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.

Christopher Mulloy is a CFP® professional with 27 years of experience in financial advising, currently with Ameriprise since 2020 and previously with Ameriprise Financial Services, Inc. for 21 years. He holds ownership roles in MD Strategic Management, LLC, which manages tax treatment for his financial planning practice, and participates on the Board of Directors for the Reno Rodeo Association. Additionally, he serves as a Director Consultant for BNI Nevada, supporting local business networking chapters. Ameriprise is a large institutional firm offering retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

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 a Series 66 designation and four years of industry experience. He has worked at Bank of America, N.A., and Merrill since 2021. His prior experience includes roles at Merrill Lynch, Carol's Cafe, Main Management LLC, 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

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.

William Dreher is a financial advisor at Cambridge Investment Research Advisors with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cambridge since 2016. Outside of his advisory role, Dreher is also an insurance agent and owner-advisor. 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 through a network of independent professionals, utilizing a range of portfolio management approaches and platform arrangements.

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.

Karel Walker is a financial advisor at LPL Financial with eight years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA, where he spent a combined 20 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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 one year of industry experience. She holds a Series 66 designation and has worked previously at Fidelity Investments and Bank of America. Her background includes roles outside finance in hospitality and service industries. 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.

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 39 years of industry experience. He previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of his advisory role, 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, offering a comprehensive range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations, with an emphasis on both discrete planning engagements and optional implementation through various brokerage and advisory programs.

Ashley Radtke is a financial advisor with LPL Financial in Reno, NV, holding a Series 66 license and four years of industry experience. Her prior roles include work at Strategy Sisters, LLC and Zions Bancorporation N.A. She is also a commissioned notary in the state of Nevada. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and retirement plan consulting.

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.

Adam Wilson is a Series 66 licensed financial advisor with Edward Jones, where he has worked since 2014. He has 12 years of industry experience and is based in Sparks, NV. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and provides a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kyle Wilsey is a financial advisor at Edward Jones in Reno, NV, holding a Series 66 designation with seven years of industry experience. He has been with Edward Jones since 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering a range of advisory programs and investment strategies under a fiduciary standard.