David Smith Jr. is a financial advisor with Wedbush Securities Inc. in Las Vegas, NV, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. Prior to joining Wedbush Securities in 2022, he worked at Hilltop Securities Inc. for 14 years. He owns and operates the investment-related website DCSInvest.com. Wedbush Securities serves a diverse client base including individuals, high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered advisory services across multiple asset classes. The firm provides both discretionary and non-discretionary managed account solutions, alongside clearing, custodial, and prime services with a focus on commodities and derivatives.

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 in Las Vegas, NV, holding Series 63 and Series 66 licenses and 22 years of industry experience. Before joining Missionsquare Retirement in 2021, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2016 to 2020. Missionsquare Retirement serves state and local government employers, employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and Guided Pathways Advisory Services focused on personalized investment advice and model portfolios developed by Morningstar Investment Management.

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.

David Conard is a financial advisor with First Advisors National, LLC, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. His career includes roles at Harvest Investment Services and PlanMember Securities Corporation. Outside of his advisory work, he has been involved in financial advisory product sales and insurance services through his self-employed business and BMS Financial, Insurance and Tax Services. He also works as a rideshare driver for Uber. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, focusing on third-party money manager selection and a combination of tactical and strategic investment approaches. The firm offers investment management, retirement plan consulting, and advice on individual securities, ETFs, and mutual funds.

William Goldman is a financial advisor at Brookwood Investment Group with two years of industry experience. He holds a Series 65 designation and has worked at Brookwood since 2025. Prior to that, he was affiliated with Redwood Private Wealth LLC and Gold Federal Advisor, and he spent 13 years at Yeshiva Day School of Las Vegas. Goldman is also a licensed insurance producer specializing in fixed insurance products, life insurance, and fixed annuities. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing a range of passive, active, tactical, and blended investment strategies.

Charles Schwarz III is a financial advisor with The Wealth Consulting Group in Las Vegas, NV, holding a Series 63 designation and 14 years of industry experience. He has worked with LPL Financial since 2012 and previously with Jackson Hewitt Tax Service. Schwarz is a part-owner of a spouse's business unrelated to investment activities. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual, corporate, retirement plan, and trust clients. The firm uses a combination of fundamental, technical, macroeconomic, and quantitative analysis to tailor investment strategies and offers both active and passive investment options, model portfolios, and algorithmic guided wealth services.

Michael Pashak is an investment adviser representative at The AmeriFlex Group with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cambridge Investment Research, Sagepoint Financial, LPL Financial, and Mutual Bank of Omaha. He is also involved in insurance and benefits consulting. 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.

Brianne Soscia is a CFP® professional with 15 years of experience in the financial services industry. She has worked with The Wealth Consulting Group since 2018 and previously held roles at Independent Financial Partners and LPL Financial. Brianne operates Financial Yogi, a business entity linked to her advisory activities. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual clients, corporate clients, retirement plans, and trusts. The firm employs a combination of fundamental, technical, macroeconomic, and quantitative analysis to tailor investment strategies and offers a range of services including discretionary portfolio management, financial planning, and access to third-party money managers.

Sandra Mazonas is a financial advisor at RedHawk Wealth Advisors, Inc. with one year of industry experience. She holds a Series 65 designation and has previously worked at Financial Fitness Group, LLC and Sustainable Growth LLC. Outside of her advisory role, she has been involved with Sustainable Growth LLC for nine years. RedHawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies. The firm provides investment management, financial planning, and ERISA 3(21)/3(38) retirement-plan services, utilizing a documented due-diligence process and third-party risk tools to guide investment decisions.

Marshall Moua is a financial advisor with The AmeriFlex Group in Las Vegas, NV, holding a Series 66 credential and nine years of industry experience. His prior work includes roles at Cambridge Investment Research, OSAIC, Sagepoint Financial Inc., and The Boiling Crab. 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 portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, utilizing customized strategies delivered through various model asset allocations and discretionary or non-discretionary manager relationships.

Gregory Griffin is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked with Gradient Advisors since 2016 and previously operated Griffin Investment Services and Griffin Advisory Services, the latter of which he owns and serves as president. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm manages approximately $218.6 million in regulatory assets under management and supports a network of 169 advisors across 154 offices.

Frank Carbone is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. He is also president of United Wealth Management, a private label entity for financial business based in Las Vegas. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and business entities through a national network of independent representatives. The firm offers customized, long-term portfolio management using mutual funds, ETFs, equities, fixed income, and may recommend options hedges or rebalancing to meet client objectives.

Kyra Gayle Luu is a financial advisor at Savvy with Series 63 and Series 65 licenses and four years of industry experience. She has previously worked at Farther Finance Advisors, Goldman Sachs, and Ameriprise Financial Services. In addition to her advisory role, she is a licensed insurance agent offering fixed insurance products. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, retirement plans, charitable organizations, and corporations. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by proprietary technology and sub-adviser allocations.

Robert La Spada is a Series 66 credentialed advisor with 14 years of industry experience. He is affiliated with Advisor Share Wealth Management, LLC and has worked at Wealth Watch Advisors and Brookstone Capital Management, LLC. Outside of his advisory work, he is involved in commercial and residential real estate brokerage and has roles related to insurance and precious metals sales. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and retirement plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform, utilizing third-party sub-advisers and model portfolios to implement client strategies on both discretionary and non-discretionary bases.

Paul Janda is a financial advisor with Concurrent Investment Advisors, LLC in Las Vegas, NV. He holds a Series 65 designation and has been with Concurrent since 2026. Prior to his current role, he has experience working at The Janda Law Firm and the Las Vegas Neurology Center. Concurrent Investment Advisors, LLC is an SEC-registered advisory firm that provides wealth management, investment management, and financial planning services to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $15.7 billion in assets and serves over 13,000 clients through a multi-office platform, employing a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities.

James Volpe is a financial advisor with RedHawk Wealth Advisors, Inc. in Henderson, NV, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at Archer Investment Corporation and H.D. Vest Insurance and Investment Services. Outside of advisory work, he owns and operates Financial Fitness Group, LLC, a tax preparation and accounting service, and Golden Fox Agency, LLC, which provides insurance sales. RedHawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies. The firm offers investment management, financial planning, and ERISA retirement-plan services, utilizing a risk-based investment approach supported by a weekly investment committee and third-party risk tools.

Terry Jackson is a financial advisor at Advisory Services Network with 12 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank for a combined 13 years. Outside of advising, he owns and operates Precision Tree Care, a tree trimming and landscaping business. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent advisers. The firm offers a range of portfolio management and consulting services, employing various investment strategies tailored to clients' objectives and risk tolerances.