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.

Craig Murrin is a financial advisor at Beacon Global Advisor Network, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at firms including BlackPoint Capital Partners, Beacon Global Advisor Network, GWM USA, and Globaleye International Wealth Solutions. In addition to his advisory role, he is also a licensed insurance agent. Beacon Global Advisor Network serves individuals, businesses, pension and profit-sharing plans, and trusts by providing customized asset management, financial planning, and retirement consulting services. The firm is noted for its pension-transfer capabilities for U.K. nationals and offers a range of investment solutions using third-party managed models and unified managed account platforms.

Erik Allison is a financial advisor at Savvy with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has held roles at Farther Finance Advisors, Skyfront Insurance, Skytree Partners, and EA Wealth. Outside of advising, he is a managing partner at Wealth Vision, LLC and a partner at Skyfront Insurance, LLC, where he offers insurance products. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized, primarily index-based investment plans and incorporates advanced strategies and fintech tools, including tax-aware direct indexing and third-party sub-advisers.

Robyn Repetti is a financial advisor with Alera Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Her prior roles include positions at Osaic Wealth, LPL Financial, and Princor Financial Services Corporation. She also serves as president of Doroshow Insurance, an insurance agency specializing in health, life, disability, dental, and vision products. Alera Investment Advisors provides investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, families, trusts, businesses, and institutions. The firm employs a combination of internal management, affiliate platforms, and independent managers with a focus on long-term fundamental analysis.

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.

David Hehn is an investment advisor at NWF Advisory Services Inc with 18 years of industry experience. He holds Series 65 and Series 66 credentials and previously worked at Crown Capital Securities. Outside of his advisory role, Hehn serves as a senior financial analyst for a private real estate group, where he builds financial budgets and models. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering both wrap and non-wrap account programs. The firm operates an open-architecture wealth management platform that includes advisor-managed and third-party model portfolios, emphasizing strategic long-term investing alongside tactical strategies.

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.

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.

Bryan Wilhelm is a financial advisor with MissionSquare Retirement, holding Series 63 and Series 66 licenses and 23 years of industry experience. He has held previous roles at ICMA-RC Services, Morgan Stanley, Merrill, U.S. Bancorp Investments, Ameriprise Advisor Services, and UBS Financial Services. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice developed by Morningstar Investment Management using asset-class allocation models and personalized strategies.

Andrew Ferguson Sr. is a Certified Financial Planner® and Chartered Financial Consultant® with 43 years of industry experience. He is currently with Simon Quick Advisors, LLC and has previously worked at Proquility Private Wealth Partners, Bank of America, and Merrill. He serves as a board member for the Boys and Girls Clubs of Southern Nevada Foundation, assisting with the investment policy and oversight of the organization's asset manager. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, and foundations by providing wealth management, investment consulting, financial planning, tax services, and administrative support. The firm employs a diverse investment approach, including use of proprietary quantitative analysis and active monitoring, and offers distinctive services such as fund sponsorship and sub-advisory arrangements.

Jason Gamett is a financial advisor with The Wealth Consulting Group and holds a Series 66 designation. He has 20 years of industry experience and has been with The Wealth Consulting Group and LPL Financial since 2014. He is also a principal at Gamett & King, a CPA firm specializing in tax preparation and accounting. 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 across multiple custodial platforms.