Trever Braunberger is a financial advisor with Perigon Wealth Management, LLC, holding a Series 65 license and one year of industry experience. He previously worked at Curtis Wealth Management LLC and serves as the owner of Trevky LLC, a pest control services business. Braunberger also served in the United States Air Force from 2017 to 2025. Perigon Wealth Management provides customized investment advisory and wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm emphasizes individualized portfolio construction and oversight of wrap programs and sub-advisor relationships, with notable expertise in servicing banking and thrift institution clients.

Paul Drolson is a CFP® professional with 44 years of experience in financial advising. He is currently with Perigon Wealth Management, LLC and has previously worked with First Allied Advisory Services, Inc. and Wealth Advisors, Inc. In addition to his advisory role, he is a licensed insurance agent. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm uses a client-focused approach to portfolio development and may delegate investment management to independent managers while maintaining oversight and due diligence.

Adam Turek is a financial advisor with Foundations Investment Advisors LLC in Henderson, NV. He holds a Series 65 designation and has recently transitioned to the financial services industry after seven years of service in the United States Army and prior experience with the San Francisco Police Department. Foundations Investment Advisors provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm utilizes model portfolios, an asymmetric rebalancing approach, and a combination of fundamental, technical, and cyclical analysis to tailor investment solutions.

Katrina Magee is a Series 66-licensed financial advisor at Stephens with 12 years of industry experience. She has worked at Stephens since 2013. Stephens provides investment advisory and wealth management services to a broad range of clients, including individuals, pension plans, foundations, corporations, and government entities. The firm offers financial planning, portfolio management, private equity and alternative investments, and institutional equity research through multiple investment committees and sponsored programs.

Tanner Phelps is a financial advisor with LaSalle St. Investment Advisors, L.L.C. He holds the Series 66 designation and is based in Las Vegas, NV. Prior to joining the firm, he was involved with Community Mulligan and LAM Enterprises DBA Link Financial Advisory. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs, utilizing a mix of mutual funds, ETFs, equities, fixed income, and options.

Penny Mody is a financial advisor at Prospera Financial Services, Inc. with two years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing, Nevada State Bank, Genu Bank, Wells Fargo Bank, and taught at Saint Viator Catholic School. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory platforms and programs.

Michael Keeler is a CFP® with 24 years of industry experience, currently serving at The AmeriFlex Group. His career includes roles at Cambridge Investment Research, Sagepoint Financial, Cetera Advisor Networks, and Peak Financial, where he also holds a president position unrelated to investment advising. He has been involved with Pyro Spectaculars since 1990. 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, and retirement plan consulting through a network of advisory affiliates and multiple program platforms, including Cambridge-sponsored offerings.

Jeffrey Thomas is a financial advisor with BFC Planning, Inc. in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been associated with Securities Management & Research, Inc. since 1996. Outside of his advisory role, he is involved in selling Medicare supplement and Medicare Advantage plans. BFC Planning, Inc. serves a diverse client base including individuals, corporations, and trusts, providing financial planning and portfolio management through a network of approximately 200 investment adviser representatives. The firm offers a range of investment programs and employs various platforms and third-party managers to build portfolios primarily using stocks, bonds, mutual funds, and ETFs.

Barclay Callender is a financial advisor with The Wealth Consulting Group in Las Vegas, holding a Series 66 license and 14 years of industry experience. He has been with The Wealth Consulting Group and LPL Financial since 2014. Barclay is also affiliated with Callender Consultants LLC, a non-investment related business entity. The Wealth Consulting Group provides fee-based wealth 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 combining multiple analytical approaches and offers both direct management and access to third-party manager programs.

Audry Batiste is a CFP® with 15 years of industry experience, currently serving at Mariner Independent. He has held roles at Precise Wealth Management and Redrock Wealth Management, among others. Batiste is the founder and owner of Precise Wealth Management and serves as Secretary on the board of The 300 Stewart Avenue Corporation. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, access to model portfolios and third-party managers, and retirement plan services, supported by institutional affiliations and integrated resources.

Patricia Yeager is a CFP® with 20 years of industry experience. She is currently with Simon Quick Advisors, LLC and has previously worked at Proquility Private Wealth Partners, Bank of America, and Merrill. Simon Quick Advisors serves individuals, families, pension and nonprofit entities, endowments, foundations, and corporate clients by providing wealth management, investment consulting, financial planning, tax planning, and administrative services. The firm uses a diversified investment approach that includes allocating assets among independent managers, mutual funds, ETFs, and affiliated private funds, and offers integrated tax and back-office services.

Joey Mecham is a financial advisor at The AmeriFlex Group with 32 years of industry experience. He holds the Series 63 designation and has worked at firms including Ameriprise Financial Services, Sagepoint Financial, and Cambridge Investment Research. Outside of his advisory work, he is the owner of Infinite Possibility and has been an independent insurance agent since 1995. 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, third-party manager selection, and retirement plan consulting, customizing advice through model asset allocations and discretionary and non-discretionary manager relationships.

Kevin Dauphinee is a financial advisor with CreativeOne Wealth, LLC, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has held roles at multiple firms including Gold Standard Wealth Management, LLC, where he is president, and has experience in insurance brokering for non-registered insurance products. CreativeOne Wealth provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and RIAs. The firm manages primarily discretionary accounts using a combination of proprietary models and third-party managers, employing strategies such as modern portfolio theory and quantitative analysis.

Markus Gamett is a financial advisor with The Wealth Consulting Group and holds a Series 65 credential. He has been with the firm since 2026 and has prior experience at PwC, Grant Thornton LLP, Alter Domus, and other firms, as well as roles at Brigham Young University. 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 utilizes a tailored investment process that incorporates multiple analysis methods and offers services through various custodial platforms and sponsored programs, alongside integration with legal-service pathways and sub-advisory support.

Darrin Conrad is a financial advisor at The Wealth Consulting Group with 25 years of industry experience. He holds a Series 66 designation and has been with LPL Financial and The Wealth Consulting Group since 2016. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual clients, corporate clients, retirement plans, and trusts. The firm offers discretionary portfolio management and financial planning, employing a variety of investment approaches including fundamental, technical, macroeconomic, and quantitative analysis, and providing both active and passive investment strategies.

Joseph Kloeckner is a financial advisor at Forum Financial Management, LP with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at MML Investor Services, LLC. Kloeckner also serves as a junior advisor at PR Wealth Management Group, where he focuses on client meetings and reviews of investment, insurance, and annuity planning. 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 turnkey asset management, back-office support, and sub-advisory services to independent advisors and RIAs.

Brock Mckinley is a financial advisor at Encompass More Asset Management LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Verity Asset Management and Teacher's Pension & Insurance Services. Outside of advisory work, he is President and CEO of PERA Administrators, a third-party administrator for non-ERISA retirement plans. Encompass More Asset Management primarily serves individual and high-net-worth clients, offering discretionary portfolio management through proprietary and third-party models, financial planning, and access to private placements. The firm uses a model-based investment approach combining quantitative, qualitative, and fundamental analysis, with a focus on individuals rather than corporate or charitable clients.

Ricardo Cabrera is a financial advisor with CreativeOne Wealth, LLC, holding a Series 66 designation and 15 years of industry experience. He has worked at CreativeOne Wealth since 2019 and previously at Wittman Capital Management and Cabrera Advisory Services, which he has operated since 2014. Outside of his advisory work, Cabrera is an administrator for the Support Local networking community. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual, corporate, charitable, and RIA clients. The firm employs a blend of proprietary ETF-based models, third-party managers, boutique equity managers, and option strategies, supporting tailored suitability assessments and regular portfolio rebalancing.

Jeff Bridges is a financial advisor with Sequent Planning, LLC, holding Series 63, 65, and 66 licenses and bringing 23 years of industry experience. Prior to joining Sequent Planning in 2020, he worked at Securian Financial Services Inc and Woodmen Financial Services, Inc. He also works as a licensed insurance agent offering insurance products to clients. Sequent Planning, LLC, operating as Futurity First Wealth Management, serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits with services including asset management, financial planning, and retirement-plan consulting. The firm employs a structured risk framework and offers diversified investment strategies through a network of advisers, providing ongoing communications and newsletters to clients.

Steven Miller is a CFP®-certified financial advisor with 28 years of industry experience. He is currently with Steward Partners Investment Advisory, LLC and has previous experience at UBS Financial Services. Outside of his advisory work, he is a one-third owner of Equity Stretch, LLC, a non-investment related business based in Valencia, CA. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets, serving individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of investment advisory and financial planning services, including discretionary and non-discretionary portfolio management through proprietary and third-party solutions.