Camille Liljequist is a financial advisor at Forthright Capital with a Series 65 credential and three years of industry experience. She has worked at Forthright Capital Advisory and Forthright Capital Partners since 2022 and previously was employed by American Income Life. Camille is also a licensed insurance agent affiliated with Forthright Capital Partners in Las Vegas, Nevada. Forthright Capital Advisory, LLC manages approximately $107.7 million in discretionary assets and serves individuals, retirement plans, corporations, and charitable organizations. The firm primarily uses passive investment management with client portfolios based on individual investment policy statements and incorporates model portfolios and outside managers when appropriate.

Brittany Jerez is a financial advisor at Winans Investments in Las Vegas, NV, holding a Series 65 designation with one year of industry experience. Her prior work includes five years at Harrison Drywall before joining Winans Investments. Winans Investments offers discretionary and non-discretionary portfolio management, advisory consulting, and research services to individuals, trusts, investment companies, and pension plans. The firm utilizes quantitative and technical analysis to construct diversified growth and fixed-income portfolios, serving both non-high-net-worth and high-net-worth clients.

Ronald Snider is a financial advisor with Capital Synergy Partners in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Capital Synergy Partners since 2010. Outside of advisory work, he owns an insurance sales business and serves as president of a real estate management company. Capital Synergy Partners serves individual clients, including both non‑high‑net‑worth and high‑net‑worth individuals, offering portfolio management, financial planning, consulting, and access to third‑party money managers. The firm operates with dual RIA and broker‑dealer registrations, providing a range of investment and insurance products through a primarily non‑discretionary advisory approach.

Steven Druckman is a financial advisor with WealthPLAN Partners in Las Vegas, NV, holding a Series 66 designation and 18 years of industry experience. He has worked at firms including Securities America, Inc., Insight Private Advisors, LLC, and APW Capital. Outside of advising, he is an accountant at his father's CPA firm, Gerson R Druckman, CPA, LLC, where he prepares personal and corporate tax returns and provides tax consultations. WealthPLAN Partners offers financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, and institutions. The firm employs a “Strategy Diversification” investment approach, managing accounts on a discretionary basis with tools such as third-party sub-advisers, automated rebalancing, and tax-loss harvesting.

Charis Mc Lemore is a financial advisor at Winans Investments in Las Vegas, NV, holding a Series 65 designation. Mc Lemore has been with Winans Investments since 2026 and previously worked at Key Advantage. Outside of advisory work, Mc Lemore has experience in education, including roles at the University of Nevada Las Vegas and the College of Southern Nevada. Winans Investments provides portfolio management, advisory consulting, and research services to individuals, trusts, investment companies, and pension plans. The firm uses a quantitative and technical approach, focusing on long-term growth and managing portfolios through proprietary systems and models.

Nicholas Pirsos is a financial advisor at Forthright Capital with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Forthright Capital Partners and Forthright Capital Advisory since 2023, following prior roles at MRA Advisory Group and TIAA. Outside of advisory work, he is involved in soliciting individual life insurance and fixed annuity products as an insurance agent. Forthright Capital Advisory, LLC manages approximately $107.7 million in discretionary assets, serving individuals, retirement plans, corporations, and charitable organizations. The firm primarily uses passive investment management with model portfolios and may engage outside managers, providing services including financial planning and employee benefit plan consulting.

Joel Hanson is a CFP® and holds a Series 65 license, with four years of experience in financial advising. He has been with Ankerstar Wealth, LLC since 2022 and previously worked at BAE Systems for six years. Ankerstar Wealth, LLC is a team of six advisors managing approximately $146 million in assets across diverse client relationships. The firm provides portfolio management and financial planning services to individuals, including high-net-worth clients, and business entities, utilizing derivatives and borrowing strategies within separately managed accounts.

Jeffrey Fiore is a financial advisor at Your Choice Financial LLC with seven years of industry experience. He holds a Series 65 designation and has previously worked at Horter Investment Management, Gradient Advisors, and NLS Insurance. Fiore also operates Fiore Wealth Management Group and has a long-standing connection with Herbalife International through an independent distributorship. Your Choice Financial LLC provides portfolio management, financial planning, and pension consulting services to individuals, pension plans, and business entities. The firm employs a long-term strategic investment approach combined with tactical decisions and utilizes a variety of analytical methods and investment instruments across its six-office footprint.

John Cooley is a financial advisor with Colorado Financial Service Corporation, holding Series 63 and Series 66 credentials and over 33 years of industry experience. He has been with Colorado Financial Service Corporation since 2011 and is also president of Success Continuing Education, a role he has held since 2002. Additionally, he owns and operates consulting and personal real estate management businesses. Colorado Financial Service Corporation provides financial planning, consulting, and portfolio management primarily for high-net-worth individuals, pension and profit-sharing plans, and other legal entities. The firm customizes portfolios using mutual funds, ETFs, stocks, and bonds and offers both discretionary and non-discretionary account management, utilizing advisor and third-party research.

Diana Heu is a financial advisor with The AmeriFlex Group, holding a Series 66 designation and bringing 16 years of industry experience. Her career includes roles at Cambridge Investment Research, Inc., OSAIC, and SAGEPOINT FINANCIAL, Inc. She also serves as president of AmeriFlex Group Securities, Inc. The AmeriFlex Group is an SEC-registered investment adviser that serves individuals, corporations, and retirement plans through a broad network of advisory affiliates. The firm offers customized portfolio management and financial planning using a variety of model allocations and manager relationships, with client accounts held at multiple custodians and monitored regularly.

Heidi Thornton is a financial advisor with Integrity Advisory Solutions in Las Vegas, NV, holding a Series 65 credential and one year of industry experience. She has worked at Partners Life since 2017 and also serves as a Life & Health Insurance Agent, assisting clients with Medicare plans alongside her husband. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing around $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, employing fundamental and technical analysis and multiple asset-allocation strategies.

Kimberly Matley Threat is a financial advisor with LaSalle St. Investment Advisors, L.L.C. She holds a Series 66 designation and has four years of industry experience. Her prior work includes roles at Lam Enterprises LLC dba Link Financial Advisory and Securities America, Inc. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, utilizing a mix of mutual funds, ETFs, equities, fixed income, and options.

Connie Densmore is a financial advisor with Foundations Investment Advisors LLC in Las Vegas, NV, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. Her prior experience includes roles at Questar Capital Corporation and Questar Asset Management from 2006 to 2019, as well as involvement with Signature Wealth & Tax since 2015. She also holds a real estate salesperson license and participates in precious metals investment as an agent, adding diversification options for clients. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a wide range of clients, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a mix of fundamental, technical, and cyclical analysis, uses model portfolios with an asymmetric rebalancing approach, and incorporates third-party sub-advisers and custodians in delivering its services.

Andrew Dejong is a financial advisor with IPI Wealth Management, Inc. in Las Vegas, NV, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has worked at firms including Woodstock Financial Group, Sagepoint Financial, and Icm. Outside of advising, he also operates a health and Medicare insurance brokerage and works as a rideshare driver. IPI Wealth Management serves individuals, businesses, and retirement plans by providing investment management, financial planning, and access to third-party asset managers. The firm employs an open-architecture investment approach with proprietary model portfolios and offers a range of advisory services, including ERISA 3(21) and 3(38) options.

Dominic Nadeau Jr. is a financial advisor with IHT Wealth Management LLC in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include extensive tenure at MetLife Securities Inc. and Metropolitan Life Insurance Company, as well as positions at LPL Financial, Private Advisor Group, and Mass Mutual Investors Services. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors, offering discretionary asset management, financial planning, ERISA plan consulting, outsourced CIO arrangements, and access to third-party managers. The firm’s investment approach combines fundamental value screening, quantitative optimization, and portfolio rebalancing, utilizing proprietary model portfolios and discretionary mandates tailored to client objectives.

John Rice is a financial advisor at FourStar Wealth Advisors, LLC in Las Vegas, NV, holding the ChFC® designation and Series 63 license with 44 years of industry experience. He previously worked at NPB Financial Group, LLC and IFG Group before joining FourStar in 2022. Outside of his advisory role, he has an insurance agent position unrelated to his investment work. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and businesses, offering financial planning, discretionary portfolio management, and retirement-plan consulting. The firm uses a combination of fundamental and technical analysis to manage client portfolios primarily on a discretionary basis, allocating assets across various securities and third-party managers tailored to risk tolerance and time horizon.

Kyle Chapman is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Foundations Investment Advisors LLC. His prior experience includes roles at American Trust Investment Services, Clarity Capital Partners, and WestPark Capital. In addition to his advisory work, he is an independent insurance agent based in Henderson, NV. Foundations Investment Advisors, LLC offers financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis, utilizing model portfolios and an asymmetric rebalancing approach.

Kim Dyson is a financial advisor at OneSeven with 16 years of industry experience and holds a Series 66 designation. Her prior roles include positions at Red Oak Capital Management, Comprehensive Asset Management and Servicing, Hayden Royal, and Great Lakes Atlantic Wealth Management and Advisory Partners. In addition to her advisory work, she is also licensed as an insurance broker, offering life and health insurance, long-term care insurance, and fixed annuities. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and retirement-plan consulting. The firm employs a primarily long-term investment approach using diversified mutual funds, ETFs, individual securities, alternatives, and private placements, and works with unaffiliated Independent Managers and third-party platforms.

Christian Smissen is a CFP® and CFA® charterholder affiliated with Lifeworks Advisors, LLC in Las Vegas, NV, with four years of industry experience. His prior roles include positions at Bauman Advisory Group, Arista Wealth Management, and multiple roles within Charles Schwab entities. Lifeworks Advisors serves a diverse client base including individuals, trusts, estates, and institutional clients, offering wealth management, financial planning, and retirement plan advisory services. The firm employs a planning-based and risk-based investment approach using diversified mutual funds, ETFs, third-party managers, and AI-supported research, and integrates tax and accounting capabilities alongside proprietary technology to support its advisory services.

Alex Mueller is a CFP® professional with eight years of experience in financial advising. He is currently with The AmeriFlex Group and Cambridge Investment Research, Inc., and has held prior roles at Edward Jones and Sanctuary Advisors LLC. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, delivering strategies through model asset allocations and various manager relationships.