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. His previous roles include positions at Woodmen Financial Services, Inc. and Securian Financial Services Inc. He also maintains an insurance agent license, offering insurance products alongside his advisory work. Sequent Planning, LLC (doing business as Futurity First Wealth Management) serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm provides asset management, financial planning, access to third-party model managers, and retirement-plan services through a network of approximately 97 advisors utilizing a structured risk framework and diversified investment approaches.

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.

Cheryl Callahan is a financial advisor at Hightower Advisors with 24 years of industry experience. She holds Series 63 and Series 66 designations and has been with Hightower Advisors and Hightower Securities, LLC since 2014. Based in Las Vegas, NV, her career includes over a decade at her current firm. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a variety of portfolio management and financial planning services.

Donald Pearson is a financial advisor with Guardian Life and Park Avenue Securities, holding CFP® and ChFC® designations and a Series 66 license. He has six years of industry experience and a background that includes service in the United States Marine Corps. Outside of his advisory role, he owns Sail Away Enterprises LLC. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage, financial planning, retirement consulting, and investment advisory services, offering a mix of proprietary and third-party programs.

Parand Baillie is a CFP® professional with seven years of industry experience, currently affiliated with PNC Wealth Management in Las Vegas, NV. Prior to joining PNC Wealth Management, Baillie held roles at U.S. Bancorp Advisors, U.S. Bancorp Investments, Premier Trust, and Wells Fargo. Baillie serves on the boards of The Compass, a nonprofit focused on nature-based grounding sites, and Neighborhood Housing Services of Southern Nevada, which works on affordable housing initiatives. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including an invitation-only digital portfolio solution that employs algorithm-driven risk assessment and delegated portfolio management using mutual funds and ETFs.

Teng Dante is a financial advisor at Transamerica Financial Advisors with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles including tax preparation and estate planning services. His business activities include providing tax preparation assistance and offering bundled professional services related to estate planning. Transamerica Financial Advisors, LLC serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers to implement its advisory services and operates an integrated retirement plan ecosystem supported by multiple program platforms.

Danna Jarvis is a financial advisor with Hightower Advisors in Henderson, NV, holding a Series 66 license and 18 years of industry experience. She has been with Hightower Advisors and Hightower Securities since 2012. Outside of her advisory role, she serves as an assistant basketball coach for a Clark County School District team. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes discretionary and non-discretionary portfolio management, retirement plan consulting, and access to both affiliated and third-party managers, utilizing proprietary research and multi-manager strategies.

Clarizcel Perez is a financial advisor with Transamerica Financial Advisors in Las Vegas, NV, holding Series 63 and Series 65 licenses with 12 years of industry experience. She has worked at multiple organizations, including Mindoula Health and Boys Town, where she serves as an in-home family consultant supporting at-risk youth and their families. Perez has been with Transamerica Financial Advisors and affiliated firms since 2013. Transamerica Financial Advisors serves a broad client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with a mix of proprietary and third-party investment models.

Marc Geller is a financial advisor at SPC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with SPC and Sigma Financial Corporation since 2008. SPC serves a diverse client base, including high-net-worth individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services through a large network of advisers and manages approximately $5.66 billion in assets.

Robert Kassel is a financial advisor with Centaurus Financial, Inc. in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Centaurus Financial since 2007. Outside of his advisory role, Kassel serves as president of Portfolio Planners LLC, a holding company that manages administrative functions such as employee payroll and office expenses. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, businesses, and institutions. The firm offers various investment management strategies, retirement-plan consulting, and specialized advisory services through discretionary and non-discretionary arrangements.

Supra Plows is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has been with Transamerica since 2012 and has also worked as an instructor at the Heartland Institute of Financial Education. Outside of his advisory role, he is an author of an e-book titled *A Simple Guide to Financial Health for Single Moms* and offers teaching on Biblical healing through social media platforms. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement its advisory services and operates an integrated retirement plan ecosystem with affiliated entities.

Rebecca Warnick is a financial advisor at CWM, LLC with 12 years of industry experience. She holds a Series 66 designation and has previously worked at Ameriprise and operated her own CPA firm, The Warnick Group. Outside of her advisory work, she serves as the president of a local elementary school Parent Teacher Association. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, employing a discretionary, model-driven investment approach supported by an in-house Investment Committee and third-party resources.

Ryan Folster is a financial advisor at Creative Planning with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Creative Planning since 2014. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and uses a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, complemented by supplemental tactics such as direct indexing and tax-loss harvesting.

Dale Caddick III is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to his advisory role, he worked in gaming and hospitality management at Golden Gaming and The Great American Pub. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both fee-based advisory programs and commission-based brokerage products. The firm features proprietary and third-party model portfolios with discretionary and non-discretionary options and operates as both a registered broker-dealer and registered investment adviser.

Yevgeniy Krasnov is a financial advisor with Transamerica Financial Advisors holding a Series 66 designation and has one year of industry experience. His prior roles include positions at Cigna, CAMBIA Health Solutions, and Wellcare, where he worked in healthcare and insurance-related capacities. Krasnov is also involved as a consultant for an e-commerce firm and conducts medication reviews as a pharmacist. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations through a large advisor network and multiple program platforms. The firm primarily uses model portfolios and third-party managers to implement its investment strategies.

Michael Mangino is a financial advisor with TIAA-CREF in Las Vegas, NV, holding a Series 66 designation and 26 years of industry experience. He has been with TIAA-CREF and TIAA since 2014. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporations, and small retirement plans, often serving clients with existing TIAA-administered retirement plans. The firm offers both one-time planning services and ongoing portfolio management, including customized solutions, while operating within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.