Brennan Drew is a financial advisor with Primerica Advisors in Las Vegas, NV, holding a Series 66 designation and 12 years of industry experience. He has been with Primerica Advisors since 2013 and also maintains a relationship with Guardian Life Insurance Co. since 2011. Outside of advising, he coaches wrestling at a local high school and is an author, having published a book titled *Financial Malpractice*. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base including individual, high-net-worth, charitable, and corporate clients. The firm offers both brokerage and advisory services with proprietary and third-party investment programs, utilizing a range of strategies including model portfolios and alternative investments.

Adam Thurgood is a financial advisor at Hightower Advisors with 26 years of industry experience. He has been with Hightower Advisors since 2012. He holds Series 63 and Series 65 licenses. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension and profit-sharing plans, charitable organizations, corporations, and trusts. The firm emphasizes manager selection and multi-manager solutions, offering both affiliated and third-party managers alongside a variety of investment vehicles and strategies.

Melvin Bell III is a financial advisor with Transamerica Financial Advisors in Las Vegas, NV, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. His work history includes roles at Core Nevada LLC, Cornerstone Benefits & Insurance, Elevate Insurance, Stone Hill and Associates, Wfgia, Unum Provident, and Estate Concepts, Inc., where he serves as president. He is involved in selling health, dental, and Medicare insurance products both individually and to small groups. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services with a range of fee-based wrap programs, model portfolios, and access to third-party money managers, operating as both a registered broker-dealer and RIA.

Gregory Phelps is a CFP® professional with 24 years of industry experience, currently affiliated with Allworth Financial, L.P. He worked at Redrock Wealth Management for 18 years before joining Allworth Financial in 2023. Based in Las Vegas, NV, Phelps holds Series 63 and Series 66 designations. Allworth Financial is an SEC-registered, fee-based advisory firm serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs a range of investment strategies, including model portfolios and options-based overlays, and offers both discretionary and non-discretionary asset management tailored to diverse client needs.

Jose Rico is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Wells Fargo Bank, Wells Fargo Clearing, Axos Bank, Credit Union1, and Bank of George. Outside of his advisory work, he is involved in a package delivery and courier service based in Las Vegas. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs and combines large institutional scale with specialized market roles such as swap dealing and futures commission merchant activities.

Patrick Jordan is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Commonwealth since 2011, with a period at Raymond James Financial Services from 2018 to 2022, and is also the owner of Black Mountain Wealth Management, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing advisory programs, wealth management, and retirement plan consulting. The firm supports its advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Chong Nam is a financial advisor with \u0026Partners, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. His career includes roles at Wells Fargo Advisors and Wiley Bros. Aintree Capital, LLC. Outside of his advisory work, he serves as Treasurer on the Board of Directors for Pinecrest Academy of Nevada and as Treasurer for the Anthem Country Club Community Association, where he oversees financial governance and budgeting. \u0026Partners serves a diverse client base that includes individuals, retirement plans, charities, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, and consulting services through both discretionary and non-discretionary approaches, utilizing a range of analytical methods and third-party managers.

Shelby Sutter is a financial advisor with Hightower Advisors and holds Series 63 and Series 66 designations. She has 10 years of industry experience, including roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory work, she serves as Chair of the Executive Leadership Committee for the Leukemia and Lymphoma Society, where she assists in connecting student visionaries with the community. 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, offering access to affiliated and third-party managers through discretionary and non-discretionary portfolio management, financial planning, and retirement consulting.

Conner Rood is a financial advisor at &PARTNERS with three years of industry experience. He holds a Series 66 designation and previously worked at JPMorgan Chase Bank and J.P. Morgan Securities. He attended Hamilton College prior to entering the financial industry. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, and charitable organizations. The firm offers investment management and financial planning services, utilizing a combination of proprietary and third-party strategies with discretionary and non-discretionary account management.

Augustine Elwell is a financial advisor with Empower Advisory Group holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Empower, he held positions at Bank of America and Raymond James, among others. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing within plan lineups chosen by sponsors.

Erick Buckley is a financial advisor with Eagle Strategies (NY Life) based in Henderson, NV, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. He has been affiliated with Eagle Strategies since 2014 and operates Professional Wealth Strategies for selling New York Life products and brokering non-registered insurance products, including disability coverage. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors, with an emphasis on tailored solutions and predominantly non-discretionary asset management.

Carroll Beeson is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has held positions with organizations including World Financial Group, Melaleuca, and Sagepoint Financial. Outside of his advisory work, Beeson provides mediation services to individuals undergoing amicable marital transitions through his own mediation practice. Transamerica Financial Advisors serves a diverse client base, offering advisory and broker-dealer services with a variety of fee-based and commission-based investment programs. The firm combines proprietary and third-party model portfolios and supports both discretionary and non-discretionary account management.

Joel Campanella is a financial advisor with GWN Securities Inc. in Henderson, NV, holding Series 65 and Series 63 licenses and 14 years of industry experience. His prior firms include Ameritas Investment Corp., CCF Investments, Inc., and Capital Choice Financial Services. Outside of advising, he is involved in coaching youth hockey and sells sports cards on eBay. GWN Securities provides investment advisory and related services to individuals and corporate clients through a variety of managed account programs and financial planning services. The firm employs a combination of discretionary portfolio management, model portfolios, and tactical strategies including market-timing and momentum-based approaches.

Matthew Imhof is a financial advisor at &Partners with eight years of industry experience. He holds a Series 66 designation and has worked at Wiley Bros.-Aintree Capital, Wells Fargo Advisors, and Argent Management. &Partners serves a diverse client base that includes high-net-worth individuals, institutions, retirement plans, and charitable organizations, offering investment management, financial and tax planning, and municipal advisory services. The firm combines fundamental, technical, and quantitative analysis with proprietary and third-party strategies to manage accounts on both discretionary and non-discretionary bases.

Jeremy Lyons is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and five years of industry experience. He previously worked at Cornerstone Wealth Management and Main Street Appraisals. Lyons also engages in life insurance client consultations and application processing outside of his advisory role. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers financial planning and portfolio management through multiple platforms, utilizing a mix of active and passive strategies tailored to client risk profiles.

Mark Leichty is a financial advisor with Transamerica Financial Advisors in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked with several firms, including Kemper Health and WealthWave, and currently serves as a Certified Financial Educator at the Heartland Institute of Financial Education. Leichty also refers clients to Netlaw for estate planning services. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm’s advisory model primarily utilizes model portfolios and third-party managers, supported by multiple program platforms such as Transamerica ONE and the TFA365 Advisory Program.

Aaron Amador is a financial advisor with Transamerica Financial Advisors in Las Vegas, NV. He holds Series 63 and Series 65 licenses and has been with Transamerica Financial Advisors since 2026. His prior work experience includes positions at World Financial Group Insurance Agency and several business ventures, including Sector 21 Holdings, LLC, and Wilson Mikami Corporation. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a combination of advisory and broker-dealer services through proprietary model portfolios, third-party money managers, and commission-based insurance and brokerage products.

Christopher Schlatter is a financial advisor at Cresset Asset Management, LLC with 14 years of industry experience. He holds the Series 66 designation and previously worked at True Capital Management LLC for eight years before joining Cresset. Cresset Asset Management, LLC manages approximately $71.9 billion in client assets for a diverse range of clients, including individuals, families, trusts, retirement plans, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies, supported by a structured due-diligence program and a network of affiliated entities.

Ryan Skogstad is a financial advisor at Wealth Enhancement Advisory Services, LLC with 25 years of industry experience. He holds the Series 66 designation and has previously worked at Capstone Wealth Advisors, LLC and Wells Fargo Advisors. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and managed account referrals for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach overseen by an internal Investment Committee.

Andrew Greenhalgh is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup since 2017, following three years at JP Morgan Securities LLC and four years at JP Morgan Chase Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by in-house research and a range of market roles.