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.

Christopher Cruz is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2021. Prior to that, he was employed at Wells Fargo Clearing Services and Wells Fargo Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs along with broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including in-house research, security pricing, and derivatives services.

Brian Newman is a financial advisor at Integrity Alliance, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Northwestern Mutual and Fidelity Investments. Outside of his advisory role, he is involved in life insurance sales. Integrity Alliance serves a diverse client base including individual investors, corporations, and qualified retirement plans. The firm offers a range of advisory and brokerage services, utilizing multiple investment platforms and strategies, and operates as a large advisor network with over 300 representatives managing approximately $5.4 billion in client assets.

Sofia Shah is a financial advisor with Transamerica Financial Advisors in Las Vegas, NV, holding Series 63 and Series 65 credentials and 16 years of industry experience. She is also a certified hypnotherapist, offering mental health support via virtual sessions. Shah serves on the advisory board of the All For One Foundation and is involved in charitable activities related to the organization. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm utilizes model portfolios and third-party managers across multiple platforms, supporting advisors with an integrated retirement plan ecosystem and proprietary investment solutions.

Joshua Gullo is a CFP® professional with nine years of industry experience, currently affiliated with GWN Securities Inc. He previously worked at Equitable Advisors and Axa Advisors, and has served as co-trustee for his father's estate trust since 2017. GWN Securities is an SEC-registered investment adviser and broker-dealer that offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios for individual and business clients. The firm supports a large network of advisors and employs a range of investment programs, including legacy market-timing and momentum-based strategies.

David Day is a financial advisor at Hightower Advisors with Series 63 and 65 designations and three years of industry experience. Prior to joining Hightower, he worked at New York Life Insurance Co. and Nylife Securities LLC. Outside of finance, he owns and manages All Day Pools LLC, a pool cleaning and service business, and serves as a board member for the Henderson Little League, overseeing the Tee-Ball division. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, proprietary research, and a variety of investment vehicles.

Jorge Soriano is a financial advisor at Mariner with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Dimensional Fund Advisors and AdvicePeriod, LLC. Outside of advising, he is a landlord managing rental property. Mariner serves a broad range of clients such as individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm offers customized discretionary portfolios supported by in-house research and third-party managers, along with integrated tax and accounting services and employer financial wellness tools.

Jason Oshins is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been affiliated with Guardian Life since 2010 and Park Avenue Securities since 2011. Oshins serves on the Vegas PBS Southern Nevada Planned Giving Council and contributes articles to publications such as Ultimate Estate Planner and Vegas PBS. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement consulting, and investment advisory programs with both discretionary and non-discretionary options.

Ellen Guerra is a CFP® and holds a Series 66 license with eight years of industry experience. She has worked at &Partners, LLC since 2023 and previously spent six years at Edward Jones. Before entering the financial advisory field, she also worked at Nevada State College for one year. &Partners serves a diverse client base including individual and institutional investors such as high-net-worth individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers a range of services including investment advisory, brokerage, financial planning, and retirement plan consulting, utilizing fundamental, technical, and quantitative analysis alongside proprietary and third-party investment strategies.

Scott Miller is a financial advisor with Transamerica Financial Advisors in Las Vegas, NV, holding Series 63 and Series 65 registrations with two years of industry experience. He has been associated with multiple firms since 2023, including First Command Brokerage Services and WealthWave. Miller serves as a board member of the California International Clay Target Shooters Association, a nonprofit organization promoting Olympic shotgun shooting. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, providing a range of discretionary and non-discretionary investment programs.

Leslie Oliver is a financial advisor at Empower Advisory Group with two years of industry experience. Prior to joining Empower Financial Services, Inc., Oliver worked for nine years at Wells Fargo Home Mortgage. 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’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and client savings rates.

Bradley Zucker is a financial advisor with J.W. Cole Advisors, Inc. in Las Vegas, NV, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. His prior experience includes roles at Global Financial Private Capital and a longstanding association with Safe Money Advisors, where he is involved in insurance and annuities sales and occasionally conducts seminars. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent representatives. The firm provides portfolio management, financial planning, access to third-party managers, and multiple managed account solutions using both discretionary and non-discretionary approaches.

Cruz Hayden is a financial advisor at Transamerica Financial Advisors with Series 65 and Series 63 credentials and one year of industry experience. Prior to joining Transamerica, he held associate roles at Wfgia and Axianta Financial Partners. Hayden also has experience managing a hospitality business, Reunion Kitchen + Drink, from 2022 to 2025. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, and charitable organizations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary management options.

Colin Peltier is a financial advisor at Independent Financial Group, LLC with two years of industry experience. He holds a Series 66 designation and has worked previously at Cornerstone Wealth Management, State Farm, and Grand Sierra Resort. Outside of his advisory role, he provides insurance services and offers notarial acts for clients. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a national network of advisors and utilizes multiple investment platforms and third-party managers to tailor client portfolios.

Matthew Labroli is a financial advisor at Centaurus Financial, Inc. based in Las Vegas, NV. He holds a Series 66 designation and has been with Centaurus Financial since 2026. His prior experience includes roles in education at the University of Tennessee and Wissahickon schools. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing both discretionary and non-discretionary arrangements.

Christopher Bezich is a financial advisor at Centaurus Financial, Inc. with 31 years of industry experience. He holds Series 66 and Series 63 designations and has previously worked at Nationwide Investment Services Corporation, Integrity Capital, LLC, and Integrity Marketing Group, LLC. Bezich is based in Las Vegas, NV. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing both discretionary and non-discretionary arrangements.