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.

Swapna Uppalapati is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes roles at Australia and New Zealand Banking Group LTD and various positions within J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities LLC. 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 a select group of Wealth Advisors. The firm delivers these services on a non-discretionary basis and combines large institutional advisory operations with additional brokerage and investment management capabilities.

Connor Whelan is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. His prior roles include positions at Investment Counsel Company and Clark County School District, among others. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides customized retirement-income planning advice through a written Recommendation Report and ongoing reviews. The firm’s approach incorporates proprietary research and third-party data while operating within a defined investment universe aligned with its affiliated product offerings.

Chisum Preble is a financial advisor with Cambridge Investment Research Advisors based in Las Vegas, NV. He holds Series 65 and Series 66 credentials and has eight years of industry experience. Preble has operated Preble Consulting since 2011, totaling 15 years in a consulting capacity. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers a variety of financial planning and investment management services through a network of independent professionals and employs both proprietary and third-party strategies across multiple platform arrangements.

Javier Magana Benitez is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He has worked at Merrill since 2016 and previously held roles at Bank of America, N.A. and Autozone, Inc. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Laura Cosse is a Series 66-qualified financial advisor with nine years of industry experience. She has worked at Fidelity Investments since 2022 and previously held roles at Equitable Advisors, Axa Advisors, Transamerica Financial Advisors, and World Financial Group. Outside of her advisory work, she operates a small LLC focused on creating and selling custom t-shirt designs related to her dance activities. Laura is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a variety of investment portfolios, including model portfolios incorporating mutual funds, ETFs, and ETPs.

Julie Logsden Mellor is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 65 registrations and 27 years of industry experience. She previously worked at Gerber Kawasaki Wealth & Investment Management in two periods between 2012 and 2020. 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 wide range of advisory and brokerage services, employing a variety of investment strategies and supporting its advisors with research and operational tools.

Ashley Lopes is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She has worked with J.P. Morgan entities since 2010, including 12 years at J.P. Morgan Securities LLC. Lopes holds Series 63 and Series 66 licenses. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a network of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Paul Flores is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their financial goals and helps develop strategies to address their short-, mid-, and long-term objectives. His expertise includes general investing, retirement planning, and preparing for unexpected financial needs. Paul also provides access to Bank of America specialists for services such as banking, credit, home financing, and small business solutions. Paul holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a High School Diploma/GED from Mohave Community College. Beyond his professional activities, Paul engages in outdoor and recreational activities including hiking, hunting, pickleball, running, skiing, and traveling.

Daniel Nash is a financial advisor with Fidelity Investments in Las Vegas, NV. He holds a Series 66 designation and has recent experience with multiple firms including Equitable Advisors and Newfront. Outside of advisory roles, he worked in the food service industry with Mana Sushi & BBQ and Mount Royal Fine Foods. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including funds and charitable accounts. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Lanny Stout is a financial advisor at LPL Financial with 40 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at LPL Financial since 2017, following prior roles at National Planning Corporation and Stout & Waner. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, with a focus on strategic and tactical investment options supported by technology tools.

Heather Sabatello is a financial advisor with Edward Jones in Boulder City, NV, holding a Series 66 designation and having eight years of industry experience. She worked at Steiner Education Group from 2015 to 2018 before joining Edward Jones in 2018. Outside of advising, she is a contracted personal trainer with Svetness Personal Training in Las Vegas. 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, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Michael Stanley is a financial advisor at Merrill in Las Vegas, NV, holding a Series 66 designation. He has one year of industry experience with prior roles at Equitable Advisors, ARIS, and Applied Analysis. Outside of finance, he has experience working in the hospitality industry at Sparks Water Bar. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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 developed by internal and third-party managers.

Mario Ramirez is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at Bank of America, Merrill, and Thrivent Financial. Outside of his advisory role, Ramirez is a partner in a rental property management business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages model portfolios using a diverse investable universe and oversees sub-advisers to address conflicts of interest.

Dakoda Skenandore is a financial advisor with Merrill holding a Series 66 designation and six years of industry experience. His prior work includes roles at Wynn and various positions in Las Vegas before joining Merrill in 2019. 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 plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Kyle Martin is a financial advisor at J.P. Morgan Securities with 4 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2021. His prior experience includes positions at JPMorgan Chase Bank, Star Hardware, Amazon Mechanical Turk, Morris Law Center, and Downtown Grand Hotel & Casino. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Vaden Genneken is a financial advisor with Ameriprise in Henderson, NV, holding Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Ameriprise in 2022, he worked at MRS Wealth Advisors and has experience in education and small business operations, including roles at the University of Las Vegas, Icon Salon Spa, Doggie District, and Spring Valley High School. Ameriprise offers a retirement-income planning service targeting individuals with at least $1 million in investable assets, providing written recommendations on income sources, Social Security claiming, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic automation to deliver personalized, non-discretionary advice, primarily for clients with assets managed within Ameriprise.