Samu Jancuk is a financial advisor with Wells Fargo Clearing in Las Vegas, NV, holding Series 63 and Series 65 licenses and two years of industry experience. He has been with Wells Fargo Advisors and its USTech Solutions division since 2022. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Berenice Diaz is a financial advisor at LPL Financial with 10 years of industry experience. She holds the ChFC® designation and the Series 66 license. Her prior experience includes roles at Cetera, Bankers Life, and Goldenshield Financial LLC, where she is a 50% partner. She is also a notary public in the state of Nevada. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and advisory services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Ryan Niehoff is a financial advisor with Ameriprise in Las Vegas, NV, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at Ameriprise Financial Services, Inc. since 2010 and at American Enterprise Investment Services Inc. since 2021. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet certain asset criteria, 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 provide personalized, non-discretionary retirement advice through a centralized consulting team.

Joel Prelog is a Series 65-licensed financial advisor with Fisher Investments in Las Vegas, NV, where he has worked since 1999. He has 25 years of industry experience. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment policy committee to guide portfolio construction and employs tax-aware processes and defensive tactics to manage risk and positioning.

Raphael Montgomery is a financial advisor at Merrill in Las Vegas, NV, holding Series 66 and Series 63 licenses with one year of industry experience. His prior work experience includes roles at Bank of America, Northwestern Mutual, and the State of Nevada, as well as a 24-year career in the US Marine Corps. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Shanon Sabo is a financial advisor at Ameriprise with five years of industry experience. She holds a Series 66 license and has worked at Ameriprise Financial Services, LLC since 2021. Prior to her financial advisory career, she held roles at the Florida Department of Children and Families and the Florida Department of Juvenile Justice. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice. The firm uses proprietary research and third-party data to provide guidance on asset allocation, withdrawal strategies, and Social Security options within a defined investment universe.

Joseph Westrup is a CFP® professional with 36 years of industry experience, currently affiliated with LPL Financial. He previously worked at Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) for 20 years and Financial Dimensions Group, Inc. for 19 years. He is also involved with Westrup Wealth, a DBA related to his LPL business. 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 and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives.

Kathleen Carre is a financial advisor with Morgan Stanley in Las Vegas, holding Series 63 and Series 66 licenses and having 26 years of industry experience. She previously worked at UBS Financial Services for 12 years before joining Morgan Stanley in 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, providing a range of advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and economic modeling.

Ilana Atkins is a financial advisor with LPL Financial in Las Vegas, NV, holding a Series 66 credential and five years of industry experience. Before joining LPL Financial, she worked as a freelance musician and with theatrical productions, and she also provides piano lessons outside her advisory role. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions with a range of financial planning and investment management services delivered through a large network of advisors.

April Paragas is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. She has held positions within various Charles Schwab entities since 2023, following nine years at Citibank N.A. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 backed by research and due diligence on alternative investments.

Sedric Cade is a financial advisor at Edward Jones with 33 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Edward D. Jones & Co., L.P. since 1992. Outside of his advisory role, Cade is the sole member of Cade Family Properties LLC, an investment real estate business in Flagstaff, Arizona. 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 strategies, supported by a nationwide network of more than 23,000 advisors and 15,000 branch offices, with approximately $1.01 trillion in assets under management.

Eric Doyel is a financial advisor at Morgan Stanley in Las Vegas, NV, holding a Series 66 designation with one year of industry experience. Prior to his advisory role, he has been employed at Excalibur Hotel & Casino under MGM Resorts since 2012. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and offers services under both direct client agreements and corporate financial planning arrangements.

Minnie Wong is a financial advisor at Merrill with 21 years of industry experience and holds a Series 66 designation. She has worked at Merrill since 2005 and concurrently at Bank of America, NA since 2009. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Stephen Hazel is a financial advisor with UBS Financial Services in Las Vegas, NV, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with UBS Financial Services Inc. since 2009. UBS Financial Services Inc. 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 services and uses proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

James Milholen is a CFP® with 32 years of industry experience, currently affiliated with Fidelity in Las Vegas, NV. His tenure at Fidelity includes roles since 2011 across various divisions, including Fidelity Personal and Workplace Advisors and Fidelity Investments. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a proprietary investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including fund advisory and model portfolio delivery for intermediary platforms.

Raquel Madison is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has been with Merrill and Bank of America since 2014. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Francis Mc Laughlin is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, N.A./Merrill Lynch and the Clark County School District. 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 team of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities under the J.P. Morgan brand.

Grant Redmond III is a financial advisor with J.P. Morgan Securities in Henderson, NV, holding Series 63 and Series 66 licenses and 11 years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A., and Allstate Financial Services. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Keith Lund is a financial advisor with LPL Financial in Las Vegas, NV, holding a Series 66 designation and 21 years of industry experience. He has worked at LPL Financial since 2011 and previously spent seven years at Ameriprise. 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, model portfolios, third-party asset management, and institutional platforms.

Daniel Fritzler is a financial advisor at Thrivent Investment Management with 14 years of industry experience. He holds the Series 66 designation and has worked with Thrivent Financial for Lutherans since 2012. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning without discretionary trading authority, allowing clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”