Winfield Greenwood is a financial advisor at Hornor, Townsend & Kent, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc since 2010. Greenwood owns and operates several businesses, including Redstone Financial Group, which sells life, health, disability, long-term care insurance, and annuities, and Nevada Medical Staffing LLC, a staffing agency for medical professionals. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates a dual-registered platform providing both advisory and broker-dealer services, and manages approximately $8.37 billion in discretionary assets as of December 2025.

Andrew Carlson is a financial advisor at AE Wealth Management, LLC with three years of industry experience. He holds a Series 65 credential and has previously worked at TW Advisors, LLC and the Research and Development Center. His background also includes time as a student at Brigham Young University-Idaho. 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 manages approximately $49.8 billion through a high client-to-advisor ratio, utilizing standardized model portfolios and platform services.

Neal Rubin is a financial advisor at Wealth Enhancement Advisory Services, LLC with 22 years of industry experience. He holds the Series 66 designation and previously worked for Rochdale Investment Management and Rim Securities LLC for 19 years. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Mark Quenneville is a financial advisor with Valic Financial Advisors in Las Vegas, NV, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 34 years of industry experience and has been with Valic Financial Advisors since 2000. He also works as an agent for AGIA, providing non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors and utilizes Envestnet’s platform for discretionary unified managed accounts and tax-aware overlays.

Sheronne King is a financial advisor with First Command Advisory Services in Las Vegas, NV, holding Series 65 and Series 63 licenses and two years of industry experience. She served 28 years in the United States Air Force before transitioning to financial services in 2024. Outside of her advisory role, she is a managing member of KP Alliance, where she oversees administrative duties and government contract procurement. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to select and monitor portfolios from prescreened managers and model-based strategies.

Richard Laspaluto is a financial advisor with Centaurus Financial, Inc. in Las Vegas, NV, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has been with Centaurus Financial since 2005. Outside of his advisory role, he is involved in marketing deferred sales trusts and owns a financial planning brand under Laspaluto Financial Planners. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, and institutions. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, utilizing both discretionary and non-discretionary arrangements.

Lynsey Freeman is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She previously worked at Northwestern Mutual and has been with her current firms since 2017. Outside of her advisory role, Freeman organizes networking events for women in Las Vegas through her involvement with Gals That Brunch. Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage, financial planning, retirement consulting, and investment advisory services, utilizing both proprietary and third-party model portfolios.

Bryan Spencer is a financial advisor at Creative Planning with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill Lynch. Outside of his advisory role, he is the sole owner of a rental property business in Indianapolis. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and an integrated investment platform.

Skylar Hungate is a financial advisor at Empower Advisory Group with one year of industry experience. Prior to joining Empower, Skylar worked at Fidelity Investments and Bank of America. 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. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Andre Carter is a CFP® with nine years of industry experience currently serving at Citigroup Global Markets. His prior experience includes roles at Ameriprise Financial Services, Securities America, and OSAIC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through both discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles and partnerships, providing a broad range of advisory, execution, and custody services.

Barry Coviello is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has been with Hightower Advisors since 2013. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers alongside proprietary research and a variety of investment vehicles.

Joshua Nichols is a financial advisor with Empower Advisory Group in Las Vegas, NV. He holds the Series 66 designation and has one year of industry experience. Prior to joining Empower, he worked at NYLIFE Securities LLC and New York Life Insurance Company, and has also held roles at Boeing and in education. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage clients. The firm’s approach emphasizes long-term portfolio returns and integrates closely with affiliated Empower entities for recordkeeping and investment execution.

Bryan Pumphrey is a financial advisor at &Partners with 24 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining &Partners in 2023, he worked for Edward Jones for 22 years. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and ERISA consulting through a combination of proprietary and third-party strategies, supporting both discretionary and non-discretionary account management.

Meena Cheng is a financial advisor with Commonwealth Financial Network, holding the CFP® designation and securities licenses Series 63 and Series 65. She has 33 years of industry experience and has been with Commonwealth since 2014. Cheng is also an author of two books unrelated to investing, including *Fortune in Your Cookies* and *Inspiration From 9,000 Miles Away: A Macanese Singer, A Forgotten Cuisine, and Life Lessons Learned*. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing about $212.7 billion in client assets. The firm provides a broad platform of managed-account programs, third-party asset managers, retirement consulting, and custody services, supporting diverse investment strategies through both internal and outsourced model portfolios.

John Weimer is a financial advisor at First Command Advisory Services with Series 63 and Series 65 licenses and one year of industry experience. His prior work experience includes roles at Park County Public Health and Lockheed Martin Aeronautics. 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.

Brennan Drew is a financial advisor with Primerica Advisors in Las Vegas, NV, holding a Series 66 designation and 12 years of industry experience. He has been with Primerica Advisors since 2013 and also maintains a relationship with Guardian Life Insurance Co. since 2011. Outside of advising, he coaches wrestling at a local high school and is an author, having published a book titled *Financial Malpractice*. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base including individual, high-net-worth, charitable, and corporate clients. The firm offers both brokerage and advisory services with proprietary and third-party investment programs, utilizing a range of strategies including model portfolios and alternative investments.

Carlan Strand is a CFP® with 13 years of industry experience currently working at Transamerica Retirement Advisors, LLC. He previously held roles at Ameriprise Financial Services, Inc. and Ameriprise from 2012 to 2025. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing managed advice and investment education services through various programs that emphasize asset allocation, contribution guidance, and retirement planning. The firm utilizes Morningstar Investment Management for portfolio construction and oversight, serving a large client base with a significant portion of non-discretionary assets.

Terry Kelley is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 26 years of industry experience. He has been with Citigroup Global Markets since 2011. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains large institutional scale with specialized market roles.

Stacy Brady is a financial advisor with Commonwealth Financial Network in Las Vegas, NV, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has been with Commonwealth since 2013 and also serves as secretary and owner of Multiplan Financial Services, Inc. Outside of her advisory work, Brady is the author of the novel *Tennessee Dreams*. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients with a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion in portfolio construction alongside firm-managed model portfolios.

Gregory Phelps is a CFP® professional with 24 years of industry experience, currently affiliated with Allworth Financial, L.P. He worked at Redrock Wealth Management for 18 years before joining Allworth Financial in 2023. Based in Las Vegas, NV, Phelps holds Series 63 and Series 66 designations. Allworth Financial is an SEC-registered, fee-based advisory firm serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs a range of investment strategies, including model portfolios and options-based overlays, and offers both discretionary and non-discretionary asset management tailored to diverse client needs.