Karin Chu is a financial advisor at J.P. Morgan Securities with five years of industry experience. She previously worked at Citigroup from 2014 to 2023 before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2023. Outside of her advisory role, she serves as a board member for the Cornell Club of Greater Las Vegas and the Nevada Ballet Theatre. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Wes Jacobson is a Financial Consultant at Fidelity Investments. He has been with Fidelity since 2020, holding various roles including Workplace Planning Consultant, Financial Representative, Investment Consultant, and currently Financial Consultant. Wes works with clients to simplify their financial journey and assists them in building meaningful financial plans to achieve their goals. His experience encompasses personal and workplace investing, enabling him to support clients through Fidelity's broad range of offerings. Wes holds a California Insurance License. Outside of his professional work, Wes enjoys spending time at the beach, playing board games, golf, tennis, and watching movies.

Ismael Higareda is an advisor at Ameriprise with Series 63 and Series 65 designations and one year of industry experience. His prior work includes roles at BMO Bank, U.S. Bank, Wells Fargo, and Bank of America. He was also involved with the Made The Team Foundation, a nonprofit aimed at organizing youth sports that did not become active. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement-income planning through a centralized team using proprietary research and third-party data. The firm employs a selective enrollment process and integrates its affiliated investment products within its recommendations.

Anthony Chopp is a Series 66 registered advisor at J.P. Morgan Securities with four years of industry experience. He has held roles at various entities within the JPMorgan Chase organization since 2003. Outside of his advisory work, he serves on the board of the Public Education Foundation, a nonprofit focused on supporting public schools in the Las Vegas community. He also participates as an advisory board member for ChargerGoGo, a mobile charging solutions company. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a quantitative, manager-directed approach that incorporates ESG considerations. The firm offers non-discretionary advice supported by centralized due diligence and access to a broad range of investment products.

Wyko Salvador is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and has worked previously at Equitable Advisors and RCG Economics. Outside of financial advising, he has served as an administrative assistant at Arwen Care Services LLC, a home health agency. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering broad financial planning on topics such as retirement, tax, and estate planning without portfolio management or discretionary trading authority.

Mark Erculei is a financial advisor at Ameriprise with 29 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at Wells Fargo Clearing and Morgan Stanley Private Bank. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Samuel Abebe is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 66 designation and three years of industry experience. He has been with Ameriprise since 2021 and previously worked at the University of Nevada Las Vegas and Snowed INN LLC. Outside of his advisory role, he works as an Uber driver. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that provide written recommendations and annual advice focused on income sources and tax-aware withdrawal strategies. The firm’s approach integrates proprietary research and third-party data within a defined investment framework, requiring minimum investable assets for participation.

Dee Clarke is a financial advisor at Morgan Stanley in Las Vegas, NV, holding Series 63 and Series 66 licenses with 21 years of industry experience. Clarke has been with Morgan Stanley and its predecessor Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools without individual security recommendations as part of standalone financial plans.

Christopher Nolan is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with LPL Financial since 2008 and previously spent three years at Ameriprise. Nolan is also involved in a non-variable insurance business partnership, General Manhattan Insurance & Benefits, with his spouse. 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 range of advisory and brokerage services, utilizing various investment strategies and technological tools to support its network of more than 22,800 advisors.

Dawn Gordon is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses, and has 40 years of industry experience. She previously worked at Lincoln Financial Securities Corporation for 16 years and operated her own firm, Dawn Gordon Financial Advisors, for 14 years. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Douglas Almeida is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. Prior to joining LPL Financial in 2020, he worked at firms including Cetera Advisor Networks, Summit Financial Group, Wells Fargo Clearing, and IFMG Securities. Outside of his advisory role, Almeida performs stand-up comedy and acting across the country. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology and a broad network of over 22,800 advisors.

Claudia Badillo is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. She has been with Wells Fargo Clearing since 2021 and also has a background with Wells Fargo Bank, N.A. since 2008. Outside of finance, she is involved with Music and Arts. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary when providing investment advice.

James Rensvold is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2020. His prior experience includes roles at Zions Bancorporation N.A. and Wells Fargo Investments. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

David Pezzillo is a Wealth Management Advisor with Merrill Lynch Wealth Management, serving clients in Las Vegas since 1997. He leads the Pezzillo & Hokanson Group, which he formed in 2015 to provide clients with personalized and precise financial planning services. Dave focuses on portfolio management, wealth transfer strategies, tax minimization strategies, executive compensation management, and goals-based planning. His clients include executives, business owners, retirees, and families, seeking assistance with diverse financial needs. David holds a Bachelor's Degree in Finance from the University of Nevada - Las Vegas and has earned the Certified Private Wealth Advisor® designation, among other professional credentials including Chartered Retirement Planning Counselor (CRPC), Chartered SRI Counselor (CSRIC), and Personal Investment Advisor (PIA). His extensive tenure at Merrill Lynch enables him to connect clients with resources that impact their financial lives effectively. Outside of his professional work, David has been a resident of Las Vegas since 1994 and participates in activities such as golfing and skiing. He is also involved with the Alzheimer's Foundation and volunteers with animal rescue efforts.

Chase Bratland is a financial advisor with Cetera who holds a Series 66 designation and has 10 years of industry experience. He is also an enrolled agent providing income tax preparation services through Conrado & Company and Bratland Financial. In addition, he works as an insurance agent selling life, disability, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered adviser offering a broad range of portfolio management, financial planning, and retirement consulting services through a nationwide network. The firm serves individual and institutional clients with multi-manager investment platforms and a variety of program options under discretionary and non-discretionary authorities.

William Pierce is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at UBS Financial Services and Merrill. 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, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors through advanced research and operational tools.

Clark Stevens is a financial advisor with LPL Financial based in Las Vegas, NV. He holds a Series 66 designation and has 26 years of experience in the industry, including prior roles at Waddell & Reed and Independent Financial Group. Stevens joined LPL Financial in 2025 after brief tenures with other firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning and asset management solutions utilizing both proprietary and third-party strategies.

Jelena Draganic is a financial advisor at RBC Capital Markets with five years of industry experience. She previously worked at UBS Financial Services for seven years and has a background that includes three years with Mandalay Bay Resorts. Draganic holds a Series 66 designation. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, tailored to clients’ risk profiles and implemented through a combination of in-house and third-party investment managers.

Leonel Jacquez Bojorquez is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. His prior roles include positions at UBS and Merrill. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage and investment management capabilities.

Cheryl Belzer is a financial advisor with Merrill in Las Vegas, NV, holding the Series 66 designation and 16 years of industry experience. Her career includes roles at Bank of America, Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank, N.A. Outside of her advisory work, she is a co-owner of a family rental property. 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 strategies for individual, high-net-worth, pension, corporate, and charitable clients.