Lynsey Freeman is a financial advisor with Primerica Advisors based in Las Vegas, NV, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has worked at Park Avenue Securities and Guardian Life Insurance since 2017 and previously at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company. Outside of her advisory role, she organizes monthly networking brunches for women in Las Vegas through the group Gals That Brunch. Park Avenue Securities serves a diverse retail client base including individual and high-net-worth investors, offering brokerage and advisory services alongside financial and business consulting. The firm employs a range of investment strategies through proprietary and third-party model portfolios and provides various account-level services such as lending solutions and donor-advised funds.

Bryan Spencer is a financial advisor at Creative Planning with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill Lynch. Outside of his advisory role, he is the sole owner of a rental property business in Indianapolis. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and an integrated investment platform.

Skylar Hungate is a financial advisor at Empower Advisory Group with one year of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments and Bank of America. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, using an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and offers both point-in-time financial plans and optional managed account solutions.

William Corelle is a financial advisor with Valic Financial Advisors in Las Vegas, NV, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. He has been with Valic Financial Advisors since 2011 and has also worked with Agia since 2022, where he serves as an agent for 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, wrap programs, financial planning, and brokerage services, utilizing Envestnet UMA models and operating at scale with over a thousand advisors.

Andre Carter is a CFP® with nine years of industry experience currently serving at Citigroup Global Markets. His prior experience includes roles at Ameriprise Financial Services, Securities America, and OSAIC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through both discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles and partnerships, providing a broad range of advisory, execution, and custody services.

John Shin is a financial advisor with Transamerica Financial Advisors in Las Vegas, NV, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has held various roles including ownership and executive positions in multiple businesses related to real estate, publishing, acting, and health insurance. Shin is also involved as a board member and president of the Royal Order of Constantine the Great and Saint Helen and participates in entrepreneurial and creative ventures such as producing, acting, and writing. Transamerica Financial Advisors serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Charles Neff Jr. is a financial advisor with Hightower Advisors in Las Vegas, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Hightower Securities LLC and OpenCounter. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional clients such as pension plans, charitable organizations, and private pooled investment vehicles. The firm emphasizes manager selection and multi-manager solutions, offering both affiliated and third-party managers, with a focus on discretionary and non-discretionary portfolio management and access to alternative investments.

Barry Coviello is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has been with Hightower Advisors since 2013. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers alongside proprietary research and a variety of investment vehicles.

Joshua Nichols is a financial advisor with Empower Advisory Group in Las Vegas, NV. He holds the Series 66 designation and has one year of industry experience. Prior to joining Empower, he worked at NYLIFE Securities LLC and New York Life Insurance Company, and has also held roles at Boeing and in education. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage clients. The firm’s approach emphasizes long-term portfolio returns and integrates closely with affiliated Empower entities for recordkeeping and investment execution.

Bryan Pumphrey is a financial advisor at &PARTNERS with 24 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Edward Jones for 22 years before joining &PARTNERS in 2023. Based in Las Vegas, NV, he has been with his current firm for three years. &PARTNERS serves a diverse range of individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations. The firm offers both investment advisory and brokerage services, utilizing proprietary models and third-party manager solutions through the Envestnet platform.

Jenny Laurita is a CFP®-certified financial advisor with 23 years of industry experience. She is currently with United Planners Financial Services of America, where she has worked since 2025. Her previous roles include positions at OSAIC and Securities America Advisors. Laurita is also an insurance agent specializing in fixed annuities. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base, including individual investors, retirement plans, corporations, and institutional clients. The firm emphasizes a mix of custodial platforms and investment strategies, primarily managing assets on a non-discretionary basis.

Meena Cheng is a financial advisor with Commonwealth Financial Network, holding the CFP® designation and securities licenses Series 63 and Series 65. She has 33 years of industry experience and has been with Commonwealth since 2014. Cheng is also an author of two books unrelated to investing, including *Fortune in Your Cookies* and *Inspiration From 9,000 Miles Away: A Macanese Singer, A Forgotten Cuisine, and Life Lessons Learned*. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing about $212.7 billion in client assets. The firm provides a broad platform of managed-account programs, third-party asset managers, retirement consulting, and custody services, supporting diverse investment strategies through both internal and outsourced model portfolios.

John Weimer is a financial advisor at First Command Advisory Services with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining First Command, he worked in public health, aerospace, and served in the United States Air Force. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and various wrap-fee asset management programs managed by centralized teams, emphasizing in-person financial coaching and employee ownership.

Brennan Drew is a financial advisor with Primerica Advisors in Las Vegas, NV, holding a Series 66 designation and 12 years of industry experience. He has been with Primerica Advisors since 2013 and also maintains a relationship with Guardian Life Insurance Co. since 2011. Outside of advising, he coaches wrestling at a local high school and is an author, having published a book titled *Financial Malpractice*. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base including individual, high-net-worth, charitable, and corporate clients. The firm offers both brokerage and advisory services with proprietary and third-party investment programs, utilizing a range of strategies including model portfolios and alternative investments.

Carlan Strand is a CFP® with 13 years of industry experience currently working at Transamerica Retirement Advisors, LLC. He previously held roles at Ameriprise Financial Services, Inc. and Ameriprise from 2012 to 2025. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing managed advice and investment education services through various programs that emphasize asset allocation, contribution guidance, and retirement planning. The firm utilizes Morningstar Investment Management for portfolio construction and oversight, serving a large client base with a significant portion of non-discretionary assets.

Terry Kelley is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 26 years of industry experience. He has been with Citigroup Global Markets since 2011. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains large institutional scale with specialized market roles.

Adam Thurgood is a financial advisor at Hightower Advisors with 26 years of industry experience. He has been with Hightower Advisors since 2012. He holds Series 63 and Series 65 licenses. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension and profit-sharing plans, charitable organizations, corporations, and trusts. The firm emphasizes manager selection and multi-manager solutions, offering both affiliated and third-party managers alongside a variety of investment vehicles and strategies.

Melvin Bell III is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 66 credentials and has 31 years of industry experience. His work history includes roles at Core Nevada LLC, Cornerstone Benefits & Insurance, Elevate Insurance, and Stone Hill and Associates. He is also president of Estate Concepts, Inc., a company he has led since 1996, and assists clients with health, dental, Medicare, and group medical insurance through Core Nevada LLC. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, and charitable organizations. The firm utilizes model portfolios and third-party managers across multiple platforms to deliver its advisory services.

Stacy Brady is a financial advisor with Commonwealth Financial Network in Las Vegas, NV, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has been with Commonwealth since 2013 and also serves as secretary and owner of Multiplan Financial Services, Inc. Outside of her advisory work, Brady is the author of the novel *Tennessee Dreams*. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients with a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion in portfolio construction alongside firm-managed model portfolios.

Gregory Phelps is a CFP® professional with 24 years of industry experience, currently affiliated with Allworth Financial, L.P. He worked at Redrock Wealth Management for 18 years before joining Allworth Financial in 2023. Based in Las Vegas, NV, Phelps holds Series 63 and Series 66 designations. Allworth Financial is an SEC-registered, fee-based advisory firm serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs a range of investment strategies, including model portfolios and options-based overlays, and offers both discretionary and non-discretionary asset management tailored to diverse client needs.