Eric Houssels is the principal and sole advisor at Houssels Capital Management, LLC, an independent registered investment adviser based in Las Vegas, NV. He holds the CFA® designation and a Series 65 license and has 25 years of industry experience. Prior to founding Houssels Capital Management in 2000, he established 6HCO, LLC, and he currently serves as Chief Investment Officer for Houssels Family, LP. Outside of his advisory work, Houssels is a founding investor and board member of Lexicon Bank in Las Vegas. Houssels Capital Management provides discretionary portfolio management primarily to individual and high-net-worth clients. The firm’s investment approach focuses on fundamental analysis and equity-oriented portfolios, with flexibility to use options, derivatives, and short-term trading strategies under discretionary authority.

David Martinson is the sole advisor at Secondwind Asset Management LLC in Henderson, NV, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has led Secondwind Asset Management since 2009. Martinson also has a legal background as a non-practicing attorney. Secondwind Asset Management provides discretionary asset management and individualized investment advice primarily to high-net-worth individuals, focusing on a limited client base. The firm uses a blend of fundamental and technical analysis along with various asset allocation strategies to construct portfolios, which include individual stocks, bonds, ETFs, mutual funds, and options.

Micah Landis is the sole advisor at Mountain View Financial Advisors in Las Vegas, NV, with 17 years of industry experience. He holds the ChFC® designation and Series 63 license. In addition to his advisory work, he is a co-owner of a photo booth rental business. Mountain View Financial Advisors provides wealth management, financial planning, pension consulting, and business services to individuals, pension plans, corporations, and charitable organizations. The firm emphasizes portfolios with ETFs, index funds, and passive investments guided by written Investment Policy Statements and employs Modern Portfolio Theory and Business Cycle Analysis in its long-term investing approach.

Frederick Ball is the sole advisor at FD Ball Investment Advisors, LLC in Las Vegas, NV, holding Series 63 and Series 65 licenses with 15 years of industry experience. He has led his independent firm since 2010. Outside of financial advising, he is involved in health and wellness product sales through ownership and distribution roles in related businesses. FD Ball Investment Advisors serves individual clients by providing discretionary portfolio management and comprehensive financial planning, including cash flow, retirement, tax, and estate planning. The firm uses third-party platforms and managers to implement portfolios guided by documented goals and risk tolerances, and it offers standalone financial plans without charge.

John Lowrey is a financial advisor at Silver Anchor Financial, LLC with 20 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Silver Anchor since 2024. Prior to this, he spent over a decade at Toroso Advisors, a d/b/a of Tidal Investments LLC. Silver Anchor Financial provides fee-based investment advisory services to individuals, pension and profit-sharing plan sponsors, trusts, estates, and business entities. The firm specializes in retirement plan consulting and combines individual portfolio management with plan-level oversight, applying Modern Portfolio Theory along with fundamental, technical, and cyclical analysis in its investment strategies.

Jimmie Mckinney is a financial advisor with McKinney-X LLC in North Las Vegas, NV, holding Series 65 and Series 63 licenses and possessing nine years of industry experience. His background includes roles at the Department of the Air Force, PFS Investments, Inc, and Primerica Financial SRVS. McKinney-X LLC provides lifecycle financial planning and portfolio management for individuals, business entities, and high-net-worth households. The firm emphasizes client engagement and uses fundamental analysis and modern portfolio theory to tailor recommendations, while also offering community education through free seminars, workshops, and a quarterly newsletter with an accompanying YouTube channel.

Dawson White is the sole advisor at Whiterock Financial, LLC in Las Vegas, NV, with 20 years of industry experience and a Series 66 designation. He has led Whiterock Financial since 2010. Outside of his advisory role, he works part-time recording statistics during Las Vegas Raiders home games in the NFL season. Whiterock Financial serves individual clients, including some high-net-worth households, as well as businesses, charities, and small pension or profit-sharing plans. The firm offers portfolio management and comprehensive financial planning services, emphasizing fundamental security analysis, broadly traded securities, and discretionary account management with limited trading.

Patrick Keating is a CFA® charterholder with 15 years of experience in investment management. He is the sole owner and principal of Patrick J. Keating Investment Management, LLC, which he has operated since 2011. Keating is also a part-time adjunct instructor at the University of Chicago Graham School of Continuing Studies, where he co-teaches an investments course. His firm provides discretionary portfolio management and advisory services to individuals, high-net-worth individuals, and trusts. Portfolios are constructed with separate Safe and Growth components, primarily using ETFs and bonds, and managed largely through fundamental and technical market analysis rather than company-specific research.

Raymond Russo is a financial advisor at Virtuoso Wealth Management in Henderson, NV, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Virtuoso Wealth Management since 2013 and Kannaway since 2014. Outside of advisory services, Mr. Russo is a licensed insurance professional and author of investment-related books, and he also represents a claims recovery law firm and engages in various business ventures including referrals to tax specialists. Virtuoso Wealth Management provides advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm acts as a primary relationship manager while relying on third-party money managers for trading and custody, emphasizing a long-term investment approach with ongoing oversight and bespoke financial planning.

Nicholas Strobelt is a financial advisor with Avalon Wealth Partners in Henderson, NV, holding a Series 65 credential and 16 years of industry experience. He has worked at Brookstone Wealth Advisors and First Choice Business Brokers, among other roles. Outside of advisory services, he is involved in environmental services through part ownership of Anver Environmental, LLC. Avalon Wealth Partners is an independent firm serving individuals, high-net-worth clients, and business entities with discretionary asset management, financial planning, and consulting. The firm employs a variety of analytical techniques to create tailored investment programs and engages third-party managers to implement client strategies.

Ben Lin is a financial advisor with Franklin Advisors Corp in Henderson, NV. He holds a Series 65 designation and has experience spanning several roles since 2010, including positions at Acorn GP Partners LLC and Coral Money Inc before joining Franklin Advisors Corp in 2026. Franklin Advisors Corp is an independent Nevada-registered investment adviser providing personalized services to individuals, high-net-worth clients, and families. The firm integrates financial planning and portfolio management, using a combination of fundamental and technical analysis along with modern portfolio theory to offer tailored, long-term, diversified investment solutions.

Ronald Hyde is a financial advisor at Navigator Wealth Advisors with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial and Securities America Advisors. Navigator Wealth Advisors is an independent registered investment adviser serving individuals, families, estates, trusts, and businesses. The firm provides discretionary portfolio management and written financial plans, primarily using ETF model portfolios tailored to clients’ objectives, risk tolerance, and time horizon.

Daurene Lee is a CFP® with 25 years of experience and the principal of GSP Financial Strategies, an independent advisory firm she has led since 2007. She holds a Series 63 license and is also a licensed real estate agent. Outside of financial advising, she is involved in fixed insurance sales and prepaid legal services. GSP Financial Strategies provides financial planning, consulting, coaching, and non-discretionary investment management to individuals, including high-net-worth clients, as well as business entities and retirement plans. The firm employs fundamental analysis to construct diversified portfolios and uses sub-advisers and third-party manager programs for specialized strategies.

Matteo Hoch is a CFP® and Series 65-registered advisor with Bird Spring Financial LLC in Las Vegas, NV, bringing four years of industry experience. His background includes roles at Fin Pods AI Inc and Bird Spring Tax LLC, among others. Outside of advising, he is involved as the sole member and software consultant of Pythus Data LLC, a data software company. Bird Spring Financial LLC provides comprehensive financial planning to individuals, corporations, and business owners, focusing on passive investment principles and fundamental analysis. The firm offers written financial plans and investment analysis, with a billing model that includes project, hourly, and monthly subscription fees rather than asset-based compensation.

Curtis Habsieger is the sole advisor at Cgr Financial, an independent firm based in Henderson, NV. He holds Series 63 and Series 66 licenses and has 23 years of industry experience, including prior work at WestPark Capital Inc. In addition to his advisory role, he maintains insurance licenses and conducts limited insurance sales. CGR Financial serves individuals and high-net-worth clients with portfolio management and financial consulting, offering tailored strategies that consider client objectives, time horizons, and risk tolerance. The firm provides discretionary and non-discretionary managed accounts, may utilize sub-advisers, and sponsors a wrap fee program, managing approximately $5.3 million across 33 accounts.

Darryl Boyd is the owner of Boyd Investment Services in Henderson, NV, with 25 years of experience in the financial industry. He holds a Series 66 designation and has worked with Donald L. Boyd and Osaic Wealth, Inc. since 2000. Boyd Investment Services provides portfolio management, investment advice, and consulting to a range of clients including individuals, trusts, charitable organizations, and corporations. The firm uses a combination of modern portfolio theory and various analytical approaches to construct diversified portfolios, offering both discretionary and non-discretionary management with periodic reviews and rebalancing.

Robert Menzies Jr. is a financial advisor at Pembroke Asset Advisors, LLC with 13 years of industry experience. He holds the Series 66 designation and has a background that includes co-founding Pembroke Tax and Business Advisors and involvement in farming through ownership and management of Braeside Farms. Menzies also has experience with tax and business consulting as well as insurance sales. Pembroke Asset Advisors provides ongoing portfolio management and financial planning for individuals, high-net-worth households, charitable organizations, and business entities. The firm manages approximately $53 million in client assets and employs diversified investment strategies, combining modern portfolio theory with fundamental and technical analysis, while maintaining a close affiliation with tax and insurance practices.

Robert Baffa is a CFP® professional with 26 years of industry experience. He is the sole advisor at Cubed Systems, an independent firm he has been with since 2015, and has also worked with LPL Financial LLC since 2005. Cubed Systems provides investment advisory and financial planning services primarily to individuals, including high-net-worth clients, as well as to retirement plan sponsors. The firm employs customized portfolios using low-cost mutual funds, ETFs, individual securities, and options, combining fundamental and technical analysis with continuous account monitoring.

Michael Diersen is a financial advisor with Wedbush Securities Inc. in Henderson, NV, holding Series 63 and Series 65 credentials and possessing 43 years of industry experience. He has been president of MLD Investment Advisory, Inc. since 1993. Wedbush Securities serves a diverse range of clients including individuals, high-net-worth investors, foundations, and institutions, offering brokerage and SEC-registered investment advisory services across multiple asset classes and account structures, alongside clearing, custodial, and prime services.

Lien Chaing is a CFP® certified financial advisor with 28 years of industry experience. He has worked at Cogwheel Wealth Management, LLC since 2016 and previously at David McLain Duttenhofer from 2005 to 2018. He is based in Las Vegas, NV. Cogwheel Wealth Management is a small, independent firm serving a limited client base of primarily high-net-worth individuals, as well as pension and profit-sharing plan accounts. The firm uses an asset-allocation approach incorporating mutual funds, ETFs, individual equities, and fixed income, providing both discretionary and non-discretionary portfolio management alongside financial planning services.