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.

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 Series 66-licensed financial advisor with 16 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Churchill Management Group and Nova Home Loans. Outside of advisory work, he is an owner of a rental property managed by a third party. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients with a range of investment management and wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, combining fundamental and quantitative analysis with diverse asset strategies and integrated reporting across managed and held-away accounts.

Emily Ebel is a financial advisor at Mariner with a Series 65 credential and one year of industry experience. She previously worked at Sequoia Financial Group, Eide Bailly Financial Services, Eide Bailly Advisors, and UBS Financial Services. Prior to her advisory career, she spent 17 years in full-time education. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, tax services, and family office capabilities, employing customized portfolios managed by an internal team supported by third-party managers.

Eric Wyer is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 credentials and 22 years of industry experience. He has been with Voya Financial Advisors since 2014 and also works with Voya Retirement Advisors and CUNA Mutual Group. Voya Financial Advisors serves a diverse range of clients, including individual investors, institutional clients, and retirement plan sponsors. The firm provides comprehensive financial planning and portfolio management through various program structures, emphasizing recommendation-based, non-discretionary advice.

Lawrence Napolitano is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has previously worked at Kalos Capital and has been associated with Cornerstone Wealth Management for over a decade. Outside of advisory work, he is involved in coaching and mentoring within the financial industry and owns a tax preparation company. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, financial planning, and retirement services, with programs available through its AccessPoint platform and third-party asset managers.

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.

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 with five years of industry experience. He holds a Series 66 credential and has worked previously at Voya Financial Advisors and Fidelity. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm separates one-time planning services from ongoing discretionary management and acts as adviser to a donor-advised fund while operating within a vertically integrated group.

Jammie Avila is a financial advisor at Independent Financial Group, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Kalos Capital and Cornerstone Retirement & Insurance Services. Avila is involved in coaching and mentoring within the industry and serves as a board member for a local charity, Help of Southern NV. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of advisory programs through its AccessPoint platform and third-party managers, managing approximately $11.3 billion in regulatory assets with both discretionary and non-discretionary account options.

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.

Andrew Borgna is a financial advisor at GWN Securities Inc. with 13 years of industry experience. He holds the Series 65 and Series 63 designations and has previously worked at Ameritas Investment Corp., Capital Choice Financial Services, and Ccf Investments, Inc. Outside of his advisory role, he is appointed as a life insurance agent with Asset Wealth Management and has experience in life insurance and annuities sales. GWN Securities provides investment advisory services and financial planning to individual and corporate clients through managed account programs and introductions to third-party managers. The firm uses a mix of affiliated and unaffiliated sub-advisers and combines asset allocation and market-timing strategies across its branded platforms.

Eileen Bohn is a Certified Financial Planner (CFP®) with over 31 years of experience in the financial industry. She currently works at Hightower Advisors and has previously held positions at Bel Air Securities, Bel Air Investment Advisors, Wells Fargo Clearing, and First Republic Investment Management. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, proprietary research, and a diverse set of investment vehicles.

Bo Jenkins is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and Nevada State Bank (Zions Bancorp). He is based in Las Vegas, NV. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including in-house research and derivatives services.