Joe is a financial advisor at Core Planning. He holds a Series 65 designation and previously worked at Guiding Wealth, LLC. Joe offers fee-only financial planning and wealth management to mid-career families and pre-retirees. He specializes in: pilots, business owners, and equity compensation. Joe takes an educational approach to financial advice, ensuring clients understand the best options for them every step of the way.

Valerie Lee is a financial advisor at LPL Enterprise and Prudential Financial. She holds a CFP, Series 7, and Series 65. LPL Enterprise provides advisory services through a large network of representatives serving individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services.

Deon Blaney is a financial advisor at Private Wealth Management LLC in Las Vegas, NV, holding Series 63 and Series 66 licenses with 25 years of industry experience. He has been with Private Wealth Management LLC since 2005. In addition to his advisory role, he is a self-employed life insurance agent. Private Wealth Management LLC provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities, focusing on a small client base with approximately $123 million in assets under management. The firm employs fundamental analysis and tailored portfolios, including stocks, bonds, mutual funds, and ETFs, using a combination of long-term, short-term, and active trading strategies.

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.

Zachary Taylor is a Certified Financial Planner® with five years of industry experience, currently serving as the sole advisor at Trica Wealth Planning, LLC in Las Vegas, NV. His prior roles include positions at West Ridge Advisors and Arista Wealth Management. Trica Wealth Planning, LLC provides portfolio management, pension consulting, and financial planning services primarily for individuals and high-net-worth clients. The firm employs a long-term investment approach based on Modern Portfolio Theory and offers specialized pension plan consulting, including plan documentation and manager oversight.

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.

Robert Lieberman is a financial advisor with Lal Ltd. in Las Vegas, NV, holding a Series 65 designation and 29 years of industry experience. He has been with Lal Ltd. since 1974. Lal Ltd. provides financial and investment advisory services to individual investors as well as a diverse range of organizational clients, including businesses, charitable organizations, pension and profit-sharing plans, banking and insurance institutions, state and municipal governments, other investment advisers, and a sovereign wealth entity. The firm’s investment approach centers on fundamental analysis of equities and fixed income, supported by performance reviews over multiple time horizons and ongoing client consultations.

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.

Miguel Vazquez is a CFA® charterholder with 20 years of industry experience. He is the principal and sole advisor at MAV Wealth, LLC, an independent registered investment adviser based in Las Vegas, NV. His prior roles include positions at Morgan Stanley and Northern Trust. MAV Wealth, LLC provides discretionary wealth management and comprehensive financial planning to individuals and high-net-worth clients. The firm employs a long-term, fundamental-analysis investment approach, focusing on diversified portfolios primarily using ETFs and low-cost mutual funds, while also recommending and overseeing unaffiliated independent managers as appropriate.

Prasad Yerneni is a financial advisor at Interval Capital Management, LLC in Las Vegas, NV, holding a Series 65 designation with 10 years of industry experience. He has worked exclusively with Interval Capital Management since 2016. Interval Capital Management provides discretionary asset management to individuals, high-net-worth clients, and businesses through separately managed accounts. The firm employs an options-centric, systematic investment approach focused on S&P 500 and broad equity indexes, integrating technical and fundamental analysis with active risk controls and discretionary adjustments.

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 financial advisor at InnoSight Wealth Management LLC in Las Vegas, NV. He holds the CFP® designation and Series 65 license and has been active in the financial services industry since 2023. Prior to his advisory roles, he worked in various positions including at Eurofins Scientific and Thermo Fisher Scientific. Outside of financial advisory, he is involved with MyT Coach, a venture he has been part of since 2020. InnoSight Wealth Management LLC provides discretionary investment management and comprehensive financial planning for individuals and high-net-worth clients. The firm’s investment approach emphasizes fundamental analysis and long-term strategies, utilizing ETFs, low-cost diversified mutual funds, and occasionally individual securities or alternative investments.

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.

Susan Miller is the sole advisor at Edgemont Investment Management, LLC in Las Vegas, NV, holding Series 63 and Series 65 designations with 24 years of industry experience. She has been with Edgemont Investment Management since 2001. Edgemont Investment Management provides investment supervisory and portfolio management services to individuals, businesses, pension and profit-sharing plans, and trusts and estates, managing most client accounts on a discretionary basis. The firm combines fundamental and technical analysis in its investment process and offers a range of strategies including active trading and tax-efficient, individually managed portfolios, with a notable specialization in pension and profit-sharing plan consulting.

R. Scott Thompson is the sole advisor at PivotPoint Advisors, LLC in Las Vegas, NV, holding Series 65 and Series 63 designations with six years of industry experience. His prior roles include positions at World Financial Group, Inc., Transamerica Financial Advisors, Inc., and several PivotPoint-related businesses encompassing consulting, executive search, and insurance brokerage. He is also involved in insurance brokerage through PivotPoint Insurance Solutions, specializing in Medicare Advantage and supplement plans, as well as various life and ancillary insurance products. PivotPoint Advisors serves individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and employer-sponsored retirement plans. The firm provides financial planning, customized investment management, pension consulting, and insurance review, using a proprietary model portfolio methodology and emphasizing discretionary asset management guided by client-specific Investment Policy Statements.

Anton Kulikov is a CFP® and holds a Series 65 license, with six years of industry experience. He has worked at AK Investing since 2019 and previously at Tastytrade Inc. from 2018 to 2024. AK Investing serves individuals, high-net-worth clients, 401(k) plans, and businesses by providing financial planning, investment management, and retirement plan consulting. The firm utilizes a diversified investment approach that includes mutual funds, ETFs, and option-based strategies driven by a VIX model, and offers pension plan services and ERISA fiduciary consulting alongside educational periodicals and workshops.