Jeffrey Thomas is a financial advisor with BFC Planning, Inc. in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been associated with Securities Management & Research, Inc. since 1996. Outside of his advisory role, he is involved in selling Medicare supplement and Medicare Advantage plans. BFC Planning, Inc. serves a diverse client base including individuals, corporations, and trusts, providing financial planning and portfolio management through a network of approximately 200 investment adviser representatives. The firm offers a range of investment programs and employs various platforms and third-party managers to build portfolios primarily using stocks, bonds, mutual funds, and ETFs.

Audry Batiste is a CFP® with 15 years of industry experience, currently serving at Mariner Independent. He has held roles at Precise Wealth Management and Redrock Wealth Management, among others. Batiste is the founder and owner of Precise Wealth Management and serves as Secretary on the board of The 300 Stewart Avenue Corporation. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, access to model portfolios and third-party managers, and retirement plan services, supported by institutional affiliations and integrated resources.

Patricia Yeager is a CFP® with 20 years of industry experience. She is currently with Simon Quick Advisors, LLC and has previously worked at Proquility Private Wealth Partners, Bank of America, and Merrill. Simon Quick Advisors serves individuals, families, pension and nonprofit entities, endowments, foundations, and corporate clients by providing wealth management, investment consulting, financial planning, tax planning, and administrative services. The firm uses a diversified investment approach that includes allocating assets among independent managers, mutual funds, ETFs, and affiliated private funds, and offers integrated tax and back-office services.

Kevin Dauphinee is a financial advisor with CreativeOne Wealth, LLC, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has held roles at multiple firms including Gold Standard Wealth Management, LLC, where he is president, and has experience in insurance brokering for non-registered insurance products. CreativeOne Wealth provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and RIAs. The firm manages primarily discretionary accounts using a combination of proprietary models and third-party managers, employing strategies such as modern portfolio theory and quantitative analysis.

Ricardo Cabrera is a financial advisor with CreativeOne Wealth, LLC, holding a Series 66 designation and 15 years of industry experience. He has worked at CreativeOne Wealth since 2019 and previously at Wittman Capital Management and Cabrera Advisory Services, which he has operated since 2014. Outside of his advisory work, Cabrera is an administrator for the Support Local networking community. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual, corporate, charitable, and RIA clients. The firm employs a blend of proprietary ETF-based models, third-party managers, boutique equity managers, and option strategies, supporting tailored suitability assessments and regular portfolio rebalancing.

Jeff Bridges is a financial advisor with Sequent Planning, LLC, holding Series 63, 65, and 66 licenses and bringing 23 years of industry experience. Prior to joining Sequent Planning in 2020, he worked at Securian Financial Services Inc and Woodmen Financial Services, Inc. He also works as a licensed insurance agent offering insurance products to clients. Sequent Planning, LLC, operating as Futurity First Wealth Management, serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits with services including asset management, financial planning, and retirement-plan consulting. The firm employs a structured risk framework and offers diversified investment strategies through a network of advisers, providing ongoing communications and newsletters to clients.

Steven Miller is a CFP®-certified financial advisor with 28 years of industry experience. He is currently with Steward Partners Investment Advisory, LLC and has previous experience at UBS Financial Services. Outside of his advisory work, he is a one-third owner of Equity Stretch, LLC, a non-investment related business based in Valencia, CA. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets, serving individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of investment advisory and financial planning services, including discretionary and non-discretionary portfolio management through proprietary and third-party solutions.

Cheryl Callahan is a financial advisor at Hightower Advisors with 24 years of industry experience. She holds Series 63 and Series 66 designations and has been with Hightower Advisors and Hightower Securities, LLC since 2014. Based in Las Vegas, NV, her career includes over a decade at her current firm. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a variety of portfolio management and financial planning services.

Parand Baillie is a CFP® professional with seven years of industry experience, currently affiliated with PNC Wealth Management in Las Vegas, NV. Prior to joining PNC Wealth Management, Baillie held roles at U.S. Bancorp Advisors, U.S. Bancorp Investments, Premier Trust, and Wells Fargo. Baillie serves on the boards of The Compass, a nonprofit focused on nature-based grounding sites, and Neighborhood Housing Services of Southern Nevada, which works on affordable housing initiatives. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including an invitation-only digital portfolio solution that employs algorithm-driven risk assessment and delegated portfolio management using mutual funds and ETFs.

Marc Geller is a financial advisor at SPC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with SPC and Sigma Financial Corporation since 2008. SPC serves a diverse client base, including high-net-worth individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services through a large network of advisers and manages approximately $5.66 billion in assets.

Robert Kassel is a financial advisor with Centaurus Financial, Inc. in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Centaurus Financial since 2007. Outside of his advisory role, Kassel serves as president of Portfolio Planners LLC, a holding company that manages administrative functions such as employee payroll and office expenses. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, businesses, and institutions. The firm offers various investment management strategies, retirement-plan consulting, and specialized advisory services through discretionary and non-discretionary arrangements.

Yevgeniy Krasnov is a financial advisor with Transamerica Financial Advisors in Las Vegas, NV, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Health Care Service Corporation, Penn Mutual, and HarvestReact LLC, among others. Outside of advising, he is involved in healthcare as a pharmacist conducting medication reviews and works as an e-commerce consultant through HarvestReact LLC. Transamerica Financial Advisors serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering both advisory and brokerage services. The firm provides proprietary and third-party model portfolios with discretionary and non-discretionary options and operates as both a registered broker-dealer and RIA.

Christopher Cruz is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2021. Prior to that, he was employed at Wells Fargo Clearing Services and Wells Fargo Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs along with broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including in-house research, security pricing, and derivatives services.

Brian Newman is a financial advisor at Integrity Alliance, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Northwestern Mutual and Fidelity Investments. Outside of his advisory role, he is involved in life insurance sales. Integrity Alliance serves a diverse client base including individual investors, corporations, and qualified retirement plans. The firm offers a range of advisory and brokerage services, utilizing multiple investment platforms and strategies, and operates as a large advisor network with over 300 representatives managing approximately $5.4 billion in client assets.

Sofia Shah is a financial advisor with Transamerica Financial Advisors in Las Vegas, NV, holding Series 63 and Series 65 credentials and 16 years of industry experience. She is also a certified hypnotherapist, offering mental health support via virtual sessions. Shah serves on the advisory board of the All For One Foundation and is involved in charitable activities related to the organization. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm utilizes model portfolios and third-party managers across multiple platforms, supporting advisors with an integrated retirement plan ecosystem and proprietary investment solutions.

Jorge Soriano is a financial advisor at Mariner with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Dimensional Fund Advisors and AdvicePeriod, LLC. Outside of advising, he is a landlord managing rental property. Mariner serves a broad range of clients such as individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm offers customized discretionary portfolios supported by in-house research and third-party managers, along with integrated tax and accounting services and employer financial wellness tools.

Ellen Guerra is a CFP® with nine years of industry experience, currently serving as a financial advisor at &Partners since 2023. She previously worked at Edward Jones for six years and spent one year at Nevada State College. &Partners serves a wide range of individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and various advisory services through a combination of proprietary and third-party strategies.

Leslie Oliver is a financial advisor at Empower Advisory Group with two years of industry experience. Prior to joining Empower Financial Services, Inc., Oliver worked for nine years at Wells Fargo Home Mortgage. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and client savings rates.

Bradley Zucker is a financial advisor with J.W. Cole Advisors, Inc. in Las Vegas, NV, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. His prior experience includes roles at Global Financial Private Capital and a longstanding association with Safe Money Advisors, where he is involved in insurance and annuities sales and occasionally conducts seminars. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent representatives. The firm provides portfolio management, financial planning, access to third-party managers, and multiple managed account solutions using both discretionary and non-discretionary approaches.

Matthew Labroli is a financial advisor at Centaurus Financial, Inc. based in Las Vegas, NV. He holds a Series 66 designation and has been with Centaurus Financial since 2026. His prior experience includes roles in education at the University of Tennessee and Wissahickon schools. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing both discretionary and non-discretionary arrangements.