role, he is involved in several real estate ventures, including ownership and management of rental properties and commercial office space. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large network of advisors and branch offices. The firm provides integrated advisory services under a fiduciary standard, with additional capabilities such as a trust company and affiliated investment products.

Brian Farley is a financial advisor with Edward Jones in Spanish Springs, NV, holding CFP® and Series 66 credentials and seven years of industry experience. He has worked at Edward Jones since 2018, following roles at Maverick Trading and Silver Legacy Resort and Casino. Outside of his advisory work, Farley serves as president of a local networking and referral group called Coffee Network Boom! in Sparks, NV. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Andrew Beebe is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and having 34 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Arthur Lane is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 37 years of industry experience. His prior work includes 13 years at Waddell & Reed and 19 years at Western International Securities, Inc. He is also licensed as an agent in health, life, and variable insurance. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing advisory and brokerage services through a large network of representatives.

Russell Hicks is a financial advisor with Wells Fargo Advisors in Reno, NV, holding a Series 66 designation. He has one year of industry experience, previously working at Patagonia and as a self-employed professional, with two decades spent in full-time education before entering the financial sector. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services and uses proprietary research and tools to develop tailored recommendations for clients.

Michael Young is a financial advisor at Edward Jones in Reno, NV, holding a Series 66 designation with 11 years of industry experience. He previously worked at Charles Schwab for 10 years before joining Edward Jones. Young serves as a board member of the Planned Giving Roundtable of Northern Nevada and is Chair of the Planned Giving Advisory Council at the University of Nevada. Edward Jones is a wealth management firm serving individual and institutional clients across a broad spectrum, offering advisory services through a large network of financial advisors and branch offices. The firm provides various managed solutions and separately managed accounts, operating under a fiduciary standard.