Jeanne Burmeister is a financial advisor at Edward Jones in Las Vegas, NV, with 20 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Edward Jones since 2006. Outside of her advisory work, she is involved as an owner and vice president in vineyard and winemaking businesses located in Lockwood, CA. Edward Jones is a full-service wealth management firm serving a broad range of individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Matthew Geeting is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation. Prior to joining Ameriprise, he worked at Lululemon Athletica and has experience in education at UNLV and local schools. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Douglas Pagan is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and Wells Fargo in various roles over the past 18 years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, utilizing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Steven Mccracken is a financial advisor at Merrill with 23 years of industry experience, including 12 years at Bank of America, N.A. He holds a Series 66 designation. Outside of advisory work, he is the owner of Wellington Foods, LLC, a company providing meals to schools, prisons, and senior citizens in the Las Vegas area, and is a general partner and managing member of Wellspring Holdings LLC, which is investing in a mental health and addiction counseling practice. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with both model-based and discretionary investment strategies.

Vanessa Gomez Coronel is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In her role, she works closely with clients to understand their financial priorities and develop strategies tailored to meet their short-, mid-, and long-term goals. She serves as a resource for a broad range of financial needs, including investing, retirement planning, and saving for unexpected expenses. Additionally, she can connect clients with specialists from Bank of America for banking, credit, home financing, and small business solutions. Vanessa holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She earned her High School Diploma from Southwest Career and Technical Academy. Her approach focuses on identifying what matters most to clients and their families to help create actionable financial strategies.

Justin Elliott is a financial advisor with Ameriprise in Elk Grove, CA, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Outside of his advisory role, he owns and operates a business buying and selling baseball cards and sports memorabilia. Ameriprise is an institutional firm that offers a retirement-income planning service aimed at individuals nearing or in retirement with substantial investable assets. The firm uses a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports.

Nicholas Degeorge is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career at Merrill Lynch in 2010 as a Registered Retirement Plan Specialist, servicing 401(k) plan participants and Executive Bonus Award recipients. Since 2012, he has assisted High Net Worth clients and their families in the Las Vegas Valley, focusing on areas such as education planning, legacy planning, retirement income, and services for endowments, foundations, and non-profits. Nicholas holds Series 7 and 66 FINRA registrations, is licensed for Life and Health Insurance, and maintains the CERTIFIED FINANCIAL PLANNER® designation. Nicholas graduated from Embry-Riddle Aeronautical University with a Bachelor of Science degree in Professional Aeronautics. His career includes experience co-founding and growing a software company. He emphasizes a planning-first approach, developing written financial strategies tailored to clients' specific needs, which are reviewed and adjusted annually. Nicholas leads a team that includes Wealth Management Client Associates and specialists in banking, loans, trusts, and estates. Outside of his professional role, Nicholas enjoys hiking and outdoor activities with his wife and two dogs. He supports community organizations such as Lion Habitat Ranch Inc., Nevada Partnership for Homeless Youth, and Three Square through volunteer work. Nicholas has family roots in Las Vegas spanning four generations.

Robert Brown is a CFP® professional with 35 years of experience in the financial services industry. He currently serves as an advisor at Charles Schwab and has held prior roles at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Independent Financial Partners. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by research and a structured alternative-investment program.

Brian Phillips is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and has worked previously at Zahedi Capital Management and Sonoma State University. Outside of finance, he operated Forget Me Not Flowers and Gifts in 2019. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized retirement income service that provides written recommendations and ongoing planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Paul Gross is a financial advisor with LPL Financial in Las Vegas, NV, holding a Series 66 license and 16 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Waddell & Reed, Inc. and Morgan Stanley. Gross is involved with nonprofits such as Caring Hand for Children and New Directions for Youth. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Stacey Lee is a financial advisor with Ameriprise in Las Vegas, NV, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has worked at Ameriprise since 2017 and previously spent nine years with UBS Financial Services Inc. Ameriprise offers a retirement-income planning service targeting clients with significant investable assets, providing written recommendations that include income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver tailored retirement advice through a centralized consulting team.

Robert Kaiser is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Wells Fargo Advisors and Wells Fargo Clearing since 2011. 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 options. The firm’s approach is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary while offering a broad range of investment products including insurance-related vehicles and bank deposit sweep options.

Candace Johnson is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds a Series 66 designation and has worked at firms including Wells Fargo Advisors and Ameriprise Financial Services. Johnson is based in Las Vegas, NV. 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 and investment management capabilities, delivering recommendations on a non-discretionary basis.

Joseph Rubinstein is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. His prior roles include positions at Grove Point Investments, Grove Point Advisors, H. Beck, Inc., and DSI Advisers, Inc. Rubinstein has also worked in non-variable insurance services since 1988. 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, model portfolios, third-party asset management access, and institutional platforms, supported by extensive resources and technology across a large network of advisors.

Sandra Laflin is a financial advisor at Ameriprise with Series 66 credentials and less than one year of industry experience. Her prior work includes roles in healthcare and education institutions such as Havasu Regional Hospital, Accent Care, Whitworth University, and Spokane Community College. Ameriprise is a large institutional firm offering retirement-income planning services primarily for individuals with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations through a centralized consulting team.

Kendell Schoen is a Financial Consultant currently working at Fidelity Investments since 2022. In this role, Kendell partners with clients to identify and progress toward their financial goals, focusing on increasing overall financial confidence. Kendell aims to build trusted relationships that meet clients' needs in an environment where they feel heard, with an emphasis on educating and implementing retirement planning strategies tailored to clients' current situations. Prior to joining Fidelity Investments, Kendell held several roles at Ameriprise Financial, including Client Relationship Manager from 2020 to 2022, Client Support Associate from 2019 to 2020, and Client Service Coordinator from 2018 to 2019. These positions provided Kendell with extensive experience in client service and relationship management within the financial services industry.

Cheyana Gribble is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 66 designation and 11 years of industry experience. She has been with Ameriprise and its affiliated entities since 2014. Outside of her advisory role, she is involved as an owner and landlord in a real estate rental business. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and algorithmic recommendation tools.

Tracy Starman is a financial advisor at Ameriprise in Las Vegas, NV, with 13 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2012. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial 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 retirement income recommendations through a centralized consulting team.

Olga Piedra is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. She holds a Series 66 designation and has worked at various Wells Fargo entities since 2004, including Wells Fargo Advisors LLC and Wells Fargo Bank. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Alyssa Lubey is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Her career includes roles at Charles Schwab, TD Ameritrade, Cetera, and Foresters Financial Services. Outside of finance, she is involved with Sonora Guitar Intensive in a non-investment capacity. 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, model portfolios, third-party asset management, and institutional platforms.