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 industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. He has previously worked at Northern Trust, Wells Fargo Clearing, and Citicorp Investment Services. Based in Las Vegas, NV, Goldstein holds Series 63, 65, and 66 licenses. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm employs asset-allocation models and internal research tools to offer tailored guidance on investments, with trades executed only upon client approval.

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 in Las Vegas, NV, holding Series 63 and Series 65 licenses and three years of industry experience. He has a background in real estate sales, working with Keller Williams Realty and owning Viking REI, and is involved with Netlaw, Inc., an estate planning tool provider. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, and charitable organizations, offering a range of advisory and broker-dealer services through proprietary and third-party investment models.

Hunter Hayden is a financial advisor with PlanMember Securities Corporation in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His career includes roles at Ameriprise Financial Services Inc and multiple ongoing engagements as a self-employed advisor and owner of the insurance agency Secure Dignity. Hayden also has involvement with the U.S. Census Bureau. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary and offering a range of risk-based mutual fund portfolios. The firm emphasizes a strategic asset allocation framework and delivers education and support services, including personalized retirement planning and separation counseling.

Jason Frederico is a financial advisor with Primerica Advisors in Las Vegas, NV, holding CFP® and ChFC® designations and possessing 17 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Co of America since 2011. Outside of his advisory role, Frederico serves as president of The Gentleman's League, a nonprofit organization, and is co-owner of Candlesense, a fire retardant gel business. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, offering both brokerage and advisory services. The firm employs a mix of proprietary and third-party investment strategies and provides a range of financial planning, retirement, and business consulting services.

Madeleine Jackson is a CFP® with three years of industry experience, currently advising at Commonwealth Financial Network in Las Vegas, NV. She previously worked at UBS Financial Services, Inc. for four years and has experience with Central Coast Wealth Management and ATS Advanced Trustee Strategies. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that serves a national network of nearly 2,900 advisors and manages approximately $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Scott Rothbort is a financial advisor with Osaic Advisory Services, LLC and holds Series 63 and Series 65 designations. He has 24 years of industry experience and concurrently serves as president of Lakeview Asset Management, LLC. Outside of finance, he is involved with South Mountain Stables, a standardbred horse racing and breeding business. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, delivering advisory services through multiple program models with custody primarily arranged through Schwab and Fidelity.

Ricardo Alliman is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and Northwestern Mutual. He is also involved in e-commerce through an ownership interest in an online retail business selling household and health products. Foundations Investment Advisors provides financial planning and portfolio management services to a diverse client base, including individual and high-net-worth clients, retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis and uses model portfolios with an asymmetric rebalancing approach.

Ryan Roloff is a CFP® and ChFC® with 26 years of industry experience. He is currently affiliated with CWM, LLC and has held roles at firms including Commonwealth Financial Network, CETERA Advisor Networks LLC, and Girard Securities, Inc. Roloff also serves as president of two non-investment businesses, Roloff Tax Services and Roloff Insurance Services, focusing on tax consulting and fixed insurance sales. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a nationwide network of over 600 advisors. The firm employs a discretionary management approach utilizing model portfolios overseen by an in-house Investment Committee, blending fundamental and technical analysis alongside third-party sub-advisors and customization tools.

Winfield Greenwood is a financial advisor at Hornor, Townsend & Kent, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc since 2010. Greenwood owns and operates several businesses, including Redstone Financial Group, which sells life, health, disability, long-term care insurance, and annuities, and Nevada Medical Staffing LLC, a staffing agency for medical professionals. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates a dual-registered platform providing both advisory and broker-dealer services, and manages approximately $8.37 billion in discretionary assets as of December 2025.

Andrew Carlson is a financial advisor at AE Wealth Management, LLC with three years of industry experience. He holds a Series 65 credential and has previously worked at TW Advisors, LLC and the Research and Development Center. His background also includes time as a student at Brigham Young University-Idaho. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm manages approximately $49.8 billion through a high client-to-advisor ratio, utilizing standardized model portfolios and platform services.

Neal Rubin is a financial advisor at Wealth Enhancement Advisory Services, LLC with 22 years of industry experience. He holds the Series 66 designation and previously worked for Rochdale Investment Management and Rim Securities LLC for 19 years. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Mark Quenneville is a financial advisor with Valic Financial Advisors in Las Vegas, NV, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 34 years of industry experience and has been with Valic Financial Advisors since 2000. He also works as an agent for AGIA, providing non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors and utilizes Envestnet’s platform for discretionary unified managed accounts and tax-aware overlays.

Sheronne King is an advisor with First Command Advisory Services holding Series 63 and Series 65 credentials and has two years of industry experience. She previously served 28 years in the United States Air Force before transitioning to roles within First Command, including insurance and brokerage services. King is a managing member of two non-investment-related businesses involved in land development and government contract procurement. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers comprehensive financial planning and wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Gary Yarnall is a Series 66-licensed financial advisor with Valic Financial Advisors in Las Vegas, NV, bringing 13 years of industry experience. He has been with Valic Financial Advisors since 2014 and also holds an agent position at Agia, where he is involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models and other investment tools.

Richard Laspaluto is a financial advisor with Centaurus Financial, Inc. in Las Vegas, NV, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has been with Centaurus Financial since 2005. Outside of his advisory role, he is involved in marketing deferred sales trusts and owns a financial planning brand under Laspaluto Financial Planners. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, and institutions. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, utilizing both discretionary and non-discretionary arrangements.

Raymond Kondler is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has previously worked at LPL Financial and Private Portfolio Partners and has operated his own CPA tax practice since 2007. Kondler’s professional activities include tax return preparation through his CPA firms. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes a range of strategic and dynamic asset-allocation models and offers discretionary portfolio management through a turnkey asset management platform and wrap-fee programs.