Daniel Bowler is a financial advisor with LPL Financial in Carson City, NV, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He worked at Raymond James Financial and Raymond James Financial Services for 25 years prior to joining LPL Financial in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, retirement advice, and institutional platforms, with advisors implementing a range of strategic and tactical investment approaches.

Nicholas Abelow is a financial advisor with LPL Financial in South Lake Tahoe, CA, holding the Series 66 designation and bringing 19 years of industry experience. He has worked at LPL Financial since 2015 and previously held positions at Ameriprise and Osaic FA, Inc. Outside of his advisory role, he is employed part-time as a driver/chauffeur at Lake Tahoe Sports Medicine. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers, supported by a broad platform of technological tools and a network of more than 22,800 advisors.

Michael Ashton is a Series 66-registered financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones in 2022, he worked for the Douglas County Professional Education Association and spent 20 years with the Douglas County School District. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Jennifer Nelson is a financial advisor with Cetera in Carson City, NV, holding a Series 66 designation and four years of industry experience. She has worked at Avantax Advisory Services and Avantax Insurance Agency, and has been associated with Sierra Financial Advisors, LLC since 2011 in a client relations role. In addition to her advisory work, she is an insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform that includes model portfolios, third-party managers, and custom strategies.

Ryan Savage is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. He has been with Edward Jones since 2024. Prior to his advisory role, he spent three years affiliated with the University of Nevada-Reno. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds.

Andrew Visci is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and 26 years of industry experience. He has been with Charles Schwab since 2001 and Charles Schwab Bank SSB since 2005. Outside of his advisory role, he owns land in Ohio that is rented for hunting season. Charles Schwab serves primarily high- and ultra-high-net-worth clients 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 services and access to discretionary separately managed accounts, supported by centralized custody and operational resources.

Jeffrey Edmonds is a CFP® professional with 35 years of industry experience, currently with Equitable Advisors since 2025. He previously worked at Commonwealth Financial Network for 30 years. Outside of his advisory role, he is a live music performer under the name Jeff Edmyndz and serves as a swim coach for the Tahoe Swim Team. Equitable Advisors serves a broad range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party asset managers.

Arthur Barzilay is a financial advisor at Merrill with Series 63 and Series 65 licenses and 45 years of industry experience. He has been with Merrill since 1980 and also affiliated with Bank of America since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary strategies developed by internal and third-party managers. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jesus Manriquez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has been with Wells Fargo Clearing since 2017 and Wells Fargo Bank, N.A. since 2016. Outside of his advisory work, Manriquez owns and manages two small businesses in Carson City, NV, including a cleaning service and a car detailing company. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Leilani Borer is a financial advisor with Ameriprise in Carson City, NV, holding a Series 66 designation and 25 years of industry experience. She has been with Ameriprise and its affiliated entities since 2009. Outside of her advisory role, she serves on the Board of Directors for JW House, where she also acts as a student board moderator. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset thresholds, using a centralized consulting team to deliver non-discretionary, research-driven recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

William Radtke is a financial advisor at UBS Financial Services with 25 years of industry experience. He has been with UBS since 2002 and holds Series 63 and Series 66 credentials. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and provides a wide range of financial products and capital markets services.

Francis Jacobs is a financial advisor with LPL Financial holding Series 63 and Series 65 licenses and 29 years of industry experience. His prior roles include positions at Bank of the West, Bancwest Investment Services, New York Life Investment Management, and Merrill. Outside of his advisory work, he is involved in coaching and owns a sports-related business focused on trap shooting. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, supported by extensive technology tools and oversight of substantial discretionary assets.

Jennifer Rust is a financial advisor at Edward Jones with 17 years of industry experience. She holds the ChFC® designation and Series 66 license, and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. 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.

John Merkouris is a financial advisor with Edward Jones in Carson City, NV, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a large national network of advisors and branch offices.

Robert Cleland is a financial advisor with Ameriprise in Campbell, CA, holding a Series 63 designation and 34 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves as President on the Board of Directors for Shelley Estates Homeowners Association. Ameriprise provides a retirement-income planning service aimed at individuals near or in retirement who meet certain asset thresholds. The firm uses a centralized consulting team to deliver non-discretionary, research-driven recommendations incorporating tax-efficiency and withdrawal strategies, primarily for clients with assets managed within Ameriprise accounts.

Jeffrey Klinger is a financial advisor with UBS Financial Services in Incline Village, NV, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. Prior to joining UBS in 2023, he worked at Bank of America and Merrill from 2013 to 2023. He has a partnership interest in an equine therapy and injury recovery business owned by his wife, established for estate planning purposes. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client plans.

Jessica Mustacchio is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and eight years of industry experience. Prior to her current role, she worked at Barnard Dermatology and California State University Monterey Bay. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and employs more than 14,000 financial advisors, providing both brokerage and advisory solutions.

Matthew Iacono is a CFP® with 10 years of experience in the financial services industry. He is currently with Morgan Stanley, where he has worked since 2023, following an eight-year tenure at UBS. Iacono holds the Series 66 license and is based in Incline Village, NV. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a broad range of advisory programs, managing approximately $2.74 trillion in client assets.

Miguel Soriano is a financial advisor with Ameriprise in Carson City, NV, holding a Series 66 designation and five years of industry experience. His background includes roles at Ameriprise, Marriott International, and Diablo Valley College. Outside of advisory work, he is a Notary Public and operates an independent insurance brokering business specializing in Medicare Supplement plans. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service, providing personalized retirement planning with a focus on dependable income sources and tax-aware withdrawal strategies.

Shelby Gallagher is a Financial Advisor with Merrill Lynch Wealth Management. She works closely with clients to understand their priorities and develop strategies aimed at achieving their financial objectives across the short, mid, and long term. Shelby provides guidance on a range of financial matters including investing, retirement planning, and saving for unforeseen events, while also offering access to Bank of America specialists for services related to banking, credit, home financing, and small business solutions. Shelby holds professional designations as an Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She earned her Bachelor's Degree from the University of Nevada - Reno. Her approach involves ongoing discussions with clients to address their goals and concerns, providing continuous advice and support as their financial needs evolve.