Jack Perren Leveridge is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he was affiliated with Cape Carbon Proprietary Limited and has academic experience at the University of New South Wales and Australian National University. 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 institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Robert Bozworth is Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2017, progressing through roles including Planning Consultant, Senior Relationship Manager, and Relationship Manager. Prior to joining Fidelity, he worked as a Financial Advisor at Waddell & Reed and Metlife, a Sales Representative at Liberty Mutual Insurance, and served as Vice President Relationship Manager in Commercial Banking at Citibank from 2001 to 2013. Robert focuses on helping clients develop financial roadmaps to support their retirement goals. He works to identify potential obstacles and monitors progress regularly to assist clients in navigating toward their objectives. His professional experience spans wealth planning, relationship management, financial advising, and commercial banking. Outside of his professional work, Robert enjoys boating, playing musical instruments, surfing, and spending time with his pets.

Myron Kwong is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. He previously worked at UBS Asia Limited for sixteen years before joining J.P. Morgan in 2023. 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.

Rong Liu is a financial advisor with Fidelity in Las Vegas, NV, holding Series 63 and Series 65 licenses and 12 years of industry experience. Prior to joining Fidelity, Liu worked at Ameriprise Financial Services and Merrill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is noted for its registration as a commodity pool operator, advisory roles to registered investment companies, and use of AI-driven methodologies in portfolio management.

Brenda Lo is a financial advisor with UBS Financial Services in Las Vegas, NV, holding a Series 66 designation and seven years of industry experience. She has been with UBS since 2018 and previously worked at Earnest, Inc from 2015 to 2017. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

Joshua Nardi is a financial advisor with Merrill in Las Vegas, NV, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he has business interests in real estate investment through Nardi Properties LLC. Merrill, alongside its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for a range of individuals and institutions.

Chevelle Tuck is a financial advisor with Wells Fargo Clearing and holds the Series 66 designation. She has 14 years of industry experience, with prior roles at Spire Investment Partners, Janney Montgomery Scott, and several independent firms. Outside of advisory work, she has experience as a real estate agent. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages roughly $671 billion in assets with over 14,000 advisors, offering both brokerage and advisory solutions.

Janeth Chavarria is a financial advisor at Merrill with six years of industry experience and holds a Series 66 credential. She has been with Bank of America and Merrill since 2015 and previously worked at Elite Realty Team for ten years. 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 model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and charitable organizations.

Nasser Mehrzad is a financial advisor with Primerica Advisors in Las Vegas, NV, holding Series 63 and Series 65 licenses and possessing 37 years of industry experience. He has been with Primerica Advisors since 1988 and Primerica Financial Services since 1991. Outside of his advisory role, he is the owner of Mehrzad LLC, a legal entity associated with Primerica. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options, operating primarily as a wrap-fee solution. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors while offering a range of investment models including Strategic, Tactical, Tax-Aware, and Income Distribution approaches.

Scott Hokanson is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he works closely with clients to accumulate, grow, and preserve their wealth, addressing various financial needs including business, retirement income, estate planning, and wealth transfer. He focuses on building relationships based on trust, approachability, and transparency to help clients achieve their unique financial goals. Scott provides expertise in areas such as corporate executive services, divorce transition planning, executive compensation, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, and retirement income. He holds several professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Additionally, he possesses FINRA registrations including Series 7 and Series 66. A third generation native of Las Vegas, Scott earned a bachelor's degree from the University of Nevada, Las Vegas. He lives in Las Vegas with his wife, Sandy, and their two children, Lauren and Ryan. His personal interests include adventure sports, biking, golfing, music, soccer, tennis, and spending time with his family.

Edgar Anguiano-Estrada is a Financial Consultant currently working at Fidelity Investments since 2020. In his role, he partners with clients to assist them in working towards their financial goals by providing tools, implementation, and knowledge to help clients feel more confident in their financial situation. He emphasizes building long-term relationships based on trust, transparency, and education to empower clients in making informed financial decisions. Prior to his current position, Edgar was a Manager at Ameriprise Financial Inc from 2018 to 2020 and served as a Financial Advisor at the same company from 2015 to 2018. He holds a California Insurance License. Outside of his professional work, Edgar enjoys camping, family activities, hiking, and reading.

Nina Marchenko is a Financial Advisor with Merrill Lynch Wealth Management. She focuses on delivering customized financial strategies that align with her clients’ unique ambitions and priorities. Nina specializes in areas including executive and equity compensation, family wealth management, legacy planning, retirement income, tax minimization, and small business strategies. Her mission is to be the primary source of financial advice for her clients, helping them navigate complex wealth planning with clarity and transparency. Nina holds a Chartered Retirement Planning Counselor (CRPC) designation as well as a Personal Investment Advisor (PIA) credential. She earned an LL.M. in Gaming Law and Regulation from William S. Boyd School of Law. Fluent in English and Russian, Nina integrates her diverse expertise to provide personalized guidance tailored to each client’s goals. Based in Las Vegas, which she considers her second home, Nina enjoys running, hiking, traveling, and watching her two daughters participate in competitive gymnastics during her free time. She believes in empowering clients through financial education to help them make informed decisions and build secure futures.

Destinee Morales is a financial advisor at Merrill with a Series 66 license and no prior industry experience. Her work history includes roles at Bank of America, U.S. Bank, First Hawaiian Bank, Bank of Hawaii, and American Savings Bank. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Jesse Carbajal is a financial advisor with Merrill in Las Vegas, NV, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Merrill since 2014. 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 model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Adrian Nunez Aguilar is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Las Vegas, NV. He has been with Thrivent since 2026 and has one year of industry experience. His prior work includes roles at Equitable Advisors, Nevada State University, and other diverse positions. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses without managing discretionary accounts. The firm combines planning with managed-account programs under a consolidated billing option called “WealthPlan,” while maintaining separate planning and management services.

Graham Miller is a ChFC® and Series 66-registered financial advisor with Edward Jones in Las Vegas, NV, and has 13 years of industry experience. He has been with Edward Jones since 2009. Miller is also the owner of Coach G LLC, a mindset coaching practice based in Las Vegas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Jeffrey Potter is a CFP® with 27 years of industry experience, currently serving at RBC Capital Markets since 2025. He previously worked at UBS Financial Services Inc. and Master Matrix Sports Inc. His background includes roles at leading financial firms. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, and charitable organizations, offering a range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Luis Morales Montanez is a financial advisor with LPL Financial based in Las Vegas, NV. He holds the Series 66 designation and has been with LPL Financial since 2022. His prior experience includes work with Aerotek Contractors and service in the United States Marine Corps. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with both discretionary and non-discretionary strategies across various asset classes.

Brandon Winkler is a Financial Advisor with Merrill Lynch Wealth Management based in Las Vegas. In his role, he partners with clients to simplify financial decisions and develop practical plans that focus on what matters most to them. He specializes in areas including college education planning, family wealth management strategies, personal retirement planning, portfolio management services, individual and corporate investment strategy, and retirement income. Brandon holds a Bachelor's Degree in Finance from Georgetown University and began his career in New York City. He has experience working with a portfolio management team at Morgan Stanley, overseeing billions in assets and gaining insight into institutional investment approaches, risk management, and long-term decision making. He has also worked in hedge fund research, institutional sales, and entrepreneurship, bringing a diverse perspective to his advisory practice. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. In addition to his professional commitments, Brandon is the founding organizer of the Georgetown Alumni Club of Las Vegas. His personal interests include basketball, football, music, pickleball, singing, skiing, and spending time with his family.

David Dixon is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 65 licenses. He has 44 years of industry experience, including 22 years at LPL Financial and three years at CUNA Brokerage Services, Inc. He is also involved with Pence Financial Group, LLC, a related investment advisory business. 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 financial planning and investment management solutions through a large network of advisors.