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 previously worked at Financial Fitness Group, LLC and SLM Tax Services. In addition to her advisory role, she has been involved with Sustainable Growth LLC since 2017. Redhawk Wealth Advisors provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, high-net-worth families, estates, trusts, retirement plans, and charitable organizations. The firm utilizes strategic and tactical asset allocation monitored by an investment committee and offers specialized services such as captive insurance company account management.

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 credentials and bringing 18 years of industry experience. His work history includes positions at Brookstone Capital Management, Griffin Investment Services, and his own firm, Griffin Advisory Services, which he has owned and operated since 2006, dedicating approximately 75% of his time to financial planning and insurance sales. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other entities. The firm operates primarily through a network of Investment Advisor Representatives, employing a largely non-discretionary model and utilizes various analytical methods to align portfolios with client objectives and risk tolerance.

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.

James Volpe is a financial advisor at Redhawk Wealth Advisors, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Redhawk Wealth Advisors, he worked at Archer Investment Corporation and H.D. Vest Insurance and Investment Services. In addition to his advisory work, he owns Financial Fitness Group, LLC, a tax preparation and accounting service, and Golden Fox Agency, LLC, an insurance sales business. Redhawk Wealth Advisors provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, high-net-worth families, estates, trusts, retirement plans, and charitable organizations. The firm’s investment approach involves strategic and tactical asset allocation across various asset classes, with portfolios reviewed by a weekly investment committee.

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.

Brian Foley is a financial advisor with The Wealth Consulting Group in Las Vegas, NV, holding a Series 66 credential and nine years of industry experience. He has worked with WCG Wealth Advisors, LLC and LPL Financial, LLC since 2016. Outside of his advisory role, Foley is involved as a part-time tennis coach and bookkeeper at a local tennis center. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual clients, corporate clients, retirement plans, and trusts. The firm employs a mix of active and passive investment strategies tailored to client goals and risk tolerances, and offers services including discretionary portfolio management, financial planning, and access to third-party money managers.

Amy Joslin is a financial advisor at Transce3nd LLC with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Realta Equities, Wealth Strategies Advisory Group, and Center Street Securities. Joslin is involved with multiple entities within the Wealth Strategies business family. Transce3nd LLC serves a broad range of clients including individuals, foundations, trusts, and employer-sponsored retirement plans. The firm’s investment approach emphasizes strategic asset allocation using fundamental, technical, and quantitative analysis, often implementing portfolios through third-party model and money managers.

Debra Nadeau is a financial advisor with IHT Wealth Management LLC in Las Vegas, NV, holding a Series 66 designation and 17 years of industry experience. Her prior experience includes roles at LPL Financial, Private Advisor Group, Mass Mutual Investors Services, and MSI Financial Services. She is also involved with ChenoaZuri, Corp, a business entity for tax and investment purposes. IHT Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a diversified investment approach combining fundamental stock selection with quantitative tools, offering discretionary asset management, financial planning, and ERISA fiduciary services through a network of over 150 advisors.

Christine Soscia is a financial advisor with The Wealth Consulting Group in Las Vegas, NV, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has worked at WCG Wealth Advisors since 2018 and previously at Independent Financial Partners and LPL Financial. Soscia is also involved in selling fixed life insurance outside of her advisory role. 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, and trusts. The firm employs a tailored investment process that integrates multiple analytical approaches and offers a range of management options, supported by legal-service pathways and a dedicated portfolio-model group.

Jordan Luedke is a financial advisor at RBC Securities, Inc. with eight years of industry experience. He previously worked at Robert W. Baird & Co from 2016 to 2022 and has been with City National Securities, Inc. since 2022. Outside of his advisory work, he serves as a board member for the City of Henderson Parks and Recreation Board and is a member of Vegas Young Professionals. He also acts as a non-public arbitrator for FINRA. RBC Securities, Inc. provides wealth management and brokerage services to individuals, including high-net-worth clients, trusts, and retirement plans. The firm offers financial planning and portfolio management through its investment advisory program, which uses strategies implemented by an affiliated sub-advisor, RBC Rochdale, and benefits from integration within a broad financial services group.

Patrick Giddens is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Modern Wealth Management, LLC. His prior experience includes roles at Wade Financial Advisory and Johnson Lyman Wealth Advisors. Outside of his advisory work, he provides professional tax return preparation services and offers financial education consulting primarily to military service members and their families. Modern Wealth Management provides investment advisory and integrated planning services to a wide range of clients, including individuals, trusts, pension and retirement plans, and charitable organizations. The firm employs a centralized portfolio management approach supported by an Investment Committee and offers services such as discretionary investment management, tax planning, estate-planning assistance, and insurance solutions.

Michael Ma is a financial advisor with Stratos Wealth Advisors LLC in Las Vegas, NV. He holds Series 63 and Series 65 designations and has 24 years of industry experience. Prior to joining Stratos in 2021, he spent 19 years with TIAA-CREF and Tiaa. Outside of his advisory role, Ma is a partner and wealth advisor at Emeritus Wealth Management, an investment-related business based in Philadelphia. Stratos Wealth Advisors is an SEC-registered, multi-team advisory firm with approximately 71 advisors managing about $5.57 billion in assets for nearly 4,928 clients across 31 offices. The firm serves individuals, trusts, retirement plans, and institutional accounts, offering a variety of financial planning and portfolio management services through a network of supervised independent advisory representatives.