Jason Berton is a financial advisor at Primerica Advisors with a Series 66 credential and two years of industry experience. He has held prior roles at Capstone Financial and Insurance Partners, Guardian Life Insurance Company, Century Communities, and TriPointe Homes. Outside of his advisory work, he has experience running a coffee business, il Morso Coffee Bites, from 2013 to 2019. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, employing a mix of proprietary and third-party investment strategies and supporting various account-level features such as lending solutions and tax harvesting.

Bo Jenkins is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and Nevada State Bank (Zions Bancorp). He is based in Las Vegas, NV. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including in-house research and derivatives services.

William Hinder is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 licenses and five years of industry experience. Before joining Brookstone Capital Management in 2022, he held roles at Net Law Group Inc., Transamerica Financial Advisors, Inc., and World Financial Group, Inc. Outside of his advisory role, he is the owner and founder of Sky Point Tax Pros, a tax preparation and planning business, and creates content as a participant in the YouTube Partner Program. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other entities. The firm utilizes a range of investment strategies, including strategic and dynamic asset allocation, ETFs, mutual funds, options-enhanced strategies, and proprietary funds, and operates a turnkey asset management platform serving a broad client base.

John Balele is a financial advisor with Eagle Strategies (NY Life) based in Las Vegas, NV. He holds a ChFC® designation and a Series 63 license, and has seven years of industry experience. Prior to his current role, he has worked with New York Life Insurance Co, NYLIFE Securities LLC, and operated an online VIP booking service for Las Vegas nightclubs through Vegas Made LLC. He also serves as a board member of the African Diaspora of Las Vegas, a nonprofit focused on supporting the local African diaspora community. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored advice through multiple program types and primarily manages assets on a non-discretionary basis, working within an integrated New York Life affiliate structure.

Douglas Newton is a financial advisor with Primerica Advisors holding a Series 66 designation and beginning his industry experience in 2025. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2025. Outside of financial advising, he is the managing member of King Penguin Media, a company providing production and post-production services to the entertainment industry. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services, financial planning, and consulting. The firm employs a variety of investment strategies through proprietary models, third-party managers, and digital advice solutions, supporting a wide range of investment products and account services.

Jared Burgess is a financial advisor at Guardian Life and Park Avenue Securities with Series 63 and Series 65 licenses and one year of industry experience. He served 20 years in the United States Navy before transitioning to his current role. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with a range of brokerage and advisory services.

David Tucker is a financial advisor with Eagle Strategies (NY Life) based in Las Vegas, NV, holding Series 63 and Series 66 licenses with 12 years of industry experience. His prior experience includes roles at Field Financial Strategies, LLC, Cadence Wealth Management, L.L.C., and various positions with New York Life and its affiliated entities. Outside of advisory work, he volunteers as Assistant Grand Praetor for the Sigma Chi Fraternity, providing support and mentorship to collegiate members in central Texas. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored advice and delivers solutions across multiple program types, with a focus on non-discretionary asset management and serving a diverse range of institutional sponsors.

Robert Arbon is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 56 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and is also involved in the funeral services industry as a pre-need sales agent with Metcalf & Spilsbury Mortuaries. Additionally, he serves as president of Arbon Financial, Inc., a financial services company. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services through proprietary model portfolios and third-party money managers. The firm manages a significant amount of discretionary and non-discretionary assets and operates uniquely as both a registered broker-dealer and a registered investment advisor.

Austin Guenthner is a Series 66-licensed financial advisor with Primerica Advisors in Las Vegas, NV, and has four years of industry experience. His work history includes roles at Guardian Life Insurance Company, Park Avenue Securities, Northwestern Mutual, and GHP Management. Outside of his advisory duties, he has been involved with Cathedral Catholic High School and the University of Southern California for over a decade. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services along with financial and business consulting. The firm utilizes a mix of proprietary model portfolios, third-party managers, and digital advice solutions to implement investment strategies.

William Mannon Jr. is a financial advisor with Mercer Global Advisors Inc. in Las Vegas, NV, holding Series 63 and Series 65 credentials and having 15 years of industry experience. He has been with Mercer Global Advisors since 2014 in various capacities. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services along with financial, tax, retirement, estate planning, and family office services. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios implemented through a combination of low-cost ETFs, index funds, separate account managers, direct indexing, and private funds.

Samantha Carnahan is a financial advisor at First Command Advisory Services with two years of industry experience. She holds Series 63 and Series 65 licenses and serves as a 1st Lieutenant in the U.S. Army National Guard, where she is responsible for decision making, soldier development, and HR functions within her unit. Her prior work includes roles at various First Command entities and experience in workforce development and higher education. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and monitor portfolios with discretionary authority under an Investment Management Agreement.

Christopher Rial is a financial advisor with Eagle Strategies (NY Life) based in Las Vegas, NV. He holds the ChFC® designation and Series 63 license, with nine years of industry experience. Outside of his advisory role, Rial works with the National Hockey League as an off-ice official, taking statistics and tracking game progress. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans. The firm offers a range of financial planning and investment management services, with an emphasis on tailored recommendations and a predominance of non-discretionary asset management.

Megan Sheridan is a Series 66-licensed financial advisor with one year of industry experience, currently affiliated with Primerica Advisors in Las Vegas, NV. She has previously worked with Guardian Life Insurance Company, Park Avenue Securities, Mass Mutual Investors Services, MassMutual Life Insurance Co, and Equitable Advisors. Outside of her advisory role, she serves as treasurer for Pro Business Connection and is a founding member, community director, and treasurer of She Sparks; she also works as a bartender at Rhodes Ranch Golf Course. Primerica Advisors serves a broad retail client base, offering both brokerage and fee-based advisory services along with financial planning and consulting. The firm employs a mix of proprietary and third-party investment strategies and supports a range of account services including lending solutions and donor-advised funds.

Ethan Dong is a financial advisor with Eagle Strategies (NY Life) based in Las Vegas, NV. He holds Series 65 and Series 63 licenses and has four years of industry experience. Prior to joining Eagle Strategies, he worked at J.P. Morgan Securities LLC and JPM Chase Bank NA for four years and has experience in the luxury retail sector with Gucci North America Inc. and Richemont North America. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types tailored to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Hernando Ospina is a financial advisor with Eagle Strategies (NY Life) based in Las Vegas, NV, holding Series 63 and Series 66 licenses with 12 years of industry experience. His prior experience includes roles at Senor Gatsby and New York Life affiliate firms since 2013. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations delivered through various program types and manages a substantial portion of its assets on a non-discretionary basis.

Eugene Lutz is a financial advisor with Eagle Strategies (NY Life) in Las Vegas, NV, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has been with Eagle Strategies since 2018 and has worked with New York Life Insurance Co. and Nylife Securities since 2003. Additionally, he serves on the Board of Visitors of the United States Merchant Marine Academy, a position to which he was appointed by the President. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors, corporate and charitable clients, and pension plans. The firm emphasizes tailored recommendations through a variety of program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Zachary Rigdon is a financial advisor with Eagle Strategies (NY Life) based in Las Vegas, NV. He holds a Series 66 designation and has 21 years of industry experience, including roles at NYLife Securities LLC and New York Life Insurance Company since 2005. He has been with Eagle Strategies since 2011. Eagle Strategies serves a diverse client base, including individual investors, institutional plans, and corporate entities, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program options and emphasizes tailoring recommendations to client goals, with a significant portion of assets managed on a non-discretionary basis.

Travis Scribner is a financial advisor with Primerica Advisors based in Las Vegas, NV, holding a Series 66 designation and with 12 years of industry experience. He has previously worked at Park Avenue Securities and Guardian Life Insurance. Outside of his advisory work, Scribner is an author and speaker, having published a book titled *Financial Malpractice*, and serves on the board of directors for the nonprofit Just One Project. Park Avenue Securities LLC serves a diverse retail client base including individual investors, high-net-worth clients, charitable organizations, and corporations. The firm offers brokerage and advisory services, financial planning, and retirement-plan consulting through a combination of proprietary and third-party investment strategies, supporting both discretionary and non-discretionary account management.

Brian Hand is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds Series 65 and Series 63 designations. His career includes roles at GWFS Equities, Seeman Holtz, Dennis W Wilson Insurance Agency Inc, and Ameritas Investment Corp. Outside of finance, he is a stakeholder in Tosi Health, a health and wellness company. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model connected to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Jamal Azzam is a financial advisor with Primerica Advisors in Las Vegas, NV, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Guardian Life Insurance Company, Mass Mutual Investors Services, and First Command Insurance Services. Primerica Advisors operates under Park Avenue Securities LLC, serving a broad retail client base with both brokerage and advisory services. The firm offers proprietary and third-party investment programs and supports a range of account-level services including lending solutions and donor-advised fund options.