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.

Kyle Denison is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 66 designation and 15 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Denison owns and manages a business related to his Ameriprise practice. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Jeremy Eller is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2007. He holds the Series 66 designation and is based in Las Vegas, NV. Outside of his advisory role, Eller is involved as the president of the Rice County Pheasants Forever chapter, organizing local conservation fundraising efforts. Edward Jones is a full-service wealth management firm serving a wide range of clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory strategies supported by a large network of financial advisors and branch offices nationwide.

Pei Jung Luh is a financial advisor at Merrill with a Series 66 credential and less than one year of industry experience. Prior to joining Merrill and Bank of America in 2026, Pei's background includes roles at Caesars Entertainment, MGM Resorts International, and the University of Nevada, Las Vegas. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Lorri Jackson is a Wealth Management Advisor at Merrill Lynch Wealth Management. She develops personalized financial strategies aimed at helping clients pursue their long-term goals through a comprehensive approach that begins with understanding the full financial picture of clients and their families. Jackson focuses on creating flexible wealth management solutions tailored to clients' evolving needs and market conditions, providing access to both investment insights and banking services. Her areas of expertise encompass college education planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, socially responsible and values-based investing, women and wealth, and tax minimization. She holds professional designations including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Jackson attended Arizona State University and obtained a Bachelor's Degree from the University of Nevada, Las Vegas. She has been actively involved in community organizations such as the American Heart Association, Nevada Casa, Soroptimist International of Greater Las Vegas, the Women's Research Institute of Nevada at UNLV, and the UNLV Library. Her past leadership roles include serving as Past President of the Southern Nevada Estate Planning Council and Past Associate Member of the Southern Nevada Association of Women Attorneys. Personal interests include biking, golfing, painting, photography, reading, and traveling.

Jennifer Mazanek is a financial advisor with Edward Jones in Las Vegas, NV, holding Series 63 and Series 66 licenses and six years of industry experience. Her prior roles include positions at Northern Trust and Wells Fargo. She is listed as a joint owner of an energy-related LLC for estate planning purposes but has no involvement in its operations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm operates under a fiduciary standard and is notable for its large retail advisor network and affiliated capabilities beyond advisory services.

Vincent Ottaviano is a CFP® professional with 10 years of industry experience, currently affiliated with Charles Schwab in Las Vegas, NV. His prior experience includes roles at TD Ameritrade, Ameriprise Financial Services, and Waddell & Reed. Outside of advisory work, he has worked as a food delivery driver. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and associated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by research and centralized operational infrastructure.

Steven Budin is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has been with LPL Financial since 1996. Budin serves as a financial commentator for the ABC affiliate in Las Vegas and works as a FINRA arbitrator. 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 and access to model portfolios and third-party asset management, supported by technology tools and a broad platform that integrates advisory and non-advisory financial activities.

Jeffrey Skoll is a financial advisor at Wells Fargo Clearing with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following a seven-year tenure at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and includes a broader range of financial products than many institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Randall Fawcett is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding a Series 63 designation and 26 years of industry experience. He has been with Wells Fargo Clearing since 2016, including a prior role 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Nicholas Vierra is a financial advisor with Equitable Advisors in Las Vegas, NV, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Morgan Stanley, Fidelity Investments, and Total Quality Logistics. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and various asset-management programs. The firm’s approach involves assessing client risk tolerance and matching them to advisory models, often implemented through third-party asset managers and LPL-sponsored programs.

Gierra Silva is a financial advisor at Wells Fargo Clearing with five years of industry experience. She holds a Series 63 designation and has been with Wells Fargo Clearing since 2020, following an 11-year tenure at Wells Fargo Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, offering both non-discretionary and discretionary services tailored to plan objectives and risk tolerances.

Douglas White Jr. is a financial advisor with Edward Jones in Las Vegas, NV, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. He serves as a finance committee member for Holy Spirit Church. 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 broad range of advisory programs and investment solutions, operating under a fiduciary standard through a nationwide network of more than 23,700 financial advisors.

Paul Cohen is a financial advisor with Raymond James & Associates in Las Vegas, NV. He holds Series 63 and Series 65 licenses and has 44 years of industry experience, including eight years each at Raymond James & Associates and UBS Financial Services Inc. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and charitable organizations with a range of financial planning and consulting services, employing various portfolio management styles supported by affiliated research and sub-advisers.