Catherine Galgano is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 39 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

James Rachels is a financial advisor at Cetera with 14 years of industry experience. He holds a Series 66 designation and has been with Cetera Wealth Services since 2013. He is also the CEO of Capital Wealth Management, LLC, an investment-related business. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, supporting discretionary and non-discretionary account management.

Kelly Mcmurray is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee, serving clients through both direct and corporate financial planning agreements.

Scott Jenner is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at several firms, including Legacy Wealth Management and Gateway Services Group. Outside of his primary role, he provides wealth management services to a small family account base as an independent contractor. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutions. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

James Bizzack is a CFP®-designated financial advisor with Ameriprise, based in Carson City, NV, and has 40 years of industry experience. He has been with Ameriprise and its predecessor entities since 2005. Outside of his advisory role, he is involved in independent insurance brokering and provides office administration services to Ameriprise franchise advisors through his ownership of East Bay Wealth Advisors. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, utilizing a centralized consulting team to deliver tailored, non-discretionary recommendations. The firm combines research, modeling, and tax-efficiency analysis to support clients nearing or in retirement, and operates with a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Phillip Hurner is a financial advisor at Wells Fargo Clearing with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors, LLC. Outside of his advisory role, he owns and operates the Hurner Ranch Club, an outdoor recreational hospitality service in Livermore, California. 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 advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Juan Vargas is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities since 2023, with prior experience at JPMorgan Chase Bank, N.A., and Bank of America. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Brett Malamet is a Wealth Management Advisor and the founder and leader of The Malamet Group at Merrill Lynch Wealth Management. Since 2002, he has delivered customized wealth management advice, focusing on translating complex financial strategies into understandable concepts for his clients. Brett directs asset allocation, sector diversification, and security and fund selection, addressing the investment needs of ultra-affluent clients with attention to their risk parameters, timelines, lifestyle needs, and long-term goals. He is skilled across diverse markets and asset classes, including domestic and international markets and alternative instruments, and utilizes economic forecasts and third-party research to inform his market outlook. Brett also serves as the lead advisor for select families, providing a holistic and personalized approach consistent with their overall wealth management strategies. Brett earned his Bachelor's degree in finance from the University of Nevada Reno and holds the Certified Portfolio Manager designation from the Academy of Certified Portfolio Managers at the Columbia University School of Finance. He is also a qualified Senior Portfolio Manager capable of managing discretionary Personalized or Defined Strategies incorporating various investment kinds. Brett's professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Portfolio Manager (CPM), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Originally from San Francisco, Brett has lived in Northern Nevada for over 30 years and works primarily out of the North Lake Tahoe area. His personal interests include biking, golfing, hiking, music, photography, and traveling.

James Palleschi is a financial advisor with Morgan Stanley, holding a Series 66 license and bringing 26 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities Inc. He is also the managing member of Elevation Properties, a real estate business based in Incline Village, Nevada. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides a broad range of retail and institutional investment services.

Graham Rogney is a financial advisor with Raymond James & Associates in Minden, NV, holding Series 63 and Series 65 credentials and 30 years of industry experience. He previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Katharine Shipley is a financial advisor at Edward Jones in Carson City, NV, holding a Series 66 designation. She has one year of industry experience, with prior roles at American Income Life Insurance, Academy Travel, and a long tenure at Douglas County School District. 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 and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Sarah Eldridge is a financial advisor with Edward Jones in Minden, NV, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. Her work history includes roles at Edward Jones since 2021 and prior experience with Wells Fargo Advisors, LLC and Wells Fargo Bank, NA. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, operating under a fiduciary standard.

Michael Haakinson is a financial advisor with Edward Jones in Carson City, NV, holding Series 63, 65, and 66 designations and 14 years of industry experience. He has been with Edward Jones since 2018 and previously worked at Ameriprise Financial Services, Inc. and Breakthru Beverage. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Lee is a financial advisor at Stifel with 45 years of industry experience. He has held his current position at Stifel since 2007 and holds the Series 63 designation. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling.

Steven Lakso is a CFP® professional with 24 years of industry experience. He has been with LPL Financial since 2012 and previously worked at Edward Jones from 2007 to 2011. Lakso is also a licensed life insurance agent representing fixed and fixed index insurance solutions. 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, supported by a large network of investment adviser representatives.

Sarah Kaplan is a financial advisor with Cetera, holding a Series 66 designation and bringing 24 years of industry experience. Her career includes roles at Avantax Advisory Services, Sierra Financial Advisors, and Kuckenmeister & Park LLC. She is also the owner of Sierra Financial Advisors and Sierra Insurance Advisors, LLC, where she manages both investment and insurance services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Diane Morrison is a financial advisor with Equitable Advisors, holding a Series 66 designation and 20 years of industry experience. She previously worked at Stifel Independent Advisors, LLC for 17 years and Wells Fargo Clearing for one year. Outside of her advisory role, she is the owner and principal of Morrison Capital LLC, an entity established for tax purposes with no active business functions. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset-management programs. The firm utilizes a variety of third-party advisory models and discretionary management tools, providing access to mutual funds, ETFs, separately managed accounts, and select alternative investments.

Dana Uken is a financial advisor with Edward Jones in Carson City, NV, holding Series 63 and Series 66 credentials and 16 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive national network of advisors and branch offices.

Rebecca Rothstein is a financial advisor at Merrill with Series 63 and Series 65 credentials and 39 years of industry experience. She has been with Merrill and Bank of America since 2012. Outside of her advisory role, Rothstein serves as Chair of No Labels Nevada and is an advisory board member at Teen Cancer America and the UCLA Medical Center Board of Advisors. 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, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Olivia Whitman is a financial advisor with Edward Jones in Carson City, NV, holding Series 63 and Series 66 credentials and seven years of industry experience. She previously worked at Charles Schwab & Co Inc and has been involved with Sunsational Swim since 2021. Outside of her advisory role, she serves as Haunt Director for Andelin Family Farm's Haunted Corn Maze in Sparks, NV. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.