Hawley Maclean is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Cambridge since 2016 and serves on multiple boards, including the University of Nevada, Reno College of Science Advisory Council and the California State Railroad Museum Foundation. Maclean is also involved in several business ventures, including managing a travel agency and authoring an upcoming book. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing both proprietary and third-party investment strategies tailored to client objectives.

Clarissa Engelbrecht is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has worked within various Wells Fargo entities since 2007. Outside of her advisory role, she is involved in home support services in Sacramento, providing transportation, meal preparation, and light duties. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Kathryn Ragaisis is a financial advisor at Cambridge Investment Research Advisors with eight years of industry experience. Her prior work includes roles at Charles Schwab and Credit Suisse Securities. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers comprehensive financial planning and investment management services through a network of independent professionals, with investment strategies ranging from proprietary models to third-party manager referrals.

Andrew Pesha is a financial advisor at OSAIC with 31 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously with Woodbury Financial Services, Inc. and Questar Asset Management. Pesha is also a director of the Spartan Quarterback Club, a nonprofit supporting the San Jose State football program through fundraising. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charities through a large network of affiliated advisers. The firm offers a range of brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across multiple investment vehicles.

Daniel Dooley is a CFP® and ChFC® with 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2006. He is based in Reno, NV. Outside of his advisory role, he is involved in several real estate ventures, including ownership and management of rental properties and commercial office space. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large network of advisors and branch offices. The firm provides integrated advisory services under a fiduciary standard, with additional capabilities such as a trust company and affiliated investment products.

Brian Farley is a financial advisor with Edward Jones in Spanish Springs, NV, holding CFP® and Series 66 credentials and seven years of industry experience. He has worked at Edward Jones since 2018, following roles at Maverick Trading and Silver Legacy Resort and Casino. Outside of his advisory work, Farley serves as president of a local networking and referral group called Coffee Network Boom! in Sparks, NV. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Andrew Beebe is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and having 34 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Arthur Lane is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He previously worked at Western International Securities, Inc. for 19 years. Lane is also involved in health, life, and variable insurance as an agent since 1989. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios, research, and alternative investment strategies.

Amy Clemens is a financial advisor with Ameriprise in Carson City, NV, holding a Series 66 designation and 19 years of industry experience. She has worked at Ameriprise since 2018 and has prior experience with Waddell & Reed, various insurance carriers, and Nevada Controls LLC. Clemens serves on the Board of Directors and the Finance and Strategy Committee of Carson Tahoe Hospital. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team.

Russell Hicks is a financial advisor with Wells Fargo Advisors in Reno, NV, holding a Series 66 designation. He has one year of industry experience, previously working at Patagonia and as a self-employed professional, with two decades spent in full-time education before entering the financial sector. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services and uses proprietary research and tools to develop tailored recommendations for clients.

Michael Young is a financial advisor at Edward Jones in Reno, NV, holding a Series 66 designation with 11 years of industry experience. He previously worked at Charles Schwab for 10 years before joining Edward Jones. Young serves as a board member of the Planned Giving Roundtable of Northern Nevada and is Chair of the Planned Giving Advisory Council at the University of Nevada. Edward Jones is a wealth management firm serving individual and institutional clients across a broad spectrum, offering advisory services through a large network of financial advisors and branch offices. The firm provides various managed solutions and separately managed accounts, operating under a fiduciary standard.

Allen Schreiber is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He has been with Wells Fargo Advisors and its related entities since 2009. Outside of his advisory role, he serves as a trustee for several family and friend trusts and holds ownership in multiple investment-related entities, including a tax preparation business and a company managing personal watercraft. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Joseph Wilder is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. He is also a published author. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing over $1 trillion in assets through a large nationwide network of advisors and offices.

Thomas Mulvaney Jr. is a financial advisor at UBS Financial Services with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at UBS since 2021, with prior experience at Bank of America and Merrill. Outside of his advisory role, he owns a property management business in Houston, Texas. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and asset allocation models to tailor client solutions.

Beth Kirkland is a financial advisor with Wells Fargo Advisors in Reno, NV, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked within various Wells Fargo entities since 2009. Outside of her advisory role, Kirkland has ownership interests in two local businesses, Blue Hoof Ranch LLC and H&S Electrical Services LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services tailored to clients meeting certain net-worth criteria. The firm provides planning in areas including cash flow, retirement, education, and specialized topics such as business-owner transition and special-needs planning, using Wells Fargo research and tools to develop client recommendations.

Lisa Petrie is a CFP® professional at Wells Fargo Advisors with 42 years of industry experience. She has been with Wells Fargo Advisors and its related entities since 2012. Outside of her advisory role, she serves on the investment committee of the Parasol Tahoe Community Foundation. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Mishell Defelice is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. She held a position at Morgan Stanley from 2014 to 2022 before joining Wells Fargo Advisors. Outside of her advisory work, she operates Off The Hill Marketing, a marketing blog for small businesses. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Eric Olson is a financial advisor at Edward Jones in Sparks, NV, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2018, he worked at Whitney Peak Hotel for seven years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Shayla Palmer is a financial advisor at Ameriprise with 11 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2014 to 2022. Outside of her advisory role, she is involved in real estate management through business ownership. Ameriprise is a large institutional firm offering a retirement-income planning service primarily for individuals nearing or in retirement with significant investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions, utilizing a centralized retirement-income consulting team and a combination of research, modeling, and tax-efficiency analysis to support its clients.

Alexandra Johnson is a Series 66-credentialed financial advisor at Edward Jones with three years of industry experience. She has worked at Edward Jones since 2022 and has held prior roles in the hospitality and service industries. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices nationwide.