Leodan Gayosso Aparicio is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. He has been with Wells Fargo Clearing since 2026 and has prior experience at Wells Fargo Bank, nA, UPS, and The Black Robe Group. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering 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.

Lacee Preciado is a financial advisor with Edward Jones in Sparks, NV, holding a Series 66 designation and two years of industry experience. She has prior work experience in education, including roles with the Washoe and Clark County School Districts. Preciado also serves as a part-time adjunct English teacher at Truckee Meadows Community College. 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 and investment solutions, supported by a large national network of advisors and branch offices, and operates under a fiduciary standard.

Tali Faitlin is a financial advisor at Wells Fargo Advisors with one year of industry experience. Prior to joining Wells Fargo Advisors in 2023, Tali worked at JB Hunt Transportation Inc and In N Out Burger. Wells Fargo Advisors Financial Network is a large 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 range of planning services and integrates advisory services with other financial product sales and referral channels.

William Georgiadis is a CFP® professional with 30 years of experience in the financial industry. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. He also serves as a power of attorney and executor for a family member in Liverpool, UK. 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 grounded in modern portfolio theory. The firm’s offerings include a broad range of financial products such as insurance-related vehicles and bank deposit sweep options, with services tailored to plan objectives and risk tolerances.

John Szymura is a financial advisor at Wells Fargo Advisors with 15 years of industry experience. He holds the Series 66 designation and has worked within Wells Fargo’s various advisory and clearing divisions since 2014. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting certain net-worth thresholds, including specialized planning such as business-owner transition and special-needs analysis.

Calvin Wilson is a financial advisor at Merrill with five years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A., and Merrill since 2021. His prior roles include positions at Merrill Lynch, Carol's Cafe, and Bates College. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering a range of model-based and discretionary investment strategies.

Gregory Gusiff is a financial advisor at Edward Jones, holding the Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Tesla, Inc. for eight years and also has experience at Meta Platforms, Inc. and Fitbit, Inc. 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 large network of financial advisors and branch offices.

John Wang is a financial advisor with Morgan Stanley in Reno, NV, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2016. Outside of his advisory role, he is involved in managing residential rental properties in Nevada. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that utilizes structured discovery and advanced modeling tools.

Chris Corona is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Wells Fargo entities since 2016. Outside of his advisory role, he owns and operates VERITA AZ LLC, a non-investment business based in Scottsdale, AZ. 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 financial planning services and investment strategies tailored to clients who meet a net-worth threshold, utilizing Wells Fargo’s research and planning tools.

Mark Breeden is a financial advisor at Stifel with 42 years of industry experience. He has held his current role since 2010 at Stifel Nicolaus & Co Inc. Breeden holds Series 63 and Series 65 licenses and is based in Reno, NV. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology through its Investment Strategy Group to support asset allocation and financial planning analyses.

Brandon Langowski is a financial advisor at Merrill with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Bank of America, Merrill, and Wells Fargo in various capacities since 2010. 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 offers model-based and discretionary investment strategies supported by internal and third-party managers for individuals, high-net-worth clients, and institutional accounts.

Wendy Martinez is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan, she held positions at Fidelity Investments, Bank of America, and JPMorgan Chase Bank, N.A. Outside of finance, she has diverse work experience including roles in hospitality and gaming at establishments such as Legends Bay Casino and The Ritz-Carlton Hotel. 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Mark Moriarty is a financial advisor with Fisher Investments who holds Series 63 and Series 66 designations and has 25 years of industry experience. He has been with Fisher Investments for 35 years. Outside of his advisory role, Moriarty is a partial owner and shareholder of the Los Altos Rod and Gun Club, a gun club and shooting range. Fisher Investments serves a global client base that includes institutional and high-net-worth investors, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative, qualitative, and tax-aware strategies to manage diversified portfolios.

Thomas Hammann is a financial advisor at Wells Fargo Advisors with 40 years of industry experience. He previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of his advisory work, he has ownership in JETT HAWK, LLC, an investment-related business based in Las Vegas. 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 options, including niche services for specialized needs, and relies on Wells Fargo research and tools to develop tailored recommendations for its clients.

Ashley Vonduering is a financial advisor with LPL Financial in Reno, NV, holding a Series 66 designation and four years of industry experience. She previously worked at Strategy Sisters, LLC and has over a decade of experience with Zions Bancorporation N.A. dba Nevada State Bank. Outside of her advisory role, she is a commissioned notary in the state of Nevada. 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 financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional platforms.

James Elston is a financial advisor at Stifel with 15 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2014. He holds Series 63 and Series 66 designations. Outside of his advisory work, he serves on the Board of Directors and the Executive Board of the Reno Rodeo Association. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group that supports asset allocation and planning analyses intended to inform client decisions.