Gary Davis is a CFP® and ChFC® with 28 years of industry experience. He is currently with Financial & Tax Architects, LLC and has previously worked at Northwestern Mutual for 26 years. Davis also operates his own firm, Gary Davis, LLC. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm employs proprietary “Private Wealth Strategies” using ETFs, individual securities, and trend-aware rebalancing, and offers a sub-advisory business serving other registered investment advisers.

Gregory Feese is a financial advisor with Forum Financial Management, LP, holding Series 63 and Series 65 designations and 17 years of industry experience. He has previously worked at Purshe Kaplan Sterling Investments and PR Wealth Management Group, Inc., where he is also involved in an investment-related business, Legacy Wealth Management of Las Vegas. He is also licensed as an insurance agent offering fixed insurance products. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm uses model asset-allocation portfolios based on Modern Portfolio Theory and offers a range of services including portfolio management, financial planning, and sub-advisory support to independent advisors and RIAs.

Jimmy Lin is a financial advisor with Impact Partnership Wealth, LLC, holding a Series 65 license and four years of industry experience. He has worked with several firms, including RightPath Tax Pros and RightPath Wealth Management, and is also the owner of RightPath Financial Group, where he provides insurance sales and tax advisory services. Additionally, he prepares tax returns and plans, including estate documents such as trusts and wills. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion through a network of nearly 90 advisers. The firm offers model portfolio solutions, discretionary asset management, and retirement plan services, utilizing a diverse range of firm-managed and third-party strategies within a broad affiliated-entity ecosystem.

Jeremy Anderson is a financial advisor at The Wealth Consulting Group with 11 years of industry experience. He has held roles at WCG Wealth Advisors, LLC since 2017 and previously worked at Bank of America, N.A. from 2011 to 2017. Anderson holds Series 65 and Series 66 licenses. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual, corporate, retirement plan, and trust clients. The firm offers discretionary portfolio management, financial planning, and access to a range of investment platforms, employing both active and passive strategies alongside algorithmic portfolio management and legal support services.

Robert Gray is a financial advisor at Encompass More Asset Management LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at HRJ Gray Financial and Gray Financial. In addition to his advisory role, he is a licensed insurance agent and serves as Vice President of HRJ Gray Financial, an insurance agency specializing in life insurance and annuities. Encompass More Asset Management LLC serves individual and high-net-worth clients, providing discretionary portfolio management through proprietary and third-party model portfolios, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, and manages approximately $582 million for around 4,000 clients.

Richard Wickes is a CFP® with 33 years of experience in the financial services industry. He is currently with The AmeriFlex Group and has prior experience at firms including Ameriprise Financial Services, SagePoint Financial, and Cambridge Investment Research. In addition to his advisory role, he has worked as an independent insurance agent. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, money manager selection, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Jimmy Lee is a financial advisor at The Wealth Consulting Group with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with The Wealth Consulting Group and affiliated firms since 2014. Outside of his advisory role, he hosts a podcast titled "The Bull of Wall Street." The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, corporations, charities, trusts, and estates. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis, offering both direct management and access to third-party manager-of-manager programs, and integrates legal-services pathways alongside its advisory offerings.

Rickey Tiedemann is a financial advisor with Berthel Fisher & Company Financial Services, Inc. in Henderson, NV. He holds Series 63 and Series 65 licenses and has 40 years of industry experience. He has been with Berthel Fisher since 2012 and also leads BFC Planning, Inc. since 2017. Outside of his advisory work, he is a shooting instructor with the National Sporting Clays Association and is involved in the sale of vitamins and health products. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in client assets through a range of customized investment platforms and strategies.

Cheryl Constantino is a Certified Financial Planner (CFP®) with 25 years of industry experience. She is currently with The Wealth Consulting Group, where she has worked since 2014. Cheryl holds a Series 66 license and operates out of Las Vegas, NV. The Wealth Consulting Group provides fee-based wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, corporate plan sponsors, charities, and trusts. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis, offering both direct management and access to third-party programs across multiple custodial platforms.

Trevor Trebbien is a financial advisor at Encompass More Asset Management LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at JBP Group and TLG. In addition to his advisory role, he is an insurance agent with JBP Group. Encompass More Asset Management LLC serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, managing approximately $582 million for around 4,000 clients.

Amanda Woo is a financial advisor at Csenge Advisory Group, LLC with 11 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments and Fidelity Brokerage Services LLC. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate clients. The firm uses a combination of fundamental and technical analysis with a relative strength methodology and a top-down investment process, offering customized portfolio management through discretionary or model-based approaches.

William Nelson is a Series 65-licensed financial advisor with 22 years of industry experience. He is currently associated with Financial Gravity Family Office Services, LLC and has held roles at Financial Gravity Asset Management, Inc., Forta Financial Group, Inc., and Eqis Capital Management. Financial Gravity Family Office Services, LLC offers comprehensive financial planning, investment management, pension consulting, and educational services to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm uses fundamental, technical, and cyclical analysis to construct portfolios across a variety of securities and frequently employs third-party sub-advisors and model portfolios.

David Chandler is a financial advisor at IP Financial Advisory Services LLC with 18 years of industry experience. He holds a Series 66 designation and has worked with several firms including JP Morgan Securities and Securities America. Outside of his advisory role, he volunteers with the Black Mountain Detachment 495 Marine Corps League. IP Financial Advisory Services primarily serves individual retail clients and offers portfolio management, financial planning, and consulting services. The firm emphasizes personalized portfolio construction and discretionary management, focusing on non-high-net-worth investors and retirement plan participants.

Carl Holly is a financial advisor at Vanderbilt Advisory Services with 34 years of industry experience. He has been with Vanderbilt Advisory Services since 2016 and has held a position at Vanderbilt Securities since 2002. He holds a Series 63 designation. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation approach combined with fundamental, technical, and charting analysis, offering a range of portfolio management and financial planning services.

Stephanie Shafer is a CFP® with 20 years of industry experience, currently serving as an advisor at The AmeriFlex Group in Las Vegas, NV. Her prior experience includes roles at Sagepoint Financial, Inc., OSAIC, FSC Securities Corporation, and Woodbury Financial, Inc. She is affiliated with both The AmeriFlex Group and Cambridge Investment Research, Inc. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Christian Lemke is a CFP® professional with seven years of industry experience, currently affiliated with The AmeriFlex Group in Las Vegas, NV. His career includes roles at Cambridge Investment Research, Commonwealth Financial Group, and several other firms. Outside of his advisory work, his filings note real estate ownership in South Carolina. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates and investment adviser representatives. The firm offers customized financial planning and portfolio management solutions, utilizing model allocations and both discretionary and non-discretionary manager relationships, with client accounts custodied at multiple major custodians.

Tony Brewer is a Certified Financial Planner™ with 17 years of industry experience. He is currently with The Wealth Consulting Group in Las Vegas, where he has worked since 2014. Prior to that, he was with LPL Financial and briefly with Cetera Advisor Networks. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process that integrates fundamental, technical, macroeconomic, and quantitative analysis and offers both direct management and access to third-party programs.

Jordan Peterson is a financial advisor at SteelPeak Wealth, LLC in Las Vegas, NV, holding a Series 66 designation with nine years of industry experience. His prior roles include positions at Prime Capital Financial, Capital Advisors, Inc., SkyOak Capital, Inc., and Edward Jones. SteelPeak Wealth, LLC serves a diverse client base that includes individual investors, pension and profit-sharing plans, trusts, charities, family offices, private funds, and registered investment companies. The firm uses proprietary and custom model portfolios, alternative strategies, and private placement consulting to manage client assets, with specialized programs for accredited and qualified clients.

Craig Murrin is a financial advisor at Beacon Global Advisor Network, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at firms including BlackPoint Capital Partners, Beacon Global Advisor Network, GWM USA, and Globaleye International Wealth Solutions. In addition to his advisory role, he is also a licensed insurance agent. Beacon Global Advisor Network serves individuals, businesses, pension and profit-sharing plans, and trusts by providing customized asset management, financial planning, and retirement consulting services. The firm is noted for its pension-transfer capabilities for U.K. nationals and offers a range of investment solutions using third-party managed models and unified managed account platforms.

Erik Allison is a financial advisor at Savvy with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has held roles at Farther Finance Advisors, Skyfront Insurance, Skytree Partners, and EA Wealth. Outside of advising, he is a managing partner at Wealth Vision, LLC and a partner at Skyfront Insurance, LLC, where he offers insurance products. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized, primarily index-based investment plans and incorporates advanced strategies and fintech tools, including tax-aware direct indexing and third-party sub-advisers.