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.

Darrin Hansen is a financial advisor at Trajan Wealth, L.L.C. with one year of industry experience. He holds the Series 65, Series 66, and Series 63 licenses. Prior to joining Trajan Wealth, he worked at Bank of America for eight years and Wells Fargo for five years. In addition to his advisory role, he also acts as an insurance agent as part of his employment. Trajan Wealth provides discretionary and non-discretionary investment advisory services to individuals, retail investors, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, disciplined investment approach focused on stocks, ETFs, and mutual funds, with portfolios tailored to clients’ risk tolerances and other factors, and offers alternative private-market investments to eligible clients.

Andrew Santibanez is a CFP® professional with 12 years of industry experience, currently serving as an Investment Advisor Representative at NWF Advisory Services Inc in Las Vegas, NV. His prior roles include positions at Crown Capital Securities, LP and JP Morgan Securities LLC. Outside of his advisory work, he owns Fiben Financial LLC, focusing on personal tax planning. 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 manages approximately $3.82 billion in assets and utilizes an open-architecture Wealth Management Platform that combines advisor-managed and third-party model portfolios with both long-term strategic and short-term tactical investment approaches.

Heather Brockhurst is a financial advisor at Prosperitas Financial, LLC with eight years of industry experience. She holds a Series 66 designation and previously worked at firms including MML Investors Services LLC, MassMutual Life Insurance Company, and Guardian Life Insurance Company of America. In addition to her advisory role, she is a licensed life and health insurance agent and is involved in real estate transactions as a licensed real estate agent. Prosperitas Financial, LLC is a multi-team registered investment adviser serving approximately 1,745 clients with asset management, financial planning, retirement plan consulting, and other services. The firm manages portfolios using a range of securities and employs third-party managers when appropriate, catering to individuals, trusts, pension plans, and businesses.

Scott Mrozek is a financial advisor at Consolidated Portfolio Review Corp with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Vanderbilt Securities, Western International Securities, National One Tax Advisors, and Financial West Group. Outside of advising, he is a part owner of National One Tax Advisors and National One Insurance Advisors, and he is involved in a small local dessert business. Consolidated Portfolio Review provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm offers tailored, advisor-driven investment solutions combining strategic asset allocation with fundamental and technical analysis, and it maintains a range of industry affiliations including a broker-dealer and insurance entities.

Gary Davis is a CFP® and ChFC® with 28 years of industry experience. He is currently with Financial & Tax Architects, LLC and has previously worked at Northwestern Mutual for 26 years. Davis also operates his own firm, Gary Davis, LLC. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm employs proprietary “Private Wealth Strategies” using ETFs, individual securities, and trend-aware rebalancing, and offers a sub-advisory business serving other registered investment advisers.

Gregory Feese is a financial advisor with Forum Financial Management, LP, holding Series 63 and Series 65 designations and 17 years of industry experience. He has previously worked at Purshe Kaplan Sterling Investments and PR Wealth Management Group, Inc., where he is also involved in an investment-related business, Legacy Wealth Management of Las Vegas. He is also licensed as an insurance agent offering fixed insurance products. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm uses model asset-allocation portfolios based on Modern Portfolio Theory and offers a range of services including portfolio management, financial planning, and sub-advisory support to independent advisors and RIAs.

Jimmy Lin is a financial advisor with Impact Partnership Wealth, LLC, holding a Series 65 license and four years of industry experience. He has worked with several firms, including RightPath Tax Pros and RightPath Wealth Management, and is also the owner of RightPath Financial Group, where he provides insurance sales and tax advisory services. Additionally, he prepares tax returns and plans, including estate documents such as trusts and wills. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion through a network of nearly 90 advisers. The firm offers model portfolio solutions, discretionary asset management, and retirement plan services, utilizing a diverse range of firm-managed and third-party strategies within a broad affiliated-entity ecosystem.

Jeremy Anderson is a financial advisor at The Wealth Consulting Group with 11 years of industry experience. He has held roles at WCG Wealth Advisors, LLC since 2017 and previously worked at Bank of America, N.A. from 2011 to 2017. Anderson holds Series 65 and Series 66 licenses. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual, corporate, retirement plan, and trust clients. The firm offers discretionary portfolio management, financial planning, and access to a range of investment platforms, employing both active and passive strategies alongside algorithmic portfolio management and legal support services.

Robert Gray is a financial advisor at Encompass More Asset Management LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at HRJ Gray Financial and Gray Financial. In addition to his advisory role, he is a licensed insurance agent and serves as Vice President of HRJ Gray Financial, an insurance agency specializing in life insurance and annuities. Encompass More Asset Management LLC serves individual and high-net-worth clients, providing discretionary portfolio management through proprietary and third-party model portfolios, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, and manages approximately $582 million for around 4,000 clients.

Richard Wickes is a CFP® with 33 years of experience in the financial services industry. He is currently with The AmeriFlex Group and has prior experience at firms including Ameriprise Financial Services, SagePoint Financial, and Cambridge Investment Research. In addition to his advisory role, he has worked as an independent insurance agent. 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, money manager selection, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Jimmy Lee is a financial advisor at The Wealth Consulting Group with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with The Wealth Consulting Group and affiliated firms since 2014. Outside of his advisory role, he hosts a podcast titled "The Bull of Wall Street." 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, corporations, charities, trusts, and estates. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis, offering both direct management and access to third-party manager-of-manager programs, and integrates legal-services pathways alongside its advisory offerings.

Rickey Tiedemann is a financial advisor with Berthel Fisher & Company Financial Services, Inc. in Henderson, NV. He holds Series 63 and Series 65 licenses and has 40 years of industry experience. He has been with Berthel Fisher since 2012 and also leads BFC Planning, Inc. since 2017. Outside of his advisory work, he is a shooting instructor with the National Sporting Clays Association and is involved in the sale of vitamins and health products. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in client assets through a range of customized investment platforms and strategies.

Cheryl Constantino is a Certified Financial Planner (CFP®) with 25 years of industry experience. She is currently with The Wealth Consulting Group, where she has worked since 2014. Cheryl holds a Series 66 license and operates out of Las Vegas, NV. The Wealth Consulting Group provides fee-based wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, corporate plan sponsors, charities, and trusts. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis, offering both direct management and access to third-party programs across multiple custodial platforms.

Trevor Trebbien is a financial advisor at Encompass More Asset Management LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at JBP Group and TLG. In addition to his advisory role, he is an insurance agent with JBP Group. Encompass More Asset Management LLC serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, managing approximately $582 million for around 4,000 clients.

Amanda Woo is a financial advisor at Csenge Advisory Group, LLC with 11 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments and Fidelity Brokerage Services LLC. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate clients. The firm uses a combination of fundamental and technical analysis with a relative strength methodology and a top-down investment process, offering customized portfolio management through discretionary or model-based approaches.

Ricardo Alliman is a financial advisor at Foundations Investment Advisors LLC with Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Northwestern Mutual. Outside of his advisory work, he owns an e-commerce business selling household and health products through online platforms. Foundations Investment Advisors is a multi-advisor firm managing approximately $10.1 billion across nearly 30,000 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 about 300 investment adviser representatives.