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.

Diane Tuntland is a financial advisor at Fraser Asset Management with six years of industry experience. She holds a Series 65 designation and has worked at Fraser Asset Management since 2018. Diane is also co-owner of Endowment Partners Foundation, a private foundation supporting charitable activities related to Endowment Partners, LLC. Fraser Asset Management provides discretionary investment management and financial planning primarily for individual clients, using a blend of active and passive strategies alongside fundamental, technical, and charting analysis. The firm manages a small client base with personalized investment policy statements and incorporates option and derivatives strategies as part of its portfolio construction and risk management.

Erica Roach is a financial advisor at ERK Wealth Advisors, LLC in Las Vegas, NV, holding a Series 65 designation with five years of industry experience. She co-founded ERK Financial Consultants, a CPA firm, and owns ERBC, Inc., a business consulting company. Both ventures are based in Las Vegas and have been active since 2008 and 2013, respectively. ERK Wealth Advisors provides discretionary asset management, financial planning, and retirement plan advisory services to individuals, trusts, estates, and corporate entities. The firm utilizes a blend of fundamental, technical, and cyclical analysis and offers ERISA-related services, including fiduciary assistance and plan monitoring.

Earl Crinite is the sole advisor at Crinite Financial Strategies in Las Vegas, NV, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has worked at Osaic Wealth, Inc. since 1995 and operates his own insurance sales business as a sole proprietorship. Crinite Financial Strategies provides investment advisory services to individuals, trusts, small businesses, and corporations, managing approximately $51 million in discretionary assets. The firm uses a risk-tolerance questionnaire and asset-allocation tools to construct portfolios, employing fundamental and technical analysis with a focus on primarily long-term holdings in mutual funds, ETFs, equities, MLPs, and bonds.

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.

Gavino Hufano is a financial advisor with J Sohn, LLC, holding Series 65 and Series 66 licenses and one year of industry experience. He previously worked at Gerety & Associates CPAs for four years and Anderson Business Advisors for five years. J Sohn, LLC provides fee-based financial planning and discretionary investment management to individual clients, tailoring investment programs to client objectives and risk tolerances. The firm also offers ancillary tax preparation and life and health insurance services, which are uncommon among similar independent, solo advisory firms.

Josephus Teurlings is a CFP® and CFA® with 24 years of industry experience. He is the managing partner of Monocot Wealth Management, LLC in Las Vegas, which he has led since 2016. He also serves in advisory roles at Purshe Kaplan Sterling Investments, Inc. Outside of investment management, he is licensed to place fixed life, long-term care, and disability insurance for clients. Monocot Wealth Management provides investment advisory, financial planning, and retirement-plan consulting services to individual investors as well as institutional plan sponsors, including pension and profit-sharing plans. The firm employs active portfolio management across several strategies and incorporates both fundamental and technical analysis, offering customized solutions that may include structured products and private offerings.

Jun Huang is a CFP® and Series 65-licensed advisor with InnoSight Wealth Management LLC in Las Vegas, NV. He has one year of experience with the firm and has worked previously in financial services and scientific industries. Outside of advising, he provides executive coaching, an activity he has pursued for six years. InnoSight Wealth Management LLC offers discretionary investment management and financial planning primarily to individual and high-net-worth clients. The firm employs a long-term, fundamental-analysis approach and utilizes diversified ETFs, mutual funds, and other securities, while also providing ongoing account monitoring and coordination with independent managers.

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.

Christina Mangino is the sole advisor at Purposeful Planning, an independent firm based in Las Vegas, NV. She holds the CFP® designation and has 20 years of industry experience, including prior roles at Securities America, Inc., Surevest Capital Management, and Crown Capital Securities, L.P. Outside of advising, she serves as the executive director of the Miracle Hope Foundation and is involved in family relational coaching. Purposeful Planning provides financial planning and consulting services to individuals, high-net-worth clients, charitable organizations, and retirement plans. The firm offers non-discretionary investment advice, retirement and legacy planning, insurance review, and ERISA plan consulting, serving a small client base with approximately $22.3 million in assets under management.

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.

Eric Houssels is the principal and sole advisor at Houssels Capital Management, LLC, an independent registered investment adviser based in Las Vegas, NV. He holds the CFA® designation and a Series 65 license and has 25 years of industry experience. Prior to founding Houssels Capital Management in 2000, he established 6HCO, LLC, and he currently serves as Chief Investment Officer for Houssels Family, LP. Outside of his advisory work, Houssels is a founding investor and board member of Lexicon Bank in Las Vegas. Houssels Capital Management provides discretionary portfolio management primarily to individual and high-net-worth clients. The firm’s investment approach focuses on fundamental analysis and equity-oriented portfolios, with flexibility to use options, derivatives, and short-term trading strategies under discretionary authority.

Kenneth Templeton is a financial advisor at Ulta Wealth Management, LLC in Las Vegas, NV, with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Ulta Wealth Management is an independent advisory firm serving individual and high net worth clients with discretionary asset management and standalone financial planning. The firm’s investment approach incorporates fundamental and technical analysis, sector analysis, and multiple asset-allocation strategies, while offering a mix of alternative investments and corporate-level planning services.

Rebecca Mac Donald is a financial advisor with Macdonald Wealth Associates LLC and holds Series 63 and Series 66 licenses. She has 13 years of industry experience, including roles at Ashton Thomas Private Wealth and Wells Fargo. She is part owner and secretary of MSM Group, a marketing consulting business. Macdonald Wealth Associates provides investment management and comprehensive financial planning to individuals, families, trusts, business owners, and nonprofit organizations. The firm combines passive and active investment strategies tailored to client objectives and offers additional services such as philanthropic consulting and family governance.

David Martinson is the sole advisor at Secondwind Asset Management LLC in Henderson, NV, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has led Secondwind Asset Management since 2009. Martinson also has a legal background as a non-practicing attorney. Secondwind Asset Management provides discretionary asset management and individualized investment advice primarily to high-net-worth individuals, focusing on a limited client base. The firm uses a blend of fundamental and technical analysis along with various asset allocation strategies to construct portfolios, which include individual stocks, bonds, ETFs, mutual funds, and options.

Rebecca Buckley is a CFP® professional with 44 years of industry experience, currently serving as the sole advisor at Strategic Portfolio Advisors in Las Vegas, NV. Her prior work includes roles at multiple entities such as B4 Limited Liability Company and Buckley Strategies Group. She is also licensed to sell life and health insurance, dedicating a small portion of her time to this activity. Strategic Portfolio Advisors provides asset management, financial planning, and consulting services to individual clients, charitable organizations, and corporate/business clients. The firm offers tailored investment programs that incorporate fundamental, technical, and charting analysis, and manages most client assets on a non-discretionary basis.