Andrew Bateman is a financial advisor at Valic Financial Advisors with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Bank, Merrill, and Bank of America. He is also appointed as an agent to sell non-securities insurance products for AGIA. 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, and brokerage services, utilizing Envestnet UMA models for portfolio construction.

Austin Guenthner is a Series 66-licensed financial advisor with Primerica Advisors in Las Vegas, NV, and has four years of industry experience. His work history includes roles at Guardian Life Insurance Company, Park Avenue Securities, Northwestern Mutual, and GHP Management. Outside of his advisory duties, he has been involved with Cathedral Catholic High School and the University of Southern California for over a decade. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services along with financial and business consulting. The firm utilizes a mix of proprietary model portfolios, third-party managers, and digital advice solutions to implement investment strategies.

George Pennock is a financial advisor at Schwab Wealth Advisory with 12 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His career at Charles Schwab and its affiliated entities spans from 2016 to the present. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its program, offering annual financial reviews, retirement and planning discussions, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, with advice delivered through standard asset allocation models and Schwab research tools.

Thomas Freeman Jr. is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 17 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance. Outside of his advisory work, Freeman is an independent business coach, a published author and speaker on his life story related to adoption, and serves on the advisory board for Foster Kinship. Park Avenue Securities LLC serves a broad retail client base through brokerage and advisory services, offering a range of investment strategies including proprietary and third-party model portfolios, as well as financial and business consulting solutions.

Garrett Parker is a CERTIFIED FINANCIAL PLANNER™ professional with 10 years of industry experience. He currently works at Mercer Global Advisors Inc. and has held positions at Capitol Family Office, Financial Advocates Investment Management, LPL Financial, Fidelity Brokerage Services LLC, and Edward Jones. Prior to his financial services career, he was employed at Amazon. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios based on Modern Portfolio Theory, utilizing multi-factor tilts and a range of implementation options.

Matthew Rigoli is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 19 years of industry experience. He has worked at Citigroup since 2018 and previously held roles at BBVA Securities Inc., BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, Inc., and Compass Bank. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, including in-house research, derivatives services, and bespoke discretionary solutions for very large relationships.

Eric Kessler is a financial advisor with GWN Securities Inc. in Henderson, NV, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at GWN Securities and New Directors Financial since 2021 and also serves as a behavior analyst at Proud Moments ABA, providing applied behavior analysis treatment for children with autism. GWN Securities is an SEC-registered investment adviser and broker-dealer offering discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios for individual and business clients. The firm manages approximately $3.65 billion across more than 37,000 accounts and provides a range of managed-account programs, including SMA, UMA, and fund-strategist options, with a distinctive legacy of market-timing and momentum-based strategies.

Megan Sheridan is a Series 66-licensed financial advisor with one year of industry experience, currently affiliated with Primerica Advisors in Las Vegas, NV. She has previously worked with Guardian Life Insurance Company, Park Avenue Securities, Mass Mutual Investors Services, MassMutual Life Insurance Co, and Equitable Advisors. Outside of her advisory role, she serves as treasurer for Pro Business Connection and is a founding member, community director, and treasurer of She Sparks; she also works as a bartender at Rhodes Ranch Golf Course. Primerica Advisors serves a broad retail client base, offering both brokerage and fee-based advisory services along with financial planning and consulting. The firm employs a mix of proprietary and third-party investment strategies and supports a range of account services including lending solutions and donor-advised funds.

Brian Kubis is a financial advisor at CWM, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Carson Wealth, Diamond Wealth Management, and H&H Retirement Design and Management during his career. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm provides portfolio management, financial planning, variable sub-account management, sub-advisory services, and retirement-plan services, employing model portfolios and a combination of fundamental and technical analysis overseen by an in-house Investment Committee.

Joshua Brown is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Wells Fargo Clearing, Wells Fargo Bank, and JP Morgan Securities and Chase Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with extensive in-house research and oversight, and it operates with notable scale and specialized market roles.

Travis Scribner is a financial advisor with Primerica Advisors based in Las Vegas, NV, holding a Series 66 designation and with 12 years of industry experience. He has previously worked at Park Avenue Securities and Guardian Life Insurance. Outside of his advisory work, Scribner is an author and speaker, having published a book titled *Financial Malpractice*, and serves on the board of directors for the nonprofit Just One Project. Park Avenue Securities LLC serves a diverse retail client base including individual investors, high-net-worth clients, charitable organizations, and corporations. The firm offers brokerage and advisory services, financial planning, and retirement-plan consulting through a combination of proprietary and third-party investment strategies, supporting both discretionary and non-discretionary account management.

Jamal Azzam is a financial advisor with Primerica Advisors in Las Vegas, NV, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Guardian Life Insurance Company, Mass Mutual Investors Services, and First Command Insurance Services. Primerica Advisors operates under Park Avenue Securities LLC, serving a broad retail client base with both brokerage and advisory services. The firm offers proprietary and third-party investment programs and supports a range of account-level services including lending solutions and donor-advised fund options.

Judith Ienatsch is a financial advisor with PlanMember Securities Corporation, holding a Series 63 designation and 37 years of industry experience. Her prior experience includes roles at Lincoln Investment and Legend Equities Corporation, in addition to operating as a self-employed investment professional since 1988. PlanMember provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary and offering education and support through personalized planning, seminars, and a service center. The firm uses a top-down strategic asset allocation approach to manage risk-based mutual fund portfolios ranging from conservative to aggressive.

Robert Evans is a financial advisor with Hightower Advisors in Henderson, NV, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Hightower Advisors since 2012. Outside of his advisory role, he is a half-owner and manager of a self-service carwash business. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a broad range of portfolio management and financial planning services.

Neeley John is a financial advisor at Transamerica Financial Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Transamerica Financial Advisors since 2021. Outside of his advisory role, he is involved in estate planning services through LegacyShield Solutions, Inc. and assists clients with college loan management by referring them to Student Optimum Services. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides advisory and broker-dealer services through proprietary and third-party model portfolios, offering both discretionary and non-discretionary program options.

Sheila Delutri is a financial advisor at Hightower Advisors with 44 years of industry experience. She holds Series 63 and Series 65 designations and has been with Hightower Advisors since 2012. Hightower Advisors provides investment advisory and planning services to a diverse client base including individual and institutional investors. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and a variety of investment vehicles.

Shanna Kehoe is a financial advisor with CWM, LLC, holding a Series 66 designation and over 22 years of industry experience. She has worked at several firms, including Cetera Advisor Networks, Lakeside Wealth Management Group, and New England Securities. Kehoe is a member of the Women’s Executive Council and the Las Vegas Metro Chamber of Commerce. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, employing discretionary model portfolios supported by various analysis methods, third-party sub-advisors, and customization tools.

Gregory Sheets is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 credentials and has 16 years of industry experience. His career includes roles at several firms such as WealthWave and Champion Health, Inc., where he has been involved in marketing and health insurance programs. Sheets is also engaged in hospitality consulting in Las Vegas. Transamerica Financial Advisors serves a diverse client base including individual investors, employer-sponsored retirement plans, trusts, and charitable organizations. The firm employs a model portfolio investment approach supported by third-party managers and offers multiple advisory programs alongside affiliated retirement plan services.

Shane Hipps is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and one year of industry experience. He is also the president and owner of Lantern Consulting Inc., a leadership and executive coaching firm, and an author of multiple books on leadership, culture, and faith. His career includes roles in management consulting and business ownership in various entities. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm primarily uses model portfolios and third-party managers to implement its advisory services, offering multiple program platforms such as Transamerica ONE and TFA365.

Freddy Lopez is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior experience includes roles at MassMutual Life Insurance Company and MML Investors Services LLC. Outside of his advisory work, he serves as Treasurer on the Las Vegas Pride Board of Directors and is President of the Consolidated Association of Prides, Inc. Park Avenue Securities LLC operates as both a broker-dealer and SEC-registered investment adviser, providing brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary management options, including model portfolios and a hybrid digital advisory solution.