Christian Miller is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds a Series 66 designation and has worked at firms including Fidelity Investments, FBS LLC, and Charles Schwab. 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 provides both brokerage and advisory solutions, utilizing research from the Wells Fargo Investment Institute and third-party sources.

Janinne Campbell Smith is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Ameriprise Financial Services. Outside of her advisory role, she is a travel planner associate and holds various independent contractor positions in transportation and delivery services. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Yessenia Hirales is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. She has previously held roles at Bank of America, Sprint, Dillard's, Aldo, University of Nevada Las Vegas, and Sears. 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 individuals, high-net-worth clients, and various institutional investors.

Annie Evans is a financial advisor at LPL Financial with 19 years of industry experience. She holds the Series 63, 65, and 66 licenses and has previously worked at Morgan Stanley Private Bank, Summerlin Family Wealth, Charles Schwab, TD Ameritrade, and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm offers a range of financial planning and investment management programs, utilizing model portfolios and third-party subadvisors alongside proprietary advisor tools.

Andrew Chang is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding a Series 66 designation and two years of industry experience. His prior roles include positions at MML Investors Services, MassMutual Life Insurance Company, and Aflac Inc. Outside of his advisory work, Chang serves as treasurer and board member for Sisu Darkhorse, a nonprofit organization providing marginalized youth opportunities to learn martial arts. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics grounded in diversification principles and modern portfolio theory.

Abell Smith is a financial advisor at Fidelity with 14 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. Smith has been with Fidelity and its related entities since 2011. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm’s investment approach combines fundamental research, quantitative analysis, and algorithmic portfolio construction across diversified model portfolios.

Igor Dosenovic is a financial advisor at Morgan Stanley in Las Vegas, holding Series 63 and Series 66 licenses with three years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and New York Life Insurance Company, as well as work at Stein Forensic Hospital, The Ritz of Las Vegas, and Caesars Palace Entertainment. Morgan Stanley Wealth Management provides advisory services and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured discovery conversations and firm-approved planning tools, integrating models like the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations, to assist clients in developing their financial plans.

Matt Megin is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been helping clients identify, plan for, and manage their financial goals since 2004, focusing on comprehensive planning and asset alignment to address short, intermediate, and long-term objectives. His professional relationships are founded on trust, experience, knowledge, and reliability. Matt's career includes positions as a Financial Consultant at Fidelity Investments from 2021 to 2024, Wealth Advisor at Citigroup between 2019 and 2021, Financial Solutions Advisor at Bank of America Merrill Lynch from 2015 to 2019, Financial Advisor at Valic Financial Advisors from 2013 to 2015, Wealth Advisor at Gentry Wealth Management during 2012 to 2013, and Account Executive at Fidelity Investments from 2000 to 2012. He holds a California Insurance License. Outside of his professional responsibilities, Matt enjoys attending concerts, playing golf, engaging in outdoor adventures, spending time with pets, and traveling.

Nicole Cooper is a financial advisor at Wells Fargo Advisors in Las Vegas, NV, with 17 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. for six years and Wells Fargo Clearing for six years before joining Wells Fargo Advisors. She holds Series 63 and Series 65 registrations. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a wide range of financial planning services and investment options, utilizing Wells Fargo research and tools to develop tailored recommendations.

Brian Testa is a Series 66–licensed financial advisor with Merrill in Las Vegas, NV, and has 17 years of industry experience. He has worked at Merrill and Bank of America since 2015. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robert Johnson is a financial advisor with Morgan Stanley in Henderson, NV, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm provides tailored financial planning services supported by structured discovery and proprietary planning tools, managing approximately $2.74 trillion in client assets.

Ryan Truong is a financial advisor with Merrill in Henderson, NV, holding a Series 66 designation and 10 years of industry experience. He has worked at Merrill since 2014 and Bank of America since 2017. Outside of his advisory role, Truong owns RyT Stuff LLC, a sole proprietorship selling products on Amazon, and Ill Gotten Gains LLC, a startup focused on providing funeral services for animals. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ramon Jasper Aperocho is a Series 66-licensed financial advisor with six years of industry experience. He is currently with Morgan Stanley and previously worked at Oak Bay Group LLC and Ameriprise Financial Services Inc. His background also includes time at Xavier University - Ateneo de Cagayan and a brief involvement with Handcraft Coffee. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses a structured planning process supported by firm-approved tools and offers a broad range of investment and financial services.

Gary Sudol is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 65 licenses and 19 years of industry experience. His prior roles include positions at Ameriprise Financial Services, The Sudol Group Wealth Management Specialists, and National Planning Corporation. 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 wide range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Martin Weinberg is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services from 2013 to 2022. He serves as a board member for the Anti-Defamation League in Las Vegas. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning through structured processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers both direct and corporate financial planning services.

Suzanne Anderson is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 66 designation and 14 years of industry experience. She has been with Ameriprise and its affiliated entities since 2011. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written 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, non-discretionary recommendations through a centralized consulting team.

Jamie Rosas is a financial advisor with Edelman Financial Engines in Henderson, NV, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining Edelman Financial Engines in 2025, Rosas worked at Thrivent Financial and Ameriprise Financial in various advisory roles. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions with a focus on diversified portfolios and long-term investment strategies.

Michael Bajorek is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior roles include positions at Heartland Institute of Financial Education, Nationwide Financial, Transamerica Financial Advisors, and World Financial Group. Bajorek is also involved with Southern Nevada Property Management LLC. 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 and access to third-party asset management, utilizing model portfolios and customized strategies supported by advisor-facing technology.

Sarde Miles is a financial advisor with J.P. Morgan Securities in North Las Vegas, NV, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Wells Fargo Clearing, Ameriprise Financial Services, and Bank of America. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering services on a non-discretionary basis while maintaining a centralized due-diligence framework.

Joseph Ayers is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at Bank of America and Merrill. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing both proprietary and third-party investment strategies tailored to client objectives.