Marlo Ramo Morales is a financial advisor at Merrill with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Merrill, Morales worked at Equitable Advisors, LLC and Primerica Financial Services. Outside of advisory work, Morales operates a sole proprietorship called Zeroed In, which provides weapons training. 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, utilizing model-based and discretionary strategies for a range of clients including individuals, high-net-worth investors, and institutions.

Theodore Dake Jr. is a financial advisor at Merrill with 14 years of industry experience and holds a Series 66 designation. He has been with Merrill since 2009 and also has experience at Bank of America, where he has worked since 2011. Dake serves as a trustee for the University of Nevada Las Vegas foundation. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Chenge Li is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley Private Bank, National Association and Morgan Stanley since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market simulations as part of its financial planning process.

Reginald Hren is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 66 designation and 11 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice. The firm’s approach involves a centralized service team and offers recommendations based on proprietary research, third-party data, and algorithmic tools, operating within a defined investment universe influenced by affiliated product relationships.

Tianna Robinson is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds a Series 66 designation and has worked at several firms, including Citizens Securities, Equitable Advisors, and Fidelity Investments. 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 combines research from Wells Fargo Investment Institute with diversification and modern portfolio theory in its investment approach.

Leesa Valdez is a financial advisor with LPL Enterprise and holds the Series 66 designation. She has 18 years of industry experience, including roles at Prudential Insurance Company of America, Pruco Securities, VALIC Financial Advisors, and Wells Fargo. LPL Enterprise provides investment advisory and brokerage services to a diverse client base that includes individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

Jose Bonilla is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. His prior work includes positions at Transamerica Financial Advisors, WealthWave, and Netlaw. He also holds a Nevada notary commission. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services through a large network of professionals, utilizing both proprietary and third-party investment strategies across various platforms.

Dennis Huggins is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He previously worked at Best Buy for 18 years before joining Bank of America and Merrill in 2021. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Gregory Price is a financial advisor at Charles Schwab with one year of industry experience. He holds Series 66 and Series 63 designations. Prior to his current role, he worked at Caesars Sportsbook and Casino and was involved with Housing Helpers of Las Vegas. Charles Schwab 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a multi-asset investment approach and extensive research.

Jorge Olivas is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. He has been with Wells Fargo Bank, N.A. since 2016 and Wells Fargo Clearing since 2021. Prior to that, he worked at Journeys and Colorado Mesa University. 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.

Lauren Clark is a financial advisor with Cambridge Investment Research Advisors in Las Vegas, NV, holding a Series 66 credential and two years of industry experience. Prior to joining Cambridge in 2026, she worked at Ameriprise and has a background that includes roles in communications and education. She participates part-time in an Artificial Intelligence fellowship program focused on enhancing large language models. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement advisory services. The firm offers tailored portfolio management through various platform arrangements and maintains proprietary and third-party model strategies.

Jason Baucom is a financial advisor with LPL Financial in Las Vegas, NV, holding a Series 66 credential and 12 years of industry experience. He previously worked at Edward Jones from 2014 to 2016 and has been affiliated with Silver State Schools since 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. It offers various advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers.

Patricia Fontan is a financial advisor with Morgan Stanley in Las Vegas, NV, holding a Series 66 designation and bringing 27 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, focusing on tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models as part of its advisory process.

Matthew Bontrager is a financial advisor with Cambridge Investment Research Advisors based in Henderson, NV. He holds the PFS™ designation and has one year of industry experience. His prior work includes roles at Indiva Advisors and Ellsworth & Stout, and he is also involved with TrueBooks LLC. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and estates, offering financial planning, investment management, and retirement plan advisory through a network of independent professionals. The firm provides multiple investment implementation options, including proprietary models and access to third-party strategists, with tailored strategies to meet client objectives.

Steven Yeager is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been in the securities business since 1995 and holds professional designations including Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), and Personal Investment Advisor (PIA). Steven earned his bachelor's degree from the University of Maryland at College Park. Steven specializes in areas such as family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. He focuses on working one-on-one with clients to develop personalized financial strategies aligned with their long-term goals. A native of Las Vegas, Steven is married to Kristen and they have three sons. He enjoys spending time with his family, watching his children participate in sports, as well as engaging in hiking and working out. Steven is also committed to community involvement and volunteers with local organizations in line with Merrill’s tradition of community service.

Susan Inwood is a financial advisor at Wells Fargo Clearing with 50 years of industry experience. She has held roles at Wells Fargo Advisors and Wells Fargo Clearing since 2011. 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 employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

David Thiel is a financial advisor with Thrivent Investment Management based in Las Vegas, NV. He holds the Series 66 designation and has 13 years of industry experience, having worked with Thrivent Financial for Lutherans since 2013. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses covering a wide range of financial planning topics, with options to combine planning with managed-account programs under a consolidated billing system called “WealthPlan.”

Jessica Okamoto is a financial advisor with Thrivent Investment Management in Las Vegas, NV. She holds a Series 66 designation and has 10 years of industry experience. Since 2015, she has been with Thrivent Financial and Thrivent Investment Management. Okamoto serves as a board member of Win Win Charity, which provides entertainment to children in hospitals nationwide. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides goal-based, holistic analyses on a broad range of financial topics, delivering planning and managed-account services separately.

Nicole Buchanan is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 66 designation and five years of industry experience. Her prior work includes roles at Caesars Entertainment, Center For Sight, Tacos and Beer, and Wynn and Encore Resorts. 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 written recommendations and ongoing planning advice related to retirement income, emphasizing dependable income sources and tax-aware withdrawal strategies.

Emmanuel Becerra is a Series 66 licensed financial advisor with J.P. Morgan Securities in Las Vegas, NV. He has one year of industry experience, including roles at UBS Financial Services and Deloitte & Touche LLP. 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 an ESG eligibility framework. The firm offers non-discretionary advice through a select group of Wealth Advisors, focusing on funds and strategies approved through internal review processes.