Melissa Matson is a financial advisor with Melissa Matson LLC in Henderson, Nevada, holding Series 63 and Series 65 licenses and 28 years of industry experience. She has worked at Kovack Securities, Inc. from 2005 to 2018 and has operated her own firm since 2009. Matson also serves as a licensed insurance agent. Melissa Matson LLC provides portfolio management, financial planning, and pension/retirement plan consulting for individuals, investment companies, and pension or profit-sharing plans. The firm uses multiple analytical methods and a long-term trading orientation to align portfolios with clients’ risk tolerance and time horizon, with accounts reviewed at least quarterly.

Justin Long is a CFP® professional with 18 years of industry experience. He currently serves as an advisor at Diazo, LLC and previously worked at Fidelity Investments and several other firms. Diazo, LLC provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, using a multi-method investment process that includes fundamental, quantitative, and technical analysis, as well as options and margin strategies. The firm customizes portfolios and planning recommendations based on clients’ goals and risk profiles.

Matthew Carr is a financial advisor at QCI Partners LLC in Henderson, NV, holding a Series 65 designation with 13 years of industry experience. He has worked at QCI Partners Inc. since 2012. QCI Partners provides investment advisory services to individuals, high-net-worth clients, families, trusts, and certain retirement plans. The firm employs a risk-managed, value-oriented investment approach that incorporates special-situation and catalyst-driven opportunities across a range of asset classes, including equities, foreign exchange, digital assets, and derivatives.

Brian Crawley is a CFP® certificant with nine years of industry experience. He is currently with Diazo, LLC, where he has worked since 2023. His prior experience includes roles at Innovative Adviser Solutions, Goldman Sachs PFM, and Hightower Advisors, among others. Diazo, LLC provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm uses a multi-method investment approach, including fundamental, quantitative, and technical analysis, and incorporates derivatives and margin transactions in client accounts.

Mario Sena is a financial advisor at Melissa Matson LLC with four years of industry experience and holds a Series 65 designation. His prior work includes roles at MRS Wealth Advisors, Foundations Investment Advisors, and SOLV Benefits. Outside of finance, he assists with wine selection and service for special events at Smith and Wollensky. Melissa Matson LLC provides ongoing portfolio management, financial planning, and pension/retirement plan consulting for individuals, investment companies, and pension or profit-sharing plans. The firm employs multiple methods of investment analysis and maintains a long-term trading orientation, with regular account reviews and no discretionary trading.

Thomas Stetter is a financial advisor at Diazo, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Rested Development LLC, Nathan Higham Agency, and KWJ Engineering Inc. Diazo, LLC provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm utilizes a combination of analytical methods and tailored Investment Policy Statements, incorporating both long- and short-term trading techniques alongside options and margin strategies.

Nusheen Javadizadeh is a financial advisor at RJJ Pasadena Securities, Inc. with 28 years of industry experience. She holds Series 63 and Series 66 designations and has been with RJJ Pasadena Securities since 1999. RJJ Pasadena Securities serves individual investors, retirement plan fiduciaries, charitable organizations, and business entities by providing discretionary investment management through separately managed accounts and a sponsored wrap fee program. The firm employs a disciplined, conservative investment approach using a broad range of strategies and instruments tailored to client objectives.

Rene Nourse is a CFP® with 44 years of industry experience, currently serving as a financial advisor at Urban Wealth Management (UWM) in Henderson, NV. His prior work includes roles at Trutoro/Veritas and Purshe Kaplan Sterling Investments. He also serves as Managing Director of UWM Insurance Services, where he offers fixed insurance products to clients. Urban Wealth Management provides discretionary investment management and financial planning to individuals, businesses, trusts, and charitable organizations. The firm’s three-advisor team manages approximately $212.5 million for about 275 clients, using a core-and-satellite strategic asset allocation approach and integrating financial planning into ongoing advisory relationships for clients with $1 million or more in assets.

Nicholas Van Noort is a CFP® professional with nine years of industry experience. He is currently with SG Financial and has prior experience at firms including Personal Capital Advisors Corporation and Fidelity Brokerage Services LLC. SG Financial provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients, especially business owners. The firm emphasizes a planning-first approach and combines fundamental analysis with modern portfolio theory in managing portfolios.

Joe Chung is a financial advisor with Advisifi LLC and holds Series 66 and Series 63 licenses. He has 28 years of industry experience, including roles at Unionbanc Investment Services, Trade App, SoFi Securities, and Southern California Edison. AdvisiFi serves individual retail clients through partner banks and credit unions, providing discretionary management of portfolios primarily composed of ETFs via a web-based platform. The firm uses a client questionnaire to map investors to model-managed portfolios, which it actively manages and rebalances on a quarterly basis.

Jordan Curtis is a financial advisor with Curtis Wealth Management LLC in Henderson, NV, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He previously worked at Northwest Asset Management and TIAA-CREF Individual & Institutional Services. Outside of his advisory role, Curtis is the owner of Welcome Home Vacation Rentals LLC. Curtis Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer retirement plans, providing investment management, financial planning, and consulting services. The firm employs a customized asset allocation approach using diversified vehicles and may delegate portfolio management to third-party sub-advisors while maintaining oversight.

Dennis Weddle II is a financial advisor at SunStreet Securities, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with SunStreet Securities since 2007. In addition to financial planning, he is an agent selling health, disability, and long-term care insurance since 2000. SunStreet Securities provides investment supervisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $6.5 million across client accounts. The firm emphasizes diversified, mutual-fund-focused portfolios managed on a non-discretionary basis, offering tailored portfolio management, written financial plans, and introductions to third-party investment managers.

Dale Rice is the principal of Dale Q. Rice Investment Management with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been leading his own firm since 2011. Prior to that, he spent a decade with Strategic Wealth Advisors Group and LPL Financial. Outside of investment management, he owns a home renovation business. Dale Q. Rice Investment Management, Ltd provides investment advisory and financial planning services primarily to individual and high net worth clients. The firm offers portfolio management and written investment strategies through discretionary and non-discretionary accounts, with a focus on tailored asset allocation and ongoing suitability reviews.

Carolyn Horadan is a financial advisor at South Cove Financial, LLC with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Crescita Capital LLC and Highland Private Wealth Management. South Cove Financial serves primarily West Coast individuals and high-net-worth families, providing comprehensive financial planning and investment management across various account types. The firm manages portfolios in-house using fundamental and technical analysis and integrates insurance planning into its services, offering tailored strategies that include illiquid alternatives and pre-IPO investments.

Christine Sakraida is a CFP® with 13 years of experience in the financial services industry. She currently serves as an advisor at White Aspen Capital LLC, where she has worked since 2025. Prior to that, she was with Oppenheimer for nine years. In addition to her advisory role, she owns Andesine Planning, a financial planning business serving individuals and RIAs. White Aspen Capital provides investment advisory and financial planning services primarily to individuals, including high-net-worth clients, as well as corporations and business entities. The firm employs a multistrategy investment approach incorporating fundamental, quantitative, and technical analysis, and manages accounts mainly on a discretionary basis.

Anne Mc Ninch is a financial advisor with Melissa Matson LLC in Henderson, NV, holding a Series 65 designation and over seven years of industry experience. Prior to joining Melissa Matson LLC, she operated her own advisory business and was involved with DanceCenter LLC. Melissa Matson LLC provides portfolio management, financial planning, and pension consulting services to individuals, including high-net-worth clients, investment companies, and retirement plans. The firm employs multiple analytical methods for investment decisions and reviews accounts quarterly, focusing on aligning portfolios with client risk tolerance and time horizon.

Scott Groskreutz is a financial advisor at SG Financial with five years of industry experience and a Series 65 credential. His prior experience includes roles at ASB Financial and Spring Mobile. He is also a managing partner at Annuity Fundamentals, LLC, where he trains and supports agents on fixed insurance products, and he acts as an agent referring clients to trust services through Integrated Trust Systems. SG Financial provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients, with a focus on business owners. The firm combines fundamental analysis and modern portfolio theory in its investment process and offers a planning-first engagement known as the SG Summit GamePlan for life and business-to-wealth alignment.

April Charles is a financial advisor at Urban Wealth Management (UWM) with 25 years of industry experience. She holds a Series 66 designation and has worked at several firms, including Veritas Independent Partners and Purshe Kaplan Sterling Investments. April has been with Urban Wealth Management Group LLC since 2017. Urban Wealth Management provides discretionary investment management and financial planning to individuals, businesses, trusts, and charitable organizations. The firm serves a mix of individual and high-net-worth clients using a team-based model and a core-and-satellite investment approach with integrated financial planning for clients with $1 million or more in assets.

Cort Barrett is a financial advisor at White Aspen Capital LLC with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Oppenheimer & Co. Inc, Bank of America, N.A., and Merrill. Barrett also owns Andesine Planning, a financial planning business that produces plans for individuals and registered investment advisors. White Aspen Capital provides investment advisory and financial planning services primarily to individuals, including high-net-worth clients, as well as corporations and business entities. The firm uses a combination of fundamental, quantitative, and technical analysis alongside modern portfolio theory to manage portfolios across various asset classes and time horizons.

Trevor Young is a financial advisor at Paragon Investing, LLC in Henderson, NV, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Finity, MHC Software, and Deloitte Consulting. Paragon Investing provides portfolio management, financial planning, and advisory services to individuals, high-net-worth clients, businesses, and other investment advisers. The firm emphasizes customized asset allocation using fundamental and technical analysis, ETF and mutual fund selection, and a mix of long- and short-term strategies aimed at preserving purchasing power over the long term.