Carly Rothbort is a Series 66-licensed financial advisor with three years of industry experience, currently with Osaic Advisory Services, LLC since 2024. Her prior experience includes roles at Triad Advisors, Kingswood Capital Partners, and Lakeview Asset Management, where she serves as Vice President. Outside of advising, she is involved with the Cadence Residential Master Community Association Finance Committee and operates a freelance graphic design business. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base that includes individuals, institutions, and charitable organizations. The firm provides a range of services such as investment management, financial planning, and retirement plan consulting, delivering advisory services through multiple program models with custody primarily arranged through Schwab and Fidelity.

Jonathan Kim is a financial advisor with Transamerica Financial Advisors in Las Vegas, NV, holding Series 63 and Series 65 licenses. He has prior experience as a real estate agent with Keller Williams VIP Properties, Compass, and Coldwell Banker Residential. Outside of advisory work, he is involved with Inheritguard, LLC, providing estate planning-related client education and communications. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm primarily uses model portfolios and third-party managers to implement its advisory services through multiple platforms such as Transamerica ONE and TFA365.

Mason Malott is a financial advisor with Empower Advisory Group in North Las Vegas, NV, holding Series 63 and Series 66 licenses and having two years of industry experience. His prior work includes roles at Northwestern Mutual Life Insurance Company and Empower. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders, using an integrated model tied to Empower’s recordkeeping and administrative platforms.

Hugh Anderson III is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been with Hightower Advisors since 2012. Outside of his advisory role, he is a general partner managing investments for HDIII L.P., an estate planning entity. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering portfolio management, financial planning, retirement plan consulting, and access to pooled vehicles and private funds. The firm emphasizes multi-manager solutions through affiliated and third-party managers, utilizing proprietary research and a variety of investment products.

Stephen Arnold is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Brookstone since 2014 and has been with AIB LLC since 2007. Outside of his advisory roles, Arnold is a life insurance broker and serves as managing member and CEO of Retirement Actuarial Services, where he designs and implements defined benefit, cash balance, and 401(k) plans; he also provides estate planning services through Helios Integrated Planning and Encore Estate Planning. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis using a variety of model portfolios and managed accounts.

Joseph Mezatis is a financial advisor with GWN Securities Inc. in Mt. Juliet, TN, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at several firms, including Ameritas Investment Corp., Ccf Investments, Inc., and Capital Choice Financial Services. Mezatis is also the owner and managing member of Hope Financial Solutions, LLC, where he works with clients on financial goals using various insurance and investment products. Additionally, he serves as CFO and a 20% owner of New Directions Financial Group, which provides access to multiple insurance marketing organizations. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals, including high-net-worth clients, and businesses through discretionary managed accounts and financial planning. The firm offers a range of managed-account programs and model portfolios, combining traditional asset allocation with legacy market-timing and momentum-based strategies.

Andrew Shin is a financial advisor with Transamerica Financial Advisors based in Las Vegas, NV. He holds Series 65 and Series 63 licenses and has one year of industry experience. Outside of his advisory role, he is involved with InheritGuard, LLC, providing education and services related to estate planning. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm offers a range of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with both discretionary and non-discretionary program options.

Brian Matthews is a CFP® and Series 65 credentialed advisor with five years of industry experience. He is currently with Integrated Wealth Concepts LLC and previously worked at Steel Peak Wealth Management, LLC and The Investment Counsel Company. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services utilizing customized portfolios with a long-term investment approach and access to both internal and third-party asset managers.

Kassidy Hannan is a financial advisor at Empower Advisory Group with a Series 66 designation and approximately one year of industry experience. Prior to joining Empower Advisory Group, Hannan held roles at Empower Retirement, Goodleap, Elevation Solar, Elite Solar Concepts, and Discover Financial Services. Hannan also had a brief involvement with Make-A-Way Transportation. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage account holders. The firm utilizes an integrated model tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Gregory Dible is a financial advisor with Transamerica Retirement Advisors, LLC in Las Vegas, NV, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. His prior work includes roles at Ameriprise, TD Ameritrade, Fidelity Investments, Charles Schwab, and Citigroup Global Markets. Outside of finance, he is involved in planning and guiding wilderness tours through his work with Blazing Paddles, LLC. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing managed advice and investment education through various programs. The firm integrates Morningstar Investment Management’s proprietary software and model portfolios in its advice, operating at scale with a large client base focused on non-discretionary asset management.

Richard Moore is a financial advisor with Transamerica Financial Advisors in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has held roles with several other firms, including LegalShield and Prestige Benefits & Insurance. Outside of his advisory work, he is an author who writes about local history and serves as president of a local Toastmasters International club. Transamerica Financial Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, providing fee-based wrap programs, access to third-party money managers, and commission-based insurance and brokerage products.

Andre Kostylev is a financial advisor with Kestra Advisory Services, holding Series 63 and Series 66 licenses and six years of industry experience. He previously worked at Cetera and AFIN Family Wealth Management. Outside of his advisory role, he manages a business entity, Fibonacci Enterprises Inc., used for transaction separation purposes. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers services such as plan design, fiduciary consulting, employee education, and discretionary investment management supported by due diligence on performance and fees.

Mario Delacruz is a financial advisor with Transamerica Financial Advisors in Las Vegas, NV, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior work includes roles at Veratex, Inc., AAA T.L.C Health Care, DLV Vision, and Great Start Mortgage, where he currently advises and submits mortgage loan applications. He has been with Transamerica Financial Advisors since 2012. Transamerica Financial Advisors serves a broad client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services featuring proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Terreaux Williams is a financial advisor with Eagle Strategies (NY Life) in Las Vegas, NV, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Eagle Strategies, Williams worked at State Farm Investment Management Corp and held roles with Mike Whitford's and Caitlyn Whitford's Insurance Agencies. Williams is also involved in insurance brokering with outside carriers for non-registered products. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm operates through a large network of affiliated adviser representatives and emphasizes tailored solutions delivered through multiple advisory programs, with a substantial portion of assets managed on a non-discretionary basis.

Paul Sonnier is a financial advisor with Guardian Life and holds the Series 66 designation. He has 10 years of industry experience, including prior work at Morgan Stanley. Sonnier is a part-owner of Profit Pulse Accounting Solutions. He works with Park Avenue Securities LLC, a subsidiary of Guardian Life, which provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory relationships and blends proprietary and third-party investment strategies.

Joshua Crame is a financial advisor with Guardian Life and holds a Series 66 designation. He has eight years of industry experience, including roles at Park Avenue Securities and Guardian Life since 2017. Outside of his advisory work, he is involved with Liberty ID, a company providing identity theft protection and recovery services. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, including proprietary and third-party investment programs, combining discretionary and non-discretionary advisory relationships.

Joseph Delisi is a financial advisor with Primerica Advisors and holds the CFP® and ChFC® designations. He has 27 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance. Outside of his advisory work, he serves as treasurer for the Junior Leaders MMA Foundation and operates coaching and book sales businesses focused on behavioral aspects of finance. He is currently affiliated with Park Avenue Securities LLC, which serves a broad retail client base through transaction-based brokerage and fee-based advisory relationships. The firm offers multiple proprietary advisory programs and access to third-party investment managers, implementing strategies through a combination of model portfolios and digital advice solutions.

Marc Goldstein is a CFP® professional with 16 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory, Inc. and has prior experience at Northern Trust, Wells Fargo Clearing, and Citicorp Investment Services. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge fees directly to clients.

Kenneth Young IV is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 licenses. Although he has no prior years of industry experience, he is involved in various business activities including managing operations for HOTWORX, a sauna workout facility, and serving as an agent for Champion Health, a clinical preventive healthcare program. He also holds leadership roles in several other ventures and provides estate planning referrals through Netlaw Group. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, and businesses, offering investment advisory, brokerage, and retirement-plan services primarily through model portfolios and third-party managers. The firm operates an integrated retirement plan ecosystem and offers multiple program platforms such as Transamerica ONE and TFA365.

Nathan Elser is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and three years of industry experience. He has been affiliated with Transamerica since 2022 and also has professional involvement in real estate sales through Keller Williams Realty and Viking REI. Additionally, he uses an estate planning tool from Netlaw, Inc. to assist his financial advisory clients. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and corporations. The firm provides both advisory and broker-dealer services, offering proprietary and third-party model portfolios with discretionary and non-discretionary program options.