Michael Dampier is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 23 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

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, holding a Series 66 designation and 18 years of industry experience. Her career includes roles at Prudential Insurance Company of America and Valic Financial Advisors, Inc. She is currently based in Las Vegas, NV. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform that combines advisory and brokerage services.

Aryana Mender is a financial advisor at Equitable Advisors in Las Vegas, NV, holding a Series 66 credential with one year of industry experience. Prior to joining Equitable Advisors, she held various roles including bartender/server positions and work in the hospitality and retail sectors. Outside of her advisory role, she continues to work as a bartender and server at local venues in Las Vegas. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through a range of third-party programs. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance services to implement client recommendations.

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 based in Las Vegas, NV, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. His career includes roles at Transamerica Financial Advisors, WealthWave, and other firms dating back to 2005. Outside of advisory work, he is a Nevada notary. LPL Financial serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations through its national network of investment adviser representatives. The firm provides diverse advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research and model portfolios.

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.

Lauren Clark is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. She holds the Series 66 designation and previously worked at Ameriprise and the University of Nevada, Las Vegas. Outside of financial advising, she contributes part-time to Handshake AI, a research community focused on improving artificial intelligence models. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements.

Jason Baucom is a financial advisor at LPL Financial in Las Vegas, NV, holding a Series 66 designation with 12 years of industry experience. He has been with LPL Financial since 2016 and is also associated with Silver State Schools. LPL Financial serves a broad range of clients, including individuals, retirement plans, and institutional entities, offering financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

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 at Cambridge Investment Research Advisors with the PFS™ designation. He has been with Cambridge since 2025 and has prior experience with TrueBooks LLC and several other advisory firms. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using a range of discretionary and non-discretionary portfolio management strategies.

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.