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., holding Series 63 and Series 65 licenses 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 broad range of clients, including individuals, institutional investors, and retirement plan sponsors, offering financial planning, portfolio management, and retirement consulting through various program structures that emphasize non-discretionary, recommendation-based advice.

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 10 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Kalos Capital and Cornerstone Retirement & Insurance Services. Avila serves as a board member for Help of Southern Nevada, a local charity, and is involved in coaching and mentoring roles outside her advisory work. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, and institutional plans. The firm employs model-based portfolio management and a combination of passive and active strategies to tailor investment solutions according 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.

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.

William Hinder is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 licenses and five years of industry experience. Before joining Brookstone Capital Management in 2022, he held roles at Net Law Group Inc., Transamerica Financial Advisors, Inc., and World Financial Group, Inc. Outside of his advisory role, he is the owner and founder of Sky Point Tax Pros, a tax preparation and planning business, and creates content as a participant in the YouTube Partner Program. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other entities. The firm utilizes a range of investment strategies, including strategic and dynamic asset allocation, ETFs, mutual funds, options-enhanced strategies, and proprietary funds, and operates a turnkey asset management platform serving a broad client base.

John Balele is a financial advisor with Eagle Strategies (NY Life) based in Las Vegas, NV. He holds a ChFC® designation and a Series 63 license, and has seven years of industry experience. Prior to his current role, he has worked with New York Life Insurance Co, NYLIFE Securities LLC, and operated an online VIP booking service for Las Vegas nightclubs through Vegas Made LLC. He also serves as a board member of the African Diaspora of Las Vegas, a nonprofit focused on supporting the local African diaspora community. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored advice through multiple program types and primarily manages assets on a non-discretionary basis, working within an integrated New York Life affiliate structure.

Douglas Newton is a financial advisor with Primerica Advisors holding a Series 66 designation and beginning his industry experience in 2025. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2025. Outside of financial advising, he is the managing member of King Penguin Media, a company providing production and post-production services to the entertainment industry. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services, financial planning, and consulting. The firm employs a variety of investment strategies through proprietary models, third-party managers, and digital advice solutions, supporting a wide range of investment products and account services.

Christopher Winspear is a financial advisor with PlanMember Securities Corporation in Henderson, NV, holding Series 65 and Series 63 licenses and bringing 22 years of industry experience. His career includes roles at Horace Mann Insurance and Horace Mann Investors Inc, where he worked for 17 to 15 years respectively, as well as operating his own financial and insurance services businesses. Winspear is involved in insurance and tax services through his outside business activities. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation process focused on risk-based mutual fund portfolios and offers education and support services to plan sponsors and participants.

Jared Burgess is a financial advisor at Guardian Life and Park Avenue Securities with Series 63 and Series 65 licenses and one year of industry experience. He served 20 years in the United States Navy before transitioning to his current role. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with a range of brokerage and advisory services.

Ekaterina Chompalova is a Series 66 licensed financial advisor with Valic Financial Advisors in Las Vegas, NV, bringing five years of industry experience. She previously worked at Bank of America and Merrill and is also appointed as an agent to sell non-securities insurance products for Agia. Valic Financial Advisors serves primarily U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models and operating with a large network of advisors and significant assets under management.

Kyle Mirich is a financial advisor with Valic Financial Advisors in Las Vegas, NV, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has worked with Valic Financial Advisors since 1999 and has been associated with Agia since 2022, where he is involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.