Rebecca Mac Donald is a financial advisor with Macdonald Wealth Associates LLC and holds Series 63 and Series 66 licenses. She has 13 years of industry experience, including roles at Ashton Thomas Private Wealth and Wells Fargo. She is part owner and secretary of MSM Group, a marketing consulting business. Macdonald Wealth Associates provides investment management and comprehensive financial planning to individuals, families, trusts, business owners, and nonprofit organizations. The firm combines passive and active investment strategies tailored to client objectives and offers additional services such as philanthropic consulting and family governance.

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.

Rebecca Buckley is a CFP® professional with 44 years of industry experience, currently serving as the sole advisor at Strategic Portfolio Advisors in Las Vegas, NV. Her prior work includes roles at multiple entities such as B4 Limited Liability Company and Buckley Strategies Group. She is also licensed to sell life and health insurance, dedicating a small portion of her time to this activity. Strategic Portfolio Advisors provides asset management, financial planning, and consulting services to individual clients, charitable organizations, and corporate/business clients. The firm offers tailored investment programs that incorporate fundamental, technical, and charting analysis, and manages most client assets on a non-discretionary basis.

Mahlon Edwards is a financial advisor at NTACT Retirement Solutions with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has operated his own financial planning and investment strategies firm since 2000. Edwards also works as a licensed insurance agent, selling various insurance products. NTACT Retirement Solutions provides asset management and financial planning services to individual investors, focusing on asset allocation and long-term risk reduction. The firm uses a combination of model outputs and professional judgment, conducts regular portfolio reviews, and offers educational seminars and written planning deliverables.

Patrick Darby is a CFP® professional with 10 years of industry experience, currently serving as the principal of Darby Wealth Planning LLC in Las Vegas, NV. His prior roles include positions at Neapolitan Capital Group, LLC and Olson, Cross & Alamo Advisors LLC. He also manages Sin City CFO LLC, an affiliated business providing outsourced CFO, bookkeeping, and tax services, and is an enrolled agent involved in tax planning and preparation. Darby Wealth Planning LLC offers financial planning, consulting, and discretionary portfolio management to individuals, high-net-worth clients, and various entities. The firm’s investment approach incorporates individualized plans and fundamental analysis, employing strategies from long-term allocations to options trading, with continuous account monitoring and rebalancing. The firm’s integration with an outsourced CFO business and use of derivatives in managed accounts distinguish it from many independent advisory firms.

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.

Mark Ragos is a financial advisor with Financial Fitness in Las Vegas, NV, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Merrill Lynch, Bank of America, McNally Financial, and H&H Retirement Planning. Outside of advising, he serves on the board of Pro-Business Connections, owns a party rental equipment company called Fun Forcer, and is a director of Bummies & Tummies, a nonprofit providing essentials to newborns. Financial Fitness provides portfolio management and financial planning services primarily for pooled and institutional accounts, including pension plans, corporations, and insurance companies. The firm employs a diverse investment approach incorporating multiple analysis methods and a broad range of instruments, with a focus on corporate and insurance clients.

Ennis Williams is a financial advisor at Ignis Capital Advisors LLC with nine years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Applied Wealth Management, Park Avenue Securities, Guardian Life Insurance Company, NYLIFE Securities LLC, and New York Life Insurance Company. Williams also maintains a real estate license in addition to his insurance credentials. Ignis Capital Advisors LLC is an independent, single-advisor firm that provides discretionary portfolio management and investment advice to individuals, high-net-worth clients, corporations, charities, pension and profit-sharing plans, as well as investors in its proprietary private investment fund. The firm employs asset allocation and modern portfolio theory, uses third-party managers when appropriate, and incorporates hedging and options strategies in portfolio construction.

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.

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.

Carla Roik is a financial advisor at Legacy Wealth Group with 21 years of industry experience. She holds the Series 66 designation and has worked at firms including LPL Financial and Avantax/Cetera Wealth Services. In addition to her advisory role, she serves as an enrolled agent at Ellsworth & Stout CPAs, providing tax and accounting services, and is a board member of a homeowner association in Utah. Legacy Wealth Group provides discretionary portfolio management, financial planning, and consulting to individuals, high-net-worth clients, trusts, estates, pension plans, charitable organizations, and business entities. The firm manages approximately $67 million in client assets using a fiduciary, client-specific approach that emphasizes strategic asset allocation, diversification, and tax-aware investing.

Gregory Gianakis is the sole advisor at Infinity Wealth Coaching, LLC in Las Vegas, NV, holding Series 63 and Series 65 licenses with 20 years of industry experience. He previously worked at Park Avenue Securities LLC and Guardian Life Insurance before founding his current firm in 2018. In addition to advisory services, he sells insurance products including those from AFLAC. Infinity Wealth Coaching, LLC serves individual and charitable clients, offering portfolio analysis, financial strategizing, and third-party investment manager selection or co-advising. The firm emphasizes long-term, structured passive investing guided by modern portfolio theory and conducts due diligence on third-party advisers while typically managing assets on a non-discretionary basis.

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.

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.

Danielle Winder is a CFP® credentialed financial advisor with 10 years of industry experience. She is the principal of Winder Wealth Management LLC, an independent firm she founded in 2022. Prior to establishing her firm, she held roles at Vanguard Advisers Inc, Raytheon Missiles & Defense, Southwest Gas Corporation, and Plasticard Locktech International. Outside of her advisory work, Winder serves as Treasurer for the Hillcrest Homeowners Association and provides tax preparation services through her affiliated practice. Winder Wealth Management LLC offers financial planning and consulting services to individual clients, delivering comprehensive initial plans and optional ongoing consultation. The firm integrates cash-flow, tax, investment, risk-management, and estate-planning analyses tailored to client objectives and maintains a tax-preparation practice that represents a significant portion of its professional activity.

Vicki Wille is a financial advisor at Randolph & Associates, LLC with 20 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Randolph & Associates since 2000. Randolph & Associates is an independent registered investment adviser that provides portfolio management and advisory services to individuals, high-net-worth clients, retirement and profit-sharing plans, trusts, estates, IRAs, and business entities. The firm emphasizes growth-oriented equity investing through fundamental analysis, typically holding individual stocks for three to five years while using mutual funds, ETFs, or cash positions as appropriate.