Ronald Barber is a financial advisor at Primerica Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors and Primerica Financial Services since 2001. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and delegates trading to BNY Mellon Advisors, operating under a tiered wrap-fee structure.

Kenneth Serrio is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2012 and Jpmorgan Chase Bank, N.A. since 2011. 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, distribution, and investment management capabilities.

Warren Castor is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He began his career in the financial services industry in 2004 and has accumulated extensive experience working with a diverse range of clients. His approach involves understanding each client's unique financial situation and helping them develop a plan to achieve their financial goals. Prior to his current role, Warren served as a Financial Consultant at Fidelity Investments from 2012 to 2018. He also worked as an Investment Consultant at TD Ameritrade from 2007 to 2012, and held financial advisor positions at Equity Services and Leonard & Company between 2004 and 2007.

Hector Hernandez is a financial advisor with Merrill in Las Vegas, NV, holding a Series 66 designation and three years of industry experience. He has worked at Bank of America N.A. and Merrill since 2015. Outside of advisory work, he operates a sole proprietorship and occasionally drives for rideshare services in his spare time. 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 plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Debra Cohen is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, totaling 13 years before joining Ameriprise in 2022. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Cooper Dolan is a financial advisor at Raymond James & Associates with one year of industry experience. He holds the Series 66 designation and has prior work history including roles at Faherty Brand and Docusign. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a variety of portfolio management styles and affiliated research.

Michael Dampier is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 24 years of industry experience. His career includes prior roles at Wells Fargo Advisors LLC, Wells Fargo Investments, LLC, and Merrill. 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 offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Marlo Ramo Morales is a financial advisor at Merrill with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Merrill, Morales worked at Equitable Advisors, LLC and Primerica Financial Services. Outside of advisory work, Morales operates a sole proprietorship called Zeroed In, which provides weapons training. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, utilizing model-based and discretionary strategies for a range of clients including individuals, high-net-worth investors, and institutions.

Theodore Dake Jr. is a financial advisor at Merrill with 14 years of industry experience and holds a Series 66 designation. He has been with Merrill since 2009 and also has experience at Bank of America, where he has worked since 2011. Dake serves as a trustee for the University of Nevada Las Vegas foundation. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Chenge Li is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley Private Bank, National Association and Morgan Stanley since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market simulations as part of its financial planning process.

Reginald Hren is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 66 designation and 11 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice. The firm’s approach involves a centralized service team and offers recommendations based on proprietary research, third-party data, and algorithmic tools, operating within a defined investment universe influenced by affiliated product relationships.

Tianna Robinson is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds a Series 66 designation and has worked at several firms, including Citizens Securities, Equitable Advisors, and Fidelity Investments. 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 combines research from Wells Fargo Investment Institute with diversification and modern portfolio theory in its investment approach.

Leesa Valdez is a financial advisor with LPL Enterprise and holds the Series 66 designation. She has 18 years of industry experience, including roles at Prudential Insurance Company of America, Pruco Securities, VALIC Financial Advisors, and Wells Fargo. LPL Enterprise provides investment advisory and brokerage services to a diverse client base that includes individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

Thomas Verderosa is a financial advisor at Merrill with Series 63 and 65 licenses and 3 years of industry experience. His prior roles include positions at Bank of America, Ameriprise, and the Las Vegas Real Estate Training Center. He serves as successor trustee for The V Family 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jose Bonilla is a financial advisor with LPL Financial in Las Vegas, NV, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. His prior work includes positions at Transamerica Financial Advisors, WealthWave, and Netlaw. He also holds a Nevada notary commission. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services through a large network of professionals, utilizing both proprietary and third-party investment strategies across various platforms.

Karen Alexander is a Series 66-credentialed financial advisor with Edward Jones, based in Boulder City, NV. She has 34 years of industry experience, all with Edward Jones. 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 financial advisors and branch offices.

Dennis Huggins is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He previously worked at Best Buy for 18 years before joining Bank of America and Merrill in 2021. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Gregory Price is a financial advisor at Charles Schwab with one year of industry experience. He holds Series 66 and Series 63 designations. Prior to his current role, he worked at Caesars Sportsbook and Casino and was involved with Housing Helpers of Las Vegas. Charles Schwab serves primarily 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a multi-asset investment approach and extensive research.

Clinton Anderson is a financial advisor with Charles Schwab in Henderson, NV, holding a Series 66 designation and 18 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2023, and previously at TD Ameritrade from 2013 to 2023. Outside of his advisory role, he manages a rental property used by his family that requires minimal maintenance. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm combines non-discretionary advisory services with access to discretionary separately managed accounts, employing multi-asset model portfolios and thorough due diligence on alternative investments.

Jorge Olivas is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. He has been with Wells Fargo Bank, N.A. since 2016 and Wells Fargo Clearing since 2021. Prior to that, he worked at Journeys and Colorado Mesa University. 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 offers both brokerage and advisory solutions.