Shayla Palmer is a financial advisor at Ameriprise with 11 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2014 to 2022. Outside of her advisory role, she is involved in real estate management through business ownership. Ameriprise is a large institutional firm offering a retirement-income planning service primarily for individuals nearing or in retirement with significant investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions, utilizing a centralized retirement-income consulting team and a combination of research, modeling, and tax-efficiency analysis to support its clients.

Alexandra Johnson is a financial advisor at Edward Jones in Reno, NV, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, she worked in several roles including at Peavine Taphouse Eats and Beats and the University of Nevada, Reno. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and fiduciary services supported by a nationwide network of more than 23,000 financial advisors.

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 who holds Series 63 and Series 65 registrations and has 46 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2014, following prior roles at LPL Financial, Wells Fargo Clearing, and RBC Capital Markets. Outside of his advisory work, he serves on the board of the Reno Rodeo Association and is a member of the Council of Ex-High Chiefs for the California Indians shooting group. Stifel serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and municipal entities, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Forest Grady is a financial advisor with LPL Financial and holds a Series 66 designation. He has 21 years of industry experience, including prior roles at Wells Fargo Clearing and Wells Fargo Investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides advisory and brokerage services through a large network of investment adviser representatives, offering diverse portfolio management options and institutional platforms.

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 with Wells Fargo Advisors in Reno, NV, holding Series 63, 65, and 66 licenses and bringing 17 years of industry experience. His prior roles include positions at Caerus Investment Advisors, LLC and Citigroup Global Markets. He holds a 50% ownership in Gameplan Capital LLC, a separate business activity. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning solutions supported by in-house research and tools, and integrates advisory services with banking, lending, and trustee offerings.

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.

Gina Lee is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at firms including LPL Financial and Prospera Financial Services. Her background also includes roles with the Reno Police Department and Washoe County Regional Parks & Open Space. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and uses proprietary research and tools to develop tailored recommendations, with clients choosing whether and how to implement those recommendations through various brokerage or advisory programs.

Eric Meyer is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and eight years of industry experience. He has been with Ameriprise since 2018, following roles with Scheels All Sports and the Reno Aces Baseball Club. Meyer also worked at the University of Nevada Reno for four years. 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 annual retirement-income 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 registrations and 15 years of industry experience. He has worked at Wells Fargo Bank, N.A., and Wells Fargo Clearing from 2008 to the present. 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 employs over 14,000 financial advisors, offering a range of brokerage and advisory solutions.

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 with Series 63 and Series 65 designations. Based in Reno, NV, he has been with Wells Fargo Clearing since 2026 and has prior work experience at Wells Fargo Bank, UPS, The Black Robe Group, and the University of Nevada, Reno. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by extensive research and analytics.

David Mc Caman is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and having 10 years of industry experience. He has been with Cambridge and affiliated entities since 2016 and operates DMc Consulting, providing advisory services since 2015. Outside of financial advising, he owns DMC Accounting Services, which offers accounting and tax preparation services, and works as an independent insurance agent through Gateway Insurance Solutions. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm provides financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent Financial Professionals, offering a variety of portfolio management and model-based solutions tailored to client objectives.

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.