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 in Las Vegas, NV, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. His work history includes roles at Core Nevada LLC, Cornerstone Benefits & Insurance, Elevate Insurance, Stone Hill and Associates, Wfgia, Unum Provident, and Estate Concepts, Inc., where he serves as president. He is involved in selling health, dental, and Medicare insurance products both individually and to small groups. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services with a range of fee-based wrap programs, model portfolios, and access to third-party money managers, operating as both a registered broker-dealer and RIA.

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.

Robert Nichols is a financial advisor at Centaurus Financial, Inc. with 11 years of industry experience. He holds a Series 66 designation and has worked with Centaurus Financial in two periods, totaling about 10 years. Outside of his advisory role, he is involved as a caretaker since 2016. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm provides financial planning, portfolio management, retirement-plan consulting, and specialized advisory services, employing a range of analytical approaches and offering both discretionary and non-discretionary investment arrangements.

Jose Rico is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Wells Fargo Bank, Wells Fargo Clearing, Axos Bank, Credit Union1, and Bank of George. Outside of his advisory work, he is involved in a package delivery and courier service based in Las Vegas. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs and combines large institutional scale with specialized market roles such as swap dealing and futures commission merchant activities.

Harli Smith is a financial advisor with First Command Advisory Services in North Las Vegas, NV, holding Series 63 and Series 66 licenses and seven years of industry experience. Her career includes roles at First Command Financial Planning, Money Concepts Capital Corp., and USA Shooting. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers.

Jang Won Lee is a financial advisor with Eagle Strategies (NY Life) based in Las Vegas, NV, holding Series 63 and Series 66 licenses with 18 years of industry experience. He has worked with Eagle Strategies since 2014 and has been affiliated with New York Life Insurance Company and Nylife Securities LLC since 2008. In addition to his advisory role, he is appointed with outside insurance carriers to broker non-registered insurance products. Eagle Strategies serves a diverse client base including individuals, institutional investors, and corporate clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple program types and manages a substantial portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Patrick Jordan is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Commonwealth since 2011, with a period at Raymond James Financial Services from 2018 to 2022, and is also the owner of Black Mountain Wealth Management, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing advisory programs, wealth management, and retirement plan consulting. The firm supports its advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Alfonso Durazo III is a financial advisor with First Command Advisory Services in Las Vegas, NV, holding Series 63 and Series 65 credentials and 22 years of industry experience. His career includes positions at Bank of America, Merrill, LPL Financial, and Scottrade. He is also the sole owner of Cinepolitan, LLC, an entertainment company focused on electronic music and cinematic content. First Command Advisory Services 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 financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Adam Goodman is a financial advisor at Brookstone Capital Management LLC with 12 years of industry experience. He holds a Series 65 credential and has worked with Brookstone since 2014. In addition to his advisory role, Goodman is an independent associate for Legal Shield, where he recruits and trains others to provide legal service plans and identity theft protection. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning through a turnkey 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 via model portfolios and managed accounts.

Tanner Wells is a financial advisor at AE Wealth Management, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at AE Wealth Management since 2017, after prior roles at Wittman Capital Management and managing TW Advisors DBA Wells Capital Group. Outside of his advisory work, he is involved in insurance sales through his ownership and management of Wells Capital Group. 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 utilizes discretionary model portfolios and a range of investment strategies, managing approximately $49.8 billion for over 127,000 clients across 444 advisors.

Shelby Sutter is a financial advisor with Hightower Advisors and holds Series 63 and Series 66 designations. She has 10 years of industry experience, including roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory work, she serves as Chair of the Executive Leadership Committee for the Leukemia and Lymphoma Society, where she assists in connecting student visionaries with the community. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers through discretionary and non-discretionary portfolio management, financial planning, and retirement consulting.

Mickey Li is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Bank of America, Merrill, and Wells Fargo before joining Citigroup in 2022. Based in Las Vegas, NV, he has a background spanning both wealth management and clearing services. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with robust internal oversight and manages complex market roles, including swap dealing and futures commission services.

Michelle Rudd is a financial advisor at Corient with 31 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Summit Trail Advisors, Wells Fargo Clearing, Wells Fargo Advisors LLC, Wells Fargo Investments LLC, and Equitable Advisors. Outside of her advisory role, she serves in various capacities for certain client trusts and may receive separate compensation for these duties. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers, continuous portfolio monitoring, and risk management tools, including alternative investment opportunities and affiliated private fund capabilities.

Augustine Elwell is a financial advisor with Empower Advisory Group holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Empower, he held positions at Bank of America and Raymond James, among others. 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 integrates proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing within plan lineups chosen by sponsors.

Erick Buckley is a financial advisor with Eagle Strategies (NY Life) based in Henderson, NV, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. He has been affiliated with Eagle Strategies since 2014 and operates Professional Wealth Strategies for selling New York Life products and brokering non-registered insurance products, including disability coverage. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors, with an emphasis on tailored solutions and predominantly non-discretionary asset management.