Maximus Nguyen is a financial advisor at Focus Partners Wealth, LLC with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Churchill Management Group, Bancwest Investment Services, TD Ameritrade, and Edward Jones. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Emily Ebel is a financial advisor at Mariner with a Series 65 designation and two years of industry experience. Her prior firms include UBS Financial Services, Sequoia Financial Group, LLC, and Eide Bailly Financial Services, LLC. Before entering the financial sector, she spent 17 years in full-time education. Mariner serves a diverse range of clients including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and provides integrated tax and accounting services alongside administrative family office and employer financial wellness solutions.

Eric Wyer is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 licenses and 22 years of industry experience. He has been with VOYA Financial Advisors since 2014 and also works with Voya Retirement Advisors and CUNA Mutual Group. VOYA Financial Advisors serves a broad range of clients, including individuals, institutional investors, and retirement plan sponsors, offering financial planning, portfolio management, and retirement consulting through various program structures that emphasize non-discretionary, recommendation-based advice.

Lawrence Napolitano is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 credentials and 16 years of industry experience. His career includes roles at Kalos Capital and Cornerstone Wealth Management. He is also a coach and mentor within his firm and owns a tax preparation company. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm employs both firm- and third-party investment models and combines strategic asset allocation with active and passive management across various risk profiles.

Jamee Bateau is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and four years of industry experience. In addition to her advisory role, she owns Paladin Consulting LLC and Bateau Enterprise, providing general consulting and educational services in areas such as software, marketing, and programming. She also serves as a board member of the Do & Be Arts Academy of Excellence, a trade school focused on education for children. Transamerica Financial Advisors offers investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers within an extensive advisor network.

Benjamin Affleck is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and also has background in health insurance sales at Prestige Benefits and Insurance LLC. Outside of his advisory work, he has engaged in food delivery services with companies such as Uber Eats and DoorDash. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services utilizing proprietary and third-party model portfolios with discretionary and non-discretionary options.

Keng Taing is a financial advisor at Empower Advisory Group with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial and SWS Financial Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering an integrated service model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Nicholas Ellis is a financial advisor with Kestra Advisory Services, LLC, holding a Series 66 designation and bringing 10 years of industry experience. He previously worked at Centaurus Financial Inc. for 10 years and has been involved with Dynamic Investment Strategies since 2011. He is also the owner of Battle Born Wealth Management, a tax planning and preparation business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and plan-level investment advice. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Jammie Avila is a financial advisor at Independent Financial Group, LLC with 10 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Kalos Capital and Cornerstone Retirement & Insurance Services. Avila serves as a board member for Help of Southern Nevada, a local charity, and is involved in coaching and mentoring roles outside her advisory work. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, and institutional plans. The firm employs model-based portfolio management and a combination of passive and active strategies to tailor investment solutions according to client risk profiles.

Bo Jenkins is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and Nevada State Bank (Zions Bancorp). He is based in Las Vegas, NV. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including in-house research and derivatives services.

William Hinder is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 licenses and five years of industry experience. Before joining Brookstone Capital Management in 2022, he held roles at Net Law Group Inc., Transamerica Financial Advisors, Inc., and World Financial Group, Inc. Outside of his advisory role, he is the owner and founder of Sky Point Tax Pros, a tax preparation and planning business, and creates content as a participant in the YouTube Partner Program. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other entities. The firm utilizes a range of investment strategies, including strategic and dynamic asset allocation, ETFs, mutual funds, options-enhanced strategies, and proprietary funds, and operates a turnkey asset management platform serving a broad client base.

John Balele is a financial advisor with Eagle Strategies (NY Life) based in Las Vegas, NV. He holds a ChFC® designation and a Series 63 license, and has seven years of industry experience. Prior to his current role, he has worked with New York Life Insurance Co, NYLIFE Securities LLC, and operated an online VIP booking service for Las Vegas nightclubs through Vegas Made LLC. He also serves as a board member of the African Diaspora of Las Vegas, a nonprofit focused on supporting the local African diaspora community. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored advice through multiple program types and primarily manages assets on a non-discretionary basis, working within an integrated New York Life affiliate structure.

David Tucker is a financial advisor with Eagle Strategies (NY Life) based in Las Vegas, NV, holding Series 63 and Series 66 licenses with 12 years of industry experience. His prior experience includes roles at Field Financial Strategies, LLC, Cadence Wealth Management, L.L.C., and various positions with New York Life and its affiliated entities. Outside of advisory work, he volunteers as Assistant Grand Praetor for the Sigma Chi Fraternity, providing support and mentorship to collegiate members in central Texas. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored advice and delivers solutions across multiple program types, with a focus on non-discretionary asset management and serving a diverse range of institutional sponsors.

Robert Arbon is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 56 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and is also involved in the funeral services industry as a pre-need sales agent with Metcalf & Spilsbury Mortuaries. Additionally, he serves as president of Arbon Financial, Inc., a financial services company. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services through proprietary model portfolios and third-party money managers. The firm manages a significant amount of discretionary and non-discretionary assets and operates uniquely as both a registered broker-dealer and a registered investment advisor.

William Mannon Jr. is a financial advisor with Mercer Global Advisors Inc. in Las Vegas, NV, holding Series 63 and Series 65 credentials and having 15 years of industry experience. He has been with Mercer Global Advisors since 2014 in various capacities. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services along with financial, tax, retirement, estate planning, and family office services. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios implemented through a combination of low-cost ETFs, index funds, separate account managers, direct indexing, and private funds.

Samantha Carnahan is a financial advisor at First Command Advisory Services with two years of industry experience. She holds Series 63 and Series 65 licenses and serves as a 1st Lieutenant in the U.S. Army National Guard, where she is responsible for decision making, soldier development, and HR functions within her unit. Her prior work includes roles at various First Command entities and experience in workforce development and higher education. 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, utilizing a centralized Investment Management Team to design and monitor portfolios with discretionary authority under an Investment Management Agreement.

Christopher Rial is a financial advisor with Eagle Strategies (NY Life) based in Las Vegas, NV. He holds the ChFC® designation and Series 63 license, with nine years of industry experience. Outside of his advisory role, Rial works with the National Hockey League as an off-ice official, taking statistics and tracking game progress. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans. The firm offers a range of financial planning and investment management services, with an emphasis on tailored recommendations and a predominance of non-discretionary asset management.

Ethan Dong is a financial advisor with Eagle Strategies (NY Life) based in Las Vegas, NV. He holds Series 65 and Series 63 licenses and has four years of industry experience. Prior to joining Eagle Strategies, he worked at J.P. Morgan Securities LLC and JPM Chase Bank NA for four years and has experience in the luxury retail sector with Gucci North America Inc. and Richemont North America. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types tailored to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Hernando Ospina is a financial advisor with Eagle Strategies (NY Life) based in Las Vegas, NV, holding Series 63 and Series 66 licenses with 12 years of industry experience. His prior experience includes roles at Senor Gatsby and New York Life affiliate firms since 2013. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations delivered through various program types and manages a substantial portion of its assets on a non-discretionary basis.

Eugene Lutz is a financial advisor with Eagle Strategies (NY Life) in Las Vegas, NV, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has been with Eagle Strategies since 2018 and has worked with New York Life Insurance Co. and Nylife Securities since 2003. Additionally, he serves on the Board of Visitors of the United States Merchant Marine Academy, a position to which he was appointed by the President. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors, corporate and charitable clients, and pension plans. The firm emphasizes tailored recommendations through a variety of program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.