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.

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 at Merrill Lynch Wealth Management. She develops personalized financial strategies aimed at helping clients pursue their long-term goals through a comprehensive approach that begins with understanding the full financial picture of clients and their families. Jackson focuses on creating flexible wealth management solutions tailored to clients' evolving needs and market conditions, providing access to both investment insights and banking services. Her areas of expertise encompass college education planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, socially responsible and values-based 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). Jackson attended Arizona State University and obtained a Bachelor's Degree from the University of Nevada, Las Vegas. She has been actively involved in community organizations such as the American Heart Association, Nevada Casa, Soroptimist International of Greater Las Vegas, the Women's Research Institute of Nevada at UNLV, and the UNLV Library. Her past leadership roles include serving as Past President of the Southern Nevada Estate Planning Council and Past Associate Member of the Southern Nevada Association of Women Attorneys. Personal interests include biking, golfing, painting, photography, reading, and traveling.

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 designations and bringing 31 years of industry experience. He has been with LPL Financial since 1996. Budin serves as a financial commentator for the ABC affiliate in Las Vegas and works as a FINRA arbitrator. 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 and access to model portfolios and third-party asset management, supported by technology tools and a broad platform that integrates advisory and non-advisory financial activities.

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 with Equitable Advisors in Las Vegas, NV, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Morgan Stanley, Fidelity Investments, and Total Quality Logistics. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and various asset-management programs. The firm’s approach involves assessing client risk tolerance and matching them to advisory models, often implemented through third-party asset managers and LPL-sponsored programs.

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, holding Series 63, 65, and 66 licenses and 24 years of industry experience. His prior roles include positions at B. Riley Wealth Management, National Securities Corporation, Select Planning Group, and Securian Financial Services. He also serves as power of attorney for his son. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes various advisory models implemented through third-party managers and offers a range of investment options including mutual funds, ETFs, and alternative investments.

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 at LPL Financial with 40 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at firms including Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. 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 financial planning and investment services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

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.

Zachary Richey is a financial advisor at Ameriprise in Las Vegas, NV, holding a Series 66 designation with two years of industry experience. Prior to joining Ameriprise in 2023, he worked in various roles at the University of Nevada, Las Vegas, including Residential Life and the Student Wellness and Recreation Center. Outside of his advisory role, he engages in AI data annotation as an independent contractor, performing tasks such as completing quizzes, writing, and interacting with chatbots. Ameriprise serves clients primarily through its retirement-income planning service designed for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Marcos Martinez Bergman is a financial advisor with Mass Mutual Investors Services in Las Vegas, NV. He holds Series 65 and Series 63 licenses and has five years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Life Insurance Company. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers a range of planning programs and educational seminars, using firm-approved tools to support collaborative, annual financial planning engagements.