Jason Alexander Holloway

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 at Oak Bay Financial, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Securities Management and Research, Inc. and American National Insurance. He is also involved with Oak Bay Insurance LLC, where he engages in insurance product 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 primarily uses a passive management approach with index mutual funds and ETFs, supplemented by fundamental and technical analysis, and offers a range of planning options including hourly, fixed-fee, and ongoing coaching services.

Gavino Hufano is a financial advisor at J Sohn, LLC with Series 65 and Series 66 licenses and one year of industry experience. He has previously worked at Gerety & Associates CPAs, Anderson Business Advisors, Sands Corp, and Ameriprise Advisor Services, Inc. J Sohn, LLC offers fee-based financial planning and discretionary investment management primarily for individual clients, with investment strategies tailored through documented objectives and risk tolerances. The firm also provides ancillary tax preparation and life and health insurance services outside the advisory agreement.

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 of Spirit Investment Advisors, an independent registered investment advisory firm established in 2023. He holds Series 63 and Series 65 licenses and has 39 years of experience in the financial industry, including prior roles at Wells Fargo Advisors, A. G. Edwards & Sons, and other firms. Outside of advisory work, Levy is a 25% owner of Korner Industries, a company focused on sports entertainment software development, and serves as a consultant for Impello Entertainment, which distributes independent films. Spirit Investment Advisors provides discretionary investment management services to individuals, small businesses, and pension and profit-sharing plans. The firm constructs customized portfolios combining quantitative and fundamental analysis within a Modern Portfolio Theory framework, focusing on diversification, rebalancing, and a mix of long- and short-term holdings.