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.

Scott Morley is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked at Cetera and its affiliate Cetera Wealth Services since 2021, and previously was with VOYA Financial Advisors from 2014 to 2021. Morley serves as secretary on the board of the Chino Hills Bourbon Society. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management and financial planning services, overseeing more than $256 billion in assets.

Justin Reedy is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has previously worked at Valic Financial Advisors, Wells Fargo, and Gap Inc. Justin is based in Reno, NV. J.P. Morgan Securities LLC 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.

James L Mills is a financial advisor at Morgan Stanley with 36 years of industry experience. He has worked at Morgan Stanley and its affiliated entities since 2014 and previously held roles at UBS Financial Services and Lehman Brothers Inc. Outside of his advisory work, he is a successor trustee involved in estate administration. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and market simulations.

Michael Walecke is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. Prior to joining Edward Jones, he was self-employed for one year and held roles in higher education with the Nevada System of Higher Education and the University of Nevada, Reno. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Dean Clemetsen is a financial advisor with Wells Fargo Clearing in Reno, NV, holding Series 63 and Series 65 licenses and 27 years of industry experience. His background includes roles at Fidelity Investments and Wells Fargo Bank, NA. Outside of finance, he works part-time as a cashier and stocker at PetSmart. Wells Fargo Advisors is a national firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Melissa Robinson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing seven years of industry experience. Her career includes roles at J.P. Morgan Securities, Jpmorgan Chase Bank, N.A., and Bank of America, N.A. She is based in Sparks, Nevada. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Gregory Morgan is a financial advisor with Wells Fargo Advisors in Reno, NV, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Wells Fargo in various capacities since 2009. Outside of his primary role, he co-owns a wealth management practice with his spouse and serves as a trustee and co-trustee for several family trusts and retirement plans. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions with a broad range of investment and financial planning services, offering tailored recommendations supported by proprietary research and planning tools.

Zachary Salinger is a financial advisor at Merrill in Reno, NV, holding a Series 66 credential. He has been in the industry since 2026 and has prior experience with Bank of America, N.A. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Gregory Glodowski is a CFP® with 22 years of experience at Cetera and its affiliates. He also has a legal background as an attorney with over 30 years at his own law firm and engages in insurance sales as a sole proprietor. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts through a network of more than 10,000 advisors. The firm offers a range of portfolio management and financial planning services featuring a multi-manager platform with access to affiliated and third-party managers, supporting various account structures and investment strategies.

Izak Engelbrecht is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Engelbrecht has worked at Wells Fargo Clearing since 2016 and was previously employed at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Cameron Tom is a CFP® and Series 66-licensed financial advisor with two years of industry experience. He is currently affiliated with Osaic Wealth Inc and Parity Capital Financial, having previously worked at Pruco Securities LLC and other firms. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a variety of investment options and employs asset-allocation tools and automated rebalancing to construct portfolios tailored to clients’ risk tolerance and preferences.

Michael Holcomb is a CFP® professional with 23 years of industry experience, currently affiliated with Wells Fargo Advisors since 2022. He previously worked at Morgan Stanley and Morgan Stanley Private Bank starting in 2009. Holcomb serves as a board member of the Logan Creek Neighborhood Association in Glenbrook, NV. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers a broad range of financial planning and investment services to individuals, trusts, and institutional clients, including specialized planning for business owners and special-needs situations. The firm integrates advisory services with various financial products and referral channels, providing clients with tailored recommendations supported by proprietary research and planning tools.

Gregory Martin is a financial advisor with Edward Jones in Reno, NV, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he is the managing member of G&J Martin Holdings LLC, an LLC registered in Reno. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jesse Conary is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing, JP Morgan Chase Bank, and JP Morgan Securities. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and retirement advice, supported by advanced operational tools and a broad network of over 22,800 advisors.

David Martin is a financial advisor at OSAIC based in Reno, NV, holding Series 63 and Series 65 licenses with 53 years of industry experience. He previously worked at Securities America Advisors, Inc. for 15 years and has managed his own insurance and employee benefits business since 1982. Martin also manages Family Business Centers, LLC, which assists family-owned companies with succession planning. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through an extensive network of advisers and multiple platforms. The firm offers integrated brokerage and advisory services with a range of investment options and utilizes proprietary asset-allocation tools and third-party services to support client portfolios.

Thomas Pasko IV is a financial advisor with LPL Financial in Sparks, NV. He holds Series 63 and Series 66 licenses and has four years of industry experience. His prior roles include positions at Wells Fargo Clearing, Bank of America, Merrill, and J.P. Morgan Securities. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Donald Bernard III is a financial advisor at Stifel with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stifel Nicolaus since 2019. His prior experience includes roles at Franklin Templeton Distributors, Inc. and Girard Securities/Newcastle Financial Advisors. Bernard serves as a board member for the Truckee Meadows Boys and Girls Club, a charitable organization focused on supporting youth in the Reno area. Stifel provides brokerage and investment advisory services to a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities. The firm’s investment approach relies on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to guide asset allocation and financial planning.

Claire Bowie Faye is a financial advisor with Wells Fargo Advisors in Reno, Nevada, holding Series 63 and Series 66 licenses and having four years of industry experience. She previously worked at Goldman Sachs and has a background in retail and outdoor recreation sectors. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services using proprietary research and tools, offering a comprehensive planning menu that includes specialized services such as business-owner transition and special-needs analysis.

Taneem Aziz is a financial advisor with Merrill who holds a Series 66 designation and has six years of industry experience. He has been with Bank of America and Merrill since 2014. 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.