Kyle Kirwan is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at Kalos Capital and Kalos Management. Outside of his advisory work, Kirwan serves as an officer and director of several business entities related to tax, investment, and tax preparation. Independent Financial Group, LLC serves a diverse client base, including individuals, high-net-worth clients, trusts, and corporate plans. The firm provides financial planning and portfolio management services using a combination of firm- and third-party models, employing both passive and active investment strategies across various risk profiles.

Jeffrey Wolfrey is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His work history includes roles at multiple firms and business ventures dating back over two decades. He is involved with the Jeffrey M Wolfrey and Mary G Wolfrey Trust and has experience in sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses, delivering services through a large advisor network and multiple program platforms. The firm implements its advisory model primarily via model portfolios and third-party managers, offering both proprietary and externally managed investment options.

Paul Janda is a financial advisor at Concurrent Investment Advisors, LLC with a Series 65 designation. He has no prior industry experience but has a background that includes operating The Janda Law Firm since 2018 and working at the Las Vegas Neurology Center since 2012. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services through customized, primarily long-term portfolios incorporating ETFs, mutual funds, and other investment vehicles.

Andrew Bunkers is a financial advisor at Primerica Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles at Park Avenue Securities, Guardian Life Insurance Company, Keller Williams Realty VIP, Vivienda Development LLC, and M1 Support Services. Outside of advising, he is the owner of Vivienda Development LLC, a real estate business. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services along with financial and business consulting. The firm utilizes a mix of proprietary and third-party investment strategies and supports various account-level services such as lending solutions and donor-advised funds.

Christopher Giuliani is a CFP® professional with two years of experience in financial advising. He is currently with Wealth Enhancement Advisory Services, LLC and has prior experience at UBS Financial Services, JP Morgan Private Wealth Advisors, and First Republic. Giuliani served five years in the United States Marine Corps. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and uses a diversified investment approach that combines passive and active managers, with portfolio oversight by an internal Investment Committee.

Paul Backofen Jr. is a Series 66-licensed financial advisor with Primerica Advisors and has seven years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2017. Outside of his advisory role, he is involved as an assistant golf coach at Chaparral High School and co-founded a community organization focused on craft beer enthusiasts in Nevada. Paul is affiliated with Park Avenue Securities LLC, which serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers transaction-based brokerage and fee-based advisory services, employing a variety of investment strategies through proprietary model portfolios, third-party managers, and digital advice solutions.

Sara Oatt is a financial advisor at Transamerica Financial Advisors with nine years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at LPL Financial, Fidelity Investments, and TD Ameritrade. Outside of advisory work, she is involved in the sales of insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services. The firm provides fee-based wrap programs, proprietary and third-party model portfolios, and access to commission-based insurance and brokerage products.

Enrique Avila is a financial advisor with Empower Advisory Group in Las Vegas, NV, holding Series 63 and Series 65 licenses and accumulating eight years of industry experience. His prior roles include positions at LPL Financial, CUNA Brokerage Services, Inc., and SchoolsFirst FCU. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering integrated services through proprietary recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its planning models and manages a large participant base relative to its adviser headcount.

Maximus Nguyen is a financial advisor with Focus Partners Wealth, LLC, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Churchill Management Group, Bancwest Investment Services, TD Ameritrade, and Edward Jones. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Emily Ebel is a financial advisor at Mariner with a Series 65 designation and two years of industry experience. Her prior firms include UBS Financial Services, Sequoia Financial Group, LLC, and Eide Bailly Financial Services, LLC. Before entering the financial sector, she spent 17 years in full-time education. Mariner serves a diverse range of clients including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and provides integrated tax and accounting services alongside administrative family office and employer financial wellness solutions.

Eric Wyer is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 63 and Series 65 designations and has 23 years of industry experience. His prior work includes roles at Morgan Stanley & Co. LLC and BNY Mellon Securities Corporation. Wyer has been with Voya Retirement Advisors and VOYA Financial Advisors, Inc. since 2014. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm integrates in-house and external strategists with technology-enabled tools to implement investment recommendations, managing many accounts on a non-discretionary basis while also providing discretionary options within certain programs.

Lawrence Napolitano is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 credentials and 16 years of industry experience. His career includes roles at Kalos Capital and Cornerstone Wealth Management. He is also a coach and mentor within his firm and owns a tax preparation company. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm employs both firm- and third-party investment models and combines strategic asset allocation with active and passive management across various risk profiles.

Jamee Bateau is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and four years of industry experience. In addition to her advisory role, she owns Paladin Consulting LLC and Bateau Enterprise, providing general consulting and educational services in areas such as software, marketing, and programming. She also serves as a board member of the Do & Be Arts Academy of Excellence, a trade school focused on education for children. Transamerica Financial Advisors offers investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers within an extensive advisor network.

Benjamin Affleck is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and also has background in health insurance sales at Prestige Benefits and Insurance LLC. Outside of his advisory work, he has engaged in food delivery services with companies such as Uber Eats and DoorDash. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services utilizing proprietary and third-party model portfolios with discretionary and non-discretionary options.

Keng Taing is a financial advisor at Empower Advisory Group with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial and SWS Financial Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering an integrated service model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Olivia Amador is a Series 65-credentialed advisor with Transamerica Financial Advisors, based in Las Vegas, NV. She has one year of experience in the financial services industry, having worked at Transamerica Financial Advisors since 2026. Prior to her current role, she has experience in real estate and insurance agencies. Transamerica Financial Advisors serves a broad client base including individual investors, pension plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, with a range of proprietary and third-party investment models, and manages over $2 billion in assets under management.

Nicholas Ellis is a financial advisor with Kestra Advisory Services, LLC, holding a Series 66 designation and bringing 10 years of industry experience. He previously worked at Centaurus Financial Inc. for 10 years and has been involved with Dynamic Investment Strategies since 2011. He is also the owner of Battle Born Wealth Management, a tax planning and preparation business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and plan-level investment advice. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Trevor Jacobson is a financial advisor at TIAA-CREF based in Las Vegas, NV, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Fidelity, VOYA Financial Advisors, Inc., and Cetera. TIAA‑CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm operates a vertically integrated advisory model that includes both point-in-time planning services and ongoing discretionary management through various managed account options.

Jammie Avila is a financial advisor at Independent Financial Group, LLC with 11 years of industry experience. He holds Series 63 and 65 licenses and previously worked at Kalos Capital and Cornerstone Retirement & Insurance Services. Avila serves as a board member for Help of Southern Nevada and coaches and mentors through marketing positions associated with his firm. Independent Financial Group provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers financial planning and portfolio management through multiple platforms, utilizing a combination of passive and active strategies customized to client risk profiles.

Jason Berton is a financial advisor at Primerica Advisors with a Series 66 credential and two years of industry experience. He has held prior roles at Capstone Financial and Insurance Partners, Guardian Life Insurance Company, Century Communities, and TriPointe Homes. Outside of his advisory work, he has experience running a coffee business, il Morso Coffee Bites, from 2013 to 2019. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, employing a mix of proprietary and third-party investment strategies and supporting various account-level features such as lending solutions and tax harvesting.