Joseph Mezatis is a financial advisor with GWN Securities Inc. in Mt. Juliet, TN, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at several firms, including Ameritas Investment Corp., Ccf Investments, Inc., and Capital Choice Financial Services. Mezatis is also the owner and managing member of Hope Financial Solutions, LLC, where he works with clients on financial goals using various insurance and investment products. Additionally, he serves as CFO and a 20% owner of New Directions Financial Group, which provides access to multiple insurance marketing organizations. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals, including high-net-worth clients, and businesses through discretionary managed accounts and financial planning. The firm offers a range of managed-account programs and model portfolios, combining traditional asset allocation with legacy market-timing and momentum-based strategies.

Andrew Shin is a financial advisor with Transamerica Financial Advisors based in Las Vegas, NV. He holds Series 65 and Series 63 licenses and has one year of industry experience. Outside of his advisory role, he is involved with InheritGuard, LLC, providing education and services related to estate planning. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm offers a range of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with both discretionary and non-discretionary program options.

Kassidy Hannan is a financial advisor at Empower Advisory Group with a Series 66 designation and approximately one year of industry experience. Prior to joining Empower Advisory Group, Hannan held roles at Empower Retirement, Goodleap, Elevation Solar, Elite Solar Concepts, and Discover Financial Services. Hannan also had a brief involvement with Make-A-Way Transportation. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage account holders. The firm utilizes an integrated model tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Richard Moore is a financial advisor with Transamerica Financial Advisors in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has held roles with several other firms, including LegalShield and Prestige Benefits & Insurance. Outside of his advisory work, he is an author who writes about local history and serves as president of a local Toastmasters International club. Transamerica Financial Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, providing fee-based wrap programs, access to third-party money managers, and commission-based insurance and brokerage products.

Paul Sonnier is a financial advisor with Guardian Life and holds the Series 66 designation. He has 10 years of industry experience, including prior work at Morgan Stanley. Sonnier is a part-owner of Profit Pulse Accounting Solutions. He works with Park Avenue Securities LLC, a subsidiary of Guardian Life, which provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory relationships and blends proprietary and third-party investment strategies.

Joshua Crame is a financial advisor with Guardian Life and holds a Series 66 designation. He has eight years of industry experience, including roles at Park Avenue Securities and Guardian Life since 2017. Outside of his advisory work, he is involved with Liberty ID, a company providing identity theft protection and recovery services. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, including proprietary and third-party investment programs, combining discretionary and non-discretionary advisory relationships.

Joseph Delisi is a financial advisor with Primerica Advisors and holds the CFP® and ChFC® designations. He has 27 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance. Outside of his advisory work, he serves as treasurer for the Junior Leaders MMA Foundation and operates coaching and book sales businesses focused on behavioral aspects of finance. He is currently affiliated with Park Avenue Securities LLC, which serves a broad retail client base through transaction-based brokerage and fee-based advisory relationships. The firm offers multiple proprietary advisory programs and access to third-party investment managers, implementing strategies through a combination of model portfolios and digital advice solutions.

Kenneth Young IV is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 licenses. Although he has no prior years of industry experience, he is involved in various business activities including managing operations for HOTWORX, a sauna workout facility, and serving as an agent for Champion Health, a clinical preventive healthcare program. He also holds leadership roles in several other ventures and provides estate planning referrals through Netlaw Group. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, and businesses, offering investment advisory, brokerage, and retirement-plan services primarily through model portfolios and third-party managers. The firm operates an integrated retirement plan ecosystem and offers multiple program platforms such as Transamerica ONE and TFA365.

Nathan Elser is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and three years of industry experience. He has been affiliated with Transamerica since 2022 and also has professional involvement in real estate sales through Keller Williams Realty and Viking REI. Additionally, he uses an estate planning tool from Netlaw, Inc. to assist his financial advisory clients. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and corporations. The firm provides both advisory and broker-dealer services, offering proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Jason Frederico is a financial advisor with Primerica Advisors in Las Vegas, NV, holding CFP® and ChFC® designations and possessing 17 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Co of America since 2011. Outside of his advisory role, Frederico serves as president of The Gentleman's League, a nonprofit organization, and is co-owner of Candlesense, a fire retardant gel business. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, offering both brokerage and advisory services. The firm employs a mix of proprietary and third-party investment strategies and provides a range of financial planning, retirement, and business consulting services.

Scott Rothbort is a financial advisor with Osaic Advisory Services, LLC and holds Series 63 and Series 65 designations. He has 24 years of industry experience and concurrently serves as president of Lakeview Asset Management, LLC. Outside of finance, he is involved with South Mountain Stables, a standardbred horse racing and breeding business. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, delivering advisory services through multiple program models with custody primarily arranged through Schwab and Fidelity.

Winfield Greenwood is a financial advisor at Hornor, Townsend & Kent, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc since 2010. Greenwood owns and operates several businesses, including Redstone Financial Group, which sells life, health, disability, long-term care insurance, and annuities, and Nevada Medical Staffing LLC, a staffing agency for medical professionals. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates a dual-registered platform providing both advisory and broker-dealer services, and manages approximately $8.37 billion in discretionary assets as of December 2025.

Gary Yarnall is a Series 66-licensed financial advisor with Valic Financial Advisors in Las Vegas, NV, bringing 13 years of industry experience. He has been with Valic Financial Advisors since 2014 and also holds an agent position at Agia, where he is involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models and other investment tools.

Raymond Kondler is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has previously worked at LPL Financial and Private Portfolio Partners and has operated his own CPA tax practice since 2007. Kondler’s professional activities include tax return preparation through his CPA firms. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes a range of strategic and dynamic asset-allocation models and offers discretionary portfolio management through a turnkey asset management platform and wrap-fee programs.

Tameka Galloway is a financial advisor at Citigroup Global Markets with 13 years of industry experience. She holds a Series 66 designation and has worked previously at Merrill and Wells Fargo Clearing. Outside of her advisory role, Galloway manages a real estate investment LLC with her spouse and is involved as a freight broker. Citigroup Global Markets serves individual and institutional clients across various wealth segments, delivering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, offering both advisory and execution services supported by in-house research and complex custodial arrangements.

Lynsey Freeman is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She previously worked at Northwestern Mutual and has been with her current firms since 2017. Outside of her advisory role, Freeman organizes networking events for women in Las Vegas through her involvement with Gals That Brunch. Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage, financial planning, retirement consulting, and investment advisory services, utilizing both proprietary and third-party model portfolios.

William Corelle is a financial advisor with Valic Financial Advisors in Las Vegas, NV, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. He has been with Valic Financial Advisors since 2011 and has also worked with Agia since 2022, where he serves as an agent for non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet UMA models and operating at scale with over a thousand advisors.

John Shin is a financial advisor with Transamerica Financial Advisors in Las Vegas, NV, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has held various roles including ownership and executive positions in multiple businesses related to real estate, publishing, acting, and health insurance. Shin is also involved as a board member and president of the Royal Order of Constantine the Great and Saint Helen and participates in entrepreneurial and creative ventures such as producing, acting, and writing. Transamerica Financial Advisors serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Charles Neff Jr. is a financial advisor with Hightower Advisors in Las Vegas, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Hightower Securities LLC and OpenCounter. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional clients such as pension plans, charitable organizations, and private pooled investment vehicles. The firm emphasizes manager selection and multi-manager solutions, offering both affiliated and third-party managers, with a focus on discretionary and non-discretionary portfolio management and access to alternative investments.

Jenny Laurita is a CFP®-certified financial advisor with 23 years of industry experience. She is currently with United Planners Financial Services of America, where she has worked since 2025. Her previous roles include positions at OSAIC and Securities America Advisors. Laurita is also an insurance agent specializing in fixed annuities. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base, including individual investors, retirement plans, corporations, and institutional clients. The firm emphasizes a mix of custodial platforms and investment strategies, primarily managing assets on a non-discretionary basis.