Nicholas Hickly is a CFP® and holds a Series 66 license with 21 years of industry experience. He has been with The Investment Counsel Company in Las Vegas, NV, since 2015, where he works as part of a seven-advisor team. The Investment Counsel Company of Nevada serves individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations by providing discretionary and non-discretionary portfolio management, financial planning, consulting, and specialized searches for qualified plan providers and independent managers. The firm employs fundamental analysis with long- and short-term strategies across multiple asset classes and offers services on a fee-only or hourly consulting basis.

Vincent D Addona is a financial advisor at Bull Harbor Capital LLC with 44 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes long tenures at Guardian Life Insurance and Park Avenue Securities. Outside of his advisory role, he serves as a board member of Finseca and is involved as a partial owner in companies focused on behavioral finance and financial technology. Bull Harbor Capital LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm emphasizes long-term strategic asset allocation with tactical adjustments and employs a diverse range of investment vehicles, including mutual funds, ETFs, individual equities, fixed income, and options.

Luisa Pamela Mendoza is a CFP® professional at Ducere Wealth Management in Las Vegas, NV, with one year of experience at the firm and prior roles at Investment Counsel Company and Bass Underwriters. Her background includes diverse positions in the hospitality industry and a four-year tenure at the University of Nevada Las Vegas. Ducere Wealth Management serves high-net-worth and ultra-high-net-worth individuals, families, business owners, and certain corporations, focusing on accredited investors and qualified purchasers. The firm offers discretionary investment management, comprehensive financial planning, advanced tax optimization, and estate planning, employing a long-term strategic asset allocation approach with tax-efficient techniques and selective use of alternative investments.

Ronald Sloy is a financial advisor at Sloy, Dahl & Holst, LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Sloy, Dahl & Holst since 1981. He is also the 100% owner of Sloy, Dahl & Holst Holdings, Inc., a holding company based in Vancouver, WA. Sloy, Dahl & Holst provides investment advice to individuals, pension and profit-sharing plans, trusts, estates, and institutional clients. The firm employs both quantitative and qualitative analysis to construct proprietary model portfolios and manages collective investment funds primarily for employer-sponsored retirement plans.

Sean Ohashi is a financial advisor at Mission Financial Group, LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for 11 years. Outside of his advisory role, he serves as a volunteer board member for the Alzheimer's Association, assisting with event planning for the Walk to End Alzheimer's. Mission Financial Group provides investment advisory and planning services to individuals, high net worth clients, retirement plans, trusts, and business entities. The firm focuses on individualized portfolio construction and ongoing monitoring, utilizing a range of investment strategies and asset types, including ETFs, mutual funds, individual securities, alternative investments, and cryptocurrency products.

Eric Sorenson is a financial advisor at Capstone Capital Wealth Advisors in Henderson, NV. He holds a Series 66 designation and has two years of industry experience, including prior roles at Merrill and Bank of America. Outside of his advisory work, he is a managing member of Sorenson Ventures LLC, an entity intended to own an indoor pickleball facility. Capstone Capital Wealth Advisors provides discretionary investment management and financial planning services to individuals and institutional clients, including pension plans and corporations. The firm emphasizes strategic asset allocation and long-term portfolio construction with broadly diversified funds, tailoring portfolios through personal discussions and exercising discretionary trading authority under client agreements.

Chandler Mcknight is a financial advisor at Arista Wealth Management, LLC in Las Vegas, NV, holding Series 63 and Series 65 designations with one year of industry experience. Prior to joining Arista, he worked at Fidelity Investments and has held various roles across different sectors. 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’s investment approach relies on passive index allocations and low-cost mutual funds and ETFs, supplemented by third-party strategists and alternative investments when appropriate.

William Barton is a Series 65-licensed advisor at The Investment Counsel Company in Las Vegas, NV, with experience beginning in 2024. Prior to joining the firm, he worked for 26 years with the Clark County School District. The Investment Counsel Company of Nevada provides discretionary and non-discretionary portfolio management and consulting services to individuals, pension plans, business entities, trusts, estates, and charitable organizations. The firm employs a combination of fundamental analysis and diversified asset allocation across equities, fixed income, mutual funds, ETFs, and independent managers, managing approximately $1.84 billion in assets.

Damondrick Jack is a Series 65-licensed financial advisor with Abundo Wealth in Las Vegas, NV, bringing two years of industry experience. His background includes roles at Bingham, Osborn, & Scarborough, LLC, Mercer Advisors, and work with nonprofit organizations such as The AFE Society and StreetCode Academy. Abundo Wealth offers comprehensive financial planning and non-discretionary investment advisory services primarily to individual clients, focusing on cash flow, retirement, estate, and tax planning without requiring an asset minimum. The firm employs a passive, low-cost index fund approach based on a Semi-Strong Form Efficient Market hypothesis and structures its advisory services on a subscription basis across a network of 11 offices.

Kenneth Winans is a financial advisor at Winans Investments with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Winans International since 1992. Outside of his advisory role, he serves as president of The W Foundation, a nonprofit organization dedicated to preserving and promoting space history through exhibits. Winans Investments provides discretionary and non-discretionary portfolio management, advisory consulting, and research services to individuals, trusts, investment companies, and pension plans. The firm serves a range of clients from non-high-net-worth to high-net-worth and employs a quantitative and technical analysis approach to construct growth and fixed-income portfolios, offering personalized strategies, model-based programs, and sub-adviser arrangements.

Adam Cress is a financial advisor at Capstone Capital Wealth Advisors with six years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, Med James Inc, and Kaufman Financial Group. Capstone Capital Wealth Advisors provides discretionary investment management and one-time financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension and profit-sharing plans, trusts, estates, and corporations. The firm emphasizes strategic asset allocation and long-term portfolio construction using broadly diversified mutual funds and ETFs, tailoring portfolios based on individual client goals and risk tolerance.

Jordan Naffa is a financial advisor at Arista Wealth Management, LLC with 11 years of industry experience. He holds the CFP® designation and securities licenses Series 65 and Series 63. Prior to joining Arista in 2023, he worked at Portfolio Advisors, Inc. for six years. He is also a licensed insurance agent. Arista Wealth Management provides financial planning and wealth management services to individuals and high-net-worth clients, as well as retirement plan advisory to employer plan sponsors. The firm’s investment approach is based on academic research and modern portfolio theory, primarily using passive index allocations, model portfolios, and low-cost mutual funds and ETFs, supplemented by third-party strategists and alternative investments where appropriate.

Todd Bauman is a financial advisor with Bauman Wealth Advisors in Las Vegas, NV, holding Series 63 and Series 65 credentials and over 25 years of industry experience. He is also involved in several related businesses, including managing member of Bauman Tax Solutions, LLC and loan originator at Anchor Mortgage. Bauman serves as manager of APA, LLC dba Asset Protection of America. Bauman Wealth Advisors provides personalized discretionary investment management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm combines financial planning with portfolio management, using a range of strategies informed by fundamental, technical, and cyclical analysis, and maintains custody through institutional custodians.

Matthew Ravenscroft is a financial advisor at Summit Portfolio Management LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Summit since 2019. Outside of financial advising, he is a full-time electrical engineer at DMI Engineers, a role he has held since 2001. Summit Portfolio Management provides discretionary portfolio management and financial planning services 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 factor exposures, managing approximately $169.7 million in assets for around 108 clients.

Curtis Udall is a financial advisor at West Ridge Advisors with four years of industry experience. He holds a Series 65 designation and has worked at West Ridge Advisors since 2022. Prior to that, he has been a Tax Manager at Udall CPA Group PLLC since 2017 and worked for PricewaterhouseCoopers in 2016. Outside of his advisory role, he is involved in managing real estate investment companies. West Ridge Advisors serves individual clients, including both non-high-net-worth and high-net-worth households, as well as sponsoring pension and profit-sharing plans. The firm employs a long-term, buy-and-hold investment approach grounded in Modern Portfolio Theory and offers portfolio management, financial planning, and retirement-plan consulting through a team of advisors.

Aniruddha Ray is a financial advisor with MDX Wealth Management in Las Vegas, NV, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with MDX Wealth Management since 2016. Outside of his advisory role, he owns a film production company involved in both production and acting. MDX Wealth Management is an independent registered investment adviser serving individuals, trusts, pensions, foundations, and businesses. The firm provides portfolio management and wealth-planning services using a fundamentally driven, long-term investment approach supplemented by tactical strategies aligned with client risk profiles.

Paul Moffat is a financial advisor at Arista Wealth Management, LLC with 26 years of industry experience. He holds a Series 66 designation and has been with Arista since 2006. Outside of his advisory role, Moffat is a licensed insurance agent and serves on the Board of Trustees at Southern Virginia University. He also has ownership interests in a pest control company and several personal real estate ventures. Arista Wealth Management advises individuals, non-profits, pension and profit-sharing plans, retirement plans, corporations, and accredited investors. The firm employs an investment approach grounded in modern portfolio theory, favoring passive, index-based allocations while also utilizing active managers and alternative strategies when appropriate.

Julie Malonzo is a financial advisor at Cassady Wealth & Retirement Planning L.L.C. with four years of industry experience. She holds the Series 66 designation and has worked at several firms including Merrill and Gradient Securities LLC. Outside of advisory work, she provides administrative assistance as a front desk receptionist at EmberXFrost. Cassady Wealth & Retirement Planning serves individuals, trusts, estates, charitable organizations, and retirement plans, offering comprehensive financial planning and investment management. The firm uses a combination of fundamental analysis and both model-driven and custom portfolio solutions, managing approximately $292 million in assets across five advisors.

Tracy Gallman is a financial advisor with Axos Invest, Inc., holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her prior roles include positions at Primerica Financial Services and Meeder Investment Management, as well as running Gallman Consulting Group. She also supervises Premier Banking and Lending at Axos Bank. 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 and diversification, including thematic exposures and tax-loss harvesting, and operates within the Axos Financial group with integrated banking and brokerage services.

Sabrina Hayes is a financial advisor at Forthright Capital with 18 years of industry experience. She holds the Series 63 and Series 66 designations and has worked previously at Lincoln Financial Securities, First Command Financial Planning, Ethne Solutions, and Allstate Insurance. Forthright Capital Advisory, LLC is an SEC-registered investment adviser managing approximately $107.7 million in discretionary assets. The firm serves individuals, retirement plans, corporations, and charitable organizations using primarily passive investment management, model portfolios, and outside managers when appropriate.