Brandon Mc Queen is a financial advisor at Raymond James & Associates with eight years of industry experience. He holds a Series 66 credential and has previously worked at Edward Jones and Ameriprise Financial Services Inc. Brandon is based in Las Vegas, NV. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, charitable organizations, and municipal entities, offering financial planning, consulting, and institutional advisory services with a range of portfolio management styles and affiliated research resources.

Alexandria Romain is an Investment Consultant at Fidelity Investments, where she has been serving since 2026. In her role, she partners with clients to empower them and provide confidence in their financial futures through education and thoughtful planning. Prior to this, she worked as a Financial Representative at Fidelity Investments from 2024 to 2026. Alexandria focuses on understanding the individuals behind the portfolios and aims to simplify complex financial decisions. Her approach emphasizes client education and personalized strategies to meet financial goals.

Kyle Townsend is a financial advisor with Morgan Stanley in Las Vegas, NV, holding a Series 66 designation and 15 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018, following five years at RBC Wealth Management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including financial planning and estate planning services, with a structured process supported by firm-approved tools and investment modeling.

Bradley Pickering is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch in 2011 following the completion of his bachelor's degree in Finance from the University of Nevada, Reno. He holds the Chartered Retirement Planning Counselor (CRPC) designation conferred by the College for Financial Planning Institutes Corp., as well as the Personal Investment Advisor (PIA) designation. Bradley's approach to wealth management is hands-on and detail-oriented. He evaluates each client's financial situation individually to offer recommendations that accurately reflect their investment profile and expectations. He works closely with clients to maintain their financial strategies over time, reviewing their needs and goals through different life stages. His expertise encompasses family wealth management strategies, services for endowments and non-profits, legacy planning, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Bradley is involved with the University of Nevada, Reno alumni community and participates in the Southern Nevada Golf Association. His personal interests include adventure sports, golfing, and ice hockey.

Alexander Chamitoff is a financial advisor with Cambridge Investment Research Advisors in Las Vegas, NV. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes roles at MML Investors Services, LLC/John M Novak and MassMutual Life Insurance Company. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing both proprietary and third-party investment strategies across multiple platforms and custody arrangements.

Kirk Patrick Richards is a financial advisor with Morgan Stanley in Las Vegas, NV, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He previously worked at Merrill from 2013 to 2020 before joining Morgan Stanley in 2020. Outside of his advisory role, Richards is involved with the nonprofit 100 Black Men of Las Vegas, serving as a board member and officer. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, offering tailored financial planning that utilizes firm-approved tools and analysis methods. The firm manages approximately $2.74 trillion in client assets and provides services through both direct individual plans and corporate financial planning agreements.

Wendi Southwick is a Series 66-credentialed financial advisor with Thrivent Investment Management. She began her advisory career with Thrivent Financial in 2025 and has been affiliated with Thrivent Investment Management since the same year. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning across various topics and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.

Morgan Busch is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and has worked at several firms, including Versifi Private Wealth and Hansen Wealth Management. Outside of finance, he has experience in the hospitality and retail sectors, including positions at The Depot Brewery and Massage Envy. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

James Kukurin is a financial advisor with Charles Schwab in Las Vegas, NV, holding a Series 66 designation and bringing 20 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2013. Charles Schwab & Co., Inc. 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 offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Hilda Naghashian is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo-affiliated firms since 2011. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Zachary Rado is a financial advisor with Equitable Advisors in Las Vegas, NV. He holds a Series 66 designation and has been with Equitable Advisors since 2026. Prior to his current role, he has worked in various positions including roles with Dutch Bros and the Clark County School District. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage channels to implement client recommendations.

Paolo Maressa Yamamoto is a financial advisor at Ameriprise with 11 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Morgan Stanley Private Bank and Morgan Stanley. He also serves as a trustee in fiduciary activities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Michael Baumgardner is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He previously worked at Edward Jones from 2009 to 2023 before joining Ameriprise in 2020. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver written, non-discretionary recommendation reports through a centralized consulting team.

Daniel Mejia is a financial advisor with Charles Schwab based in Las Vegas, NV, holding Series 63 and Series 66 licenses and having 10 years of industry experience. His career includes roles at JP Morgan Chase Bank and JP Morgan Securities before joining Charles Schwab in 2022. Mejia's current positions span Charles Schwab, Charles Schwab Premier Bank, and Charles Schwab Bank. Charles Schwab & Co., Inc. 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 and offers a range of services including brokerage, custody, and cash-sweep arrangements.

Michael Chudd is a financial advisor with UBS Financial Services in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with UBS since 1997. Outside of his advisory work, he is involved with the UNLV Rebel Football Foundation. UBS Financial Services serves individual, corporate, and institutional clients with a broad range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services, and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Marlen Garner is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds a Series 66 designation and has worked at various JPMorgan entities since 2005, including JPMorgan Chase Bank and J.P. Morgan Securities. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Brandon Katz is a financial advisor at OSAIC with 15 years of industry experience and a Series 66 designation. His prior roles include positions at Securities America Advisors, Cooper Financial Group, and Scottrade. He is also involved in insurance sales, focusing on life insurance, annuities, and Medicare Advantage and Supplement plans. OSAIC serves a diverse client base that includes individual and high‑net‑worth investors, pension and profit‑sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of advisers, employing a variety of asset-allocation tools and third-party platforms to manage portfolios across multiple investment types.

Enrique Marrero Jr. is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He has worked at Merrill since 2020 and has prior experience at Bank of America, N.A., Morton College, and C&C Market Research. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Savannah Jones is a financial advisor with Ameriprise in Henderson, NV, holding a Series 63 designation and three years of industry experience. She previously worked at Starbucks before joining Ameriprise Financial Services Inc. In addition to her advisory role, she writes and self-publishes fictional fantasy novels. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement-income advice through a centralized consulting team.

Ruben Aldape is a financial advisor with Fidelity, holding a Series 66 designation and seven years of industry experience. He previously worked at Edward Jones and Sun City Insurance Group before joining Fidelity. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.