Bruce Dillard is a financial advisor with UBS Financial Services in Denver, CO, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he serves as a consultant for the production of the movie Devotion, advising on naval aviation content. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, using proprietary capital market research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services, offering a broad platform that includes financial planning, portfolio management, and capital markets solutions.

Farhad Kalanaki is a financial advisor with Edward Jones in Henderson, NV, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2024, he worked at Merrill Lynch, Pierce, Fenner & Smith and Bank of America. His background also includes roles outside finance in the food service sector. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Preston White is a financial advisor at J.P. Morgan Securities in Las Vegas, NV, holding a Series 66 designation. He has one year of industry experience, including prior roles at Arsenal Capital Partners and 2E Capital Partners Stressed Credit Hedge Fund. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Paul Becht is a financial advisor with Wells Fargo Advisors in Las Vegas, NV, holding Series 63 and Series 65 licenses and 30 years of industry experience. He has been with various Wells Fargo entities since 2009. He also holds ownership stakes in several investment-related entities outside his advisory role. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients meeting specific net-worth criteria. The firm integrates advisory services with other financial products and maintains multiple compensation arrangements across its network.

Alexander Reece is a financial advisor at Morgan Stanley with 10 years of industry experience. He has held positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Wells Fargo Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations as part of its financial planning process.

Richard Powell III is a financial advisor at Charles Schwab with 10 years of industry experience. He holds a Series 66 designation and has worked at various Charles Schwab entities since 2013. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by research from its Center for Financial Research.

David Shoaff is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career in the financial services industry in 2001 and joined Merrill Lynch in 2008. David focuses on family wealth management strategies, personal retirement planning, and portfolio management services. He helps clients develop personalized financial strategies that align with their long-term goals by offering customized investment advice and strategies based on a thorough understanding of their financial needs. David holds a bachelor's degree in Finance from the University of Nevada, Las Vegas, and is a CERTIFIED FINANCIAL PLANNER® certificant. He is committed to building strong client relationships and follows Merrill's tradition of community involvement through volunteering. Outside of his professional role, David spends time with his wife and six children, dividing their time between Las Vegas, Nevada, and Coeur d'Alene, Idaho. His personal interests include reading and watching movies.

Ronald Reyes is a financial advisor at Fidelity with six years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Ameriprise Financial Services, LLC, Automotive Finance Corporation, and Carmax Auto Superstores. Outside of his advisory work, he is an independent contractor delivering food orders for DoorDash. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment approach.

Jeanne Burmeister is a financial advisor at Edward Jones in Las Vegas, NV, with 20 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Edward Jones since 2006. Outside of her advisory work, she is involved as an owner and vice president in vineyard and winemaking businesses located in Lockwood, CA. Edward Jones is a full-service wealth management firm serving a broad range of individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Matthew Geeting is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation. Prior to joining Ameriprise, he worked at Lululemon Athletica and has experience in education at UNLV and local schools. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Douglas Pagan is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and Wells Fargo in various roles over the past 18 years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, utilizing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Steven Mccracken is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has worked at both Merrill since 2003 and Bank of America, N.A. since 2014. Outside of financial advising, he is an owner of Wellington Foods, LLC, which provides meal services to various institutions in the Las Vegas area, and he is also involved as a general partner and managing member of Wellspring Holdings LLC, which is investing in a mental health and addiction counseling practice. Merrill, together 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 individual, high-net-worth, and institutional clients.

Vanessa Gomez Coronel is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In her role, she works closely with clients to understand their financial priorities and develop strategies tailored to meet their short-, mid-, and long-term goals. She serves as a resource for a broad range of financial needs, including investing, retirement planning, and saving for unexpected expenses. Additionally, she can connect clients with specialists from Bank of America for banking, credit, home financing, and small business solutions. Vanessa holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She earned her High School Diploma from Southwest Career and Technical Academy. Her approach focuses on identifying what matters most to clients and their families to help create actionable financial strategies.

Justin Elliott is a financial advisor with Ameriprise in Elk Grove, CA, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Outside of his advisory role, he owns and operates a business buying and selling baseball cards and sports memorabilia. Ameriprise is an institutional firm that offers a retirement-income planning service aimed at individuals nearing or in retirement with substantial investable assets. The firm uses a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports.

Nicholas Degeorge is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since joining the firm in 2010, he has worked extensively with 401(k) plan participants and Executive Bonus Award recipients. In 2012, he transitioned to assisting high net worth clients and their families in the Las Vegas Valley. Nicholas employs a planning-first approach to develop customized financial advice and guidance tailored to client goals. Nicholas holds a Bachelor of Science degree from Embry-Riddle Aeronautical University and is a CERTIFIED FINANCIAL PLANNER® professional. He is registered with FINRA Series 7 and 66 and holds licenses for Life and Health Insurance. His expertise includes financial and estate planning strategies, tax minimization strategies, and investment management. Beyond his advisory role, Nicholas co-founded and grew a software company, contributing entrepreneurial experience to his professional background. Outside of his professional work, Nicholas enjoys hiking and outdoor activities with his wife and two dogs. He is involved in community volunteer efforts with organizations such as Lion Habitat Ranch Inc., Nevada Partnership for Homeless Youth, and Three Square. Nicholas has family roots in Las Vegas spanning four generations.

Robert Brown is a financial advisor at Charles Schwab with 35 years of industry experience. He holds the CFP® designation along with Series 65, 66, and 63 licenses. His prior experience includes long tenures at Fidelity and independent financial firms before joining Charles Schwab. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment due diligence.

Brian Phillips is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and has worked previously at Zahedi Capital Management and Sonoma State University. Outside of finance, he operated Forget Me Not Flowers and Gifts in 2019. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized retirement income service that provides written recommendations and ongoing planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Porfirio Carlos is a financial advisor at Fidelity with eight years of industry experience. He holds the Series 63 and Series 66 credentials and has previously worked at Wells Fargo Clearing, Wells Fargo Bank, and Amway. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios drawn from mutual funds, ETFs, and ETPs, and serves a diverse range of clients through both discretionary and non-discretionary advisory services.

Victoria Wiezorek is a financial advisor at Merrill with Series 63 and Series 66 credentials and 21 years of industry experience. She has been with Merrill since 2012. Outside of her advisory role, she is the sole owner of a rental property in Henderson, Nevada. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Paul Gross is a financial advisor with LPL Financial in Las Vegas, NV, holding a Series 66 designation and 16 years of industry experience. His career includes roles at Waddell & Reed, Inc. and various insurance carriers, as well as business activities with PRG & Associates, LLC. Gross is involved with nonprofits such as Caring Hand for Children and New Directions for Youth. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of advisory and brokerage services, including financial planning, retirement consulting, and access to model portfolios supported by extensive research.