Jang Won Lee is a financial advisor with Eagle Strategies (NY Life) based in Las Vegas, NV, holding Series 63 and Series 66 licenses with 18 years of industry experience. He has worked with Eagle Strategies since 2014 and has been affiliated with New York Life Insurance Company and Nylife Securities LLC since 2008. In addition to his advisory role, he is appointed with outside insurance carriers to broker non-registered insurance products. Eagle Strategies serves a diverse client base including individuals, institutional investors, and corporate clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple program types and manages a substantial portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Alfonso Durazo III is a financial advisor with First Command Advisory Services in Las Vegas, NV, holding Series 63 and Series 65 credentials and 22 years of industry experience. His career includes positions at Bank of America, Merrill, LPL Financial, and Scottrade. He is also the sole owner of Cinepolitan, LLC, an entertainment company focused on electronic music and cinematic content. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Adam Goodman is a financial advisor at Brookstone Capital Management LLC with 12 years of industry experience. He holds a Series 65 credential and has worked with Brookstone since 2014. In addition to his advisory role, Goodman is an independent associate for Legal Shield, where he recruits and trains others to provide legal service plans and identity theft protection. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning through a turnkey platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis via model portfolios and managed accounts.

Tanner Wells is a financial advisor at AE Wealth Management, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at AE Wealth Management since 2017, after prior roles at Wittman Capital Management and managing TW Advisors DBA Wells Capital Group. Outside of his advisory work, he is involved in insurance sales through his ownership and management of Wells Capital Group. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a range of investment strategies, managing approximately $49.8 billion for over 127,000 clients across 444 advisors.

Mickey Li is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Bank of America, Merrill, and Wells Fargo before joining Citigroup in 2022. Based in Las Vegas, NV, he has a background spanning both wealth management and clearing services. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with robust internal oversight and manages complex market roles, including swap dealing and futures commission services.

Adam Knopow is a financial advisor with Eagle Strategies, affiliated with New York Life, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Company. Outside of advising, he is a board member of a local business referral group in Las Vegas, volunteers as a film production cast member, and hosts a podcast promoting local businesses. Eagle Strategies serves a wide range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through its network of affiliated representatives. The firm offers tailored advice across multiple program types and primarily manages assets on a non-discretionary basis, with a focus on fiduciary responsibilities to retirement investors.

Roc Willis is a financial advisor at Oppenheimer with Series 63 and Series 65 licenses and 43 years of industry experience. His prior roles include positions at Wedbush Securities, Wells Fargo Clearing, A. G. Edwards & Sons, and Morgan Stanley Dw Inc. Outside of his advisory work, Willis serves as trustee and executor for family trusts and estates, managing their administration and asset liquidation. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a range of discretionary and non-discretionary advisory programs across equity, balanced, and fixed-income portfolios, combining strategic asset allocation, manager selection, and ongoing portfolio monitoring.

Haley Evans is a financial advisor with PlanMember Securities Corporation in Las Vegas, NV, holding Series 65 and Series 63 licenses and five years of industry experience. She previously worked at Fidelity Investments for three years and has a background that includes roles in social services and education. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages unitized, risk-based mutual fund portfolios, offering education and support services such as seminars and personalized retirement planning.

Noah Skrinak is a financial advisor with AE Wealth Management, LLC and holds a Series 66 designation. He has been in the industry since 2025, with prior experience including roles at Wells Capital Group, PPC, and Ameriprise. In addition to his advisory work, he contributes to a local podcast company as a marketing and production specialist. AE Wealth Management serves a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm employs a platform-centered approach that integrates model portfolios managed by AEWM, third-party strategists, and advisor-managed models, supporting a high client load per advisor and offering a range of investment and consulting services.

Bryon Kibildis is a financial advisor with Primerica Advisors in Las Vegas, NV, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has worked extensively with Park Avenue Securities and Guardian Life Insurance Company of America. Outside of his advisory role, he has worked as a movie extra. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types.

Michael Holm is a financial advisor at Transamerica Financial Advisors with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with several firms including World Financial Group and various consulting and business ventures. Outside of his advisory role, Holm is involved in consulting on business systems and operations, as well as managing a ranch in southern Utah that is being developed for horse facilities and alfalfa production. 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’s investment approach primarily utilizes model portfolios and third-party managers, with a focus on integrated retirement plan solutions and affiliated mutual funds and insurance products.

Nohea Malden is a financial advisor with GWN Securities Inc. in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Prior to joining GWN Securities in 2018, Malden worked at Ameritas Investment Corp., Ccf Investments, Inc., and Capital Choice Financial Services. Outside of advisory work, Malden is involved in freelance portrait photography through Imago Dei 127 Photography. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, utilizing a range of investment strategies from traditional asset allocation to legacy market-timing and momentum-based approaches.

Shelby Mc Intyre is a financial advisor with Eagle Strategies (NY Life) based in Las Vegas, NV, holding Series 63 and Series 65 licenses and four years of industry experience. Shelby has worked with several firms, including NYLife Securities LLC and New York Life Insurance Company, and currently owns a business brokering non-registered insurance products. Additionally, Shelby is the author of "1Hundred Days," a self-help journal focused on mindset and personal challenges. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and advisory services largely emphasizing non-discretionary asset management and tailored solutions through various program types.

Derek Beutel is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. Prior to joining Empower, he worked in mortgage lending and related fields at several firms including LoanDepot and PennyMac Loan Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers integrated services tied to Empower’s recordkeeping and administrative platforms, combining point-in-time financial plans with optional managed account solutions.

Robin Bundy is a financial advisor with Transamerica Financial Advisors in Las Vegas, NV, holding Series 63 and Series 65 credentials and possessing 41 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has held roles at multiple other organizations, including Senior Life Insurance Company and Champion Health, Inc. Bundy serves as secretary and voting board member of Spread the Aloha to the Kids.org, a nonprofit supporting orphans and disadvantaged children. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm primarily uses model portfolios and third-party managers to implement investment strategies and offers multiple program platforms such as Transamerica ONE and the TFA365 Advisory Program.

Kyle Kirwan is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at Kalos Capital and Kalos Management. Outside of his advisory work, Kirwan serves as an officer and director of several business entities related to tax, investment, and tax preparation. Independent Financial Group, LLC serves a diverse client base, including individuals, high-net-worth clients, trusts, and corporate plans. The firm provides financial planning and portfolio management services using a combination of firm- and third-party models, employing both passive and active investment strategies across various risk profiles.

Paul Janda is a financial advisor at Concurrent Investment Advisors, LLC with a Series 65 designation. He has no prior industry experience but has a background that includes operating The Janda Law Firm since 2018 and working at the Las Vegas Neurology Center since 2012. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services through customized, primarily long-term portfolios incorporating ETFs, mutual funds, and other investment vehicles.

Christopher Giuliani is a CFP® professional with two years of experience in financial advising. He is currently with Wealth Enhancement Advisory Services, LLC and has prior experience at UBS Financial Services, JP Morgan Private Wealth Advisors, and First Republic. Giuliani served five years in the United States Marine Corps. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and uses a diversified investment approach that combines passive and active managers, with portfolio oversight by an internal Investment Committee.

Sara Oatt is a financial advisor at Transamerica Financial Advisors with nine years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at LPL Financial, Fidelity Investments, and TD Ameritrade. Outside of advisory work, she is involved in the sales of insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services. The firm provides fee-based wrap programs, proprietary and third-party model portfolios, and access to commission-based insurance and brokerage products.

Enrique Avila is a financial advisor with Empower Advisory Group in Las Vegas, NV, holding Series 63 and Series 65 licenses and accumulating eight years of industry experience. His prior roles include positions at LPL Financial, CUNA Brokerage Services, Inc., and SchoolsFirst FCU. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering integrated services through proprietary recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its planning models and manages a large participant base relative to its adviser headcount.