Alex Garcia is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Dakyn Dollens is a financial advisor with Edward Jones in Las Vegas, NV, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2014 and has concurrent work history with the University of Missouri dating back to 2010. Outside of finance, he is involved in the restaurant business as a server at a brunch establishment in Las Vegas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets, and maintains a large national network of financial advisors and branch offices.

Brent Cowin is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at J.P. Morgan Securities and JPMC Bank NA since 2019, with prior roles at Every Season Wealth Management, Cambridge Investment Research Advisors, and Golden Nugget. Outside of his advisory work, he consults on sports card collecting alongside his son. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Peter Cunningham is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. His career includes roles at Banc of America Investment Services and Citigroup Global Markets prior to joining LPL Financial. He is based in Las Vegas, NV. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies, supported by advanced research and operational tools.

Kelly Peterson is a financial advisor at Morgan Stanley in Las Vegas, NV, holding a Series 66 designation with 10 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning services supported by structured discovery conversations and firm-approved planning tools.

Scott Duncan is a financial advisor with Wells Fargo Clearing in Las Vegas, NV. He holds the Series 63 and Series 65 designations and has 29 years of industry experience. Duncan has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings than typical for large institutional advisers.

Wilson Azer is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining J.P. Morgan Securities, Azer worked at Charles Schwab and TD Ameritrade, among other firms. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Thomas Dunaway is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a trustee for a parent entity in Las Vegas. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Braxton Barbato is a financial advisor at LPL Financial with the Series 66 designation and one year of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of advisory work, he has involvement with Dish Network and maintains an investment-related business, Barbato Investments 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 services including financial planning, model portfolios, and access to third-party asset management, supported by a large network of investment adviser representatives.

Noah Mc Keon is a financial advisor at Ameriprise with Series 66 credentials and less than one year of industry experience. His prior work history includes roles at New York Life, Uber, and professional sports organizations such as the Detroit Tigers and San Francisco Giants. He also spent several years with Alaska Wilderness Voyages. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement, typically with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated entities, combining research, modeling, and tax-efficiency analysis to deliver written retirement income recommendations.

Sebastian Fray is a financial advisor at Ameriprise with Series 65 and Series 63 licenses and three years of industry experience. He has worked with several firms including Hilton Grand Vacations and World Financial Group. His background includes diverse roles outside finance such as marketing, solar energy, and hospitality. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice focused on dependable income and tax-aware withdrawal strategies.

Crystal La Rocca is a financial advisor with Edward Jones in Las Vegas, NV, holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining Edward Jones in 2023, she worked at JPMorgan Chase Bank from 2016 to 2023 and was involved with EOS Fitness from 2015 to 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, providing a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Michael Eakman II is a financial advisor at Ameriprise with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Kestra Advisory, Adaptive Wealth Partners, Kestra Investment Services, LLC, and Edward Jones. Outside of his advisory role, he is involved in horse ownership, breeding, and training through M Squared Performance Horses, LLC, and serves as a high school football coach in the Clark County School District. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Jonathon Krikie Sr. is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. His career includes roles at The O.N. Equity Sales Company, Ohio National Financial Services, Krikie & Associates, Eagle Strategies (NY Life), and Country Trust Bank. Outside of advisory work, he is involved in insurance sales through Americana Financial Group and offers LegalShield services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and technology tools.

Nikolas King is a financial advisor with Ameriprise in Henderson, NV. He holds a Series 66 designation and has been with Ameriprise since 2025. His prior work experience includes roles at Controlworks, Costco, Islands Restaurant, and Albertsons Inc. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement who meet certain asset thresholds. The firm provides a combination of advisory, brokerage, and insurance solutions supported by a centralized consulting team that delivers algorithmically informed, non-discretionary recommendations.

Jimmy Salazar is a financial advisor at Fidelity with a Series 66 designation and six years of industry experience. His prior work includes roles at Bank of America, Merrill, and Clark County Schools. He is based in Las Vegas, NV. 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 employs a systematic investment process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction, and it serves a broad client base through discretionary and non-discretionary advisory solutions.

Kimberly Gilson is a financial advisor at Merrill with 13 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2009. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal Chief Investment Office teams and third-party managers.

Keely Kyle is a financial advisor with Primerica Advisors in Las Vegas, NV, holding Series 63 and Series 65 credentials and seven years of industry experience. She has worked with Primerica Investment Inc since 2021 and previously with Primerica Financial Services and Brittan Angel. Outside of her advisory role, she is involved in the management and operations of investment-related products. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for client accounts.

Jeremy Hafen is a financial advisor with Ameriprise in Henderson, NV, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering 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 create tailored retirement plans and offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Cassandra Godbey is a Financial Advisor and business manager with The Malamet Group at Merrill Lynch Wealth Management. In her role, she helps oversee the team's operations and client experience while supporting individuals and families through important financial decisions. She brings over 10 years of experience in the financial services industry. Cassandra holds a Bachelor of Science degree from Columbus State University. Her approach to financial advising centers on trust, accountability, and a commitment to aligning with clients' goals and priorities. She emphasizes consistent follow-through and professionalism in her client relationships. Originally from Columbus, Georgia, Cassandra relocated to Las Vegas in 2014. Outside of work, she is a mother to two children and serves as a primary caregiver for her parents. She also maintains a close relationship with her younger sister in North Carolina. Her personal interests include traveling, reading, strength training, hiking, yoga, and following various sports.