Jason Brummett is a financial advisor at Empower Advisory Group with 17 years of industry experience. He holds the Series 66 designation and has worked at GWFS Equities, Inc. since 2022, and at Prudential Investment Management Services and Prudential Insurance Company of America since 2012. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage and IRA account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms and offers point-in-time financial plans alongside optional managed account solutions.

Jonathan Markos is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 registrations and 12 years of industry experience. His career includes roles at MassMutual Life Insurance Company and MML Investors Services LLC, with more recent positions at Guardian Life Insurance Company and Park Avenue Securities. Park Avenue Securities LLC serves a broad retail client base, offering both transaction-based brokerage and fee-based advisory services, including financial planning and retirement-plan consulting. The firm utilizes a combination of proprietary model portfolios, third-party investment managers, and digital advice solutions to implement investment strategies for individual and institutional clients.

Joseph Miller is a financial advisor with Guardian Life in Las Vegas, NV, holding a Series 66 designation and six years of industry experience. His career includes roles at Guardian Life Insurance Company, Park Avenue Securities, Mad Minute LLC, and the Hakkasan Group. He is affiliated with Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, which serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through brokerage services, financial planning, and various investment advisory programs.

June Liao is a financial advisor with Transamerica Financial Advisors in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has worked at Transamerica Financial Advisors since 2015 and was employed at Nu Skin from 2023 to 2025. Transamerica Financial Advisors, LLC serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a model portfolio and third-party manager approach to investment advisory services, delivering solutions through multiple program platforms such as Transamerica ONE, TFA365, and Transamerica ALPHA.

Anita Petty is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and two years of industry experience. She has a diverse work background including roles with InheritGuard, LLC and several investment-related entities where she manages various business operations. Outside of her advisory work, she operates as a resilience coach through Leading Edge Ventures, offering online courses and coaching related to personal resiliency. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary options.

Daniel Mann is a financial advisor with Independent Financial Group, LLC in Las Vegas, NV, holding Series 65 and Series 63 licenses and bringing 15 years of industry experience. His prior experience includes roles at Kalos Capital, Kalos Management, Cornerstone Wealth Management, and The Somerset Group, Inc. He also serves as an insurance agent outside of his work at Independent Financial Group. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporations, and charitable organizations. The firm offers financial planning and portfolio management through various platforms and employs a model-driven approach combining strategic asset allocation with multi-manager portfolios across a range of risk profiles.

Chad Clem is a financial advisor at Bankers Life Advisory Services, Inc. with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has held various roles within the Bankers Life organization since 2010, including his current advisory position since 2019. Clem is also a branch sales manager at Bankers Life & Casualty, where he manages a team of agents focusing on insurance products such as Medicare, life insurance, and annuities. Additionally, he owns C Square Advisors, LLC, a personal business entity for managing income tax filings. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary and non-discretionary portfolio management and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis methods to tailor asset allocations and ongoing portfolio management aligned with clients’ goals and risk tolerances.

Katie Strunk is a financial advisor at Guardian Life with Series 63 and Series 65 registrations and two years of industry experience. She previously worked at First Command Advisory Services and affiliated firms before joining Guardian Life and its subsidiary Park Avenue Securities. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of brokerage services, financial planning, and investment advisory programs, including discretionary and non-discretionary management using both proprietary and third-party models.

Lloyd Coleman is a financial advisor with Transamerica Financial Advisors in Las Vegas, NV, holding Series 63 and Series 65 credentials and seven years of industry experience. He has held various roles within Transamerica Financial Advisors and its affiliates since 2017 and is also associated with WealthWave and Art of Insurance. Outside of his advisory work, he has involvement with insurance sales through affiliated companies. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of advisory and brokerage services, utilizing proprietary and third-party model portfolios with options for discretionary and non-discretionary management.

Brett Myer is a CFA® charterholder with 17 years of industry experience. He is currently with Sequoia Financial Group, L.L.C. and has previously worked at Eide Bailly Advisors, LLC, Eide Bailly Financial Services, and The Investment Counsel Company. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse range of clients, including high-net-worth individuals, charitable organizations, corporations, trusts, and family offices. The firm uses a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

James Peters is a CFP® and CFA® with 14 years of industry experience. He has been with TIAA and TIAA-CREF since 2016, currently serving at TIAA-CREF in Las Vegas, NV. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals with existing relationships through TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm provides both point-in-time planning services and ongoing portfolio management, operating within a vertically integrated structure that includes advisory services for a donor-advised fund.

Jeremy Shih Chieh Chen is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and Duke University and Health System. Outside of finance, he owns Oyako PC, a business focused on custom PC building and PC components refurbishment and resale. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with a centralized manager‑solutions team and an ESG eligibility framework.

Artem Rusakov is the Vice President and Financial Consultant at Fidelity Investments. In his current role, he advocates for clients to ensure that financial plans are tailored to meet the unique needs of their families. Artem collaborates with clients to build financial plans, identify improvement strategies, and develop approaches for additional financial goals. Artem's experience spans various positions within Fidelity Investments, including roles as Financial Consultant, Investment Consultant, and Investment Solutions Representative. Prior to joining Fidelity, he held banking positions at Keybank and Wells Fargo. He holds insurance licenses for Arkansas and California. Outside of his professional career, Artem's personal interests include comedy, movies, and skiing.

Aaron Tellez is a CFP® professional with 25 years of experience, currently affiliated with Raymond James Financial in Las Vegas, NV. He has been associated with various Raymond James entities since 2014 and has operated Tellez Wealth Management since 2017. In addition to financial advising, he works with an insurance brokerage firm to assist clients in selecting suitable insurance policies. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains unique affiliations, such as with a municipal advisor, enhancing its public finance capabilities.

Kimberly Hunter is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. She serves on the finance committee of the Child Parent Institute in Santa Rosa, CA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Anthony Forsythe is a financial advisor with Charles Schwab in Henderson, NV, holding Series 63 and Series 66 designations and 14 years of industry experience. Prior to Schwab, he worked at TD Ameritrade Investment Management and Scottrade, Inc. His career spans various roles within these firms since 2008. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab offers both non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and a formal alternative-investment onboarding process.

Tina Marie Trihub is a financial advisor at Raymond James & Associates with 33 years of industry experience. She holds Series 63 and Series 65 designations and has worked extensively with Wells Fargo Advisors and Wells Fargo Clearing prior to joining Raymond James in 2024. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets and serves a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide network of advisers.

William Pickering is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith, Inc. since 1999 and at Bank of America since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Steven Brundage is a financial advisor at Ameriprise in Las Vegas, NV, holding Series 63 and Series 66 designations with 30 years of industry experience. He has been with Ameriprise and its affiliate firms since 2005. Outside of his advisory work, he is involved in music distribution and sells original songs. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Tahirih Toll is a financial advisor with Raymond James Financial Services Advisors, Inc. in Las Vegas, NV, holding a Series 66 designation and bringing 20 years of industry experience. Her prior roles include positions at City National Bank, RBC Capital Markets, Bank of America, and Merrill. She is also an owner of a personal LLC with her husband. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm employs fact-finding and risk profiling tools to tailor non-discretionary planning and investment consulting, supporting clients through various advisory programs and institutional consulting services.