Teresa Ludwick is a financial advisor at Fidelity with 10 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Ameriprise Financial Services, Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a formal advisor to multiple registered funds while utilizing AI and algorithmic methods in its research.

Peter Pulido is a financial advisor at Ameriprise with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2022. Outside of advising, he is involved in FuneralStats, LLC, where he manages marketing, compliance, data analysis, and community outreach. Ameriprise is a large institutional firm that offers a retirement-income planning service primarily for individuals with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to provide tailored retirement recommendations through a centralized consulting team.

Jaden Tate is a financial advisor at Raymond James Financial Services Advisors, Inc. with three years of industry experience and holds a Series 66 designation. Prior to joining Raymond James, he worked at RBC Capital Markets and several other firms, and has experience in hospitality and retail businesses including the Cosmopolitan Hotel & Casino and The Barbershop Cuts & Cocktails. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Michael Fashtchi is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has been with LPL Financial since 2001. Outside of his advisory role, he is involved in referral activities related to telemedicine services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by proprietary and third-party research, with both discretionary and non-discretionary management options.

Christopher Godbey is a Wealth Management Advisor with Merrill Lynch Wealth Management in Las Vegas, Nevada. He works closely with clients to develop personalized financial strategies that support a variety of goals, including retirement, legacy and generational planning, college savings, wealth preservation, and home ownership. His approach involves understanding his clients' financial situations, priorities, and long-term objectives to implement wealth management plans consistent with their risk tolerance and time frame. Christopher began his financial career in 2014 and has experience in family wealth management strategies, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, women and wealth, and retirement income. He holds professional designations as an Accredited Wealth Management Advisor (AWMA), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned a Bachelor's Degree in Finance from the University of Georgia in 2012. Prior to his financial career, Christopher served four years in the United States Marine Corps, including two tours in Iraq. Originally from Georgia, he now lives in Las Vegas and enjoys spending time with his family, watching football and soccer, and engaging in other community activities.

Alexis Kent is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Prior to joining Schwab, Alexis worked in various roles including with the Nevada State Board of Medical Examiners and Bella Grey Medical Spa. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and alternative investment options.

Reynaldo Lucero is a Branch Leader at Fidelity Investments, a position he has held since 2026. In this role, he focuses on fostering a high-performance work culture by empowering associates and supporting clients in planning for their long-term financial well-being. His career at Fidelity Investments began in 2019 as an Investment Solutions Representative in the Help Desk. He progressed through various leadership roles, including Team Leader positions in Client Services (2020-2021), Active Trader Services (2021-2022), and Investment Solutions (2022-2026), gaining comprehensive experience in client service and investment solutions. Reynaldo's professional journey reflects his commitment to leadership and client-focused service within the financial industry.

Carlton Greene is a financial advisor at Cetera with one year of industry experience. He holds Series 63 and Series 65 designations. Prior to his current role, he worked at Avantax Advisory Services and Avantax Investment Services Inc and has held positions outside financial services, including at MSC Industrial Supply and Tesla. Greene is also involved with RSG Financial, LLC, where he is gaining experience in wealth management in an unpaid, observational capacity. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform allowing advisors to implement model portfolios, third-party managers, or custom strategies across various program structures and custodial relationships.

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 JP Morgan Chase Bank NA. He also serves as a board member for the Spay Neuter Illinois Pet Society, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and consulting services, utilizing model portfolios, research, and advanced technologies across discretionary and non-discretionary management strategies.

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 at LPL Financial with 34 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Securities America Advisors and National Planning Corporation. Williams is also involved with Creative Synergy Concepts, an entity he has operated since 1992. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

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.