Norbert Forcheskie is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has worked with Raymond James Financial Services Advisors since 2010 and was involved with Senoutcards Multi Level Marketing Card Co. from 2010 to 2019. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to model potential outcomes and supports its clients through a broad advisor network and specialized advisory programs.

Nicole Mulligan is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation. Outside of her advisory role, she has been involved with BRINC Drones, Inc., an aerospace company specializing in public safety drones, where she was formerly employed and currently exercises stock options. 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 applying an ESG eligibility framework in its investment recommendations.

Scott Knudsen is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 66 licenses and 28 years of industry experience. His prior roles include positions at Merrill (2004–2014) and TIAA (2014–2022). 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 financial planning and investment management solutions, utilizing both proprietary research models and third-party subadvisors across discretionary and non-discretionary strategies.

Maggie Smith is a financial advisor at Ameriprise with two years of industry experience and holds a Series 66 designation. Her work history includes positions with the State of Nevada’s Industrial Relations Workers Compensation division and the Bureau of Indian Affairs Office of Self Governance. Prior to her advisory role, she has held various positions across different sectors including food service and retail. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendation reports and annual retirement-income planning advice, utilizing proprietary investment research and third-party data.

Trey Kirkpatrick is a financial advisor at Ameriprise in Henderson, NV, holding a Series 66 designation with three years of industry experience. Prior to joining Ameriprise in 2022, he worked at the Van Law Firm for one year and has held various roles outside finance, including at Carrabba's Italian Grill and Door Dash. 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 planning advice focused on income sources and tax-aware withdrawal strategies.

Brad Margison is a financial advisor with RBC Capital Markets in Las Vegas, NV, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at City National Bank and Bank of America, N.A., as well as Merrill. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles and investment preferences.

Michael Sui is a CFP® with 41 years of experience in the financial industry. He is currently with Morgan Stanley, where he has worked since 2021, following previous tenures at Bank of America and Merrill. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services through its Financial Advisors and Estate Planning Strategies Group.

Elva Simeon is a financial advisor at Wells Fargo Clearing in Las Vegas, NV, with six years of industry experience. She holds the Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2019, having previously worked at Wells Fargo Bank, N.A. since 2014. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional financial products.

Megan Mandel is a financial advisor with Equitable Advisors in Las Vegas, NV, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has worked at Equitable Advisors since 2012 and previously with AXA Advisors, LLC. Outside of finance, she is involved with a modeling talent agency, Tammy Lee and Talent Associates, based in Las Vegas. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension plans, corporations, and charitable organizations. The firm uses a range of advisory models and third-party asset managers to deliver customized investment solutions.

James Atkins is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with LPL Financial since 2004, following a decade at MSI Financial Services, Inc. Atkins also operates a non-variable insurance business under Atkins Financial Solutions. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, and institutions, offering a range of financial planning, portfolio management, and institutional platforms.

Ashley Emert is a financial advisor with Equitable Advisors in Las Vegas, NV, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, Emert has held various roles across multiple industries including retail and sports complex management. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset-management programs. The firm’s approach involves assessing client risk tolerance and matching clients to suitable program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Aaron Horner is a financial advisor at LPL Financial in Las Vegas, NV, holding Series 65 and Series 66 licenses with seven years of industry experience. His prior experience includes roles at Lincoln Financial Securities and Dawn Gordon Financial Advisors. Outside of his advisory work, he has been involved with the Rocky Mountain Conservancy and the company Logistful, LLC. 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 range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers, supported by extensive operational and research tools.

Gregory Barson is a financial advisor with LPL Financial in Las Vegas, NV, holding a Series 66 license and 21 years of industry experience. Prior to joining LPL Financial in 2025, he worked at firms including Investment Planners Inc., Crown Capital Securities, and VOYA Financial Advisors. Outside of his advisory role, he is involved in an insurance agency business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers various investment solutions including financial planning, model portfolios, and third-party asset management, supported by advanced research and operational tools.

Jeremy Hare is a financial advisor with Equitable Advisors in Las Vegas, NV, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors and its predecessor Axa Advisors since 2007. Hare serves as an executor and trustee for his father's estate and is a co-trustee of a personal family trust. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm uses a variety of advisory programs and third-party asset managers, offering clients access to mutual funds, ETFs, separately managed accounts, and certain alternative investments.

Ian Arellano is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill Lynch in 2006 and is a senior partner of Izzo, Arellano, Sliwinski & Associates. Prior to joining Merrill Lynch, Ian was a client relationship manager at Lebenthal, a firm specializing in municipal bonds and fixed income investments. Ian's responsibilities include creating wealth management plans that encompass cash flow analysis, asset allocation analysis, and net worth statements. He is also a member of the portfolio management team and serves as the primary relationship manager for many clients. His areas of focus include college education planning, equity compensation services, investment consulting for defined contribution plans, liquidity management, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, tax minimization, and retirement income. Ian graduated from Clemson University with a degree in International Business. He holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and the Chartered Retirement Planning Counselor (CRPC) designation. Additionally, Ian is active in a Filipino community development organization. His personal interests include music, tennis, and traveling.

Kenneth O'Connell IV is a financial advisor with Morgan Stanley in Las Vegas, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2010, as well as with Banc of America Insurance Services and Banc of America Investment Services since 2004. He also serves on the board of ENGAGEX, a customer engagement solutions company focused on policy review for insurance agents. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools supported by research from its Global Investment Committee.

Kenneth McDowall is an Investment Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he worked as a Financial Representative at Fidelity Investments from 2022 to 2024. In his current position, he works closely with clients to simplify their financial journeys and assist them in achieving their financial goals through Fidelity's offerings. Kenneth aims to help each client develop a meaningful financial plan that provides a clear path toward their objectives. Outside of his professional work, he has personal interests that include baseball, camping, fitness, golf, and traveling.

David Pulliam is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his financial services career in 1996 and has since focused on helping clients develop and implement wealth management strategies tailored to their individual goals. His approach emphasizes listening to clients' needs in order to provide comprehensive wealth management solutions. David’s areas of expertise include college and education planning, family wealth management strategies, retirement planning and income, portfolio management, investment strategy for individuals and corporations, managing new wealth, and addressing the financial needs of women. He holds a Bachelor's of Business Administration Degree in Finance from the University of Arkansas and holds the Personal Investment Advisor (PIA) professional designation. David relocated to the Southern Nevada community in 1998 and prioritizes active involvement there. He has served on Boards of Directors for local organizations such as the Leukemia Lymphoma Foundation and the Make-A-Wish® Foundation of Southern Nevada. Outside of his professional work, he enjoys music, spending time with his family, traveling, watching movies, and practicing yoga.

David Reed is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. outside of his advisory role, no additional activities are noted. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Trenton Breithaupt is a financial advisor with Charles Schwab in Las Vegas, NV, holding a Series 66 license and 13 years of industry experience. He worked at Schwab Private Client Investment Advisory, Inc. from 2014 to 2017 and has been with Charles Schwab since 2013. Outside of his advisory role, he is involved in managing lodging rental properties. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering comprehensive wealth advisory services through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm combines non-discretionary advisory relationships with access to discretionary separate managed accounts, using multi-asset model portfolios and centralized operational structures.