Joanne Mcafee is a financial advisor at Stifel with 30 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Morgan Stanley and Citigroup Global Markets. Mcafee has been with Stifel since 2011, based in Reno, NV. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodology developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling.

Blake Rodriguez is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His work history includes roles at Bank of America, Chase Bank, US Bank, as well as positions outside finance at Northstar Lodge by Welk Resorts and BJ's Restaurant and Brewery. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Keith De Lamarter is a CFP®-certified financial advisor with LPL Financial in Reno, NV, bringing seven years of industry experience. His prior roles include positions at Charles Schwab and One Nevada Credit Union. He is also a commissioned notary in Reno. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, portfolio management, third-party asset management, and institutional platforms, delivering advice through a large network of representatives using a variety of investment strategies.

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® with 30 years of industry experience currently serving as a financial advisor at Wells Fargo Clearing since 2016. He holds Series 63 and Series 65 licenses. Outside of his advisory work, he acts as a power of attorney and executor for an investment-related estate in Liverpool, UK. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets through a network of more than 14,000 financial advisors and offers both brokerage and advisory solutions.

John Szymura is a financial advisor with Wells Fargo Advisors in Reno, NV, holding a Series 66 designation and 15 years of industry experience. His career includes roles at Wells Fargo Clearing and UBS Financial Services. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad planning menu and uses proprietary research and tools to develop tailored recommendations, integrating advisory services with other financial products and referral channels.

Calvin Wilson is a financial advisor at Merrill with five years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A., and Merrill since 2021. His prior roles include positions at Merrill Lynch, Carol's Cafe, 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering a range of model-based and discretionary investment strategies.

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 in Reno, NV, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors since 2024. His prior experience includes eight years at Wells Fargo Clearing, seven years at Morgan Stanley, and eight years at Wells Fargo Investments. Outside of his advisory role, he has a 100% ownership in Verita AZ LLC, a separate business based in Scottsdale, AZ. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm offers specialized planning for clients who meet net-worth thresholds, including areas such as business-owner transition, sports and entertainment, and special-needs planning.

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 with LPL Financial, holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining LPL Financial in 2024, Walker spent six years at Wells Fargo Clearing and fourteen years at Wells Fargo Bank, N.A. He is also involved with Forest Wealth Planning, a business connected to his LPL advisory activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions, offering a range of financial planning and investment management solutions, including model portfolios and third-party asset management.

Brandon Langowski is a financial advisor at Merrill with 11 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Merrill and Bank of America since 2017. Prior to that, he was employed at Wells Fargo Clearing and Wells Fargo Bank. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Wendy Martinez is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan, she held positions at Fidelity Investments, Bank of America, and JPMorgan Chase Bank, N.A. Outside of finance, she has diverse work experience including roles in hospitality and gaming at establishments such as Legends Bay Casino and The Ritz-Carlton Hotel. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

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 40 years of industry experience. He previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of his advisory work, 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 by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including niche services for specialized needs, and relies on Wells Fargo research and tools to develop tailored recommendations for its clients.

Ashley Vonduering is a financial advisor with LPL Financial in Reno, NV, holding a Series 66 designation and four years of industry experience. She previously worked at Strategy Sisters, LLC and has over a decade of experience with Zions Bancorporation N.A. dba Nevada State Bank. Outside of her advisory role, she is a commissioned notary in the state of Nevada. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional platforms.