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.

Leo Hamill is a CFA® charterholder with 28 years of industry experience. He is currently with RBC Securities, Inc. and previously worked at City National Securities, Inc. and City National Bank. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm combines financial planning and portfolio management with access to an affiliated bank and related financial services, serving a diverse client base including high-net-worth individuals.

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.

Sidney Thompson is a financial advisor at Elevation Point Wealth Partners, LLC in Las Vegas, NV, holding a Series 66 designation with five years of industry experience. He previously worked at UBS Financial Services for seven years and has experience in roles outside the financial sector, including positions at AG Light and Sound and Hearthstone Kitchen and Cellar. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets. The firm serves a broad client base including individuals, retirement plans, and corporations, employing model portfolios with tactical asset allocation and incorporating third-party managers, alongside integrated insurance distribution and annuity servicing.

Erik Allison is a financial advisor at Savvy with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Morgan Stanley, United Capital Financial Advisors, and Cambridge Investment Research Advisors. Outside of advising, he is a managing partner of Wealth Vision, LLC, a marketing brand focused on financial services including insurance. Savvy provides investment and financial planning services to individuals, trusts, businesses, and charitable organizations, offering both discretionary and non-discretionary portfolio management. The firm employs a primarily index-based, long-term approach supplemented by active equity portfolios, direct indexing, and integrates third-party sub-advisers and fintech tools.

Daniela Dunne is a financial advisor at The AmeriFlex Group in Las Vegas, NV. She holds a Series 66 designation and has been in the industry since 2024. Her prior experience includes roles at Anderson Financial Solutions & Insurance Services and Cambridge Investment Research, Inc. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, and retirement plan consulting with customized strategies delivered via diverse investment platforms and manager relationships.

Hannah Buschbom is a CFP® with 15 years of industry experience, currently serving at The AmeriFlex Group. Her work history includes roles at Cambridge Investment Research, OSAIC, SAGEPOINT FINANCIAL, and Ameriflex Financial Services. She is the founder of The W Source, a networking organization, and is also an author and speaker. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations, offering portfolio management, financial planning, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Steven Roeth is a financial advisor at Redhawk Wealth Advisors, Inc. based in Las Vegas, NV, with 14 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Roeth also serves as a bishop at the Southern Hills Church of Jesus Christ of Latter-Day Saints, providing temporal and spiritual support to members of his congregation. Redhawk Wealth Advisors offers discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, high-net-worth families, estates, trusts, and charitable organizations. The firm’s investment approach centers on strategic and tactical asset allocation across multiple asset classes, supported by a weekly investment committee and incorporates third-party signals for certain strategies while retaining final discretionary authority.

Michael Gonzales is a financial advisor at Vanderbilt Advisory Services with three years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise, Sands Corporate Development, Emprove, and Wynn Las Vegas. Outside of his advisory role, he serves as a Cost Analysis Engineer at Hatchwell Studios, contributing to construction cost data and development schedules. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts and estates, businesses, and retirement plans. The firm offers portfolio management, proprietary model portfolios, access to third-party sub-advisors, and financial planning services, utilizing a strategic asset allocation process that combines fundamental, technical, and charting analysis.

Andrew Rores is a financial advisor with The AmeriFlex Group in Las Vegas, NV, holding a Series 66 designation and nine years of industry experience. His work history includes roles at Cambridge Investment Research, Sagepoint Financial, OSAIC, and Ameriprise Financial Services. He serves as a committee member for Saint Anthony Greek Orthodox Church. 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.

Sam Mineo is a financial advisor with Elevation Point Wealth Partners, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at UBS Financial Services, Zions Capital Advisors, Inc., and Whitehead Wealth Management, Inc. He serves on the board of directors for the UNLV Rebel Football Foundation, a nonprofit focused on raising funds and awareness for UNLV football. Elevation Point Wealth Partners is an SEC-registered, multi-team investment adviser with over $8 billion in assets under management. The firm serves individuals, retirement plans, trusts, estates, and business entities using model portfolios with tactical asset allocation, integrating insurance distribution and annuity servicing within its advisory services.

David Hehn is a financial advisor with NWF Advisory Services Inc, holding Series 65 and Series 66 licenses and bringing 19 years of industry experience. His previous roles include positions at Crown Capital Securities and Wells Fargo Clearing. Outside of his advisory work, he serves as a senior financial analyst for a private real estate firm, where he is involved in budgeting and financial modeling. NWF Advisory Services manages approximately $6.4 billion in client assets and serves primarily individual and high-net-worth clients through a network of over 100 advisory representatives. The firm utilizes an open-architecture, technology-driven platform to manage portfolios across various account types and offers financial planning and retirement plan consulting services.

Peter Giacona Jr. is a financial advisor with RBC Securities, Inc. in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at City National Securities, U.S. Bancorp Investments, Ameriprise Financial Services, and J.P. Morgan Securities. Outside of his advisory work, he owns and operates a print-on-demand arts business on Etsy. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, and retirement plans through its wrap-fee investment advisory program. The firm delegates investment management to an affiliated sub-advisor and integrates services across a broad financial services group affiliated with a bank parent.

David Smith Jr. is a financial advisor with Wedbush Securities Inc. in Las Vegas, NV, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He previously worked at Hilltop Securities Inc. for 14 years and M.L. Stern & Co., LLC for 4 years. Outside of his advisory role, he owns and manages a website that directs business to Wedbush Securities. Wedbush Securities provides investment advisory and broker-dealer services to a variety of clients including individuals, high-net-worth clients, institutions, and pooled investment vehicles. The firm offers a range of services such as wealth management, fixed income, commodities, capital markets, and portfolio management tailored to client objectives and risk tolerances.

Russell Price is a financial advisor at Elevation Point Wealth Partners, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services, Zions Capital Advisors, Inc., and M&I Investment Management Corp. Outside of his advisory role, he is involved with the Southern Nevada YMCA and co-manages Wanda Wonder, LLC, an investment-related business he owns with his spouse. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets. The firm serves individuals, retirement plans, trusts, estates, corporations, and other business entities using model portfolios that employ tactical asset allocation across various investment vehicles, alongside integration of insurance distribution and annuity servicing in its advisory services.

Jeffrey Leonard is a financial advisor at Tucker Asset Management LLC with 17 years of industry experience. He holds a Series 65 designation and has worked at Tucker Asset Management since 2016. Prior to this, he spent eight years at Brookstone Capital Management. Leonard is also involved in insurance and fixed annuity sales through American Benefits and Management Group, which he has been associated with for 19 years, and he owns Concepts Retirement Planning. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, providing discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down macroeconomic approach to portfolio construction and utilizes a broad range of investment strategies, including alternative investments and direct indexing.

Donald Marino is a financial advisor with Encompass More Asset Management LLC, holding a Series 65 designation and one year of industry experience. Prior to his current role, he worked in the automotive sector for several years at various dealerships in Nevada. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm employs model-based strategies that include proprietary models and third-party sub-advisers, offering a range of investment options from traditional equities and fixed income to private placements and digital asset exposures.