David Levy is the principal advisor at Spirit Investment Advisors, an independent firm based in Henderson, NV. He holds Series 63 and Series 65 licenses and has 38 years of industry experience. Prior to founding Spirit Investment Advisors in 2023, he worked at several firms including Spirit Global Investment Advisors, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Outside of his advisory role, he is a silent partner in a technology company developing sports entertainment software. Spirit Investment Advisors offers discretionary investment management to individuals, small businesses, and pension and profit-sharing plan clients. The firm uses a combination of quantitative and fundamental analysis within a Modern Portfolio Theory framework to build diversified, customized portfolios.

Christina Mangino is the sole advisor at Purposeful Planning, an independent firm based in Las Vegas, NV. She holds the CFP® designation and has 20 years of industry experience, including prior roles at Securities America, Inc., Surevest Capital Management, and Crown Capital Securities, L.P. Outside of advising, she serves as the executive director of the Miracle Hope Foundation and is involved in family relational coaching. Purposeful Planning provides financial planning and consulting services to individuals, high-net-worth clients, charitable organizations, and retirement plans. The firm offers non-discretionary investment advice, retirement and legacy planning, insurance review, and ERISA plan consulting, serving a small client base with approximately $22.3 million in assets under management.

Ahmad Kraydieh is a financial advisor at ClearPath Investment, LLC with two years of industry experience. He holds a Series 65 designation and has worked at several firms, including Krol, LLC and Baroque Royal. Outside of advising, he is a co-owner of a tech startup, Krol, LLC, based in Las Vegas. ClearPath Investment, LLC provides discretionary asset management services to individuals, high-net-worth clients, trusts, business owners, and estates. The firm employs a strategy that integrates fundamental and technical analysis with Modern Portfolio Theory, utilizing third-party sub-advisors and model portfolios to execute customized investment plans.

William Aldrich is a financial advisor with Aldrich Investment Management in Henderson, NV, holding Series 63 and Series 65 licenses and with 17 years of industry experience. He has worked at Cambridge Investment Research Advisors and Woodbury Financial Services, and maintains an independent insurance agency alongside his advisory practice. Aldrich Investment Management provides portfolio management, financial planning, and consulting services to individuals, high net worth clients, and trusts. The firm employs a multi-strategy, equity-focused investment approach using ETFs, index funds, individual equities, and defined outcome ETFs, integrating tools like Modern Portfolio Theory and Monte Carlo analysis to tailor allocations and evaluate outcomes.

Thomas McBride is a financial advisor with Cornerstone Financial Advisors Ltd. in Henderson, NV, holding a Series 65 designation and 25 years of industry experience. He is also a partner at TG McBride CPA Ltd., an accounting firm where he spends the majority of his time. McBride has been involved with BMR Financial Advisors, Ltd. dba Cornerstone since 2000 and with his CPA firm since 2012. Cornerstone Financial Advisors Ltd. provides investment management and portfolio construction services to individuals, trusts, corporations, and small businesses. The firm’s approach follows Modern Portfolio Theory, emphasizing long-term, buy-and-hold strategies primarily using passively managed mutual funds and ETFs, with a preference for Dimensional Fund Advisors products.

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.

Kenneth Templeton is a financial advisor at Ulta Wealth Management, LLC in Las Vegas, NV, with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Ulta Wealth Management is an independent advisory firm serving individual and high net worth clients with discretionary asset management and standalone financial planning. The firm’s investment approach incorporates fundamental and technical analysis, sector analysis, and multiple asset-allocation strategies, while offering a mix of alternative investments and corporate-level planning services.

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.

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 in Las Vegas, NV, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has worked at Toroso Advisors, a d/b/a of Tidal Investments LLC, since 2014 and joined Silver Anchor Financial in 2024. Silver Anchor Financial provides fee-based investment advisory services to individual investors, pension and profit-sharing plan sponsors, trusts, estates, and business entities. The firm focuses on retirement plan consulting and participant education while combining individual portfolio management with plan-level advisory services.

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.

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.