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 designations and 19 years of industry experience. He has worked with Wells Fargo since 2016, including time at Wells Fargo Advisors, LLC. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

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 financial advisor with LPL Financial, holding a Series 66 designation and over 44 years of industry experience. Prior to joining LPL Financial in 2026, he worked for Cetera Wealth Services, LLC for 13 years and operated Chauser & Company, Inc. for 45 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

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.

Michella Albright is a financial advisor at Fidelity with Series 66 and Series 63 designations and four years of industry experience. Prior to joining Fidelity, she worked at Triumvirate Environmental Inc and The University of Nevada Las Vegas. Outside of her advisory role, she occasionally sells items through the online platform Mercari. Her firm, Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and serves as an advisor to multiple registered investment companies.

Emily Pendleton is a CFP® and ChFC® with 22 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and previously spent 13 years with MetLife Securities. In addition to her advisory role, she is an independent insurance agent and operates a legacy planning LLC focused on financial planning services. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes annual, collaborative planning engagements supported by firm-approved analytical tools and offers a range of specialized planning services.

James Polonsky is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He previously worked at Morgan Stanley in various roles, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney, from 2009 to 2025. Outside of his advisory role, he owns Polonsky Coins and Collectibles LLC, a business unrelated to investments. 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 variety of advisory programs, financial planning, retirement consulting, and utilizes both discretionary and non-discretionary management approaches supported by extensive research and model portfolios.

Robert Sterling is a financial advisor at UBS Financial Services with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Corabelle Guevara is a financial advisor at Equitable Advisors with 12 years of industry experience and holds the Series 66 designation. She has worked at Equitable Advisors since 2014 and also holds roles as Director of New Business for Signature Wealth Concepts and New Business Manager for 345 Wealth Management. Equitable Advisors serves a wide range of clients including individuals, high-net-worth individuals, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm participates in LPL-sponsored programs and endorsed TAMPs, providing both discretionary and non-discretionary advisory services.

Brett Coltman is a financial advisor at UBS Financial Services with 23 years of industry experience. He holds the Series 66 designation and has been with UBS since 2002. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services and offers a range of fee-based financial planning and portfolio management solutions.

Denise Wilkins is a financial advisor at Merrill with 18 years of industry experience and holds a Series 66 designation. She has been with Merrill since 1994. Merrill, in conjunction 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 a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

William Peoples is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Wells Fargo Bank and various positions outside finance, such as with Lyft, Uber, Instacart, and Dallas County Community College. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services that include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Michael Beatty is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 10 years of industry experience, having previously worked at Park Avenue Securities and Guardian Life Insurance. Beatty also operates as an independent insurance agent for various firms in Las Vegas. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, and charitable organizations. The firm offers a range of financial planning, investment management, and retirement advisory services delivered through a network of independent Financial Professionals utilizing multiple platform options and a combination of proprietary and third-party investment strategies.

Derek Rosenberg is a Certified Financial Planner (CFP®) with 28 years of experience in the financial services industry. He is currently with Morgan Stanley in Las Vegas, NV, having joined in 2025. His prior experience includes roles at Ameriprise, Bank of America, and Merrill. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional offerings with specialized services such as estate planning and private fund relationships.

John Mc Cullough is a financial advisor at Ameriprise in Henderson, NV, holding a Series 66 designation. He joined Ameriprise in 2025 and has no prior industry experience. His work background includes positions at Albertsons, Enterprise, and several other employers before transitioning into financial advising. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, supporting clients with advisory, brokerage, and insurance solutions.

Hristo Sotirov is a financial advisor with Edward Jones in Las Vegas, NV, holding CFP®, ChFC®, and Series 66 credentials and bringing 10 years of industry experience. He previously worked at AWG Ambassador LLC for five years before joining Edward Jones in 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm provides a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.