Vance Alm Jr. is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Merrill and Bank of America since 2022 and previously held roles at ReNew Lending, Williams-Sonoma, Target, Frito-Lay, Walmart, and the University of Nevada, Reno. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Deanna Almario is a financial advisor with Edward Jones in Las Vegas, NV, holding Series 63 and Series 66 licenses and nine years of industry experience. She previously worked at JP Morgan Securities LLC from 2015 to 2022 before 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 solutions supported by a nationwide network of financial advisors and branch offices.

Jeremy Keller is a financial advisor with UBS Financial Services in Las Vegas, NV, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with UBS Financial Services since 2009. His wife operates KK Consulting LLC, a legal nurse observer consulting business, for which he holds investment authority but has no operational role. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and employs proprietary research and model-based asset allocations to tailor client solutions.

Stephen Magana is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. His prior roles include positions at J.P. Morgan Securities and Zions Bancorporation. He also serves on the board of Spay Neuter Illinois Pet Society, a nonprofit organization. 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 range of advisory and brokerage services with customizable investment strategies supported by machine-learning tools, and manages oversight of substantial discretionary assets through a large network of advisors.

Daniel Reynolds is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill and Bank of America, he held various positions including roles with the Milwaukee Brewers and Atlanta Braves. He also worked as an educator at Durango High School and studied at the University of Nevada Las Vegas. 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 with model-based and discretionary investment strategies.

Randall Williams is a financial advisor with LPL Financial, holding Series 65 and Series 66 credentials and over 34 years of industry experience. He has previously worked at Securities America Advisors, Securities America, Inc., and National Planning Corporation. Williams is also involved with Creative Synergy Concepts, a venture he has operated since 1992. 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 services, utilizing both proprietary and third-party strategies across various account types.

Bruce Holstine is a financial advisor with Ameriprise Financial Services, LLC in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing five years of industry experience. His background includes roles at Ameriprise since 2020 and prior work in various sectors such as sports, retail, and education. 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 written recommendation reports and ongoing retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Khristopher Hoopes is a CFP® professional with two years of industry experience, currently serving as a financial advisor at UBS Financial Services in Las Vegas, NV. Prior to joining UBS, he has experience in the plumbing industry and worked at the University of Nevada, Reno. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services including financial planning, portfolio management, and a variety of investment products. The firm combines institutional trading capabilities with wealth management services through a network of advisors who utilize proprietary research and model-based asset allocations.

Nathaniel Rivas-Blackwell is a Planning Consultant at Fidelity Investments, a position he has held since 2024. In this role, he focuses on helping clients feel confident about their financial decisions by utilizing Fidelity's platform to support informed short-term and long-term planning. Nathaniel has a progression of experience within Fidelity Investments, having served as an Investment Consultant in 2024, a Relationship Manager from 2023 to 2024, and a Financial Representative from 2022 to 2023. This experience has contributed to his expertise in financial planning and client relationship management. Outside of his professional career, Nathaniel has interests that include football, golf, military service, traveling, and volunteering.

Patrick Wainscott is a financial advisor with Ameriprise in Henderson, NV, holding Series 63 and Series 65 credentials and 41 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. His other business activities include fiduciary services. 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 written retirement income recommendations and ongoing planning advice focused on income sources and tax-aware withdrawal strategies.

Sunnie Landry is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. She holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. 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 advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Raymond Krusic is a financial advisor with Raymond James Financial in Las Vegas, NV, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior roles include positions at Morgan Stanley & Co. Incorporated and Commonwealth Financial Network. Outside of his advisory work, he is involved in managing a bridal retail business jointly owned with his wife. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, institutional, and nonprofit clients. The firm offers tailored, non-discretionary advisory services that use analytical tools to support client decision-making and maintains specialized programs in municipal finance and SIMPLE IRA employer consulting.

Megan Daly is a Series 66-credentialed financial advisor with 11 years of industry experience. She has been with Merrill since 2014 and also works at Bank of America, N.A. since 2017. Based in Las Vegas, NV, she supports a broad range of client needs within these firms. 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 managed by internal and third-party teams, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Dave Steinbeck is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding Series 66 and Series 65 licenses and 20 years of industry experience. His career includes roles at Wells Fargo Advisors, Axos Invest, and Merrill. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

Wilky Reyes is a financial advisor with Fidelity Investments in Henderson, NV, holding Series 63 and Series 66 credentials and six years of industry experience. Prior to joining Fidelity, Reyes worked at Wells Fargo Clearing and Wells Fargo Bank, and has experience as a caregiver to elderly clients through El Sube LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a variety of clients, including retail and institutional investors, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to build model portfolios from mutual funds, ETFs, and ETPs.

Jared Jackson is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Ameriprise offers retirement-income planning services primarily for individuals with at least $1 million in investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendations in partnership with advisors like Jackson. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Philip Higgins is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 66 credential and 14 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Outside of advising, he is involved in retail sales through the purchase and resale of items online and creates videos for YouTube. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing detailed recommendation reports on income sources, Social Security options, and tax-smart withdrawal strategies. As a large institutional firm, Ameriprise also provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Timothy Chauser is a Series 66-licensed financial advisor with 44 years of industry experience. He is currently with LPL Financial and has previously worked at Cetera Wealth Services, LLC and Chauser & Company, Inc. in Las Vegas, NV. 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 institutional platforms, supported by a large network of investment adviser representatives.

John Holcombe is a financial advisor at Cambridge Investment Research Advisors with 21 years of industry experience. He holds a Series 66 credential and has been with Cambridge since 2015. In addition to his advisory role, he is also an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations by providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers various portfolio management options, proprietary and third-party model strategies, and has institutional features that support advisor business relationships and compliance.

Jerry Eldridge is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He previously worked at J.P. Morgan Securities from 2012 to 2017 before joining Wells Fargo Clearing in 2017. 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 IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.