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 bringing 14 years of industry experience. She has worked with Equitable Advisors since 2012 and previously with Axa Advisors, LLC. Outside of finance, she is involved in a modeling talent business in Las Vegas. 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 a broad range of third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance services.

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. Atkins also operates Atkins Financial Solutions, a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides financial planning, advisory programs, retirement consulting, and brokerage services through a national network of representatives, offering both discretionary and non-discretionary management along with various model portfolio options and research resources.

Ashley Emert is a financial advisor at Equitable Advisors with a Series 66 designation and less than one year of industry experience. Prior to joining Equitable Advisors, her work history includes roles in retail and service sectors as well as several short-term positions. 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 and third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to meet client needs.

Aaron Horner is a financial advisor at LPL Financial with seven years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Lincoln Financial Securities and Dawn Gordon Financial Advisors. In addition to his advisory roles, he has experience with the Rocky Mountain Conservancy and Logistful, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, supported by research from LPL and third-party subadvisors.

Gregory Barson is a Series 66-credentialed financial advisor with 21 years of industry experience. He is currently with LPL Financial and has previously worked at Investment Planners Inc., IPIWM, and Crown Capital Securities. Barson is also involved in managing an insurance agency, Barson Insurance & Financial Services LLC. 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Jeremy Hare is a Series 66-licensed financial advisor with Equitable Advisors in Las Vegas, NV, where he has worked since 2007. He has 18 years of industry experience and previously worked at Axa Advisors, LLC. Hare serves as an executor and trustee for his father's estate and as co-trustee of a personal family trust. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through a range of third-party managers and LPL programs. The firm operates a hybrid referral and implementation model combining advisory and brokerage channels.

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.

Alexa Serratos is a CFP®-certified financial advisor with eight years of industry experience. She is currently with Charles Schwab, where she has worked since 2021, and has prior experience at Bank of America Corporation/Merrill Lynch and Equitable Advisors LLC. 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 multi-asset model portfolios supported by centralized custody and operational infrastructure.

James Small Jr. is a financial advisor with UBS Financial Services in Las Vegas, NV, holding the Series 63 and Series 65 designations and bringing 33 years of industry experience. He has been with UBS Financial Services since 2009. Outside of his advisory role, he is involved in forestry and wood products through his work with PALM KINGS INC. and serves as president of HEAVENLY WINES INC. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, providing a broad range of capital markets and research-based services.

Thomas Shimkus is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Thomas earned a Bachelor's Degree from Northern Illinois University. His role at Merrill Lynch involves providing financial advice and managing investment portfolios to help clients achieve their financial goals.