Jennifer Ramsey is a financial advisor with Edward Jones in Sparks, NV, holding a Series 66 designation and over 18 years of industry experience. She has worked at Edward Jones since 2012 and previously spent 13 years at Percentage Corporation. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of advisory programs with discretionary and non-discretionary strategies and operates under a fiduciary standard.

Mark Elston is a financial advisor with Stifel in Reno, NV, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2014. Outside of his advisory role, he serves on the board and executive committee of the Reno Rodeo Association and is a member of the Council of Ex-High Chiefs for California Indians. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis from its Investment Strategy Group, providing capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Forest Grady is a Series 66 licensed financial advisor with 20 years of industry experience. He is currently with LPL Financial and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer providing financial planning, advisory programs, retirement plan consulting, and brokerage services to individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers both discretionary and non-discretionary management and supports diversified and alternative investment strategies.

Sandra Wang is a financial advisor with Morgan Stanley in Reno, NV, holding a Series 66 designation and 19 years of industry experience. She has been with Morgan Stanley in various roles since 2009, including her current position at Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory work, Wang is involved in educational and health-related activities, including instructing at Stanford Continuing Studies and volunteering as an instructor for the San Mateo County Community College District. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory services to individual and institutional clients. The firm emphasizes structured financial planning supported by its Global Investment Committee’s research and offers both direct and employer-based planning programs.

Brock Wilson is a financial advisor at Wells Fargo Advisors with 16 years of industry experience. He previously worked at Caerus Investment Advisors, LLC from 2016 to 2020. Wilson holds Series 63, Series 65, and Series 66 licenses. Additionally, he has a 50% ownership interest in Gameplan Capital LLC, a separate business he is involved with on a limited basis. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special-needs analysis, and divorce planning.

Shelley Schein is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and previously spent 17 years as a homemaker and homeschooling mother before joining Edward Jones. Edward Jones is a full-service wealth management firm serving a wide range of individual and institutional clients. The firm manages over $1 trillion in assets through a large network of advisors and branch offices, offering a variety of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Christopher Craft is a financial advisor at Edward Jones in Reno, NV, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 26 years of industry experience, with the past 10 years spent at Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of advisors and branch offices.

Myriam Biglang Awa is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds the Series 63 and Series 66 designations. Prior to her current role, she has worked at JPMorgan Chase Bank, J.P. Morgan Securities, and has experience driving for Uber and Lyft. In addition to her advisory work, she sells products through an Amazon business. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Michiko Bernstein is a financial advisor at Wells Fargo Advisors in Reno, NV, holding the Series 66 designation. She has one year of industry experience, with prior roles at Fleming's and Canopy Analytics, as well as involvement in various academic and startup environments. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and niche services such as business-owner transition and special-needs analysis. The firm uses proprietary research and planning tools to develop tailored recommendations, with clients deciding how to implement them through brokerage or advisory programs.

Eric Meyer is a Series 66 licensed advisor with Ameriprise Financial Services, where he has worked since 2018, accumulating seven years of industry experience. Prior to his financial career, he was involved with Scheels All Sports and the Reno Aces Baseball Club, and he attended the University of Nevada Reno. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides annual retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Michail Getsov is a financial advisor with Wells Fargo Advisors in Reno, NV, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Wells Fargo Clearing, CUSO Financial Services, and Edward Jones, as well as seven years at Bellagio Resort. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations covering diverse planning needs, including niche areas such as business-owner transitions and special-needs analysis.

Kevin Robb is a financial advisor with Wells Fargo Clearing in Reno, NV, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. from 2008 to 2018. 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 advisory services. The firm’s process is IPS-driven and uses modern portfolio theory, serving as an ERISA fiduciary and incorporating a broad range of investment options including insurance-related products and bank deposit sweep programs.

William Atha II is a financial advisor with Raymond James & Associates in Reno, NV, holding a Series 66 designation and 24 years of industry experience. He has worked at Raymond James & Associates since 2022 and previously held positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, and charitable organizations, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Peter Augustine is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked at OSAIC since 2024 and previously spent 11 years with Securities America Advisors, Inc. and Securities America, Inc. Osaic Wealth, Inc. serves a diverse range of clients including retail and institutional investors such as high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory services and investment solutions through a large network of affiliated advisers and utilizes asset-allocation tools, third-party money managers, and both discretionary and non-discretionary account management.

Leodan Gayosso Aparicio is a financial advisor at Wells Fargo Clearing based in Reno, NV, holding a Series 65 designation. He has been with Wells Fargo Clearing since 2026 and also has experience at Wells Fargo Bank, nA starting in 2024. Prior to his financial services career, his work history includes positions at UPS, The Black Robe Group, and the University of Nevada, Reno. 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 roughly $671 billion in assets with over 14,000 advisors and offers both brokerage and advisory solutions.

David Mc Caman is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and bringing 10 years of industry experience. His career includes roles at Cambridge Investment Research Advisors and High Valley Financial Planning Services since 2016, along with ownership of DMC Accounting Services, which provides accounting and tax preparation, and work as an independent insurance agent at Gateway Insurance Solutions. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, providing a range of customizable investment solutions across multiple platforms.

Michael Hall is a CFP® professional with 27 years of experience in the financial industry. He has been with Ameriprise since 2005, currently serving as an advisor in Reno, NV. Outside of his advisory role, he is involved in management and ownership of several mobile home park entities. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and annual retirement-income planning focused on reliable income sources and tax-aware withdrawal strategies.

Joanne Mcafee is a financial advisor at Stifel with 29 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Stifel Nicolaus & Co Inc since 2011. Stifel serves a wide range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group, which emphasizes forward-looking capital market assumptions and probabilistic modeling for various financial planning analyses.

Blake Rodriguez is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His work history includes roles at Bank of America, Chase Bank, US Bank, as well as positions outside finance at Northstar Lodge by Welk Resorts and BJ's Restaurant and Brewery. 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 and profit-sharing plans, corporations, and charitable organizations.

Keith De Lamarter is a CFP® certified financial advisor with seven years of industry experience, currently affiliated with LPL Financial in Reno, NV. His prior experience includes roles at Charles Schwab Bank, Charles Schwab, CUSO Financial Services, and One Nevada Credit Union. In addition to his advisory work, he is a licensed notary in Reno. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, using research and model portfolios from internal and third-party sources.