William Edde is a financial advisor with Primerica Advisors in Henderson, NV, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Primerica since 1999. Outside of his advisory role, he is co-owner of Millennium Business Enterprises and spends limited time on these outside business activities. Primerica Advisors sponsors a wrap-fee asset management program serving mainly individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm relies on model-driven investment strategies managed by unaffiliated asset managers and provides support through BNY Mellon Advisors and Pershing for trade execution and custody.

Keely Kyle is a financial advisor with Primerica Advisors in Las Vegas, NV, holding Series 63 and Series 65 credentials and seven years of industry experience. She has worked with Primerica Investment Inc since 2021 and previously with Primerica Financial Services and Brittan Angel. Outside of her advisory role, she is involved in the management and operations of investment-related products. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for client accounts.

Anthony Thurlow is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with several firms, including Ameriprise and Dmi, and owns Thurlow Wealth Management. He also teaches retirement education workshops at a local college and serves as a director for a homeowners association in Las Vegas. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse investment programs with discretionary and non-discretionary management, featuring access to third-party managers and a platform supporting customized portfolio solutions.

Jeremy Hafen is a financial advisor with Ameriprise in Henderson, NV, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering 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 create tailored retirement plans and offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Cassandra Godbey is a Financial Advisor and business manager with The Malamet Group at Merrill Lynch Wealth Management. In her role, she helps oversee the team's operations and client experience while supporting individuals and families through important financial decisions. She brings over 10 years of experience in the financial services industry. Cassandra holds a Bachelor of Science degree from Columbus State University. Her approach to financial advising centers on trust, accountability, and a commitment to aligning with clients' goals and priorities. She emphasizes consistent follow-through and professionalism in her client relationships. Originally from Columbus, Georgia, Cassandra relocated to Las Vegas in 2014. Outside of work, she is a mother to two children and serves as a primary caregiver for her parents. She also maintains a close relationship with her younger sister in North Carolina. Her personal interests include traveling, reading, strength training, hiking, yoga, and following various sports.

Justin McMillan is a Financial Consultant at Fidelity Investments, a role he has held since 2016. He has worked in financial services for over 17 years, focusing on building client relationships and promoting financial literacy and comprehensive wellness. His career at Fidelity includes positions as Investment Consultant, Relationship Manager, and Financial Representative spanning from 2011 to the present. Prior to joining Fidelity Investments, Justin worked as an Institutional Fixed Income Broker at Multi-Bank Securities, Inc. from 2009 to 2011. His experience encompasses a range of roles within the financial services industry, equipping him with broad expertise to serve his clients. Outside of his professional work, Justin enjoys concerts, golf, movies, outdoor adventures, reading, and traveling.

Catherine Floss is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Lamberto Quintero is a financial advisor with Fidelity and holds Series 63 and Series 66 licenses. He has 10 years of industry experience with previous roles at J.P. Morgan Securities, Citi Bank, and Citigroup. Quintero has been with Fidelity since 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Landon Mcallister is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, he worked at Coldwell Banker for seven years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients through discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm incorporates proprietary research, quantitative analysis, and algorithmic portfolio construction in its investment process and serves multiple registered investment companies and fund-of-funds.

Clayton Kneip is a financial advisor at Charles Schwab with 17 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab Bank, Charles Schwab, TD Ameritrade Investment Management, TD Ameritrade, and Scottrade. Charles Schwab & Co., Inc. serves a broad client base including 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 and discretionary investment guidance with multi-asset model portfolios and centralized custody and operational support.

Daniel Toll is a CFP® with 19 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He previously held roles at City National Bank, RBC Capital Markets, Bank of America, and Merrill Lynch. Toll is the owner of DTT Pono Holdings LLC, through which he manages and invests personal funds. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm provides tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports a broad advisor network with specialized offerings including municipal advisory services and SIMPLE IRA Employer Advisory programs.

Amanda Swinn is a financial advisor with RBC Capital Markets, holding a Series 66 designation and one year of industry experience. She has worked at City National Bank since 2025 and previously was with RBC Wealth Management and Luxe Lifestyle. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients, offering advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on client risk profiles and utilizes a combination of in-house and third-party investment managers and model providers.

Gregory Townsend is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 63 designation and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2000. Townsend serves on the Board of Directors for the SOAR Safety Officers Award Recognition and acts as a Member at Large and Co-Chair in local community roles. Ameriprise provides retirement-income planning services targeting individuals nearing or in retirement with substantial investable assets, delivering written recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated processes overseen by specialized committees to generate personalized retirement income recommendations.

Desy Wang is a financial advisor at Merrill with a Series 66 credential and seven years of industry experience. Wang has worked at Merrill and Bank of America, N.A. since 2013. 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 a range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kent R. Deaver is a financial advisor with UBS Financial Services in Las Vegas, NV, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has been with UBS since 2002. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management, combining institutional trading capabilities with wealth management services.

Lizette Lara is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding a Series 66 designation and four years of industry experience. She has been with Wells Fargo Clearing since 2022 and previously worked with Wells Fargo Bank, NA beginning in 2017. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm combines research from Wells Fargo Investment Institute and third parties, applying diversification and modern portfolio theory, while offering a range of brokerage and advisory solutions.

Ken Finkelson serves as Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2012. He has been with Fidelity since 1998, progressing through various positions including Financial Consultant and Investments Representative. Throughout his tenure, Ken has worked with a diverse client base, providing financial planning and guidance to help clients and their families pursue their financial goals. His approach focuses on ensuring each client has a solid plan tailored to their unique situation. Ken has extensive experience in the financial services industry, having spent over two decades in roles that have equipped him with a broad understanding of investment and financial planning. His career at Fidelity Investments reflects a sustained commitment to client service and financial consultancy. Outside of his professional duties, Ken enjoys baseball, golf, hiking, music, and exploring food as a foodie.

Jennifer Lyman is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Before joining LPL Financial in 2022, she worked for nine years with the Washington County School District. She is involved in a non-investment business entity, JNCL, LLC, which is maintained for tax and investment purposes. 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 portfolio programs, and participant-level retirement advice, supported by a large network of investment adviser representatives.

Phaahna Louder Young is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Wells Fargo Clearing, Young worked at Wells Fargo Bank and has ownership in J Tae LLC, a merchandise business based in DeSoto, TX. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Jacob Curtis is a Series 66-registered financial advisor with Ameriprise in Henderson, NV, and has 22 years of industry experience. He previously worked at Southend Strategic Partners LLC and has been with Ameriprise since 2005. Curtis also has an employment relationship with Southend Strategic Partners as an advisor for another individual. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a Premier Retirement Income service focused on retirement planning with an emphasis on dependable income sources and tax-aware withdrawal strategies.