Chong Nam is a financial advisor at &PARTNERS with Series 63 and Series 65 credentials and 31 years of industry experience. His prior firms include Wiley Bros. Aintree Capital and Wells Fargo Advisors, where he worked from 2009 to 2023 in various roles. Outside of his advisory work, he serves as Treasurer on the boards of the Pinecrest Academy of Nevada charter schools and the Anthem Country Club Community Association in Henderson, NV. &PARTNERS serves a diverse client base including individual, institutional, and sovereign wealth fund clients, providing advisory and brokerage services alongside financial planning and retirement plan consulting. The firm’s investment approach incorporates a mix of proprietary models and third-party managers, utilizing fundamental, technical, and quantitative analysis across a range of asset types.

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 the Series 66 designation and has worked at AE Wealth Management since 2017. Prior to that, he was with Wittman Capital Management and operated TW Advisors DBA Wells Capital Group, where he is also involved in insurance sales. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm employs a platform-centered approach combining model portfolios managed internally, by third parties, and by advisors, offering a range of asset management and financial planning services.

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, N.A. and J.P. Morgan Securities. Prior to his advisory career, he was affiliated with Hamilton College for four years. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, utilizing a combination of proprietary and third-party investment strategies through platforms like Envestnet.

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 43 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wedbush Securities Inc for 13 years before joining Oppenheimer in 2024. Outside of his advisory role, Willis serves as a trustee managing the administration and settlement of several family trusts and estates. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a range of advisory programs, including portfolio management, consulting, and financial planning. The firm employs varied investment approaches across its programs and manages approximately $36.7 billion in assets as of December 2025.

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 with \u0026PARTNERS and holds a Series 66 designation. He has eight years of industry experience, having previously worked at Wiley Bros.-Aintree Capital, LLC, Wells Fargo Advisors, Argent Management, and California Polytechnic State University. \u0026PARTNERS serves a diverse range of clients, including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers a combination of investment advisory and brokerage services, employing fundamental, technical, and quantitative analysis across proprietary and third-party strategies.

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.

Noah Skrinak is a financial advisor with AE Wealth Management, LLC and holds a Series 66 designation. He has been in the industry since 2025, with prior experience including roles at Wells Capital Group, PPC, and Ameriprise. In addition to his advisory work, he contributes to a local podcast company as a marketing and production specialist. AE Wealth Management serves a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm employs a platform-centered approach that integrates model portfolios managed by AEWM, third-party strategists, and advisor-managed models, supporting a high client load per advisor and offering a range of investment and consulting services.

Jeremy Lyons is a financial advisor with Independent Financial Group, LLC in Henderson, NV, holding a Series 66 designation and five years of industry experience. Prior to joining Independent Financial Group, he worked at Cornerstone Wealth Management and Main Street Appraisals. Outside of his advisory role, he meets with clients on life insurance matters and manages related applications. Independent Financial Group is a large advisory and brokerage firm serving individual and institutional clients with investment advisory programs, financial planning, and retirement plan services. The firm combines in-house and third-party investment models and operates as both a registered investment adviser and an active broker-dealer.

Bryon Kibildis is a financial advisor with Primerica Advisors in Las Vegas, NV, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has worked extensively with Park Avenue Securities and Guardian Life Insurance Company of America. Outside of his advisory role, he has worked as a movie extra. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types.

Mark Leichty is a financial advisor with Transamerica Financial Advisors in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked with several firms, including Kemper Health and WealthWave, and currently serves as a Certified Financial Educator at the Heartland Institute of Financial Education. Leichty also refers clients to Netlaw for estate planning services. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm’s advisory model primarily utilizes model portfolios and third-party managers, supported by multiple program platforms such as Transamerica ONE and the TFA365 Advisory Program.

Aaron Amador is a financial advisor with Transamerica Financial Advisors in Las Vegas, NV. He holds Series 63 and Series 65 licenses and has been with Transamerica Financial Advisors since 2026. His prior work experience includes positions at World Financial Group Insurance Agency and several business ventures, including Sector 21 Holdings, LLC, and Wilson Mikami Corporation. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a combination of advisory and broker-dealer services through proprietary model portfolios, third-party money managers, and commission-based insurance and brokerage products.

Michael Holm is a financial advisor at Transamerica Financial Advisors with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with several firms including World Financial Group and various consulting and business ventures. Outside of his advisory role, Holm is involved in consulting on business systems and operations, as well as managing a ranch in southern Utah that is being developed for horse facilities and alfalfa production. 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’s investment approach primarily utilizes model portfolios and third-party managers, with a focus on integrated retirement plan solutions and affiliated mutual funds and insurance products.