David Harris is a Series 66 licensed financial advisor with Wells Fargo Clearing, based in Pahrump, NV, and has 14 years of industry experience. Prior to joining Wells Fargo Clearing in 2018, he worked at U.S. Bancorp Investments from 2014 to 2018. Outside of advisory work, Harris holds ownership interests in several non-investment-related businesses, including a comic book webstore and tequila companies, where he participates in strategic planning and operational activities. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, such as insurance-related products and bank deposit sweep programs.

Alex Garcia is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Brian Hu is a financial advisor with LPL Financial in Henderson, NV, holding a Series 66 designation and 16 years of industry experience. He previously worked at Cetera, East West Bank, and Merrill before joining LPL Financial in 2017. Outside of his advisory role, he is also involved in a non-investment related business delivering for Uber Eats. 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, model portfolios, third-party asset management, and institutional platforms.

Dakyn Dollens is a financial advisor with Edward Jones in Las Vegas, NV, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2014 and has concurrent work history with the University of Missouri dating back to 2010. Outside of finance, he is involved in the restaurant business as a server at a brunch establishment 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 solutions, managing approximately $1.01 trillion in assets, and maintains a large national network of financial advisors and branch offices.

Peter Bergman is a Financial Advisor with Merrill Lynch Wealth Management. Based in Las Vegas since 2021, he advises individuals, families, and businesses throughout the Mountain West. He began his career with Merrill in 2019 in Casper, Wyoming. Peter was born and raised in Wyoming and played as an offensive lineman for Eastern Michigan University, where he earned his bachelor's degree. His professional credentials include the Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA) designations. His expertise encompasses education planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He prioritizes building strong client relationships to provide customized wealth management approaches, leveraging the resources of Bank of America and Merrill Lynch. Outside of his professional activities, Peter participates in Habitat for Humanity and enjoys basketball, football, ice hockey, music, and spending time with his family.

Brent Cowin is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at J.P. Morgan Securities and JPMC Bank NA since 2019, with prior roles at Every Season Wealth Management, Cambridge Investment Research Advisors, and Golden Nugget. Outside of his advisory work, he consults on sports card collecting alongside his son. 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 combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Jesse Goldberg is a financial advisor with LPL Financial in Henderson, Nevada, holding a Series 66 designation and 14 years of industry experience. Prior to joining LPL Financial, he worked at Ameriprise Financial Services from 2012 to 2026. Outside of his advisory role, he operates a handyman service as a sole proprietorship. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party strategies.

Michael Peterson is a financial advisor with Ameriprise in Henderson, NV, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He previously worked at Edward Jones for 13 years before joining Ameriprise in 2019. Peterson serves on the Board of Directors for the Rotary Club of Green Valley. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written 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 personalized, algorithm-supported recommendations, primarily for clients maintaining accounts within Ameriprise-managed programs.

Peter Cunningham is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. His career includes roles at Banc of America Investment Services and Citigroup Global Markets prior to joining LPL Financial. He is based in Las Vegas, NV. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies, supported by advanced research and operational tools.

Kelly Peterson is a financial advisor at Morgan Stanley in Las Vegas, NV, holding a Series 66 designation with 10 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning services supported by structured discovery conversations and firm-approved planning tools.

Scott Duncan is a financial advisor with Wells Fargo Clearing in Las Vegas, NV. He holds the Series 63 and Series 65 designations and has 29 years of industry experience. Duncan 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 to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings than typical for large institutional advisers.

Charles Barley is an Investment Consultant at Fidelity Investments, a position he has held since 2025. He has progressed through several roles within the company, including Relationship Manager (2024-2025), Customer Relationship Advocate (2023-2024), and Soar Program Associate (2022-2023). In his career at Fidelity Investments, Charles focuses on developing financial plans tailored to clients' unique goals. He emphasizes attentive listening and collaboration to build effective strategies, aiming to foster a supportive environment for his clients throughout the planning process. Outside of his professional work, Charles has interests in comedy, fitness, football, socializing with friends, music, and traveling.

Shannon Chase is a financial advisor with Morgan Stanley in Henderson, NV, holding a Series 66 designation and bringing 12 years of industry experience. Her career includes roles at Morgan Stanley Private Bank, N.A. from 2015 to 2021 and Morgan Stanley Smith Barney LLC since 2013. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Wilson Azer is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining J.P. Morgan Securities, Azer worked at Charles Schwab and TD Ameritrade, among other firms. 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.

Thomas Dunaway is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a trustee for a parent entity in Las Vegas. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and 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.

Braxton Barbato is a financial advisor at LPL Financial with the Series 66 designation and one year of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of advisory work, he has involvement with Dish Network and maintains an investment-related business, Barbato Investments LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, and access to third-party asset management, supported by a large network of investment adviser representatives.

Parker Wells is a Financial Advisor at Merrill Lynch Wealth Management, specializing in family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and serving clients in sports and entertainment. He leverages his background as a former Division 1 football player for San Diego State University and his ongoing commitment to powerlifting to inform his approach to client service. Parker holds a Bachelor's Degree from Arizona State University - West Campus and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is known for dedicating his full attention to each client, tailoring strategies to their unique financial situations. Outside of his professional work, Parker enjoys adventure sports, football, and spending time with his family.

Noah Mc Keon is a financial advisor at Ameriprise with Series 66 credentials and less than one year of industry experience. His prior work history includes roles at New York Life, Uber, and professional sports organizations such as the Detroit Tigers and San Francisco Giants. He also spent several years with Alaska Wilderness Voyages. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement, typically with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated entities, combining research, modeling, and tax-efficiency analysis to deliver written retirement income recommendations.

Sebastian Fray is a financial advisor at Ameriprise with Series 65 and Series 63 licenses and three years of industry experience. He has worked with several firms including Hilton Grand Vacations and World Financial Group. His background includes diverse roles outside finance such as marketing, solar energy, and hospitality. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice focused on dependable income and tax-aware withdrawal strategies.

Crystal La Rocca is a financial advisor with Edward Jones in Las Vegas, NV, holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining Edward Jones in 2023, she worked at JPMorgan Chase Bank from 2016 to 2023 and was involved with EOS Fitness from 2015 to 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, providing a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.