Raphael Montgomery is a financial advisor at Merrill in Las Vegas, NV, holding Series 66 and Series 63 licenses with one year of industry experience. His prior work experience includes roles at Bank of America, Northwestern Mutual, and the State of Nevada, as well as a 24-year career in the US Marine Corps. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Shanon Sabo is a financial advisor at Ameriprise with five years of industry experience. She holds a Series 66 license and has worked at Ameriprise Financial Services, LLC since 2021. Prior to her financial advisory career, she held roles at the Florida Department of Children and Families and the Florida Department of Juvenile Justice. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice. The firm uses proprietary research and third-party data to provide guidance on asset allocation, withdrawal strategies, and Social Security options within a defined investment universe.

Ilana Atkins is a financial advisor with LPL Financial based in Las Vegas, NV, holding a Series 66 credential and five years of industry experience. Prior to her current role, she worked at Atkins Financial Solutions and held various positions including freelance musician and piano teacher. She also has experience in performing arts organizations such as The Great American Melodrama. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management along with research-supported model portfolios.

April Paragas is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. She has held positions within various Charles Schwab entities since 2023, following nine years at Citibank N.A. 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 discretionary separately managed accounts and offers multi-asset model portfolios backed by research and due diligence on alternative investments.

Sedric Cade is a financial advisor at Edward Jones with 33 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Edward D. Jones & Co., L.P. since 1992. Outside of his advisory role, Cade is the sole member of Cade Family Properties LLC, an investment real estate business in Flagstaff, Arizona. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,000 advisors and 15,000 branch offices, with approximately $1.01 trillion in assets under management.

Eric Doyel is a financial advisor at Morgan Stanley in Las Vegas, NV, holding a Series 66 designation with one year of industry experience. Prior to his advisory role, he has been employed at Excalibur Hotel & Casino under MGM Resorts since 2012. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and offers services under both direct client agreements and corporate financial planning arrangements.

Minnie Wong is a financial advisor at Merrill with 21 years of industry experience and holds a Series 66 designation. She has worked at Merrill since 2005 and concurrently at Bank of America, NA since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Stephen Hazel is a financial advisor with UBS Financial Services in Las Vegas, NV, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with UBS Financial Services Inc. since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

James Milholen is a CFP® with 32 years of industry experience, currently affiliated with Fidelity in Las Vegas, NV. His tenure at Fidelity includes roles since 2011 across various divisions, including Fidelity Personal and Workplace Advisors and Fidelity Investments. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a proprietary investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including fund advisory and model portfolio delivery for intermediary platforms.

Raquel Madison is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has been with Merrill and Bank of America since 2014. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Francis Mc Laughlin is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, N.A./Merrill Lynch and the Clark County School District. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities under the J.P. Morgan brand.

Grant Redmond III is a financial advisor with J.P. Morgan Securities in Henderson, NV, holding Series 63 and Series 66 licenses and 11 years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A., and Allstate Financial Services. 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, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Keith Lund is a financial advisor with LPL Financial in Las Vegas, NV, holding a Series 66 designation and 21 years of industry experience. He has been with LPL Financial since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Daniel Fritzler is a financial advisor at Thrivent Investment Management with 14 years of industry experience. He holds the Series 66 designation and has worked with Thrivent Financial for Lutherans since 2012. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning without discretionary trading authority, allowing clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Sean Mcginness is a financial advisor at LPL Financial with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at CUSO Financial Services, T. Rowe Price, Wells Fargo Advisors, and Wells Fargo Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs and financial planning services supported by research and model portfolios from multiple sources.

Patrick Maj is a Certified Financial Planner® with 17 years of industry experience. He has worked at Charles Schwab Bank and Charles Schwab & Co., Inc. since 2017 and spent one year at JPMorgan Securities LLC prior to that. He is based in Las Vegas, NV. 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 discretionary separately managed accounts and a formal alternative-investment onboarding process.

Linnette Stauffer is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. She has been with Cambridge Investment Research since 2015. Outside her advisory role, she is also employed by the Adam Udy Group in Las Vegas. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

John Triplett is a financial advisor with Cetera Wealth Services, LLC in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Cetera since 2025 and has owned and operated Triplett CPA Firm since 2015. He serves as president of Lifeskills for Daily Living, a nonprofit organization focused on skills development for individuals. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with various portfolio management options, combining affiliated and third-party managers across discretionary and non-discretionary programs.

Kyle Lum is a CFP®-credentialed financial advisor with 20 years of industry experience. He is currently with Osaic Wealth Inc and has held prior roles at firms including Pruco Securities, LLC, Prudential Insurance Company of America, and MassMutual Life Insurance Company. Lum is also the owner and managing member of Parity Capital Financial LLC, where he provides financial advice to individuals. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services along with financial planning, retirement consulting, and access to third-party money managers. The firm employs a variety of tools and platforms to construct and manage portfolios, supporting both discretionary and non-discretionary accounts.

Rotarnah Seung is a financial advisor at Thrivent Investment Management with a Series 66 credential and three years of industry experience. Prior to joining Thrivent, Seung held roles at several companies including LYFT and Bankers Life and Casualty. Seung serves on the national board of directors for Omega Delta Phi, a fraternity focused on building camaraderie and mutual support among its members. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic goal-based financial planning without portfolio management or institutional advisory services.