Candace Austin is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise Financial Services and Amazon Flex. Outside of her advisory role, she mentors individuals preparing for the CFP examination through the CFP Board. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Fatima Munoz Huerta is a financial advisor with Merrill in Las Vegas, NV, holding Series 63 and Series 66 designations and 11 years of industry experience. She has worked at Merrill since 2018 and previously held positions at Bank of America N.A. and various Wells Fargo affiliates. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kelly Kasprzyk is a financial advisor at UBS Financial Services with 18 years of industry experience. She holds Series 63 and Series 66 designations. Kasprzyk’s prior roles include extensive tenure at Merrill and Morgan Stanley Smith Barney LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, mutual funds, and alternative product distribution. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets offerings.

Justin Cameron is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 66 designation and four years of industry experience. His prior experience includes roles at Equitable Advisors, LLC, and Stauer. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides tailored recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Nico Rivellini is Vice President and Branch Leader at Fidelity Investments. In his role, he leads a team of financial professionals serving the Southern Nevada community. He focuses on creating an environment that fosters teamwork, collaboration, and continued development, all centered around client needs. Nico joined Fidelity Investments in 2020, bringing extensive experience from prior roles at Ameriprise Financial, where he served as Sales Director from 2018 to 2020, Sales Manager from 2014 to 2018, and Financial Advisor from 2012 to 2014. His professional background includes financial planning, relationship building, and team leadership. Outside of his professional work, Nico has personal interests including the beach, cars, golf, pets, and traveling.

Angela Tomassetti Ferrin is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her prior experience includes roles at UBS Financial Services and Banc of America Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, with a focus on customizable strategies and access to various investment platforms.

Matthew McGroarty is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding a Series 66 designation and nine years of industry experience. His work history includes multiple tenures at Wells Fargo Clearing and a brief period practicing law with McGROARTYLAW PC. 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, utilizing research from Wells Fargo Investment Institute and third-party sources to inform its diversified investment approach.

Ryan Sepede is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2024, he was with Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he works part-time as a batting instructor. 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 a range of investment solutions including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and advanced research tools.

Richard Jacobs is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing 35 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a seven-year tenure at Wells Fargo Advisors LLC. 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, incorporates modern portfolio theory, and includes a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Trevor Kengle is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 65 credentials and three years of industry experience. His prior work includes roles at multiple mortgage and financial services firms such as Five Star Mortgage and Transamerica Financial Advisors. 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 through a large network of investment adviser representatives. The firm offers a variety of financial planning and investment management solutions, incorporating both proprietary and third-party strategies.

Justyn Howard is a financial advisor with Merrill in Las Vegas, NV, holding a Series 66 designation and seven years of industry experience. He has worked at both Merrill and Bank of America since 2016. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Melissa Wilkinson is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 25 years of industry experience. She has worked at Wells Fargo Clearing since 2019 and previously held positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney between 2012 and 2019. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory options. The firm’s 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.

Chad Baca is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 66 credential and three years of industry experience. His prior roles include positions at LegalMatch, Strategic Financial Solutions, Amica Mutual, and Darden Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering 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.

Tyler Johnson is a financial advisor at LPL Enterprise with five years of industry experience. He holds a Series 66 designation and has worked at several firms including Raymond James Financial Services and Prudential. Outside of his advisory work, he also works part-time as a food delivery driver in Las Vegas. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various insurance and trust services.

Paul Cahoon is a financial advisor with Morgan Stanley in Las Vegas, NV, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Morgan Stanley and its affiliates since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm‑approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and provides tailored financial planning through its Financial Advisors and Estate Planning Strategies Group.

Karin Chu is a financial advisor at J.P. Morgan Securities with five years of industry experience. She previously worked at Citigroup from 2014 to 2023 before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2023. Outside of her advisory role, she serves as a board member for the Cornell Club of Greater Las Vegas and the Nevada Ballet Theatre. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Wes Jacobson is a Financial Consultant at Fidelity Investments. He has been with Fidelity since 2020, holding various roles including Workplace Planning Consultant, Financial Representative, Investment Consultant, and currently Financial Consultant. Wes works with clients to simplify their financial journey and assists them in building meaningful financial plans to achieve their goals. His experience encompasses personal and workplace investing, enabling him to support clients through Fidelity's broad range of offerings. Wes holds a California Insurance License. Outside of his professional work, Wes enjoys spending time at the beach, playing board games, golf, tennis, and watching movies.

Ismael Higareda is an advisor at Ameriprise with Series 63 and Series 65 designations and one year of industry experience. His prior work includes roles at BMO Bank, U.S. Bank, Wells Fargo, and Bank of America. He was also involved with the Made The Team Foundation, a nonprofit aimed at organizing youth sports that did not become active. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement-income planning through a centralized team using proprietary research and third-party data. The firm employs a selective enrollment process and integrates its affiliated investment products within its recommendations.

Anthony Chopp is a Series 66 registered advisor at J.P. Morgan Securities with four years of industry experience. He has held roles at various entities within the JPMorgan Chase organization since 2003. Outside of his advisory work, he serves on the board of the Public Education Foundation, a nonprofit focused on supporting public schools in the Las Vegas community. He also participates as an advisory board member for ChargerGoGo, a mobile charging solutions company. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a quantitative, manager-directed approach that incorporates ESG considerations. The firm offers non-discretionary advice supported by centralized due diligence and access to a broad range of investment products.

Leslie Lozano is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Fidelity in 2021, Leslie worked at Bank of America and Verizon Wireless. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including management of model portfolios constructed through a combination of fundamental research, quantitative analysis, and algorithmic methods. The firm also serves as an advisor to registered investment companies and employs formal oversight and governance procedures in its operations.