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.

Shana Daniels is a financial advisor with J.P. Morgan Securities in Las Vegas, NV, holding a Series 66 designation and 12 years of industry experience. Her prior work includes roles at Ameriprise Financial Services and Credit One Bank. J.P. Morgan Securities 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 network of Wealth Advisors. The firm operates on a non-discretionary basis, combining large institutional advisory capabilities with brokerage and investment management functions.

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 with Merrill Lynch Wealth Management. She offers a comprehensive approach to managing wealth that begins with understanding a client's full financial situation and what matters most to them. Lorri helps create customized wealth management strategies that are adaptable to changing needs and market conditions. She provides access to Merrill's investment insights and the banking services of Bank of America to support clients in pursuing their financial goals. Lorri's expertise encompasses areas such as college education planning, legacy planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, socially responsible 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). She attended Arizona State University and earned a Bachelor's Degree from the University of Nevada, Las Vegas (UNLV). Lorri has been actively involved in professional and community organizations, including serving as Past President and Member of the Southern Nevada Estate Planning Council and as a Past Associate Member of the Southern Nevada Association of Women Attorneys. Her community involvement includes leadership roles such as Past Chairman and Member of the American Heart Association, Past Chair of the UNLV Library Community Advisory Board, Past Board Director of Nevada CASA, Past President of Soroptimist International of Greater Las Vegas, and Past Chair and Member of the Women's Research Institute of Nevada at UNLV.

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 licenses and bringing 31 years of industry experience. He has been with LPL Financial since 1996. Outside of advising, Budin serves as a financial commentator for the ABC affiliate in Las Vegas and functions as a FINRA arbitrator. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and planning services, utilizing discretionary and non-discretionary management supported by model portfolios, third-party research, and various technologies.

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 at Equitable Advisors with five years of industry experience. He holds the Series 66 designation and has previously worked at Fidelity Investments, Morgan Stanley, and Total Quality Logistics. Nicholas also has experience as a self-employed professional. Equitable Advisors serves a diverse client base, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and a broker-dealer.

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.

Tara Meyers is a Wealth Management Senior Relationship Manager at Fidelity Investments. In this role, she supports autonomous investors by providing access to insights and resources available through Private Wealth Management. Since beginning her career at Fidelity in 2021, Tara has progressed from Planning Consultant to her current senior management position. Her professional experience is focused on wealth management and financial planning within Fidelity Investments. Tara's work involves delivering service and support to clients to help them manage their investment portfolios effectively. Outside of her professional responsibilities, Tara has interests in boating, cooking and baking, exploring food, movies, caring for pets, and traveling.

Darren Daye is a financial advisor with Equitable Advisors in Las Vegas, NV, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. His prior roles include positions at B. Riley Wealth Management, B. Riley Wealth Advisors, Inc., and National Securities Corporation. Outside of his advisory work, he serves as a power of attorney for his son. Equitable Advisors provides financial planning, retirement plan support, and access to asset management services for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model, partnering with LPL and various third-party asset managers to deliver tailored advisory and brokerage solutions.

Erik Kirschner is a Senior Financial Advisor and Portfolio Manager at Merrill Lynch Wealth Management. He began his career in financial services in 1995 at Dean Witter Reynolds, which merged with Morgan Stanley in 1997. In 2006, he joined UBS Financial Services, where he completed the Firm's Portfolio Management Program. Since 2017, Erik has been with Merrill Lynch Wealth Management, serving as a Senior Vice President and Senior Financial Advisor. Erik holds a Bachelor of Science in Business Administration with a concentration in Finance from the University of Nevada, Las Vegas. He maintains Series 7, 63, and 65 FINRA registrations, Life and Health Insurance licenses, and has earned professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His approach integrates liability management, estate planning, real estate transactions, tax optimization, and philanthropic strategies to create comprehensive financial plans for his clients. A native of Las Vegas, Erik graduated from Bishop Gorman High School. Outside of work, he is involved in community service with United Way and Three Square alongside his family. Erik enjoys golf, strength training, football, ice hockey, traveling, watching movies, and spending time with his wife and three daughters.

Chad Saclolo is a financial advisor with UBS Financial Services in Las Vegas, NV, holding a Series 66 designation and seven years of industry experience. He has previously worked at Ameriprise Financial Services and Jo-Ann Stores, Inc., and also spent time at the University of Nevada, Las Vegas. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans according to clients' goals and risk tolerances.

Jodie Cohen Potter is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. 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 advisors. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management and incorporating model portfolios and research from various sources.

Dawson Drake is a financial advisor at Ameriprise in Las Vegas, NV, with eight years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2018. Outside of financial services, he has experience working at CVS Health and has been involved with the UNR Writing Center and the University of Nevada, Reno. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm provides written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies, combining research, modeling, and tax-efficiency analysis to support clients’ retirement planning.