Kerri Dunn is a Series 65-licensed financial advisor at Kingsbridge Wealth Management, Inc. in Las Vegas, NV, with 12 years of industry experience. She has been with Kingsbridge Wealth Management since 2012 and is also associated with related entities including Kingsbridge Trust Company and Kingsbridge Companies. Kingsbridge Wealth Management provides discretionary investment management and financial planning to individuals, trusts, estates, charitable organizations, corporations, and other entities. The firm employs a systematic, discretionary approach focused on client objectives and strategic asset allocation, utilizing a range of investment vehicles and emphasizing global diversification and tax-aware implementation.

Timothy Bock is a financial advisor at Summit Portfolio Management LLC in Las Vegas, NV, with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Summit Portfolio Management since 1999. Summit Portfolio Management provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, and business entities. The firm employs an evidence-based investing approach focused on global diversification, low-cost funds, and equity factor exposures, managing approximately $169.7 million in assets for around 108 clients.

Remington Conte is a financial advisor at Adaptive Wealth Engineering with two years of industry experience. He holds a Series 65 designation. Prior to joining Adaptive Wealth Engineering, he worked at Summit Portfolio Management for five years and at Hyatt Regency Clearwater Beach Resort & Spa for four years. Adaptive Wealth Engineering is an SEC-registered investment adviser that provides discretionary portfolio management and comprehensive financial planning to individuals, retirement plans, and business entities. The firm employs an evidence-based investing approach focusing on global diversification and factor-aware equity exposure while managing risk through a three-part assessment and quarterly account reviews.

Derek Tschudin is a financial advisor with Axos Invest, Inc, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has worked at Axos Invest since 2021 and previously at COR Clearing LLC from 2015 to 2021. Axos Invest provides automated investment advisory services to individual investors through a digital platform offering model-based portfolio management primarily using mutual funds and ETFs. The firm emphasizes asset allocation, diversification, and offers thematic investment options, including digital-asset exposures, while coordinating portfolio management through an internal team and third-party managers.

Matthew Brunelle is a financial advisor at Buckley Wealth Management, LLC in Las Vegas, NV, with six years of industry experience. He holds a Series 65 designation and has been with Buckley Wealth Management since 2018, following a three-year sabbatical. Buckley Wealth Management provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm manages approximately $583 million on a discretionary basis for around 200 clients, employing a blend of fundamental and technical investment methods and offering a range of business-oriented planning services.

Paolo Torres is a financial advisor at Bauman Wealth Advisors with six years of industry experience. He holds a Series 66 designation and has worked previously at Cambridge Investment Research Advisors, H & H Retirement Design and Management, and Ameriprise Financial Services. Bauman Wealth Advisors provides discretionary investment management and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a combination of fundamental, technical, and cyclical analysis to construct client programs aligned with stated objectives and documented risk tolerances, often managing accounts on a discretionary basis and utilizing co-advisor model portfolios.

Wayne Woodman is a financial advisor with The Investment House LLC and holds a Series 63 designation. He has 23 years of industry experience, including 14 years with The Investment House LLC. The Investment House LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as institutional and pooled vehicles. The firm employs fundamental analysis and top-down sector selection across multiple strategies, managing registered investment companies, an ETF, and private funds with over $2 billion in client assets.

Vanessa Medina is a financial advisor at Whalen Financial in Las Vegas, NV, holding a Series 65 designation. She has experience in wealth management and financial services dating back to 2017, with prior roles at Cornerstone Wealth Management and Arista Wealth Management. Whalen Financial provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs client-specific Investment Policy Statements and combines fundamental analysis with modern portfolio theory to manage approximately $192 million in assets.

Cameron Steed is a financial advisor at West Ridge Advisors in Las Vegas, holding a Series 65 designation with one year of industry experience. He is also an associate at Udall CPA Group, a CPA firm where he is involved in tax preparation. West Ridge Advisors provides investment advisory and financial planning services to individuals, including high-net-worth clients, and retirement-plan sponsors, managing approximately $268 million in assets. The firm employs a long-term, diversified investment approach based on Modern Portfolio Theory and offers tailored financial planning and portfolio management services.

Rebecca Goebel is a financial advisor at TCP Asset Management, LLC with 32 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. Outside of her advisory role, she is a co-owner of a vacation rental cabin in Lake City, Colorado. TCP Asset Management, LLC serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, offering discretionary portfolio management, financial planning, and pension consulting. The firm employs both fundamental and technical analysis with a long-term trading approach and manages approximately $822 million in assets across 18 advisors.

David Dunn is a financial advisor at Kingsbridge Wealth Management, Inc. in Las Vegas, NV, with 21 years of industry experience. He holds Series 63 and Series 65 designations and has been with Kingsbridge since 2012. Outside of his advisory role, he is a manager and co-owner of DKD Enterprises, LLC, an Idaho-based company that leases equipment. Kingsbridge Wealth Management provides discretionary investment management and financial planning to individuals, trusts, estates, charitable organizations, and corporations. The firm uses a systematic, discretionary approach focused on client objectives and strategic asset allocation, incorporating a range of investment vehicles and tax-aware strategies.

Michael Cook is a financial advisor with Mission Financial Group, LLC in Las Vegas, NV, holding Series 63 and Series 66 licenses and having 12 years of industry experience. His prior experience includes roles at Charles Schwab & Co., Inc., Charles Schwab Bank, and Cardinal Financial. Outside of his advisory work, he serves as a general partner at Secure Yield LLC, where he is involved in real estate business development and project evaluation. Mission Financial Group serves individuals, retirement plans, trusts, and businesses by providing comprehensive portfolio management, financial planning, and consulting services. The firm manages discretionary accounts and employs a variety of investment strategies, including the use of ETFs, mutual funds, individual securities, and alternative products.

Lotay Yang is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Black Card Circle in Las Vegas, NV. His prior work includes roles at Waddell & Reed, Inc. and various insurance agencies. Outside of finance, he is involved in the entertainment industry as an actor and executive producer of the Hollywood motion picture "The Razor's Edge," starring Tommy Lee Jones and James Franco. Black Card Circle is a registered investment adviser serving individuals, high-net-worth clients, trusts, and charitable organizations. The firm operates as a team of six advisors, providing portfolio management and financial planning using a non-discretionary, client-directed execution model that emphasizes diversified allocations and periodic rebalancing aligned with Modern Portfolio Theory.

Blaine Vose is a financial advisor with Tactive Advisors, LLC in Las Vegas, NV, holding Series 65 and Series 66 designations and three years of industry experience. His prior roles include positions at Dynamic Wealth Advisors and Gifford Planning Strategies. Tactive Advisors provides portfolio management services to individuals, trusts, businesses, employee benefit plans, and institutional investors, utilizing a hybrid model that combines a robo-advisor platform and advisor-led investment strategies based on tactical asset allocation and the Black-Litterman framework.

Kenneth Himmler is a financial advisor with One Wealth Map, LLC in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been associated with H&H Retirement Design and Management since 2014. Outside of his advisory role, Himmler is involved in several non-investment businesses, including managing a tax and business consulting firm where he dedicates a significant portion of his time. One Wealth Map, LLC is an SEC-registered advisory firm managing approximately $1.1 billion for nearly 300 clients, including individuals, family trusts, businesses, foundations, and charitable organizations. The firm employs a planning-driven approach and offers services such as portfolio management and comprehensive financial planning across multiple offices.

Trevin Meredith is a financial advisor at Arista Wealth Management, LLC in Las Vegas, NV, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Soltis Investment Advisors, JT SWPPP, Utah Tech University, and K-One Solutions. Meredith also served as a volunteer on a church mission for two years. Arista Wealth Management provides financial planning and wealth management services to individuals and high-net-worth clients, along with retirement plan advisory for employer plan sponsors. The firm employs an investment approach grounded in academic research and modern portfolio theory, utilizing passive index allocations, model portfolios, and low-cost mutual funds and ETFs, supplemented by third-party strategists and alternative investments where appropriate.

Philip Tom is a financial advisor at Hohimer Wealth Management, LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for RBC Capital Markets, LLC for 10 years. Hohimer Wealth Management, LLC serves individuals, including high net worth clients, as well as various institutional and family entities. The firm employs a team-based approach to investment and wealth management, utilizing both active and passive strategies across a range of asset classes, and integrates alternative pooled investments while providing discretionary and limited non-discretionary portfolio management.

Randy Garcia is a financial advisor at The Investment Counsel Company of Nevada with 32 years of industry experience. He has been with the firm since 1988 and holds Series 63 and Series 65 designations. The Investment Counsel Company of Nevada provides discretionary and non-discretionary portfolio management and consulting services to individual clients, pension plans, trusts, estates, and charitable organizations. The firm employs a fundamental analysis approach combined with diversified allocations across equities, fixed income, mutual funds, ETFs, and independent managers, managing approximately $1.84 billion in assets.

Kenneth Clark is a financial advisor with Investor FAN in Las Vegas, NV, holding a Series 66 designation and 11 years of industry experience. He has previously worked at American Independent Securities Group, LLC and Rockwood Stone Wealth Management. Clark is also an independent insurance agent through RMM Planning, LLC. Investor FAN provides investment management, financial consulting, and retirement plan advisory services to individuals, employer-sponsored plans, trusts, foundations, and charitable organizations. The firm employs a diversified investment approach incorporating Modern Portfolio Theory and various analytical methods, managing discretionary portfolios with flexibility to use multiple strategies and external managers.

Luke Perry is a financial advisor at Whalen Financial with a Series 65 designation and one year of industry experience. He has served in the U.S. Navy for over 20 years and has held academic roles at Claremont University and Pepperdine University. Whalen Financial provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm focuses on client-specific Investment Policy Statements and employs fundamental analysis and modern portfolio theory, utilizing mutual funds, equities, fixed income, and ETFs in its investment approach.