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.

Lauren Clark is a financial advisor with Cambridge Investment Research Advisors in Las Vegas, NV, holding a Series 66 credential and two years of industry experience. Prior to joining Cambridge in 2026, she worked at Ameriprise and has a background that includes roles in communications and education. She participates part-time in an Artificial Intelligence fellowship program focused on enhancing large language models. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement advisory services. The firm offers tailored portfolio management through various platform arrangements and maintains proprietary and third-party model strategies.

Jason Baucom is a financial advisor with LPL Financial in Las Vegas, NV, holding a Series 66 credential and 12 years of industry experience. He previously worked at Edward Jones from 2014 to 2016 and has been affiliated with Silver State Schools since 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. It offers various advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers.

Patricia Fontan is a financial advisor with Morgan Stanley in Las Vegas, NV, holding a Series 66 designation and bringing 27 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, focusing on tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models as part of its advisory process.

Matthew Bontrager is a financial advisor with Cambridge Investment Research Advisors based in Henderson, NV. He holds the PFS™ designation and has one year of industry experience. His prior work includes roles at Indiva Advisors and Ellsworth & Stout, and he is also involved with TrueBooks LLC. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and estates, offering financial planning, investment management, and retirement plan advisory through a network of independent professionals. The firm provides multiple investment implementation options, including proprietary models and access to third-party strategists, with tailored strategies to meet client objectives.

Steven Yeager is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been in the securities business since 1995 and holds professional designations including Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), and Personal Investment Advisor (PIA). Steven earned his bachelor's degree from the University of Maryland at College Park. Steven specializes in areas such as family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. He focuses on working one-on-one with clients to develop personalized financial strategies aligned with their long-term goals. A native of Las Vegas, Steven is married to Kristen and they have three sons. He enjoys spending time with his family, watching his children participate in sports, as well as engaging in hiking and working out. Steven is also committed to community involvement and volunteers with local organizations in line with Merrill’s tradition of community service.

Susan Inwood is a financial advisor at Wells Fargo Clearing with 50 years of industry experience. She has held roles at Wells Fargo Advisors and Wells Fargo Clearing since 2011. 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 employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

Ralph Carbone is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at UBS Financial Services, Quick & Reilly, Banc Of America Investment Services, Investors Capital Corp., and Cetera Advisors LLC before joining Cetera in 2024. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with over $256 billion in assets under management and more than 10,000 advisors.

David Thiel is a financial advisor with Thrivent Investment Management based in Las Vegas, NV. He holds the Series 66 designation and has 13 years of industry experience, having worked with Thrivent Financial for Lutherans since 2013. 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 analyses covering a wide range of financial planning topics, with options to combine planning with managed-account programs under a consolidated billing system called “WealthPlan.”

Jessica Okamoto is a financial advisor with Thrivent Investment Management in Las Vegas, NV. She holds a Series 66 designation and has 10 years of industry experience. Since 2015, she has been with Thrivent Financial and Thrivent Investment Management. Okamoto serves as a board member of Win Win Charity, which provides entertainment to children in hospitals nationwide. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides goal-based, holistic analyses on a broad range of financial topics, delivering planning and managed-account services separately.

Nicole Buchanan is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 66 designation and five years of industry experience. Her prior work includes roles at Caesars Entertainment, Center For Sight, Tacos and Beer, and Wynn and Encore Resorts. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendations and ongoing planning advice related to retirement income, emphasizing dependable income sources and tax-aware withdrawal strategies.

Emmanuel Becerra is a Series 66 licensed financial advisor with J.P. Morgan Securities in Las Vegas, NV. He has one year of industry experience, including roles at UBS Financial Services and Deloitte & Touche LLP. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary advice through a select group of Wealth Advisors, focusing on funds and strategies approved through internal review processes.

Carlos David Escobar Alvarez is a Series 66-licensed financial advisor at Fidelity Investments with one year of industry experience. He previously worked at Northwestern Mutual and has a background that includes roles in education and hospitality. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, with an investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Lisa Mc Guire is a financial advisor with Ameriprise in Las Vegas, NV, holding a Series 66 designation and 13 years of industry experience. She has worked at Ameriprise Financial Services, Inc. since 2012 and continues with affiliated firms, including American Enterprise Investment Services, INC. since 2020. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Scott Engelhardt is a financial advisor at Primerica Advisors with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been with Primerica Advisors and Primerica Financial Services since 1996. Engelhardt has also been involved with Red Rock Running Company and operates an investment-related legal entity for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm relies on model-delivery strategies from unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Nathan Curran is a Financial Advisor at Merrill Lynch Wealth Management. He has over 25 years of experience in financial services, working with families and business owners to develop clear and meaningful plans that support their goals and create multigenerational impact. Nathan holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Nathan completed a non-accredited certificate program at Fullerton College. His approach to financial advising emphasizes education, purpose, and doing what is right, with a focus on teaching and empowering clients to build clarity, confidence, and lasting financial independence. Nathan prioritizes putting people before products in his work.

Geoffrey Lee is a financial advisor at Ameriprise with 22 years of industry experience and holds a Series 66 designation. He has been with Ameriprise and its related entities since 2003. Ameriprise offers a retirement-income planning service targeted at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical for a large institutional firm.

Douglas Heck is a financial advisor with Merrill in Las Vegas, NV, holding Series 65 and Series 66 licenses and bringing 27 years of industry experience. He has worked with Merrill since 2009 and Bank of America, N.A. since 2010. 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, and institutional investors.

Brook Benson is a financial advisor at Ameriprise in Las Vegas, NV, holding a Series 66 designation and five years of industry experience. His work history includes roles at Equitable Advisors, LV Premier Marketing, and the University of Nevada Las Vegas. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies. The firm’s approach integrates investment research and algorithmic tools to support asset allocation and Social Security decisions within a defined investment universe.

Ian Lowe is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 66 credential and has previously worked at Ameriprise, U.S. Bank, and several other firms. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and incorporates ESG criteria.