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.

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.

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.

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.

Eun Cho is a CFP® and holds a Series 66 license with 10 years of industry experience. She is the principal advisor at Echo Wealth Partners, an independent firm she has been with since 2022, and has prior experience at MML Investors Services and MassMutual Life Insurance Company. Cho is also a licensed insurance agent. Echo Wealth Partners provides comprehensive financial planning and portfolio management services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm’s investment approach integrates fundamental analysis with modern portfolio theory and includes special needs planning and sustainable investment options.

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.

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.

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.

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 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.

Jake Rader is a Series 65-licensed financial advisor and the sole advisor at Rader Wealth Management LLC in Las Vegas, NV, with nine years of industry experience. He also serves as a tax accountant for Coffey and Rader CPAs. Rader Wealth Management LLC is an independent, single-advisor firm serving individual and high-net-worth clients as well as retirement plans. The firm provides discretionary portfolio management, financial planning, and pension consulting, utilizing a combination of cyclical, fundamental, technical, and modern portfolio theory analyses to tailor investment strategies to clients’ goals and risk tolerances.

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.

James Miller is a Series 65-licensed financial advisor with 14 years of industry experience. He has held roles at Apogee Advisors LLC, Ruesoff Asset Management LLC, and Concord Investment Counsel before founding Miller Asset Management LLC in 2026. In addition to his advisory work, he provides consulting accounting services as an independent contractor. Miller Asset Management LLC offers discretionary asset and portfolio management services to individual investors, trusts, estates, and business entities. The firm uses a research-driven approach incorporating fundamental, technical, and cyclical analysis, with strategies including options overlays to manage risk and enhance income.

Yale Bock is a CFA® charterholder with 21 years of industry experience. He is the sole advisor at YH&C Investments Inc. in Las Vegas, NV. Outside of his advisory work, Yale serves as treasurer and manager at John's Loan and Jewelry and Ace Loan Company, a short-term secured lending business. YH&C Investments primarily serves individual investors and a limited number of retirement and profit-sharing plans. The firm focuses on concentrated equity portfolios based on fundamental analysis, blending growth and value strategies, and provides regular account reviews and performance reporting.

David Bray is the principal advisor at Bray Capital Group LLC in Henderson, NV, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Brooklight Place Securities, Inc. and operated Bray Financial Services since 2002. Outside of his advisory role, he is involved in insurance sales and serves as a therapist providing psychotherapy services to individuals and families. Bray Capital Group LLC offers discretionary portfolio management and pension consulting primarily to individuals and pension and profit-sharing plans. The firm employs a multi-method investment approach using mutual funds, ETFs, and insurance products, and also provides insurance solutions and access to third-party investment managers.

Graham Irving is a CFP® with nine years of industry experience, currently serving as the sole advisor at Desert Capital Advisors, LLC. His prior roles include positions at UBS Financial Services and Fidelity Personal and Workplace Advisors. Outside of his advisory work, he manages a family office that handles administrative services for financial matters. Desert Capital Advisors is an independent firm providing discretionary portfolio management, comprehensive financial planning, and investment consulting primarily to individual and high-net-worth clients. The firm employs a multi-method investment process and utilizes third-party sub-advisors, focusing on a limited number of substantial client relationships.

Donald Wong Jr. is a financial advisor at DNA Financial in Las Vegas, NV, holding Series 63 and Series 65 licenses with 14 years of industry experience. His prior work includes roles at Lincoln Financial Securities Corporation and management of his own entities, DWJ LLC and Donald A Wong Jr. Holdings. Outside of advisory work, he owns agencies offering insurance products targeted to sports and entertainment clients. DNA Financial serves individual clients with portfolio management, financial planning, and consulting, combining cyclical and fundamental analysis with modern portfolio theory and quantitative methods. The firm offers subscription-based planning tools alongside traditional advisory services and utilizes a range of investment strategies including options and private placements.