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. He has worked at Cetera Advisors LLC since 2016 and previously at Investors Capital Corp from 2008 to 2016. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a network of over 10,000 advisors and manages more than $256 billion in assets.

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.

Warren Kim is a financial advisor at LPL Financial with 25 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank N.A. in addition to his current role. Outside of advising, he is involved with JSWK Co., LLC. LPL Financial serves a wide range of clients including individuals, retirement plans, and institutions, offering financial planning, advisory programs, retirement plan consulting, and brokerage services. The firm provides both discretionary and non-discretionary management supported by various investment models and research resources.

Carlos Bega is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Wells Fargo in 2025, he worked at J.P. Morgan Securities and JPMorgan Chase from 2008 to 2025. 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.

Shahzad Ali is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Cetera and its affiliated entities since 2014. Outside of his advisory role, Ali serves as CEO of TIMC LLC, which operates multiple financial service businesses, and is a board member of Sure Wave, a nonprofit assisting children in East Africa. He also teaches financial education through the American Financial Education Alliance. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform, allowing advisors to utilize affiliated and third-party managers, with assets under management exceeding $256 billion across a network of more than 10,000 advisors.

Justin Oubre is a financial advisor with Merrill in Las Vegas, NV, holding Series 63 and Series 66 licenses. He has 12 years of industry experience, including prior roles at Wells Fargo Clearing and Bank of America. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors. The firm integrates internal Chief Investment Office teams and third-party managers to implement portfolio strategies that include tactical asset allocation and tax-aware options.

Heather Navarro is a financial advisor at Merrill with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Bank of America, N.A. and Merrill since 2016, based in Las Vegas, NV. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Walter Harroll is a financial advisor with Morgan Stanley in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling as part of its financial planning process.