James Kukurin is a financial advisor with Charles Schwab in Las Vegas, NV, holding a Series 66 designation and bringing 20 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2013. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Hilda Naghashian is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo-affiliated firms since 2011. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Zachary Rado is a financial advisor with Equitable Advisors in Las Vegas, NV. He holds the Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, he worked in various roles including positions at Dutch Bros and within the Clark County School District. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm uses a range of advisory programs and third-party managers to deliver customized investment solutions.

Paolo Maressa Yamamoto is a financial advisor at Ameriprise with 11 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Morgan Stanley Private Bank and Morgan Stanley. He also serves as a trustee in fiduciary activities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Michael Baumgardner is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He previously worked at Edward Jones from 2009 to 2023 before joining Ameriprise in 2020. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver written, non-discretionary recommendation reports through a centralized consulting team.

Daniel Mejia is a financial advisor with Charles Schwab based in Las Vegas, NV, holding Series 63 and Series 66 licenses and having 10 years of industry experience. His career includes roles at JP Morgan Chase Bank and JP Morgan Securities before joining Charles Schwab in 2022. Mejia's current positions span Charles Schwab, Charles Schwab Premier Bank, and Charles Schwab Bank. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a range of services including brokerage, custody, and cash-sweep arrangements.

Brandon Katz is a financial advisor at OSAIC with 15 years of industry experience and a Series 66 designation. His prior roles include positions at Securities America Advisors, Cooper Financial Group, and Scottrade. He is also involved in insurance sales, focusing on life insurance, annuities, and Medicare Advantage and Supplement plans. OSAIC serves a diverse client base that includes individual and high‑net‑worth investors, pension and profit‑sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of advisers, employing a variety of asset-allocation tools and third-party platforms to manage portfolios across multiple investment types.

Enrique Marrero Jr. is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He has worked at Merrill since 2020 and has prior experience at Bank of America, N.A., Morton College, and C&C Market Research. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Savannah Jones is a financial advisor with Ameriprise in Henderson, NV, holding a Series 63 designation and three years of industry experience. She previously worked at Starbucks before joining Ameriprise Financial Services Inc. In addition to her advisory role, she writes and self-publishes fictional fantasy novels. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement-income advice through a centralized consulting team.

Ruben Aldape is a financial advisor with Fidelity, holding a Series 66 designation and seven years of industry experience. He previously worked at Edward Jones and Sun City Insurance Group before joining Fidelity. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Swapna Uppalapati is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes roles at Australia and New Zealand Banking Group LTD and various positions within J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities LLC. 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 select group of Wealth Advisors. The firm delivers these services on a non-discretionary basis and combines large institutional advisory operations with additional brokerage and investment management capabilities.

Connor Whelan is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. His prior roles include positions at Investment Counsel Company and Clark County School District, among others. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides customized retirement-income planning advice through a written Recommendation Report and ongoing reviews. The firm’s approach incorporates proprietary research and third-party data while operating within a defined investment universe aligned with its affiliated product offerings.

Chisum Preble is a financial advisor with Cambridge Investment Research Advisors based in Las Vegas, NV. He holds Series 65 and Series 66 credentials and has eight years of industry experience. Preble has operated Preble Consulting since 2011, totaling 15 years in a consulting capacity. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers a variety of financial planning and investment management services through a network of independent professionals and employs both proprietary and third-party strategies across multiple platform arrangements.

Javier Magana Benitez is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He has worked at Merrill since 2016 and previously held roles at Bank of America, N.A. and Autozone, Inc. 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Laura Cosse is a Series 66-qualified financial advisor with nine years of industry experience. She has worked at Fidelity Investments since 2022 and previously held roles at Equitable Advisors, Axa Advisors, Transamerica Financial Advisors, and World Financial Group. Outside of her advisory work, she operates a small LLC focused on creating and selling custom t-shirt designs related to her dance activities. Laura is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a variety of investment portfolios, including model portfolios incorporating mutual funds, ETFs, and ETPs.

Julie Logsden Mellor is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 65 registrations and 27 years of industry experience. She previously worked at Gerber Kawasaki Wealth & Investment Management in two periods between 2012 and 2020. 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 wide range of advisory and brokerage services, employing a variety of investment strategies and supporting its advisors with research and operational tools.

Paul Flores is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their financial goals and helps develop strategies to address their short-, mid-, and long-term objectives. His expertise includes general investing, retirement planning, and preparing for unexpected financial needs. Paul also provides access to Bank of America specialists for services such as banking, credit, home financing, and small business solutions. Paul holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a High School Diploma/GED from Mohave Community College. Beyond his professional activities, Paul engages in outdoor and recreational activities including hiking, hunting, pickleball, running, skiing, and traveling.

Daniel Nash is a financial advisor with Fidelity Investments in Las Vegas, NV. He holds a Series 66 designation and has recent experience with multiple firms including Equitable Advisors and Newfront. Outside of advisory roles, he worked in the food service industry with Mana Sushi & BBQ and Mount Royal Fine Foods. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including funds and charitable accounts. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Heather Sabatello is a financial advisor with Edward Jones in Boulder City, NV, holding a Series 66 designation and having eight years of industry experience. She worked at Steiner Education Group from 2015 to 2018 before joining Edward Jones in 2018. Outside of advising, she is a contracted personal trainer with Svetness Personal Training in Las Vegas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Mario Ramirez is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at Bank of America, Merrill, and Thrivent Financial. Outside of his advisory role, Ramirez is a partner in a rental property management business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages model portfolios using a diverse investable universe and oversees sub-advisers to address conflicts of interest.