Morgan Baum is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has been with LPL Financial since 2003. Baum is also involved with Morgan Baum Wealth Management and Dixon Financial Group as part of his advisory activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits through a national network of advisors. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, with access to model portfolios, research, and various investment strategies.

Kyle Price is a CFP® and holds a Series 66 designation with 17 years of industry experience. He is currently with Cambridge Investment Research Advisors, having joined in 2023, and previously worked at Capstone Capital Group, Inc., Equitable Advisors, and Axa Advisors, LLC. Price is also involved with Kore Wealth Management in Henderson, NV. Cambridge Investment Research Advisors serves a broad mix of clients including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through independent Financial Professionals, utilizing various portfolio management platforms and strategies tailored to client objectives.

Paul Forrester is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has extensive experience in family wealth management strategies, personal retirement planning, and portfolio management services. Paul co-founded The Wilson Forrester Group in 2006, which focuses on guiding clients through various phases of wealth creation, growth, retirement, and legacy planning. The group utilizes the resources and banking services of Merrill Lynch Wealth Management and Bank of America to deliver services such as risk management, retirement income strategies, trust and estate planning, and wealth transfer. Paul began his career in 1995 with The Sceptre Investment Counsel Limited in Toronto, Canada, before joining Morgan Stanley in the USA in 2005. He transitioned to Merrill Lynch Wealth Management in 2010. Paul holds a Bachelor of Arts degree in English Literature from York University, earned in 1988, and holds the Personal Investment Advisor (PIA) designation. Outside of his professional role, Paul enjoys golfing, ice hockey—playing twice weekly—and music, drawing on his background as a former professional musician who continues to play multiple instruments.

Lindsay Shuck is a financial advisor at Merrill with 25 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley for 15 years before joining Merrill in 2024. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joseph Garcia is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with JPMorgan Securities LLC since 2014. 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 through a large network of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Joanne Sturgill is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior roles include positions at OSAIC, Sagepoint Financial, Global Capital Strategies, Cantella & Co, and Wells Fargo Advisors Financial Network LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment recommendations tailored to clients’ needs, utilizing Wells Fargo research and planning tools.

Shelby Telford is a financial advisor at Ameriprise with two years of industry experience. Prior to joining Ameriprise, Shelby held positions at Boyd Gaming and was involved with the University of Nevada Child & Family Research Center. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports.

Thomas Herber is a Planning Consultant at Fidelity Investments, a position he has held since 2026. He collaborates with clients to develop financial plans aimed at helping them achieve their financial goals. Thomas has extensive experience in the financial services industry, having held several roles at Fidelity Investments, including Investment Management Consultant from 2023 to 2026 and Investment Solutions Representative from 2021 to 2023. Prior to that, he worked as a Personal Financial Representative at All State Financial Services from 2019 to 2021, and as a Financial Advisor at both CUSO Financial Services from 2018 to 2019 and Wells Fargo Advisors from 2014 to 2018. He also held a position as a Representative at TTEC-EHealth in 2020.

Bojana Grujicic is a financial advisor at UBS Financial Services with eight years of industry experience. She holds the Series 63 and Series 65 designations and has worked previously at Ameriprise Financial Services and Wells Fargo. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and delivers advisory work using proprietary market assumptions and research from its Chief Investment Office and UBS Global Research.

Peter Damascus is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has served since 1997. In his current role, Peter focuses on business retirement services and family wealth planning and asset management. He advises clients on corporate retirement planning, individual family planning, and estate planning recommendations, emphasizing realistic goals, expectations, and collaborative strategies. He and his team support business owners and trustees by recommending employee retirement and deferred compensation plans, managing business cash flow, and assisting with lending lines. They also prioritize educating employees about benefit plans and their participation benefits. For family wealth management, Peter and his team listen attentively to clients' financial needs to develop personalized paths for achieving their goals. Peter holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation, along with Chartered Retirement Planning Counselor™, Certified 401(k) Professional, CERTIFIED PLAN FIDUCIARY ADVISOR, Personal Investment Advisor, and Retirement Benefits Consultant certifications. He earned his Juris Doctorate from Yeshiva University Benjamin N. Cardozo School of Law in 1995 and holds a Bachelor's degree from Pace University. Peter passed the New York and California State Bars and is a member in good standing of both bars as well as the Supreme Court of the United States and the United States Court of International Trade. He also serves as a FINRA Arbitrator. Outside of his professional responsibilities, Peter volunteers for the Special Olympics and serves as a board member of the Trojan Football Alumni Club and The Silver Stone Ranch HOA. He resides in Nevada with his family.

Michelle Diaz is a financial advisor at UBS Financial Services with a Series 66 credential and approximately one year of industry experience. Prior to entering finance, she held various roles in the luxury retail sector at firms including Tiffany & Co., Cartier, and Saks Fifth Avenue. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor investment plans. The firm integrates institutional trading capabilities with wealth management, offering a broad range of capital markets and financial planning products.

Renee Langlois is a financial advisor at Ameriprise with 19 years of industry experience and holds a Series 66 designation. She has been with Ameriprise and its affiliated entities since 2012. Outside of her advisory role, she volunteers with MAP, an academic organization that supports professors and graduate Liberal Arts students by awarding scholarships and grants. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement who meet certain asset criteria, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Melissa Eastep is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 66 credentials and has worked with Morgan Stanley and its affiliates since 2014. Outside of her advisory role, she is involved as a producer with THE BIKE PARTY LLC and serves on the advisory board of Magnifique Artists LLC, a consulting and project management firm. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs supported by structured planning tools and a global investment committee.

Amber Phoenix is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with LPL Financial since 2008. Outside of her advisory role, she is involved in a podcast and social media venture focused on dating and marriage perspectives. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Amber Yun is a financial advisor at Ameriprise Financial Services with three years of industry experience. She holds a Series 66 designation. Her prior work experience includes roles at Amazon, RubinBrown LLP, and United Way of Southern Nevada. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Shirley Cruz is a financial advisor at Merrill with 26 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Merrill since 2010, following a lengthy tenure at Bank of America dating back to 1994. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Thyra Kiehl is a financial advisor at LPL Financial with eight years of industry experience. She holds the Series 66 designation and has been with LPL Financial since 2017. Prior to that, she worked at Regus for two years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing model portfolios and research from various sources to provide discretionary and non-discretionary management options.

Jonathan Blitz is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at J.P. Morgan Securities and J.P. Morgan Chase Bank. Blitz is based in Las Vegas, NV. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Richard Orleck is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise, Bank of America, and Merrill. Orleck is based in Las Vegas, NV. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment modeling techniques.

Max Baracani is a financial advisor at Equitable Advisors with a Series 66 credential and two years of industry experience. His prior work includes roles at Enclave and Key and various positions outside the financial industry, including sales associate at Five Star Bathroom Solution. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, with significant involvement in LPL-sponsored programs and endorsed third-party asset managers.