Jennifer Incera Jimenez is a financial advisor at Edward Jones in Las Vegas, NV, holding a Series 66 designation. She began her career at First Cash in 2013, where she worked for 11 years, followed by a position at LVMH/Starboard before joining Edward Jones in 2025. 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 offers a range of advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Michael Marinaro is a CFP® and holds a Series 66 license with Edward Jones, where he has worked for 15 years. He is based in Henderson, NV. Outside of his advisory role, he co-owns an LLC managing a family rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and advisory services, supported by a large nationwide network of financial advisors and branch offices.

Jason Guttenberg is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. Outside of his advisory role, Guttenberg serves as treasurer for the Malibu Men's Retreat, organizing bi-annual events. Wells Fargo Clearing provides retirement plan consulting services primarily to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

David Charnot is a financial advisor with Cetera in Las Vegas, NV, holding Series 63 and Series 65 registrations and bringing 24 years of industry experience. He has worked with Avantax Investment Services and Advisory Services for a decade and leads Strategize Wealth Management Group Inc. Outside of advising, Charnot owns Strategize Home Solutions LLC, a referral marketing business for mortgages, and serves as president of Strategize Tax LLC, which prepares tax returns for the public. Cetera Investment Advisers LLC is a large SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers both discretionary and non-discretionary portfolio management and operates a multi-manager platform with access to affiliated and third-party managers across various program structures.

Nadine Faulis is a Senior Financial Advisor and Managing Director with Merrill Lynch Wealth Management in Las Vegas. She has been with Merrill since 1995 and has served families, individuals, and businesses since 1989. Nadine works closely with clients to develop tailored financial strategies aimed at achieving their short-, intermediate-, and long-term financial goals, including retirement planning, portfolio management, family wealth management, and wealth strategies for women and those in sports and entertainment. Nadine graduated from the University of Nevada, Las Vegas in 1989 with a dual Bachelor's degree in Finance and Marketing. She holds several professional designations including Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Over her career, she has been recognized by Forbes and Barron's as a top financial advisor. In addition to her professional commitments, Nadine is active in her community and church. She is a member of the United Way of Southern Nevada – Women United and Nevada Women's Philanthropy, where she serves on volunteer committees. Nadine is also involved with the Merrill Women's Exchange. She resides in Las Vegas and engages in personal interests such as golfing, music, photography, reading, singing, swimming, traveling, volleyball, watching movies, and spending time with her family.

Gianna Davis Vaccarino is a Financial Advisor at Merrill Lynch Wealth Management and a member of the Pezzillo & Hokanson Group. She works closely with clients to develop personalized wealth management strategies that address individual financial goals, incorporating access to banking, credit, and lending through Bank of America. Gianna has gained five years of experience in the financial services industry and has been with Merrill since 2020. A native of Las Vegas, Gianna earned her Bachelor of Science in Business Administration in Finance from the University of Nevada Las Vegas. She holds Series 7 and 66 FINRA registrations and professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Gianna is affiliated with the Kappa Alpha Theta - Delta Epsilon Chapter. Gianna maintains active involvement in her community, volunteering with organizations such as The Alzheimer's Association and Three Square Food Bank. She annually coordinates a volunteer team for the Walk to End Alzheimer's event. Outside of her professional duties, Gianna enjoys cooking, football, golfing, hiking, ice hockey, music, spending time with her family and dog, Henry, traveling, watching movies, and practicing yoga.

Jerrod Crouch is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. He holds the Series 65 designation and has previously worked at MassMutual Life Insurance Company and Penn Mutual. Outside of his advisory role, Jerrod is involved as a coach in sport and fitness and serves as a committee member for Las Vegas Heals. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides multiple investment platforms and strategies, including proprietary models and third-party solutions, with both discretionary and non-discretionary options tailored to client objectives.

Jon Erickson is a financial advisor at Morgan Stanley with 33 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2011. Erickson holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and provides planning services primarily in an advisory capacity.

Nicole Scullark is a Series 66-registered financial advisor with Morgan Stanley in Las Vegas, NV, and has five years of industry experience. Prior to joining Morgan Stanley in 2025, she worked at Merrill and Bank of America from 2019 to 2025, and held roles at Marshall Retail Group, Soleil Management, YMCA, and Desert Orthopaedic Center/Integrity Rehab Group. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through structured planning tools and a range of investment offerings.

Chris Label is a Financial Consultant currently working at Fidelity Investments. He provides comprehensive financial guidance tailored to the unique needs of each individual client, aiming to empower clients to make informed financial decisions and work towards their long-term investment goals. Chris emphasizes building lasting relationships based on trust, transparency, and open communication. His professional experience includes roles as a Financial Consultant at Fidelity Investments since 2024, an Investment Consultant at Fidelity Investments from 2022 to 2024, a Client Relationship Manager at Ameriprise Financial from 2021 to 2022, and a Client Support Associate at Ameriprise Financial from 2020 to 2021.

Jacqueline Mlechick is a financial advisor with Ameriprise Financial Services, LLC in Las Vegas, NV, holding a Series 66 designation and seven years of industry experience. She has worked with Ameriprise since 2019 and has prior experience at Northwestern Mutual and in other roles outside the financial sector. Mlechick is a co-owner of Mlechick Property Group, a real estate business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement planning through written recommendations and ongoing advice based on proprietary research and third-party data.

David Allen is a financial advisor at Ameriprise in Henderson, NV, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Resource One, Inc. and Home Depot. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering advisory, brokerage, and insurance solutions through affiliated entities.

Arthur Copperthite is a CFP® with 14 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. His prior experience includes roles at Edward Jones, Ameriprise Financial, and Chase Investment Services Corp. Outside of his advisory work, he provides tax preparation services through a business he owns called Copperthite Tax Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers diverse advisory and brokerage services supported by a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.

Edgar Delgadillo is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2022, he worked at UNLV and has held various roles in the retail sector. 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 focused on dependable income and tax-aware withdrawal strategies.

Derek Smith is a financial advisor at RBC Capital Markets with three years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services and Ameriprise Financial. Before entering the financial sector, he served four years in the United States Marine Corps. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients’ risk profiles and utilizing both in-house and third-party investment managers.

Jessica Arana is a financial advisor with J.P. Morgan Securities in Las Vegas, Nevada, holding Series 66 and Series 63 licenses and possessing 16 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2010, with brief tenures at Bank of America and Merrill in 2017. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Aleksandra Dimitrijevic is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her background includes roles at JPMorgan Chase Bank, N.A., and involvement with the University of Portland Athletics. 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.

Tina Collelo is a financial advisor at Merrill with 23 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2013. 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 for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Zachary Oshana is a financial advisor at Fidelity with a Series 66 designation and no prior industry experience. His work history includes roles at Juniper Networks and involvement with CrowdStretch and REDCAP Construction. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment funds. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs, and is noted for its use of systematic methodologies and advisory roles to multiple registered investment companies.

Samuel Newton Jr. is a financial advisor with LPL Financial based in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at LPL Financial since 1991 and leads Scutter Newton & Associates, which he has managed for 30 years. Outside of his advisory role, he provides tax preparation and bookkeeping services through a separate business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, combining advisory platforms with extensive non-advisory financial activities and oversight of substantial discretionary assets.