John Berkhoff is a financial advisor with Planmember Securities Corporation in Henderson, NV, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been involved with Planmember Securities Corporation, Business Management Solutions, and Vegas Valley Insurance & Financial Services LLC since 2015. Outside of advising, Berkhoff owns and operates businesses in insurance, tax preparation, and marketing services. Planmember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options. The firm uses a top-down strategic asset allocation approach and manages unitized, risk-based mutual fund portfolios ranging from conservative to aggressive.

Jeremy Murray is a CFP® with 13 years of experience in financial advising. He has worked at Allworth Financial, L.P. since 2023 and was previously with Redrock Wealth Management, LLC for 12 years. Based in Las Vegas, NV, he holds a Series 65 license. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using a range of model strategies and employs technology to manage held-away employer retirement accounts without accessing client login credentials.

Patrick Collins is a CFP® professional with 13 years of industry experience, currently affiliated with Primerica Advisors in Las Vegas, NV. He has worked at Park Avenue Securities since 2012 and Guardian Life Insurance Company since 2011. Outside of his advisory role, Collins engages in independent insurance sales unrelated to Guardian Life. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services, financial planning, and retirement and business consulting. The firm employs a combination of proprietary and third-party investment strategies and supports a range of account-level services including lending solutions and donor-advised funds.

Jordan Ibsen is a Series 66-licensed financial advisor with eight years of industry experience, currently with Guardian Life and Park Avenue Securities. His professional background includes roles at Provident Trust Group and the University of Nevada, Las Vegas. Outside of his advisory work, he serves as an assistant football coach for Faith Lutheran High School's junior varsity team. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm provides both discretionary and non-discretionary management, utilizing proprietary and third-party strategies along with hybrid digital advisory solutions.

Anand K Nair is a financial advisor at Guardian Life with 13 years of industry experience and holds a Series 66 designation. He has previously worked at Northwestern Mutual and Westpac Wealth Partners. Outside of his advisory role, he is an author and speaker. He is affiliated with Park Avenue® Wealth Management, a firm serving individuals, pension plans, charitable organizations, and corporate clients through brokerage services, financial planning, and a range of investment advisory programs using both proprietary and third-party models.

Gregory Hunko is a Series 66-licensed financial advisor at Primerica Advisors with three years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2022. Prior to his financial advisory career, he was employed at Home Depot for 28 years and attended the University of Nevada Las Vegas. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial planning and retirement-plan consulting. The firm employs a variety of investment strategies through proprietary and third-party platforms and supports account-level services such as lending solutions and donor-advised funds.

Jeffrey Wolfrey is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His work history includes roles at multiple firms and business ventures dating back over two decades. He is involved with the Jeffrey M Wolfrey and Mary G Wolfrey Trust and has experience in sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses, delivering services through a large advisor network and multiple program platforms. The firm implements its advisory model primarily via model portfolios and third-party managers, offering both proprietary and externally managed investment options.

Andrew Bunkers is a financial advisor at Primerica Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles at Park Avenue Securities, Guardian Life Insurance Company, Keller Williams Realty VIP, Vivienda Development LLC, and M1 Support Services. Outside of advising, he is the owner of Vivienda Development LLC, a real estate business. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services along with financial and business consulting. The firm utilizes a mix of proprietary and third-party investment strategies and supports various account-level services such as lending solutions and donor-advised funds.

Paul Backofen Jr. is a Series 66-licensed financial advisor with Primerica Advisors and has seven years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2017. Outside of his advisory role, he is involved as an assistant golf coach at Chaparral High School and co-founded a community organization focused on craft beer enthusiasts in Nevada. Paul is affiliated with Park Avenue Securities LLC, which serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers transaction-based brokerage and fee-based advisory services, employing a variety of investment strategies through proprietary model portfolios, third-party managers, and digital advice solutions.

Olivia Amador is a Series 65-credentialed advisor with Transamerica Financial Advisors, based in Las Vegas, NV. She has one year of experience in the financial services industry, having worked at Transamerica Financial Advisors since 2026. Prior to her current role, she has experience in real estate and insurance agencies. Transamerica Financial Advisors serves a broad client base including individual investors, pension plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, with a range of proprietary and third-party investment models, and manages over $2 billion in assets under management.

Trevor Jacobson is a financial advisor at TIAA-CREF based in Las Vegas, NV, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Fidelity, VOYA Financial Advisors, Inc., and Cetera. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm operates a vertically integrated advisory model that includes both point-in-time planning services and ongoing discretionary management through various managed account options.

Jason Berton is a financial advisor at Primerica Advisors with a Series 66 credential and two years of industry experience. He has held prior roles at Capstone Financial and Insurance Partners, Guardian Life Insurance Company, Century Communities, and TriPointe Homes. Outside of his advisory work, he has experience running a coffee business, il Morso Coffee Bites, from 2013 to 2019. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, employing a mix of proprietary and third-party investment strategies and supporting various account-level features such as lending solutions and tax harvesting.

Andrew Borgna is a financial advisor at GWN Securities Inc. with 13 years of industry experience. He holds the Series 65 and Series 63 designations and has previously worked at Ameritas Investment Corp., Capital Choice Financial Services, and Ccf Investments, Inc. Outside of his advisory role, he is appointed as a life insurance agent with Asset Wealth Management and has experience in life insurance and annuities sales. GWN Securities provides investment advisory services and financial planning to individual and corporate clients through managed account programs and introductions to third-party managers. The firm uses a mix of affiliated and unaffiliated sub-advisers and combines asset allocation and market-timing strategies across its branded platforms.

Eileen Bohn is a Certified Financial Planner (CFP®) with over 31 years of experience in the financial industry. She currently works at Hightower Advisors and has previously held positions at Bel Air Securities, Bel Air Investment Advisors, Wells Fargo Clearing, and First Republic Investment Management. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, proprietary research, and a diverse set of investment vehicles.

Douglas Newton is a financial advisor with Primerica Advisors holding a Series 66 designation and beginning his industry experience in 2025. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2025. Outside of financial advising, he is the managing member of King Penguin Media, a company providing production and post-production services to the entertainment industry. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services, financial planning, and consulting. The firm employs a variety of investment strategies through proprietary models, third-party managers, and digital advice solutions, supporting a wide range of investment products and account services.

James Petrizzo is a financial advisor with Independent Financial Group, LLC in Boulder City, NV, holding a ChFC® designation and Series 63 and 65 licenses. He has 35 years of industry experience, including prior roles at Boulder Dam Credit Union, CUSO Financial Services, CUNA Brokerage Services, Osaic FS, and VOYA Financial Advisors. He operates a marketing DBA under the name Petrizzo Financial Position. 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 various platforms and employs a combination of strategic asset allocation, multi-manager portfolios, and both passive and active investment strategies.

Christopher Winspear is a financial advisor with PlanMember Securities Corporation in Henderson, NV, holding Series 65 and Series 63 licenses and bringing 22 years of industry experience. His career includes roles at Horace Mann Insurance and Horace Mann Investors Inc, where he worked for 17 to 15 years respectively, as well as operating his own financial and insurance services businesses. Winspear is involved in insurance and tax services through his outside business activities. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation process focused on risk-based mutual fund portfolios and offers education and support services to plan sponsors and participants.

Jared Burgess is a financial advisor at Guardian Life and Park Avenue Securities with Series 63 and Series 65 licenses and one year of industry experience. He served 20 years in the United States Navy before transitioning to his current role. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with a range of brokerage and advisory services.

Ekaterina Chompalova is a Series 66 licensed financial advisor with Valic Financial Advisors in Las Vegas, NV, bringing five years of industry experience. She previously worked at Bank of America and Merrill and is also appointed as an agent to sell non-securities insurance products for Agia. Valic Financial Advisors serves primarily U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models and operating with a large network of advisors and significant assets under management.

Kyle Mirich is a financial advisor with Valic Financial Advisors in Las Vegas, NV, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has worked with Valic Financial Advisors since 1999 and has been associated with Agia since 2022, where he is involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.