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.

Chong Nam is a financial advisor with \u0026Partners, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. His career includes roles at Wells Fargo Advisors and Wiley Bros. Aintree Capital, LLC. Outside of his advisory work, he serves as Treasurer on the Board of Directors for Pinecrest Academy of Nevada and as Treasurer for the Anthem Country Club Community Association, where he oversees financial governance and budgeting. \u0026Partners serves a diverse client base that includes individuals, retirement plans, charities, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, and consulting services through both discretionary and non-discretionary approaches, utilizing a range of analytical methods and third-party 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.

Conner Rood is a financial advisor at &PARTNERS with three years of industry experience. He holds a Series 66 designation and previously worked at JPMorgan Chase Bank and J.P. Morgan Securities. He attended Hamilton College prior to entering the financial industry. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, and charitable organizations. The firm offers investment management and financial planning services, utilizing a combination of proprietary and third-party strategies with discretionary and non-discretionary account management.

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.

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.

Adam Knopow is a financial advisor with Eagle Strategies, affiliated with New York Life, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Company. Outside of advising, he is a board member of a local business referral group in Las Vegas, volunteers as a film production cast member, and hosts a podcast promoting local businesses. Eagle Strategies serves a wide range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through its network of affiliated representatives. The firm offers tailored advice across multiple program types and primarily manages assets on a non-discretionary basis, with a focus on fiduciary responsibilities to retirement investors.

Roc Willis is a financial advisor at Oppenheimer with Series 63 and Series 65 licenses and 43 years of industry experience. His prior roles include positions at Wedbush Securities, Wells Fargo Clearing, A. G. Edwards & Sons, and Morgan Stanley Dw Inc. Outside of his advisory work, Willis serves as trustee and executor for family trusts and estates, managing their administration and asset liquidation. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a range of discretionary and non-discretionary advisory programs across equity, balanced, and fixed-income portfolios, combining strategic asset allocation, manager selection, and ongoing portfolio monitoring.

Carroll Beeson is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has held positions with organizations including World Financial Group, Melaleuca, and Sagepoint Financial. Outside of his advisory work, Beeson provides mediation services to individuals undergoing amicable marital transitions through his own mediation practice. Transamerica Financial Advisors serves a diverse client base, offering advisory and broker-dealer services with a variety of fee-based and commission-based investment programs. The firm combines proprietary and third-party model portfolios and supports both discretionary and non-discretionary account management.

Joel Campanella is a financial advisor with GWN Securities Inc. in Henderson, NV, holding Series 65 and Series 63 licenses and 14 years of industry experience. His prior firms include Ameritas Investment Corp., CCF Investments, Inc., and Capital Choice Financial Services. Outside of advising, he is involved in coaching youth hockey and sells sports cards on eBay. GWN Securities provides investment advisory and related services to individuals and corporate clients through a variety of managed account programs and financial planning services. The firm employs a combination of discretionary portfolio management, model portfolios, and tactical strategies including market-timing and momentum-based approaches.

Matthew Imhof is a financial advisor at &Partners with eight years of industry experience. He holds a Series 66 designation and has worked at Wiley Bros.-Aintree Capital, Wells Fargo Advisors, and Argent Management. &Partners serves a diverse client base that includes high-net-worth individuals, institutions, retirement plans, and charitable organizations, offering investment management, financial and tax planning, and municipal advisory services. The firm combines fundamental, technical, and quantitative analysis with proprietary and third-party strategies to manage accounts on both discretionary and non-discretionary bases.

Haley Evans is a financial advisor with PlanMember Securities Corporation in Las Vegas, NV, holding Series 65 and Series 63 licenses and five years of industry experience. She previously worked at Fidelity Investments for three years and has a background that includes roles in social services and education. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages unitized, risk-based mutual fund portfolios, offering education and support services such as seminars and personalized retirement planning.