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.

Jennifer Ramsey is a financial advisor with Edward Jones in Sparks, NV, holding a Series 66 designation and over 18 years of industry experience. She has worked at Edward Jones since 2012 and previously spent 13 years at Percentage Corporation. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of advisory programs with discretionary and non-discretionary strategies and operates under a fiduciary standard.

Mark Elston is a financial advisor with Stifel in Reno, NV, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2014. Outside of his advisory role, he serves on the board and executive committee of the Reno Rodeo Association and is a member of the Council of Ex-High Chiefs for California Indians. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis from its Investment Strategy Group, providing capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Sandra Wang is a financial advisor with Morgan Stanley in Reno, NV, holding a Series 66 designation and 19 years of industry experience. She has been with Morgan Stanley in various roles since 2009, including her current position at Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory work, Wang is involved in educational and health-related activities, including instructing at Stanford Continuing Studies and volunteering as an instructor for the San Mateo County Community College District. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory services to individual and institutional clients. The firm emphasizes structured financial planning supported by its Global Investment Committee’s research and offers both direct and employer-based planning programs.

Brock Wilson is a financial advisor at Wells Fargo Advisors with 17 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Caerus Investment Advisors and Citigroup Global Markets. Outside of his advisory role, he has a 50% ownership interest in GamePlan Capital LLC, a practice based in Dana Point, California. 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 services, including specialized areas such as business-owner transition and sports and entertainment planning, using Wells Fargo’s research and planning tools.

Shelley Schein is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and previously spent 17 years as a homemaker and homeschooling mother before joining Edward Jones. Edward Jones is a full-service wealth management firm serving a wide range of individual and institutional clients. The firm manages over $1 trillion in assets through a large network of advisors and branch offices, offering a variety of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Christopher Craft is a financial advisor at Edward Jones in Reno, NV, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 26 years of industry experience, with the past 10 years spent at Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of advisors and branch offices.

Myriam Biglang Awa is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds the Series 63 and Series 66 designations. Prior to her current role, she has worked at JPMorgan Chase Bank, J.P. Morgan Securities, and has experience driving for Uber and Lyft. In addition to her advisory work, she sells products through an Amazon business. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Michiko Bernstein is a financial advisor at Wells Fargo Advisors in Reno, NV, holding the Series 66 designation. She has one year of industry experience, with prior roles at Fleming's and Canopy Analytics, as well as involvement in various academic and startup environments. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and niche services such as business-owner transition and special-needs analysis. The firm uses proprietary research and planning tools to develop tailored recommendations, with clients deciding how to implement them through brokerage or advisory programs.

Michail Getsov is a financial advisor with Wells Fargo Advisors in Reno, NV, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Wells Fargo Clearing, CUSO Financial Services, and Edward Jones, as well as seven years at Bellagio Resort. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations covering diverse planning needs, including niche areas such as business-owner transitions and special-needs analysis.

Kevin Robb is a financial advisor with Wells Fargo Clearing in Reno, NV, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. from 2008 to 2018. 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 process is IPS-driven and uses modern portfolio theory, serving as an ERISA fiduciary and incorporating a broad range of investment options including insurance-related products and bank deposit sweep programs.

Eddy Olandj is a CFP® professional with 25 years of industry experience, currently affiliated with Wells Fargo Advisors. His prior work includes 12 years at Compak Asset Management and over a decade with Wells Fargo entities. Outside of finance, he co-owns a massage therapy business in Newport Beach, where he assists with administration and accounting. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, utilizing Wells Fargo research and tools to develop tailored recommendations. The firm offers specialized planning services and integrates advisory solutions with other financial products and referral channels.

William Atha II is a financial advisor with Raymond James & Associates in Reno, NV, holding a Series 66 designation and 24 years of industry experience. He has worked at Raymond James & Associates since 2022 and previously held positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, and charitable organizations, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Peter Augustine is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked at OSAIC since 2024 and previously spent 11 years with Securities America Advisors, Inc. and Securities America, Inc. Osaic Wealth, Inc. serves a diverse range of clients including retail and institutional investors such as high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory services and investment solutions through a large network of affiliated advisers and utilizes asset-allocation tools, third-party money managers, and both discretionary and non-discretionary account management.