Jefferson Horn

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.

Howard Hopkinson II is a financial advisor with Oak Bay Financial, LLC in Henderson, NV. He holds Series 65 and Series 63 licenses and has 22 years of industry experience. Prior to founding Oak Bay Financial in 2025, he worked at Securities Management and Research, Inc. for 22 years and American National Insurance for 21 years. He is also involved with Oak Bay Insurance LLC, where he is licensed to sell life and health insurance. 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 with periodic rebalancing while incorporating fundamental, technical, cyclical, and charting analyses in its research.

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.

David Levy is a financial advisor at Spirit Investment Advisors with 39 years of industry experience. He holds Series 63 and 65 licenses and has worked at firms including A.G. Edwards & Sons, Wells Fargo Clearing, and Union Capital Company. Outside of his advisory role, he is a silent partner in an internet and app development company focused on sports entertainment software. Spirit Investment Advisors is an independent firm that provides discretionary investment management to individuals, small businesses, and pension or profit-sharing plans. The firm constructs customized portfolios using a blend of individual securities, ETFs, and mutual funds, employing a combination of quantitative and fundamental analysis within a Modern Portfolio Theory framework.

William Aldrich is the principal of Aldrich Investment Management in Henderson, NV, holding Series 63 and Series 65 credentials with 17 years of industry experience. He previously worked at Cambridge Investment Research Advisors and Woodbury Financial Services and has operated as an independent insurance agent since 2016. Outside of his advisory role, he is involved in an independent insurance practice that complements his financial services. Aldrich Investment Management offers discretionary and non-discretionary asset management, financial planning, and consulting services primarily to individuals, high-net-worth clients, and trusts. The firm employs a multi-strategy, equity-focused investment approach using ETFs, index funds, individual equities, and selectively leveraged and buffered ETFs, applying Modern Portfolio Theory and Monte Carlo analysis to align portfolios with client objectives and risk tolerance.

Thomas McBride is a financial advisor with Cornerstone Financial Advisors Ltd. in Henderson, NV, holding a Series 65 designation and 25 years of industry experience. He is also a partner at TG McBride CPA Ltd., an accounting firm where he spends the majority of his time. McBride has been involved with BMR Financial Advisors, Ltd. dba Cornerstone since 2000 and with his CPA firm since 2012. Cornerstone Financial Advisors Ltd. provides investment management and portfolio construction services to individuals, trusts, corporations, and small businesses. The firm’s approach follows Modern Portfolio Theory, emphasizing long-term, buy-and-hold strategies primarily using passively managed mutual funds and ETFs, with a preference for Dimensional Fund Advisors products.