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 with Merrill Lynch Wealth Management. He began his career at Merrill Lynch in 2010 as a Registered Retirement Plan Specialist, servicing 401(k) plan participants and Executive Bonus Award recipients. Since 2012, he has assisted High Net Worth clients and their families in the Las Vegas Valley, focusing on areas such as education planning, legacy planning, retirement income, and services for endowments, foundations, and non-profits. Nicholas holds Series 7 and 66 FINRA registrations, is licensed for Life and Health Insurance, and maintains the CERTIFIED FINANCIAL PLANNER® designation. Nicholas graduated from Embry-Riddle Aeronautical University with a Bachelor of Science degree in Professional Aeronautics. His career includes experience co-founding and growing a software company. He emphasizes a planning-first approach, developing written financial strategies tailored to clients' specific needs, which are reviewed and adjusted annually. Nicholas leads a team that includes Wealth Management Client Associates and specialists in banking, loans, trusts, and estates. Outside of his professional role, Nicholas enjoys hiking and outdoor activities with his wife and two dogs. He supports community organizations such as Lion Habitat Ranch Inc., Nevada Partnership for Homeless Youth, and Three Square through volunteer work. 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 license and 16 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Waddell & Reed, Inc. and Morgan Stanley. Gross is involved with nonprofits such as Caring Hand for Children and New Directions for Youth. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

David Altshuler is a financial advisor with Wells Fargo Clearing in Henderson, NV, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non‑qualified deferred compensation plans, offering both non‑discretionary and discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Stacey Lee is a financial advisor with Ameriprise in Las Vegas, NV, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has worked at Ameriprise since 2017 and previously spent nine years with UBS Financial Services Inc. Ameriprise offers a retirement-income planning service targeting clients with significant investable assets, providing written recommendations that include income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver tailored retirement advice through a centralized consulting team.

Adam Mc Inerney is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and has prior experience including roles at HydroMaxx and as a caddie, as well as time spent affiliated with the University of Nevada Las Vegas and the Korn Ferry Tour/PGA Tour. Outside of advising, he is involved with Talent Financial Services, a non-investment-related support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized municipal and SIMPLE IRA advisory services.