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.

James Burdett is a financial advisor with Integrated Advisors Network LLC, holding a Series 66 credential and bringing 13 years of industry experience. His career includes roles at The Leaders Group Inc, Purshe Kaplan Sterling Investments, and Cambridge Investment Research. He is also involved in insurance sales and serves as Vice President at Select Wealth Advisers. Integrated Advisors Network is an SEC-registered multi-team investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm offers portfolio management, financial planning, and consulting services using a variety of investment strategies and third-party manager platforms.

Amanda Devilbiss Fuller is a financial advisor at Impact Partnership Wealth, LLC with 19 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes roles at Rightpath Wealth Management, One Wealth Map, LLC (doing business as H&H Retirement Design and Management and H&H Tax and Business Advisors), Lewis Stefani Group, and Voya Financial Advisors, Inc. She is also involved in insurance sales through JDL Enterprises LLC. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, including acting as a sub-adviser to other registered investment advisers. The firm offers portfolio management and financial planning solutions, managing approximately $3 billion through a large network of investment adviser representatives and multiple offices.

Le Dawn Gries is a financial advisor with Mutual Of Omaha Investor Services, Inc., holding Series 63, 65, and 66 licenses and bringing 23 years of industry experience. Her prior roles include positions at Fisher Investments, Equitable Distributors, LLC, AXA Distributors, LLC, and National Planning Holdings. She also works as an insurance agent focusing on wholesaling variable and fixed annuities, life, health, and senior health insurance products. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm operates through platform relationships with Envestnet and Pershing, combining advisory, broker-dealer, and insurance services within the Mutual of Omaha group.

Taina Gude is a financial advisor with The AmeriFlex Group in Las Vegas, NV, holding Series 63 and Series 65 licenses and having 24 years of industry experience. Her career includes roles at Cambridge Investment Research, Inc., OSAIC, Sagepoint Financial, Inc., and Waddell & Reed, Inc. She is involved in several community organizations, including serving as newsletter editor for the Boulder City Republican Women and holding leadership roles with the Boulder City Lions Club and Boulder Business Development. 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.

James Bischoff is a financial advisor with Verity Asset Management based in Las Vegas, NV. He holds the Series 65 and Series 63 designations and has been working in the industry since 2016, including roles at Universal Retirement and Simplicity Investments. Verity Asset Management is an SEC-registered, multi-team advisory firm managing approximately $1.15 billion and serving a diverse client base that includes individuals, retirement plan sponsors, institutional clients, and other registered investment advisers. The firm employs a largely model-based investment process with a tactical asset allocation approach, providing discretionary portfolio management, retirement consulting, and sub-advisory services.

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.