Conner Rood

Jason Holloway is a financial advisor at Ensourceful, Inc. with one year of industry experience. He holds a Series 65 designation and has worked at Nevada Technical Associates, Inc. since 2008. Outside of finance, he is president of Hollowhead, Inc., a small business focused on virtual reality, augmented reality, and AI software. Ensourceful, Inc. provides customized investment advice and comprehensive financial planning primarily for individual retail investors. The firm emphasizes a consultative approach with fundamental security analysis and scenario-based portfolio strategies, focusing on robustness and resilience rather than solely historical-model optimization.

Seth Gutierrez is a financial advisor at SG Financial Group, LLC with two years of industry experience. He holds a Series 65 designation and has worked in the Clark County Financial Crimes Division since 2013. In addition to his advisory role, he practices law as an estate planning attorney, managing an affiliated law firm focused on wills, trusts, and probate. SG Financial Group, LLC provides portfolio management and investment advisory services to a small client base, utilizing a non-discretionary approach that combines fundamental analysis, modern portfolio theory, and technical analysis to construct long-term portfolios with mutual funds, ETFs, equities, and fixed-income securities.

De Gao is the sole advisor at GAO Investments in Las Vegas, NV, holding a Series 65 designation with nine years of industry experience. His prior roles include positions at Canopy Mortgage and Appliance Recycling Centers of America Inc, and he has been involved with Live Venture since 2012. GAO Investments provides portfolio management services to institutions and high-net-worth clients, employing a combination of fundamental and technical analysis with active strategies including options and margin. The firm operates under an incentive-only compensation model and does not rely on percentage-of-AUM fees.

Howard Hopkinson II is a financial advisor with Oak Bay Financial, LLC in Henderson, NV, holding Series 65 and Series 63 licenses and bringing 22 years of industry experience. His prior roles include long tenures at Securities Management and Research, Inc and American National Insurance. He is also involved with Oak Bay Insurance LLC, where he is engaged in life and health insurance sales and training. Oak Bay Financial provides investment management, financial planning, and pension consulting services to individuals, high-net-worth clients, employee benefit plans, and corporations. The firm emphasizes passive management through index funds and ETFs within an asset-allocation framework, supplemented by various analytical methods, and offers multi-tier financial planning and pension-plan consulting, including participant education.

Scott Gardner is the principal advisor of Sterling Wealth Management in Las Vegas, NV, holding a Series 65 license with seven years of industry experience. He has been with Sterling Wealth Management since 2015 and also operates Century Commercial Realty Advisors and Nevada Management Services, providing real estate brokerage and commercial registered agent services. Outside of his advisory role, he engages in real estate brokerage and entity registration services, which he offers to clients as separate activities. Sterling Wealth Management serves primarily high-net-worth individuals, trusts, estates, and select institutional clients, offering discretionary portfolio management and financial planning. The firm employs a diverse investment approach that includes fundamental, quantitative, technical, cyclical, and charting analyses, utilizing leverage, options, and derivatives, while maintaining a small client base and incorporating the principal’s other business activities.

David Levy is the principal advisor at Spirit Investment Advisors, an independent firm based in Henderson, NV. He holds Series 63 and Series 65 licenses and has 38 years of industry experience. Prior to founding Spirit Investment Advisors in 2023, he worked at several firms including Spirit Global Investment Advisors, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Outside of his advisory role, he is a silent partner in a technology company developing sports entertainment software. Spirit Investment Advisors offers discretionary investment management to individuals, small businesses, and pension and profit-sharing plan clients. The firm uses a combination of quantitative and fundamental analysis within a Modern Portfolio Theory framework to build diversified, customized portfolios.