Christopher Bezich is a financial advisor at Centaurus Financial, Inc. with 32 years of industry experience. He holds Series 66 and Series 63 credentials and has previously worked at Nationwide Investment Services Corporation, Integrity Capital, LLC, and Integrity Marketing Group, LLC. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services through a variety of discretionary and non-discretionary arrangements.

John Underwood III is a Series 66-licensed financial advisor with five years of industry experience, currently affiliated with Independent Financial Group, LLC. His career includes roles at Flemings, Raymond James Financial Services, Cambridge Investment Research, and Cornerstone Wealth Management. He also assists with client service and administrative support in an insurance-related capacity outside of his primary firm. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutions. The firm offers financial planning and portfolio management through various platforms and uses a combination of strategic asset allocation, multi-manager portfolios, and ongoing due diligence in its investment process.

Christopher Heinlein is a financial advisor with Eagle Strategies (NY Life) based in Las Vegas, NV, holding the ChFC® designation and Series 66 license. He has 24 years of industry experience, including 15 years with New York Life Insurance Company and related affiliates. Heinlein also serves as a FINRA arbitrator and is commissioned as a notary public in New York. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients, emphasizing tailored recommendations and typically managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Mason Malott is a financial advisor with Empower Advisory Group in North Las Vegas, NV, holding Series 63 and Series 66 licenses and having two years of industry experience. His prior work includes roles at Northwestern Mutual Life Insurance Company and Empower. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders, using an integrated model tied to Empower’s recordkeeping and administrative platforms.

Brian Matthews is a CFP® and Series 65 credentialed advisor with five years of industry experience. He is currently with Integrated Wealth Concepts LLC and previously worked at Steel Peak Wealth Management, LLC and The Investment Counsel Company. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services utilizing customized portfolios with a long-term investment approach and access to both internal and third-party asset managers.

Gregory Dible is a financial advisor with Transamerica Retirement Advisors, LLC in Las Vegas, NV, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. His prior work includes roles at Ameriprise, TD Ameritrade, Fidelity Investments, Charles Schwab, and Citigroup Global Markets. Outside of finance, he is involved in planning and guiding wilderness tours through his work with Blazing Paddles, LLC. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing managed advice and investment education through various programs. The firm integrates Morningstar Investment Management’s proprietary software and model portfolios in its advice, operating at scale with a large client base focused on non-discretionary asset management.

Richard Moore is a financial advisor with Transamerica Financial Advisors in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has held roles with several other firms, including LegalShield and Prestige Benefits & Insurance. Outside of his advisory work, he is an author who writes about local history and serves as president of a local Toastmasters International club. Transamerica Financial Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, providing fee-based wrap programs, access to third-party money managers, and commission-based insurance and brokerage products.

Andre Kostylev is a financial advisor with Kestra Advisory Services, holding Series 63 and Series 66 licenses and six years of industry experience. He previously worked at Cetera and AFIN Family Wealth Management. Outside of his advisory role, he manages a business entity, Fibonacci Enterprises Inc., used for transaction separation purposes. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers services such as plan design, fiduciary consulting, employee education, and discretionary investment management supported by due diligence on performance and fees.

Mario Delacruz is a financial advisor with Transamerica Financial Advisors in Las Vegas, NV, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior work includes roles at Veratex, Inc., AAA T.L.C Health Care, DLV Vision, and Great Start Mortgage, where he currently advises and submits mortgage loan applications. He has been with Transamerica Financial Advisors since 2012. Transamerica Financial Advisors serves a broad client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services featuring proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Terreaux Williams is a financial advisor with Eagle Strategies (NY Life) in Las Vegas, NV, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Eagle Strategies, Williams worked at State Farm Investment Management Corp and held roles with Mike Whitford's and Caitlyn Whitford's Insurance Agencies. Williams is also involved in insurance brokering with outside carriers for non-registered products. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm operates through a large network of affiliated adviser representatives and emphasizes tailored solutions delivered through multiple advisory programs, with a substantial portion of assets managed on a non-discretionary basis.

Paul Sonnier is a financial advisor with Guardian Life and holds the Series 66 designation. He has 10 years of industry experience, including prior work at Morgan Stanley. Sonnier is a part-owner of Profit Pulse Accounting Solutions. He works with Park Avenue Securities LLC, a subsidiary of Guardian Life, which provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory relationships and blends proprietary and third-party investment strategies.

Joshua Crame is a financial advisor with Guardian Life and holds a Series 66 designation. He has eight years of industry experience, including roles at Park Avenue Securities and Guardian Life since 2017. Outside of his advisory work, he is involved with Liberty ID, a company providing identity theft protection and recovery services. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, including proprietary and third-party investment programs, combining discretionary and non-discretionary advisory relationships.

Joseph Delisi is a financial advisor with Primerica Advisors and holds the CFP® and ChFC® designations. He has 27 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance. Outside of his advisory work, he serves as treasurer for the Junior Leaders MMA Foundation and operates coaching and book sales businesses focused on behavioral aspects of finance. He is currently affiliated with Park Avenue Securities LLC, which serves a broad retail client base through transaction-based brokerage and fee-based advisory relationships. The firm offers multiple proprietary advisory programs and access to third-party investment managers, implementing strategies through a combination of model portfolios and digital advice solutions.

Marc Goldstein is a CFP® professional with 16 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory, Inc. and has prior experience at Northern Trust, Wells Fargo Clearing, and Citicorp Investment Services. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge fees directly to clients.

Kenneth Young IV is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 licenses. Although he has no prior years of industry experience, he is involved in various business activities including managing operations for HOTWORX, a sauna workout facility, and serving as an agent for Champion Health, a clinical preventive healthcare program. He also holds leadership roles in several other ventures and provides estate planning referrals through Netlaw Group. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, and businesses, offering investment advisory, brokerage, and retirement-plan services primarily through model portfolios and third-party managers. The firm operates an integrated retirement plan ecosystem and offers multiple program platforms such as Transamerica ONE and TFA365.

Nathan Elser is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and three years of industry experience. He has been affiliated with Transamerica since 2022 and also has professional involvement in real estate sales through Keller Williams Realty and Viking REI. Additionally, he uses an estate planning tool from Netlaw, Inc. to assist his financial advisory clients. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and corporations. The firm provides both advisory and broker-dealer services, offering proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Hunter Hayden is a financial advisor with PlanMember Securities Corporation in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His career includes roles at Ameriprise Financial Services Inc and multiple ongoing engagements as a self-employed advisor and owner of the insurance agency Secure Dignity. Hayden also has involvement with the U.S. Census Bureau. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary and offering a range of risk-based mutual fund portfolios. The firm emphasizes a strategic asset allocation framework and delivers education and support services, including personalized retirement planning and separation counseling.

Jason Frederico is a financial advisor with Primerica Advisors in Las Vegas, NV, holding CFP® and ChFC® designations and possessing 17 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Co of America since 2011. Outside of his advisory role, Frederico serves as president of The Gentleman's League, a nonprofit organization, and is co-owner of Candlesense, a fire retardant gel business. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, offering both brokerage and advisory services. The firm employs a mix of proprietary and third-party investment strategies and provides a range of financial planning, retirement, and business consulting services.

Madeleine Jackson is a CFP® with three years of industry experience, currently advising at Commonwealth Financial Network in Las Vegas, NV. She previously worked at UBS Financial Services, Inc. for four years and has experience with Central Coast Wealth Management and ATS Advanced Trustee Strategies. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that serves a national network of nearly 2,900 advisors and manages approximately $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Ryan Roloff is a CFP® and ChFC® with 26 years of industry experience. He is currently affiliated with CWM, LLC and has held roles at firms including Commonwealth Financial Network, CETERA Advisor Networks LLC, and Girard Securities, Inc. Roloff also serves as president of two non-investment businesses, Roloff Tax Services and Roloff Insurance Services, focusing on tax consulting and fixed insurance sales. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a nationwide network of over 600 advisors. The firm employs a discretionary management approach utilizing model portfolios overseen by an in-house Investment Committee, blending fundamental and technical analysis alongside third-party sub-advisors and customization tools.