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.

Jason Kelley is a financial advisor with J.P. Morgan Securities in Las Vegas, NV, holding a Series 66 designation and bringing 13 years of industry experience. His prior roles include positions at Capital Choice Investment Advisers and Ccf Investments, Inc. Outside of his advisory career, he was involved with Sin City Aquatics LLC from 2019 to 2020. 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 select group of Wealth Advisors. The firm delivers its program on a non-discretionary basis, combining large institutional advisory operations with brokerage, distribution, and investment management capabilities.

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.

Daniel Carvallo is a Series 66 licensed advisor with Merrill, based in Henderson, NV, and has four years of industry experience. His work history includes roles at Bank of America, Merrill, Western Governors University, and other 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 strategies managed by internal teams and third-party managers for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Richard Fletcher is a financial advisor with Wells Fargo Clearing in Henderson, NV, holding Series 63 and Series 66 licenses and seven years of industry experience. He has been associated with Wells Fargo Clearing since 2018 and Wells Fargo Bank, N.A. since 2015. Outside of his advisory role, he serves as a Nevada Notary Public. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options, than is typical for large institutional advisers.

Nathan Jamieson is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 23 years of industry experience. He has worked at Wells Fargo bank since 1997 and has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services for qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory services. Their investment approach is IPS-driven and grounded in modern portfolio theory, with an emphasis on plan objectives, demographics, and risk tolerances.

Malcolm Rose Jr. is a financial advisor with Ameriprise in Las Vegas, NV, holding Series 63 and Series 66 licenses and bringing seven years of industry experience. His prior roles include positions at Truist Investment Services, Prudential Insurance Company of America, and Mutual of Omaha. Outside of his advisory work, Rose has authored a book of poetry and maintains a blog that interprets hip-hop lyrics to discuss mental, physical, and financial fitness. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Nicolas Scamorza is a Financial Advisor at The Cohen Group, a Merrill Lynch Wealth Management team headquartered in Las Vegas, Nevada. Joining the team in 2022, he contributes to business development and works alongside his wife, Jessica Cohen, and father-in-law, Gary Cohen. His role involves helping clients build and preserve their wealth across generations with personalized financial strategies. Prior to his current position, Nicolas spent over 11 years as a Certified Public Accountant at PwC, RSM US LLP, and Deloitte. His areas of client focus include Divorce Transition Planning, Family Wealth Management Strategies, Small Business Strategies, Tax Minimization, and Retirement Income. Although he draws on his accounting background, he does not provide tax advice in his current role. Nicolas holds a Bachelor's Degree from the University of Nevada - Las Vegas and maintains professional designations including Accredited Asset Management Specialist (AAMS), Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of work, he enjoys spending time with his wife, hiking, cheering for the Vegas Golden Knights, and cooking.

Crystal Heres is a financial advisor at Charles Schwab with 15 years of industry experience. She holds Series 63 and Series 66 designations and has been with Charles Schwab and Charles Schwab Bank since 2014. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm offers a combination of non-discretionary advisory services and discretionary separately managed accounts, supported by integrated brokerage, custody, and alternative investment due diligence.

Daniel Beheshti is a financial professional at Cetera with 14 years of industry experience. He has held previous roles at UBS, Bank of America, and Merrill. Outside of his advisory work, he is also an insurance agent selling fixed insurance products. Cetera is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management services and access to various third-party managers.

Rachel Sanchez is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan entities since 2009, including Wells Fargo NA and Wells Fargo Clearing from 2022 to 2023. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering its program on a non-discretionary basis.

Matthew Cooper is a financial advisor at Equitable Advisors with six years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2020. Prior to that, he worked at Florida State University from 2016 to 2020. Equitable Advisors serves individual clients—including both non-high-net-worth and high-net-worth individuals—as well as pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Christine Graham is a financial advisor at Morgan Stanley with a Series 66 designation and six years of industry experience. She has been with Morgan Stanley since 2018 and previously worked at Fidelity Investments from 2015 to 2018. Morgan Stanley Wealth Management provides a range of 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 a structured planning process using firm-approved tools and modeling techniques.

Kerry Withrow is a financial advisor with Raymond James & Associates in Las Vegas, NV, holding Series 63 and Series 65 licenses and 32 years of industry experience. Prior to joining Raymond James in 2024, he worked at City National Bank and RBC Capital Markets. He is a passive investor in a private equity healthcare fund. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by extensive research and a range of portfolio management strategies.

Joanne Curry is a financial advisor with Cetera based in Las Vegas, NV, holding a Series 66 designation and over 14 years of industry experience. She has been associated with Cetera and related entities since 2011 and also operates Jonlyn & Associates, Inc., a CPA firm offering tax and accounting services. Additionally, she is involved in residential housing construction and property management through several business ventures. Cetera Investment Advisers LLC is an SEC-registered advisor serving individual, corporate, charitable, and institutional clients through a large network of over 10,000 advisors. The firm offers a variety of portfolio management and retirement services and operates a multi-manager platform allowing advisors to implement model portfolios, select third-party managers, or create custom strategies.

Gregory Gonzalez is a financial advisor with Edward Jones in Henderson, NV, holding CFP®, ChFC®, and Series 66 credentials and nine years of industry experience. He has been with Edward Jones for ten years. Gregory is also involved with community outreach through his role at Our Savior Lutheran Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs with discretionary and non-discretionary strategies, operating under a fiduciary standard and supported by a nationwide network of over 23,000 financial advisors.

Lee Mc Neill Jr. is a Senior Financial Advisor with Merrill Lynch Wealth Management. Based in Las Vegas, he serves a diverse clientele including casino executives, contractors, attorneys, physicians, business owners, athletes, and retirees from across the nation. His advisory approach focuses on personalized wealth management strategies tailored to clients' unique financial goals and circumstances. With a background as a former insurance executive, Mc Neill applies a four-pronged strategy centered on preservation of capital, generating income, growth, and legacy planning. He works closely with clients to identify goals and gaps in their financial pictures before developing integrated strategies. He collaborates with Merrill Lynch Wealth Management analysts to customize investment portfolios, acting as an asset allocator across asset classes to align with clients' long-term goals, risk tolerance, timelines, and liquidity needs. Mc Neill earned a high school diploma from Durango High School and attended the University of Nevada - Las Vegas without obtaining a degree. He holds the Personal Investment Advisor (PIA) designation and is a member of the Las Vegas Metro Chamber of Commerce. In his personal time, he enjoys cooking, football, ice hockey, music, and traveling.

Jennifer Ricca is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Prior to joining LPL Financial in 2019, she worked at Wells Fargo Clearing and Morgan Stanley Smith Barney. 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 services including financial planning and model portfolio programs, combining a broad platform with various operational and research tools.