Charis Mc Lemore is a financial advisor at Winans Investments in Las Vegas, NV, holding a Series 65 designation. Mc Lemore has been with Winans Investments since 2026 and previously worked at Key Advantage. Outside of advisory work, Mc Lemore has experience in education, including roles at the University of Nevada Las Vegas and the College of Southern Nevada. Winans Investments provides portfolio management, advisory consulting, and research services to individuals, trusts, investment companies, and pension plans. The firm uses a quantitative and technical approach, focusing on long-term growth and managing portfolios through proprietary systems and models.

Nicholas Pirsos is a financial advisor at Forthright Capital with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Forthright Capital Partners and Forthright Capital Advisory since 2023, following prior roles at MRA Advisory Group and TIAA. Outside of advisory work, he is involved in soliciting individual life insurance and fixed annuity products as an insurance agent. Forthright Capital Advisory, LLC manages approximately $107.7 million in discretionary assets, serving individuals, retirement plans, corporations, and charitable organizations. The firm primarily uses passive investment management with model portfolios and may engage outside managers, providing services including financial planning and employee benefit plan consulting.

Joel Hanson is a CFP® and holds a Series 65 license, with four years of experience in financial advising. He has been with Ankerstar Wealth, LLC since 2022 and previously worked at BAE Systems for six years. Ankerstar Wealth, LLC is a team of six advisors managing approximately $146 million in assets across diverse client relationships. The firm provides portfolio management and financial planning services to individuals, including high-net-worth clients, and business entities, utilizing derivatives and borrowing strategies within separately managed accounts.

Jeffrey Fiore is a financial advisor at Your Choice Financial LLC with seven years of industry experience. He holds a Series 65 designation and has previously worked at Horter Investment Management, Gradient Advisors, and NLS Insurance. Fiore also operates Fiore Wealth Management Group and has a long-standing connection with Herbalife International through an independent distributorship. Your Choice Financial LLC provides portfolio management, financial planning, and pension consulting services to individuals, pension plans, and business entities. The firm employs a long-term strategic investment approach combined with tactical decisions and utilizes a variety of analytical methods and investment instruments across its six-office footprint.

Jason Waugh is a CFP® with six years of experience in financial advising at Cassady Wealth & Retirement Planning L.L.C. He has worked with Cassady Law Offices since 2023 and previously held positions at Medical Innovations and Young Life Las Vegas. Waugh also contributes to estate planning in a paralegal capacity. Cassady Wealth & Retirement Planning serves individuals, trusts, estates, charitable organizations, and retirement plans, offering asset management, comprehensive financial planning, and advanced estate and retirement-plan services. The firm uses fundamental analysis alongside long- and short-term strategies, providing both model-driven and custom portfolio solutions for approximately 455 clients with $292 million under management.

John Cooley is a financial advisor with Colorado Financial Service Corporation, holding Series 63 and Series 66 credentials and over 33 years of industry experience. He has been with Colorado Financial Service Corporation since 2011 and is also president of Success Continuing Education, a role he has held since 2002. Additionally, he owns and operates consulting and personal real estate management businesses. Colorado Financial Service Corporation provides financial planning, consulting, and portfolio management primarily for high-net-worth individuals, pension and profit-sharing plans, and other legal entities. The firm customizes portfolios using mutual funds, ETFs, stocks, and bonds and offers both discretionary and non-discretionary account management, utilizing advisor and third-party research.

Diana Heu is a financial advisor with The AmeriFlex Group, holding a Series 66 designation and bringing 16 years of industry experience. Her career includes roles at Cambridge Investment Research, Inc., OSAIC, and SAGEPOINT FINANCIAL, Inc. She also serves as president of AmeriFlex Group Securities, Inc. The AmeriFlex Group is an SEC-registered investment adviser that serves individuals, corporations, and retirement plans through a broad network of advisory affiliates. The firm offers customized portfolio management and financial planning using a variety of model allocations and manager relationships, with client accounts held at multiple custodians and monitored regularly.

Kimberly Matley Threat is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with four years of industry experience. She holds a Series 66 designation and has previously worked at Lam Enterprises LLC dba Link Financial Advisory and Securities America, Inc. She has also been involved with Charged Branding LLC. LaSalle St. Investment Advisors offers personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm provides both non-discretionary and discretionary investment approaches, with a notable emphasis on non-discretionary asset management.

Andrew Dejong is a financial advisor with IPI Wealth Management, Inc. in Las Vegas, NV, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has worked at firms including Woodstock Financial Group, Sagepoint Financial, and Icm. Outside of advising, he also operates a health and Medicare insurance brokerage and works as a rideshare driver. IPI Wealth Management serves individuals, businesses, and retirement plans by providing investment management, financial planning, and access to third-party asset managers. The firm employs an open-architecture investment approach with proprietary model portfolios and offers a range of advisory services, including ERISA 3(21) and 3(38) options.

Dominic Nadeau Jr. is a financial advisor with IHT Wealth Management LLC in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include extensive tenure at MetLife Securities Inc. and Metropolitan Life Insurance Company, as well as positions at LPL Financial, Private Advisor Group, and Mass Mutual Investors Services. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors, offering discretionary asset management, financial planning, ERISA plan consulting, outsourced CIO arrangements, and access to third-party managers. The firm’s investment approach combines fundamental value screening, quantitative optimization, and portfolio rebalancing, utilizing proprietary model portfolios and discretionary mandates tailored to client objectives.

John Rice is a financial advisor at FourStar Wealth Advisors, LLC with 44 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining FourStar Wealth Advisors in 2022, he worked at IFG Group and NPB Financial Group, LLC. Outside of his advisory role, he is also an insurance agent. FourStar Wealth Advisors provides investment management, comprehensive financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm manages portfolios primarily on a discretionary basis, using both fundamental and technical analysis tailored to clients’ risk tolerances and objectives.

Kyle Chapman is a Certified Financial Planner (CFP®) with 11 years of industry experience. He is currently with Foundations Investment Advisors LLC and Asset Preservation Wealth & Tax, having previously worked at firms including American Trust Investment Services and Clarity Capital Partners. Chapman is also an independent insurance agent based in Henderson, NV. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for over 29,600 clients. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies through a network of nearly 300 investment adviser representatives.

Kim Dyson is a financial advisor at OneSeven with 16 years of industry experience and holds a Series 66 designation. Her prior roles include positions at Red Oak Capital Management, Comprehensive Asset Management and Servicing, Hayden Royal, and Great Lakes Atlantic Wealth Management and Advisory Partners. In addition to her advisory work, she is also licensed as an insurance broker, offering life and health insurance, long-term care insurance, and fixed annuities. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and retirement-plan consulting. The firm employs a primarily long-term investment approach using diversified mutual funds, ETFs, individual securities, alternatives, and private placements, and works with unaffiliated Independent Managers and third-party platforms.

Jason Stuhmer is a financial advisor at Soltis Investment Advisors, LLC with 10 years of industry experience. He held prior roles at SkyOak Wealth Management and Country Financial. Stuhmer serves on the board of trustees and the financial management committee of Nasri Academy for Gifted Children, a private school offering K-8 education. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension consulting to individuals, institutions, trusts, endowments, and retirement plans. The firm manages approximately $13 billion in assets and combines Modern Portfolio Theory with quantitative and qualitative analysis in its investment approach.

Christian Smissen is a CFP® and CFA® charterholder affiliated with Lifeworks Advisors, LLC in Las Vegas, NV, with four years of industry experience. His prior roles include positions at Bauman Advisory Group, Arista Wealth Management, and multiple roles within Charles Schwab entities. Lifeworks Advisors serves a diverse client base including individuals, trusts, estates, and institutional clients, offering wealth management, financial planning, and retirement plan advisory services. The firm employs a planning-based and risk-based investment approach using diversified mutual funds, ETFs, third-party managers, and AI-supported research, and integrates tax and accounting capabilities alongside proprietary technology to support its advisory services.

Alex Mueller is a CFP® professional with eight years of experience in financial advising. He is currently with The AmeriFlex Group and Cambridge Investment Research, Inc., and has held prior roles at Edward Jones and Sanctuary Advisors LLC. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, delivering strategies through model asset allocations and various manager relationships.

William Waight is a CFP® with 26 years of industry experience and has been with JMG Financial Group, Ltd. since 1999. He holds Series 63 and Series 65 licenses and is based in Henderson, NV. JMG Financial Group, Ltd. serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and business entities by providing discretionary investment management, financial advisory and consulting, retirement plan consulting, and tax consulting when requested. The firm manages approximately $6.36 billion in assets with a team of 64 advisors and employs a strategic asset allocation approach overseen by an investment committee, utilizing a range of investment vehicles including ETFs, mutual funds, individual equities, fixed income, private funds, and sub-advisors.

Richard Holtan is an investment advisor with NWF Advisory Services Inc. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. His career includes roles at The Ameriflex Group, Osaic, Interactive Financial Advisors, and Crown Capital Securities. In addition to his advisory work, he is president and owner of Financial Services Investment Corp of NV, which markets life insurance and fixed annuities. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting, trust, and estate services. The firm employs an open-architecture Wealth Management Platform with a focus on strategic long-term investing alongside tactical strategies.

Jesse Kurrasch is a CFP® and Series 66 credentialed financial advisor with 12 years of industry experience. He is currently with The AmeriFlex Group and has previously worked at Cambridge Investment Research, OSAIC, Ameriflex Financial Services, and Sagepoint Financial. Outside of his advisory role, he owns Offroad Aviation, LLC, a business based in Las Vegas. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers a range of portfolio management and consulting services through a network of advisory affiliates and utilizes multiple program platforms to implement tailored investment strategies.

Ryan Paugh is a financial advisor at Stratos Wealth Advisors LLC with 20 years of industry experience. He holds a Series 66 designation and has been with Stratos Wealth Advisors since 2017, following two years at Stratos Wealth Partners. Outside of his role at Stratos, he is the owner of Paugh LLC, a financial advising business. Stratos Wealth Advisors serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and financial institutions. The firm offers investment management, financial planning, and insurance consulting through a network of supervised independent advisory representatives using both bespoke and model portfolios.