David Tucker is a financial advisor with Eagle Strategies (NY Life) based in Las Vegas, NV, holding Series 63 and Series 66 licenses with 12 years of industry experience. His prior experience includes roles at Field Financial Strategies, LLC, Cadence Wealth Management, L.L.C., and various positions with New York Life and its affiliated entities. Outside of advisory work, he volunteers as Assistant Grand Praetor for the Sigma Chi Fraternity, providing support and mentorship to collegiate members in central Texas. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored advice and delivers solutions across multiple program types, with a focus on non-discretionary asset management and serving a diverse range of institutional sponsors.

Robert Arbon is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 56 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and is also involved in the funeral services industry as a pre-need sales agent with Metcalf & Spilsbury Mortuaries. Additionally, he serves as president of Arbon Financial, Inc., a financial services company. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services through proprietary model portfolios and third-party money managers. The firm manages a significant amount of discretionary and non-discretionary assets and operates uniquely as both a registered broker-dealer and a registered investment advisor.

Andrew Bateman is a financial advisor at Valic Financial Advisors with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Bank, Merrill, and Bank of America. He is also appointed as an agent to sell non-securities insurance products for AGIA. 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, and brokerage services, utilizing Envestnet UMA models for portfolio construction.

Austin Guenthner is a Series 66-licensed financial advisor with Primerica Advisors in Las Vegas, NV, and has four years of industry experience. His work history includes roles at Guardian Life Insurance Company, Park Avenue Securities, Northwestern Mutual, and GHP Management. Outside of his advisory duties, he has been involved with Cathedral Catholic High School and the University of Southern California for over a decade. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services along with financial and business consulting. The firm utilizes a mix of proprietary model portfolios, third-party managers, and digital advice solutions to implement investment strategies.

George Pennock is a financial advisor at Schwab Wealth Advisory with 12 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His career at Charles Schwab and its affiliated entities spans from 2016 to the present. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its program, offering annual financial reviews, retirement and planning discussions, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, with advice delivered through standard asset allocation models and Schwab research tools.

William Mannon Jr. is a financial advisor with Mercer Global Advisors Inc. in Las Vegas, NV, holding Series 63 and Series 65 credentials and having 15 years of industry experience. He has been with Mercer Global Advisors since 2014 in various capacities. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services along with financial, tax, retirement, estate planning, and family office services. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios implemented through a combination of low-cost ETFs, index funds, separate account managers, direct indexing, and private funds.

Samantha Carnahan is a financial advisor at First Command Advisory Services with two years of industry experience. She holds Series 63 and Series 65 licenses and serves as a 1st Lieutenant in the U.S. Army National Guard, where she is responsible for decision making, soldier development, and HR functions within her unit. Her prior work includes roles at various First Command entities and experience in workforce development and higher education. 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, utilizing a centralized Investment Management Team to design and monitor portfolios with discretionary authority under an Investment Management Agreement.

Thomas Freeman Jr. is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 17 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance. Outside of his advisory work, Freeman is an independent business coach, a published author and speaker on his life story related to adoption, and serves on the advisory board for Foster Kinship. Park Avenue Securities LLC serves a broad retail client base through brokerage and advisory services, offering a range of investment strategies including proprietary and third-party model portfolios, as well as financial and business consulting solutions.

Garrett Parker is a CERTIFIED FINANCIAL PLANNER™ professional with 10 years of industry experience. He currently works at Mercer Global Advisors Inc. and has held positions at Capitol Family Office, Financial Advocates Investment Management, LPL Financial, Fidelity Brokerage Services LLC, and Edward Jones. Prior to his financial services career, he was employed at Amazon. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios based on Modern Portfolio Theory, utilizing multi-factor tilts and a range of implementation options.

Matthew Rigoli is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 19 years of industry experience. He has worked at Citigroup since 2018 and previously held roles at BBVA Securities Inc., BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, Inc., and Compass Bank. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, including in-house research, derivatives services, and bespoke discretionary solutions for very large relationships.

Eric Kessler is a financial advisor with GWN Securities Inc. in Henderson, NV, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at GWN Securities and New Directors Financial since 2021 and also serves as a behavior analyst at Proud Moments ABA, providing applied behavior analysis treatment for children with autism. GWN Securities is an SEC-registered investment adviser and broker-dealer offering discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios for individual and business clients. The firm manages approximately $3.65 billion across more than 37,000 accounts and provides a range of managed-account programs, including SMA, UMA, and fund-strategist options, with a distinctive legacy of market-timing and momentum-based strategies.

Christopher Rial is a financial advisor with Eagle Strategies (NY Life) based in Las Vegas, NV. He holds the ChFC® designation and Series 63 license, with nine years of industry experience. Outside of his advisory role, Rial works with the National Hockey League as an off-ice official, taking statistics and tracking game progress. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans. The firm offers a range of financial planning and investment management services, with an emphasis on tailored recommendations and a predominance of non-discretionary asset management.

Megan Sheridan is a Series 66-licensed financial advisor with one year of industry experience, currently affiliated with Primerica Advisors in Las Vegas, NV. She has previously worked with Guardian Life Insurance Company, Park Avenue Securities, Mass Mutual Investors Services, MassMutual Life Insurance Co, and Equitable Advisors. Outside of her advisory role, she serves as treasurer for Pro Business Connection and is a founding member, community director, and treasurer of She Sparks; she also works as a bartender at Rhodes Ranch Golf Course. Primerica Advisors serves a broad retail client base, offering both brokerage and fee-based advisory services along with financial planning and consulting. The firm employs a mix of proprietary and third-party investment strategies and supports a range of account services including lending solutions and donor-advised funds.

Ethan Dong is a financial advisor with Eagle Strategies (NY Life) based in Las Vegas, NV. He holds Series 65 and Series 63 licenses and has four years of industry experience. Prior to joining Eagle Strategies, he worked at J.P. Morgan Securities LLC and JPM Chase Bank NA for four years and has experience in the luxury retail sector with Gucci North America Inc. and Richemont North America. 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 investment adviser representatives. The firm offers multiple program types tailored to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Hernando Ospina is a financial advisor with Eagle Strategies (NY Life) based in Las Vegas, NV, holding Series 63 and Series 66 licenses with 12 years of industry experience. His prior experience includes roles at Senor Gatsby and New York Life affiliate firms since 2013. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations delivered through various program types and manages a substantial portion of its assets on a non-discretionary basis.

Eugene Lutz is a financial advisor with Eagle Strategies (NY Life) in Las Vegas, NV, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has been with Eagle Strategies since 2018 and has worked with New York Life Insurance Co. and Nylife Securities since 2003. Additionally, he serves on the Board of Visitors of the United States Merchant Marine Academy, a position to which he was appointed by the President. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors, corporate and charitable clients, and pension plans. The firm emphasizes tailored recommendations through a variety of program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Brian Kubis is a financial advisor at CWM, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Carson Wealth, Diamond Wealth Management, and H&H Retirement Design and Management during his career. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm provides portfolio management, financial planning, variable sub-account management, sub-advisory services, and retirement-plan services, employing model portfolios and a combination of fundamental and technical analysis overseen by an in-house Investment Committee.

Zachary Rigdon is a financial advisor with Eagle Strategies (NY Life) based in Las Vegas, NV. He holds a Series 66 designation and has 21 years of industry experience, including roles at NYLife Securities LLC and New York Life Insurance Company since 2005. He has been with Eagle Strategies since 2011. Eagle Strategies serves a diverse client base, including individual investors, institutional plans, and corporate entities, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program options and emphasizes tailoring recommendations to client goals, with a significant portion of assets managed on a non-discretionary basis.

Joshua Brown is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Wells Fargo Clearing, Wells Fargo Bank, and JP Morgan Securities and Chase Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with extensive in-house research and oversight, and it operates with notable scale and specialized market roles.

Travis Scribner is a financial advisor with Primerica Advisors based in Las Vegas, NV, holding a Series 66 designation and with 12 years of industry experience. He has previously worked at Park Avenue Securities and Guardian Life Insurance. Outside of his advisory work, Scribner is an author and speaker, having published a book titled *Financial Malpractice*, and serves on the board of directors for the nonprofit Just One Project. Park Avenue Securities LLC serves a diverse retail client base including individual investors, high-net-worth clients, charitable organizations, and corporations. The firm offers brokerage and advisory services, financial planning, and retirement-plan consulting through a combination of proprietary and third-party investment strategies, supporting both discretionary and non-discretionary account management.