Nicolas Conroy is a financial advisor with Morgan Stanley in Reno, NV, holding a Series 66 designation and six years of industry experience. He has been with Morgan Stanley and related entities since 2019, following seven years at Starbucks Coffee Company. Conroy serves on the University of Nevada, Reno Planned Giving Advisory Council, participating in meetings related to university planning and initiatives. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and investment modeling techniques as part of its financial planning process.

Sharon Kaplan is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds a Series 66 designation and has worked in various roles within Wells Fargo and Chase Bank since 2013. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s advisory process is IPS-driven and includes a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Ryan Gross is a financial advisor with Morgan Stanley in Reno, NV, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Gross serves as president of Reno Fastpitch, a girls recreational softball league. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning and manages approximately $2.74 trillion in client assets.

Eric Overstreet is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

John Dooley III is a financial advisor with Edward Jones in Carson City, Nevada, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he is involved in livestock sales and manages several real estate and rental property interests. Edward Jones is a wealth management firm serving over four million individual and institutional clients nationwide. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a broad network of financial advisors and branch offices.

Michelle Portney is a financial advisor with LPL Financial, holding the ChFC® designation as well as Series 63 and Series 65 licenses. She has 43 years of experience in the financial services industry, including prior roles at OSAIC, Sagepoint Financial, Sunamerica Securities, and an earlier tenure at LPL Financial. 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 portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Leonard Remington is a financial advisor with Morgan Stanley in Reno, NV, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves on the investment committee of the Nevada Museum of Art and holds board memberships with the CPWA Certification Commission and the Investment and Wealth Institute Ethics Board. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery conversations and proprietary planning tools. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of investment and estate planning services.

Jacob Arroyo is a financial advisor with Cetera, holding a Series 66 designation and with 10 years of industry experience. He previously worked at Edward Jones and Wells Fargo Clearing. Outside of his advisory role, he serves as president of the Nevada Center for Entrepreneurship & Technology, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with a range of program options and custodial relationships.

Eric Smith is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with various Wells Fargo entities since 2009. Smith also owns and operates TRIN Wealth Management LLC, a financial practice based in Reno, NV. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a wide range of planning solutions that include retirement, education, risk management, and specialty areas such as business-owner transitions and special-needs analysis. The firm integrates advisory services with banking and other financial products through a comprehensive network of advisors.

Lisa Schober is a Series 66 licensed financial advisor with Edward Jones in Reno, NV. She has one year of industry experience and previously worked in roles at the University of Nevada, Renown Health, and several technology firms including HP and DXC Technology. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and fiduciary advisory services, supported by a large network of financial advisors and branch offices nationwide.

Timothy Humes is a financial advisor with RBC Capital Markets in Reno, NV, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at RBC Capital Markets since 2008 and at City National Bank since 2018. Outside of his advisory role, he is involved in recreational ranch properties and serves as a director for the Nevada Wildlife Record Book Foundation. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers tailored investment strategies through multiple advisory programs and utilizes a combination of in-house and third-party investment managers to implement client portfolios.

Ralph Agostini is a Financial Advisor and Certified Plan Fiduciary Advisor (CPFA) serving clients in the Lake Tahoe and Reno area. He works with families and business owners to address various aspects of their financial wellbeing, focusing on retirement planning to ensure sufficient assets for a comfortable retirement. Ralph collaborates with clients to create roadmaps tailored to their goals, covering asset management, income generation, and generational wealth planning. He holds a Bachelor's Degree and a Master's Degree from The City College of New York and holds professional designations including Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA). Ralph is affiliated with Merrill Lynch Wealth Management and is involved with professional and community organizations such as the League To Save Lake Tahoe, ASPCA, and Keep Tahoe Blue. Outside of his professional work, Ralph enjoys antiquing, baseball, basketball, football, hiking, music, reading, skiing, spending time with his family, and traveling.

Walter Shepperd is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His work history includes roles at Avantax Advisory Services and Linsco/Private Ledger, among others. Outside of his advisory duties, he assists small business owners with human resources, payroll, benefits, and retirement plans through a consulting business. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors serving individual, corporate, retirement plan, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services with multiple program options and a multi-manager platform.

Bill Harkey is currently employed as a Planning Consultant at Fidelity Investments, a position he has held since 2021. Prior to this role, he worked as a Relationship Manager at Fidelity Investment from 2019 to 2021 and as a Financial Advisor at Edward Jones from 2017 to 2019. He holds a California Insurance License. Bill focuses on developing long-lasting relationships with clients to understand what is important to them and to assist them in working toward their financial goals. His experience spans client relationship management and financial advising. Outside of his professional work, Bill has interests in baseball, concerts, golf, reading, theater, and traveling.

William Creekbaum is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 credentials and has 33 years of industry experience. He has been associated with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Creekbaum also owns multiple rental properties in various locations. Morgan Stanley Wealth Management provides a broad range of advisory services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery and advanced modeling tools, serving clients through both direct agreements and corporate partnerships.

Albert Cartlidge III is a financial advisor with Cetera, holding a Series 66 designation and 26 years of industry experience. His career includes roles at Avantax Advisory Services and managing a CPA firm, Cartlidge, Belnap & Helmers, LLC. Outside of his advisory work, he is involved in managing a CPA firm focused on tax and financial statements. Cetera Investment Advisers LLC serves a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and retirement services through a multi-manager platform with access to affiliated and third-party investment managers.

Joel McConnell is a financial advisor with Morgan Stanley in Reno, NV, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, McConnell serves on the Elko County Advisory Board to Manage Wildlife, a nonprofit organization focused on wildlife management. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach emphasizes structured discovery conversations and firm-approved planning tools without providing individual security recommendations as part of standalone planning.

Jennifer Rogers Markwell is a financial advisor with LPL Financial in Reno, NV, holding a Series 66 designation and bringing 16 years of industry experience. Her prior experience includes roles at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, CUSO Financial Services, and Edward Jones. Outside of her advisory work, she hosts the Platinum Talks Wealth Podcast and has contributed as a book author. 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 financial planning and investment management solutions, with advice provided primarily through a large network of investment adviser representatives utilizing model portfolios, third-party subadvisors, or customized strategies.

Rachel Eckard is a Series 66-licensed financial advisor with Edward Jones, where she has worked since 2019. She has eight years of industry experience, including prior roles at Morgan Stanley and Morgan Stanley Private Bank. Outside of finance, she is active as a fitness instructor, teaching yoga, spin, and Pilates classes at several local fitness centers. 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 offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated investment products.

Robert Hill is a Series 66-licensed financial advisor with RBC Capital Markets in Reno, NV, where he has worked since 2013. He has 12 years of industry experience. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies, combining in-house and third-party managers, and provides a range of portfolio management, financial planning, custody, and brokerage services.