Chase Bratland is a financial advisor with Cetera who holds a Series 66 designation and has 10 years of industry experience. He is also an enrolled agent providing income tax preparation services through Conrado & Company and Bratland Financial. In addition, he works as an insurance agent selling life, disability, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered adviser offering a broad range of portfolio management, financial planning, and retirement consulting services through a nationwide network. The firm serves individual and institutional clients with multi-manager investment platforms and a variety of program options under discretionary and non-discretionary authorities.

William Pierce is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at UBS Financial Services and Merrill. 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 portfolio programs, third-party asset management, and institutional platforms, supporting advisors through advanced research and operational tools.

Justin Mccullough is a financial advisor with Primerica Advisors in North Las Vegas, NV. He holds the Series 63 and Series 65 designations and has five years of industry experience. His prior work includes roles at Tesla, Inc., Primerica Financial Services, and Hotspur Casino. He also has non-investment related business activities involving referrals for home security and automation products through affiliates of Primerica. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, corporate, and charitable clients. The firm manages approximately $15.5 billion in assets across nearly 3,700 advisors and delivers advisory services through model-driven strategies and third-party portfolio managers.

Clark Stevens is a financial advisor with LPL Financial based in Las Vegas, NV. He holds a Series 66 designation and has 26 years of experience in the industry, including prior roles at Waddell & Reed and Independent Financial Group. Stevens joined LPL Financial in 2025 after brief tenures with other firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning and asset management solutions utilizing both proprietary and third-party strategies.

Jelena Draganic is a financial advisor at RBC Capital Markets with five years of industry experience. She previously worked at UBS Financial Services for seven years and has a background that includes three years with Mandalay Bay Resorts. Draganic holds a Series 66 designation. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, tailored to clients’ risk profiles and implemented through a combination of in-house and third-party investment managers.

Leonel Jacquez Bojorquez is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. His prior roles include positions at UBS and Merrill. 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 through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage and investment management capabilities.

Cheryl Belzer is a financial advisor with Merrill in Las Vegas, NV, holding the Series 66 designation and 16 years of industry experience. Her career includes roles at Bank of America, Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank, N.A. Outside of her advisory work, she is a co-owner of a family rental property. 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 individual, high-net-worth, pension, corporate, and charitable clients.

Raymond Martin is a financial advisor with Stifel who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2019 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he is involved in commercial real estate investment and property management as a general partner and president of related business entities. Stifel serves a broad range of clients including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

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.