Julie Mccabe is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and six years of industry experience. She has been with Wells Fargo Clearing since 2018 and has a longer tenure at Wells Fargo Bank, N.A. dating back to 2013. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering a range of services from investment policy statement preparation to plan benchmarking. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, providing both discretionary and non-discretionary solutions tailored to plan objectives and risk tolerances.

Sarah Ingmanson Battaglia is a financial advisor with Morgan Stanley in Las Vegas, NV, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. Her career includes roles at Morgan Stanley Private Bank, Fidelity Investments, Bank of America, Merrill, and A&People Corporation. Outside of finance, she is involved as a figure skating coach with the Vegas Golden Knights Skating Academy and provides Japanese to English translation consulting through A&People Corporation. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutions, offering tailored financial planning and wealth management services backed by extensive asset management and a structured planning process.

Travis Ball is a financial advisor at Merrill with 1 year of industry experience and a Series 66 designation. He has been with Merrill since 2005. Outside of his advisory role, he manages several rental properties and serves as a grantor for a personal trust. 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 a range of individual and institutional clients.

Jana Reddick is a financial advisor with Ameriprise in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Her prior work includes seven years at Morgan Stanley and six years at Morgan Stanley Private Bank. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to generate tailored recommendation reports through a centralized consulting team.

Edwin Kugler is a financial advisor at Ameriprise in Las Vegas, NV, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Ameriprise, he worked in various roles including at Lululemon Athletica and several educational institutions. Outside of finance, he works as a DJ and music producer, independently hired for events in Las Vegas. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides retirement planning focused on dependable income sources and tax-aware withdrawal strategies.

Daniel Quintana is a financial advisor with Merrill based in Las Vegas, NV, holding a Series 66 designation and three years of industry experience. His prior work includes positions at Bank of America from 2012 to 2022. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kevin Burdalski is a financial advisor with Ameriprise in Henderson, NV, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Capstone Partners Financial and Nellis Auction. Outside of advising, he is involved in independent insurance brokering through Mass Mutual, focusing on disability income and life insurance products. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations primarily for clients maintaining assets in Ameriprise-managed accounts.

Krista Conyers is a financial advisor at Merrill with 24 years of industry experience and holds Series 63 and Series 66 credentials. She has been with Merrill since 2004. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Karl Ferazzi is a Financial Consultant currently working at Fidelity Investments, a position he has held since 2026. Prior to this role, he has held various positions within Fidelity Investments, including Planning Consultant, Financial Consultant, Investment Consultant, and Financial Representative from 2021 to 2026. Before joining Fidelity, Karl worked at Morgan Stanley as a Financial Advisor from 2018 to 2021 and as a Portfolio Associate from 2005 to 2018. Throughout his career, Karl has focused on providing guidance and financial planning to clients, assisting with both short-term and long-term financial decisions. His approach involves developing comprehensive wealth strategies aimed at growing and preserving assets in an integrated and coordinated manner, customized to meet each client's specific needs. Outside of his professional work, Karl enjoys a variety of personal interests including cars, family activities, hiking, movies, music, and outdoor adventures.

Jake Marshall is a CFP® with 16 years of industry experience, currently advising clients at Morgan Stanley in Las Vegas, NV. He previously worked at Bank of America, N.A. and Merrill, spanning over 16 years combined with those firms. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide array of advisory programs and financial planning services that incorporate firm-approved planning tools and investment committee insights.

Harutuyn Mkhitarian is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012 in Las Vegas, NV. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs and services. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Robert Keyes Jr. is a financial advisor with Ameriprise in Las Vegas, NV, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Ameriprise and its affiliates since 2015. Outside of his advisory role, he owns RJK Asset Management, Inc. and is involved in independent insurance brokering with Penn Mutual. Ameriprise offers a retirement-income planning service targeting clients with at least $1 million in investable assets, providing written recommendations focused on income sources, Social Security, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support retirement planning, delivering tailored advice through a centralized consulting team.

David Bax is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has worked at LPL Financial since 2017 and previously spent three years at National Planning Corporation. Bax is also an insurance agent involved in non-variable insurance and annuity sales. LPL Financial serves a broad client base, including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and brokerage services. The firm provides both discretionary and non-discretionary management supported by model portfolios, third-party subadvisors, and research from LPL Research.

Stamen Matev is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in assisting families, individuals, and business owners in developing and implementing long-term financial strategies. His services include investment management, retirement planning, education planning, estate and wealth transfer, and life and health insurance guidance. Stamen incorporates Behavioral Finance alongside conventional wealth management practices to tailor financial strategies that align with clients' unique investment personalities, life aspirations, and priorities. Stamen holds a Bachelor's degree from Sofia University and a Master's degree in Business Administration with a Finance concentration from the University of Nevada, Las Vegas. He has earned professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is a member of the French Academy of Las Vegas and the National Association of Plan Advisors. Residing in Nevada since 2003, Stamen enjoys spending time with his wife and two children. His personal interests include golfing, hiking, music, reading, skiing, swimming, tennis, traveling, and watching movies.

Gregory Butler is a financial advisor with UBS Financial Services in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with UBS since 2014. Outside of his advisory work, Butler serves on the board of directors and assists with fundraising for the Newport Harbor Boys Lacrosse Booster Club and owns Li'l Fat Monkey, a publishing business focused on automotive-related content. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Gavin Mez is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. His prior work includes roles at UBS Financial Services and JPMORGAN Chase Bank, N.A., as well as experience in media and marketing. J.P. Morgan Securities 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.

Christine Abigail Nolan is a financial advisor with LPL Financial in Las Vegas, NV, holding a Series 66 designation and 19 years of industry experience. She has been with LPL Financial since 2008. Outside of her advisory role, she serves as president of a fixed insurance agency and works as a graduate assistant at the University of Nevada, Las Vegas, assisting with research. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

David Persin is a financial advisor at RBC Capital Markets with 28 years of industry experience. He holds a Series 66 designation and has held positions at City National Bank, Bank of America, and Merrill. Outside of finance, he operates an online business selling Pokemon cards. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies through a combination of in-house and third-party managers. The firm offers a range of advisory programs providing portfolio management, financial planning, and brokerage services.

Thanh Nguyen is a CFP®-designated financial advisor with 25 years of industry experience, currently affiliated with LPL Financial in Las Vegas, NV. His prior experience includes 16 years at UBS Financial Services Inc and ongoing involvement with Crossroads Financial Services, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and planning services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Uriwon Hazel is a financial advisor at UBS Financial Services with 24 years of industry experience. He has worked at UBS since 2009 and holds a Series 66 designation. Hazel maintains an active real estate license for personal use, affiliated with Realty One Group. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and provides a range of capital markets services through its platform.